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Ignas | DeFi Profile picture
@DefiIgnas
Nov 2, 2025 • 1 tweets • 1 min read • Read on X
Extremely difficult to predict where crypto goes next:

Bearish arguments:

- Sentiment of AI bubble
- Bullish news fail to pump crypto
- Uncertainty about dead entities after 10/10 crash
- 4-year cycle timing
- Old OG wallets selling
- Negative ETF flows
- Buffet offloading BILLIONS of stocks

Bullish:

- Liquidity easing & interest cuts
- No clear euphoria in crypto
- Slow but continuous institutional crypto adoption
- US Crypto Market bill passing (bearish if fails)
- Historically great Q4s
- Stablecoin supply still at ATHs
- US trade deal with China

I might add persistent bearish sentiment on CT without full capitulation are bullish.

Be greedy when others are fearful?

What else did I miss?

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More from @DefiIgnas

Ignas | DeFi Profile picture
Aug 14, 2025
1/ Record number of $ETH is in the unstaking queue:

671k $ETH = $3.2B USD

What's more, queue wait time reached record of ~12 days.

Why is it happening? A few reasons: Image
Image
2/ The the past month, the top 3 LSTs accounted for the most unstaked $ETH

- Lido 285k
- EthFi 134k
- Coinbase 113k

Lido queue is at ATH, too. Image
Image
3/ First. Unwinding leveraged ETH:

Stake ETH on Lido for stETH, use it on Aave to borrow more ETH, and repeat for higher yields.

Higher rates led many to exit.

Note: Borrow APY on Aave is 2.65%, but chart isn't loading. See supply rate below. Image
Read 9 tweets
Ignas | DeFi Profile picture
Mar 31, 2025
Larry Fink's annual chairman letter is super bullish on crypto.

"Every stock, every bond, every fund—every asset—can be tokenized. If they are, it will revolutionize investing."

Here are his main arguments for crypto & tokenization:
Larry is bullish on tokenization because it makes investing more democratic:

- Access: Enables fractional ownership, breaking down assets like private real estate and equity into affordable pieces.

- Voting: Simplifies shareholder voting through digital tracking of ownership and rights, enabling secure global participation.

- Yield: Reduces barriers like legal and operational friction, opening high-return investments to more than just large investors.Image
Currently, global money relies on outdated systems like SWIFT, created when fax machines were new.

Handling trillions daily, SWIFT operates like a bank relay race, similar to mailing emails.

Tokenization transforms this, turning postal service-like SWIFT into the quick efficiency of email.
Read 6 tweets
Ignas | DeFi Profile picture
Mar 28, 2025
1/  Is crypto "still early"?

It’s still forming its cultural & regulatory identity.

Unlike older tech (banking, social media), crypto isn’t locked into rigid rules yet.

It means we can still shape its future: open like the early internet or controlled like modern social media.
If I understood Vitalik's three ring model, each "ring" is a cultural era that shapes how society treats tech

• Old rings (inner layers) are hardened attitudes like banking regulations, copyright laws

• New rings (outer layers) are still forming norms. AI and crypto.
Vitalik mentioned three phases:

• 1990s Internet: "Let it grow!" -> Few rules, lots of freedom.
• 2000s/10s Social media: "This is dangerous. Control it!"
• 2020s Crypto/AI: Battle between openness vs. regulation.

Interestingly China is open-sourcing AI while US closed
Read 8 tweets
Ignas | DeFi Profile picture
Mar 17, 2025
Ethereum and @Etherealize_io must accelerate their focus on RWAs and tokenization.

Strong competition is targeting Ethereum's market share.

Ethena believes they face less competition in "storage and settlement for stablecoins and tokenized assets," which is Ethereum.
@Etherealize_io Ethena is not the only and last one.

Just today Binance announced investing into another RWA L1.

@Etherealize_io Seriously,

Ethereum has lagged behind and needs to catch up with Solana for "speculation" layer

And now other players are coming after its 'blockchain of value' market share.
Read 4 tweets
Ignas | DeFi Profile picture
Feb 24, 2025
1/ Aave votes to shut down on Polygon after the Polygon DAO eyed using bridged assets elsewhere.

Here are 9 more recent crypto developments you might've missed:

(Ohhh, I'm threaaddiing!) Image
2/ Arbitrum votes to deploy Treasury $ETH to generate yield:

Stake 5,000 ETH with Lido for wstETH, deposit it into Aave V3 on Arbitrum for LST/LRT looping.

Then lend 2,500 ETH on Fluid for ETH lending and DEX liquidity Image
3/ Lido announced the v3:

stETH is backbone of Ethereum DeFi and with v3 Lido bring new features without breaking stETH interoperability.

In short, it prepares Lido for 1) institutional adoption 2) leveraged stETH for degens and 3) restaking era

Small but big upgrade
Read 10 tweets
Ignas | DeFi Profile picture
Jan 18, 2025
Trump & his team aren't Solana maxis:

Trump launched four crypto initiatives across four different chains:

• Polygon: Trump Digital Trading Cards - $45M market cap
• Bitcoin: Trump Bitcoin Digital Trading Cards - $5M MC
• Ethereum: World Liberty Financial ( $WLFI ) - $90M raised
• Solana: $TRUMP Memecoin - $29B FDV, 80% to insiders

Conclusion: Memecoin on Solana is the top performer for value extraction and fundraising.
Notes:

1) 45k NFTs on Polygon generated over $22M in sales revenue and continue to earn licensing fees.

2) Trump Ordinals were available for claim by previous "Mugshot Edition" Polygon NFT buyers

3) $WLFI sales struggled, but the amount raised pumped after the election.Image
1. Polygon NFTs up by 370% today
2. Trump Ordinals up by 177% to $34.3K per Ordinal
Read 4 tweets

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