DeFi Ignas

+180% Problem with conviction trades is that you also need patience. While everything was pumping and $BP was in accumulation it really tested my patience. https://t.co/rnfg8OZjVk https://t.co/7wAqaJPi2z

FOMO generates $320k in 7d fees from Hyperliquid Builder integration. It puts FOMO just below Phantom at top 2! Truly shows the strength of their retail adoption. Wish I shilled my FOMO ref link before lol https://t.co/2s5CIWKMOB

You can literally track revenue/buybacks in real time on blockchains. Block by block. In tradfi you need to wait quarterly, yearly reports and everyone THEN trades the news. In crypto 'trade the news' is every single block. https://t.co/enMhcyX57f

Binance finally listed $HYPE on spot, but still no $LIT, $VVV or $FLUID CZ said "We list when your coin is popular enough. We follow our users" But that feels disingenuous when insider bundled/low liquidity memes keep getting listed on Binance and promoted through Alpha. Probably worst is that Binance is now 'sell the news' event. Teams have to provide tokens for airdrops and marketing that go to 1) BNB or 2) FDUSD holders who JUST DUMP those tokens as yield. No marketing is done this way. just pure sell pressure. Scroll allocated 5.5% of its total supply to Binance Launchpool. More recently Zama gave 45M ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 for 'future marketing campaigns.' Binance used to make their users rich, but now they are exit liquidity. it's a bull market so MAKE YOUR USERS RICH AGAIN.

Interesting how irrelevant Binance has become to the crypto trenches. None of the major runners are listed on Binance and all price discovery happens onchain. And perp dexes taking their perp volumes too. Plus, tokenized stock meta requires licenses and regulations that Binance lacks so their regulatory arbitrage isn’t paying off in this meta. CEXs are mostly good for fiat onramp/offramp. But even for this Binance isn’t an option in the US and the EU.

This is easiest crypto bull market ever IF the high rev token meta continues. You don't need to chase every narrative or even read much of CT. Just open DefiLlama, Blockworks etc. and find projects with: 1. High and growing revenue 2. Revenue actually reaching token holders through payouts or buybacks 3. Low market cap relative to that holder revenue and don't forget about emissions and unlocks too. Then buy and hold. Simple. Sell when the valuation gets too far ahead of realistic future revenue, or the thesis (protocol) breaks. And you can ask your AI agent to run this due diligence weekly. Ok, maybe the harder part is estimating future fees. But if you believe BTC will continue to pump, more speculation WILL lead to more trading volumes and fees. So we need to add forward looking valuations which could make tokens relatively cheaper for future fees. $HYPE, $LIT, $PUMP etc. look like very simple trades in retrospect. So now we need to find newer emerging protocols with high rev but that are undervalued by the market. Finally, AI agents could keep recommending the same few tokens to all of us. Thus concentrating 1) attention and 2) money into assets that fit the criteria and helping them pump further. Simplest meta ever. Right?

Huge fan of this 'refresh one-time address' feature in Fluidkey. Every non custodial wallet that wants to challenge Rabby/Phantom should have this. A fresh address for each payment, but all your balances show up in the same account. No need to share the same address with everyone. CEXs offer this too but we need this as default for non custodial wallets. p.s. non sponsored post just happy new client.

Damning article about the $WLFI scam: - Promised Aave partnership. Didn't happen. Went with Dolomite instead. - Ethena's sUSDe was supposed to be used as collateral. Didn't happen. - Ondo stocks and Treasuries were supposed to come to WLFI. Still waiting...... Basically WLFI farmed partnership announcements for marketing. Then: - 'Created' a 'strategic reserve' and invited projects to contribute. Dozens sent tokens to WLFI wallets. - Then WLFI sold most of its LINK, AAVE, ENA and MOVE lolll. Literally scammed projects? - Then Trump's disclosures show millions received in LINK, AAVE, ENA, MOVE and ONDO from WLFI token sales :) WLFI down by 82.5% btw with no rally despite market recovering.

I fumbled $HYPE airdrop. I didn't fumble $LIT airdrop and definitely not fumbling $VAR. Probably too late to shill my ref link (but DM if needed). Points distributions should end in 8 days. Polymarket odds below imply ~$1.5B FDV one day after launch. ~50% of VAR supply is planned for 'community' although 1st airdrop allo is not public. 25% is reasonable. At $1.5B FDV, that's ~$750M to community. Juicy. Actually, just Grok'ed that Variational cofounders "Lucas Schuermann and Edward Yu previously led engineering and quant trading at Genesis after it acquired their quant fund Qu Capital in 2019." Seems bullish to me.

Memecoins are ONE CYCLE trade. You trade them, but never HODL them. I mean $WIF was THE MEME last cycle with Ansem putting it on the LA Sphere* Now, the chart looks like that ↓ and mindshare-wise it is dead. And for a meme to lose mindshare is DEATH. $FARTCOIN? Same story despite huge success beyond CT. $DOGE is an exception as it survived TWO cycles. But it is not really strong runner anymore. This short lifespan makes it different from the main crypto meme - Bitcoin which manages to reinvent itself. Anyway, whatever you think of solana:HcRLc9VDgjLeK154xDawfb1dmVJ98DoSqcwTHGqiDeJR, $CASHCAT etc etc., just make sure to sell them. Very simple lesson yet too many become married to their bags