With all hacks in crypto one would think insurance would flourish.
Nexus indeed does well as a protocol but token trades at $94m.
It’s a trillion dollar industry.

TOKEN-0.16%

IgnasDefi 12 hours ago

The Death of KOL-as-a-VC is a fun one:
Just until recently KOLs were actively investing in private/seed sales at better terms than top VCs.
I used to get tons of invitations to join sales at lower valuations & shorter lockups.
That all dried out.
And KOLs who actively invested in seed are mostly rekt.
But I think believe projects should try to onboard ambassador/believer KOLs to help them grow.
But choose quality over quantity. One to three flag bearer KOLs will do you good.
On the flip side, an extractor KOL will damage reputation for good.

IgnasDefi 12 hours ago

Small rant: Dune Analytics was my go-to website for crypto data.
Now, can't find any relevant dashboards as search sucks and when I do they're synced weeks/months ago.
Blockworks also pay-walled best charts.
Thankfully Defillama is still here. Chads.
*rant end

IgnasDefi 12 hours ago

No surprise that Prediction markets are expanding into perps:
Even with the recent mid-terms, Polymarket trading volumes are basically flat over the year.
But while volumes are stable, active wallets, open interest and tx count are in decline.
---
Most of users are indeed speculators & gamblers as election volumes are minuscule compared to sports and crypto .
So perps are enticing to Polymarket as they can squeeze speculators even more.
Still, unfortunate as I wish they focused on making their prediction market a better product and leave perps to HL, Lighter, Variational etc.
P.s. I don't even

POLYMARKET+0.00%

KALSHI+0.00%

LIT-4.42%

IgnasDefi a day ago

Crypto mostly up while Trump Crime Coins down:
$TRUMP & $MELANIA down double digits
$WLFI would go down more if they didn't control most of tokens & locked most of investors.
The nature is healing

TRUMP-0.95%

MELANIA-2.90%

WLFI-0.16%

2.57k

IgnasDefi 2026-11-02

KAST decided not to do a TGE.
Eligible points will become 'KAST Pioneer Units' in December.
Basically, points they might pay out later, but don't have to.
No equity, no voting rights.
Unfortunate that tokens are becoming unattractive to crypto native teams.
Something like Backpack stake for equity model with revenue buybacks for token would've been sexy.
But I'll let them ship

TOKEN-0.16%

IgnasDefi 2026-11-01

Rabby is removing MegaETH from the supported blockchains.
[Insert the oof meme] because this must hurt.

MEGA+0.26%

1.63k

IgnasDefi 2026-10-30

There's a market demand for user-friendly, multi-chain multisig wallet.
Where you can use your Ledger/Trezor, phone or/and email, 2fa codes as signers.
Safe is amazing but only EVM.
It needs to support Bitcoin, Ethereum and Solana and offer good connectivity experience to DeFi.
Who is building this?

SAFE-5.04%

BTC-0.67%

ETH-1.26%

SOL-0.77%

2.57k

IgnasDefi 2026-10-30

We used to see "I am buying the dip here" posts on days like today.
Haven't seen a single post like this on X.
Despite claiming that 'BTC holding $̶8̶0̶k̶,̶ $̶7̶9̶k̶,̶ $̶7̶8̶k̶,̶ $77k is super bullish!'
I'd bet most of CT is loaded on tokens already.
Others would better buy higher on confirmation than buy the fear.
But fundamentally, who's buying?
Retail who generally loved crypto are now getting rekt on AI stocks, gold, quantum etc.
Crypto ETF buyers aren't showing up: inflows turned negative over the 30d period.
Short term there's $2B in short liquidations until $80k for BTC.
Longer term I'

BTC-0.67%

HYPE+0.24%

ZEC+1.16%

1.45k

IgnasDefi 2026-10-28

My three asymmetric bets:
• $BP : Backpack as FTX 2.0 ... but without the fraud.
• $TRUE: The people's prediction market. DefiLlama integration + Vitalik praising its decentralized approach are good first steps.
!Super low cap.
• $FLUID : Lending and trading in one, with other apps building on top. Jupiter Lend+ Venus already use the tech. The bet is that more teams follow.
What are other I might've missed?

BP+0.05%

FLUID-1.92%

JUP-1.73%

XVS+0.81%

IgnasDefi 2026-10-28

ETFs are using perps to offer exposure to OpenAI and Anthropic.
Two US ETFs launched this month use swaps linked to perps for that exposure.
21Shares also launched an Anthropic ETP in Europe.
This is a huge success case for crypto!
It will bring even more liquidity to perps, making them even more important for price discovery of pre-IPO assets.
Huge usecase when we bring illiquid (pre-IPO assets) and making them liquid and instantly tradable globally.
And obviously, more fees -> buybacks to our onchain perp tokens: $LIT , $VAR, $HYPE etc

OPENAI-0.03%

ANTHROPIC+0.63%

LIT-4.56%

HYPE+0.24%

1
1.36k

IgnasDefi 2026-10-27

$ETH ETFs lost $1.31B over the past 30 days
It's 5x more than BTC lost.
Especially painful since ETH is much lower market cap.
Interestingly, BlackRock's ETHA alone lost $1.13B.
But BlackRock's BTC ETF had $962M inflows during the same period.

ETH-7.19%

BTC-5.05%

1
1
2
1.61k

IgnasDefi 2026-10-27

Base could bring back trenches with cleverly organized vampire attack on Robinhood Chain with $BASE airdrop/points or smthg.
Promise token to pump up tokenized stocks onchain.
They've got the app, got the infra, and got the talent
But that would require them to be based.

IgnasDefi 2026-10-27

Biggest risk to BTC is someone figuring out how to transfer physical gold through borders undetected.

BTC-0.67%

IgnasDefi 2026-10-26

All I want is BTC all-time-highs by Christmas.

BTC-0.67%

1.53k

IgnasDefi 2026-10-26

Only 3 groups of tokens outperformed BTC this year:
- Largest category - trading tokens: $DRV +665%, $HYPE +200%, $PUMP +121%, $RAY +106%
Degens gamble, protocols collect fees and buy back their tokens.
then....
- AI: $VVV +1431%, $NEAR +203%, $GRASS +151%
and...
- Privacy: $ZEC +137%, $XMR +37%
Maybe we can add institutional adoption story with $QNT +173% and $MORPHO +89%
Everything else pretty much rekt.
Still, I believe the easiest trade is finding high revenue tokens.

BTC-0.67%

DRV-3.84%

HYPE+0.24%

PUMP-1.06%

RAY-0.66%

IgnasDefi 2026-10-26

12 of the 16 recent TGEs are down since their first full trading day.
Median return: -27%.
Quite a few are DeFi projects:
• GRVT: perps, -29%
• QUID: cross chain swaps, -48%
• TMX: fixed rate lending, -96%
Note that public sale buyers had very different entry prices so:
• QUID: still up 24% from its public sale.
• FOLD: up 108% from its 2nd public auction, despite being down 19% after listing.
I want more good tokens to invest in.
But even after these dumps only 11% of GRVT and 14% of QUID max supply is circulating.
P.s. TGEs are from the past 3 months

GRVT-16.00%

FOLD-2.25%

IgnasDefi

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