Called $ADA bullish on Oct 29, 2024: $ADA rose 226% in 5 weeks.
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Cite asCryptoQuant has tracked the directional calls on PENDLE by @DefiIgnas on X since May 2024: not yet scored on PENDLE (as of Nov 12, 2026).
Other assets covered (34)
9 PENDLE calls on record, a thin history.
Relative view by default: fewer than 30 PENDLE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @DefiIgnas to submit corrections.
Called $ADA bullish on Oct 29, 2024: $ADA rose 226% in 5 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Crypto still looks attractive for asymmetric trades. No need to hold 100% of your net worth in crypto like BTC or ETH. You can be fine with S&P500 or QQQ. Instead, put 10% or even 5% of your portfolio to asymmetric trades that crypto offers. For me, it's something like $TRUE for challenging Polymarket and $BP for next big CEX+tokenization trade. But there are and will be many more. We had $ZEC and $HYPE that were relatively 'easy' trades if you were following CT. Chasing those trades is fun and I will stay in crypto for it. But my time of 100% allocating to crypto is behind.
View original →Feels like we're out of short-term narratives why crypto can pump. Sure, there's institutional adoption but they get most of upside without buying our coins. Thus betting on that adoption via tokens is meh: upside seems to be in equity or private markets. Crypto was supposed to solve this! Worse, seems that many crypto tokens are here to pay for institutional partnerships instead of accruing value to them. We're exit liquidity here. HYPE got the NYSE news and now the trade played out. Currently waiting for all licenses and see how much it affects buybacks. AVAX partnership will 'provide core ledger technology for NYSE' but what does that mean for the token? Cosmos ATOM provided core ledger technology for shitloads of companies and they are basically dead. BTC would pump if there was money printing in sight but that won't happen until AI bubble collapses: and that would first rekt crypto as well. (I would've thought differently but AI crashing and rebounded while crypto crashed without rebound is making us all bearish). Meanwhile trenches are rekt beyond believe. Pump, FOMO & grifters are running out of dumb money and backlash on X is getting louder. Mid to long term it's clear that crypto is here to stay. But we'll be tested by 1) democrats getting their vandetta on crypto and 2) interest rates increasing that can't be good for risk assets. The most bullish point about this post is that it sounds so bearish, and usually when one wants to sell is the best time to buy?
View original →Tokenizing illiquid assets will be another crypto's 0 to 1 innovation: Real estate, pre-IPO companies, private credit, influencer royalties, luxury watches/cars 등등 Crypto will become where price discovery for all assets happens. Even for westerners, tokenize Chinese, Korean stocks that are harder to access.
View original →MEGA pivots from cursed L2 to a hyped AI category. $MEGA could do a 10x from here at current $59m MC to catch up with other "AI trades"*: By MC / FDV: - $NEAR: $4.63b / $4.63b - $TAO: $2.53b / $4.53b - Pearl: $586m / $3.29b - $VVV: $943m / $1.55b - $GRASS: $342m / $473m - solana:BZLbGTNCSFfoth2GYDtwr7e4imWzpR5jqcUuGEwr646K: $49m / $92m - $ORBIO: $25m / $25m (stake to earn inference credits) The problem is $MEGA's FDV :( Only 10% of MEGA circulate and FDV is still at $513M. But IF MEGA TEAM SHIPS, the token can moon. But we have time to see if the team delivers. * I know I can't compare those tokens as they sell different AI products but for degens chasing AI narrative these tokens might come to mind.
View original →Trying to buy tokens on Elysium L4 makes it clear why we need FOMO and pump style friendly UX apps: Even after years in crypto it's so annoying! Add RPC, then add balances (coz Rabby doesn't support Elysium yet). Then you check on which DEX to buy, like Aero. But then the hot new tokens aren't available in the drop down list! So you go to blockchain screeners, analytic websites to look for token contract address. Then you want to swap from USDC to SHITCOIN. And then shit, you forget you need HYPE for gas. It just never ends. In general, EVM trading experience hasn't improved in years with gas tokens and approvals. Seriously, was tempted to just use FOMO but their fees are absurd. And don't want to support their KOL scam campaigns. So we need FOMO or PUMP but without their extraction KOL scams shills stuff. Who is building this?
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