Ignas

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[Ignas @DefiIgnas]

@crypto_linn new ATH then

[Ignas @DefiIgnas]

BTC would be at $100k already if bitcoiners were better story tellers as in the past:

International order disintegrating, countries going bankrupt, social unrest worsening, privacy eroding, private property might be up for grabs when/if things get even worse...

BTC is a perfect asset for this period yet somehow bitcoiners fail to promote it

Perhaps Tradfi boomers will end up pushing this story with blackrock leading the charge.

[Ignas @DefiIgnas]

@Trim_Bot ppl are looking for the solution and it's a perfect storm for btc

[Ignas @DefiIgnas]

Learn the lesson: price is not market cap!

A few things from this DeFi chart:

• HYPE passed UNI's 2021 peak: $24.43B vs $22.59B. DeFi can still produce new winners while many OG tokens struggle to recover.

• 10 of the 20 tokens peaked in market cap in 2021. UNI, AAVE, COMP... five years later and those highs still haven't been beaten.

• MORPHO reached its price ATH of $4.17 in Jan 2025. Its MC went higher later as more tokens entered circulation, while buyers near the price ATH were still underwater.

• Unlocks and emissions make 'getting back to ATH' harder. If circulating supply triples, reaching the old price requires 3x the old market cap.

Disclaimer: Made with Chatgpt-6 Astra Ultra

[Ignas @DefiIgnas]

@DeFi_Dad lol what keeps you bullish on it?

[Ignas @DefiIgnas]

@mdudas got one sign up lol

[Ignas @DefiIgnas]

PUMP posted 'airdrop coming soon' in July 2025.

15 months ago.

Max extraction in every way.

[Ignas @DefiIgnas]

@crypto_linn me neither.

[Ignas @DefiIgnas]

@Only1temmy max extractoors

[Ignas @DefiIgnas]

@andrewmoh true, but UNI also slowly burning UNi now

[Ignas @DefiIgnas]

Learn the lesson: price is not market cap!

A few things from this DeFi chart:

• HYPE passed UNI's 2021 peak: $24.43B vs $22.59B. DeFi can still produce new winners while many OG tokens struggle to recover.

• 10 of the 20 tokens peaked in market cap in 2021. UNI, AAVE, COMP... five years later and those highs still haven't been beaten.

• MORPHO reached its price ATH of $4.17 in Jan 2025. Its MC went higher later as more tokens entered circulation, while buyers near the price ATH were still underwater.

• Unlocks and emissions make 'getting back to ATH' harder. If circulating supply triples, reaching the old price requires 3x the old market cap.

Disclaimer: Made with Chatgpt-6 Astra Ultra

[Ignas @DefiIgnas]

Inspiration from post and copied design lol https://t.co/SvPT7awPZi

[Maison Ghost @MaisonGhost]

Memecoin ATH market cap charts over the years.

Notice anything?

[Ignas @DefiIgnas]

TL;DR on the five Defi protocols:

• @mezzanine_fi: Yield vaults where you choose more yield and more risk, or less yield with other depositors taking losses before you.

• @Infinit_Labs: Let managers trade for you on Hyperliquid. Their own money takes the first losses.

• @iris_credit: Borrow using Aave/Morpho liquidity at a fixed interest rate. You know what you'll pay upfront.

• @risextrade: A fully onchain perps exchange. Other DeFi apps can build on it, combining borrowing and trading in one tx.

• @boros_fi: Bet on funding rates going up/down, or lock in the funding rate on your existing perp positions.

[RightSide @Rightsideonly]

https://t.co/9ktES8BOPR

[Ignas @DefiIgnas]

@machibigbrother one of a few great asymmetric bets

[Ignas @DefiIgnas]

@DefiLlama This is awesome.

But would love to see full integration, meaning connecting wallet and trading on Defillama interface as well

[Ignas @DefiIgnas]

@Mardeni01 to 100 usd

[Ignas @DefiIgnas]

$FLUID is the best performing DeFi token over the last 30 days.

Who's buying?

Gossip says someone keeps TWAPing it on CEXs :)

But the fundamentals look good:

• Best weekly revenue in 4 months
• $1.77B active loans, now the 3rd largest onchain money market
• Jupiter Lend: 6 biggest fee days in a row ($1.14M from Oct 11 - 17)

Not all green tho as buybacks are paused while the treasury rebuilds.

Big catalyst is DEX V2: soft launch is live now. Polygon first for testing, Ethereum this month

Also Fluid will launch on Sui: Hashi mainnet launches with $500M in capital backing, and Anchorage Digital joining

FLUID been one of my longest conviction trade since... years

[Ignas @DefiIgnas]

@mdudas wash trading?

[Ignas @DefiIgnas]

@SigmaSquared_ I wonder how they choose? based on fees, speed etc... or BD skills?

[Ignas @DefiIgnas]

Notice how Papertrade uses Across for cross-chain swaps?

Wonder why they picked Across among other choices. BD skills? Relationship from the past?

In any case, DEX aggregators need to be integrated into apps to survive. They can't rely on their UIs only anymore