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DefiIgnas
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Tbh, I wish there was no second $
HYPE
airdrop.
Just burn all the HYPE and current MC becomes the current FDV.
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DefiIgnas
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Unpopular opinion: Airdrops should be vested. Especially for KOLs. Current playbook: Claim airdrop ASAP and sell. And move on. Even if you're bullish on the token it's better sell first and then buy back later as airdrop induced selling stops. Vesting playbook: Airdrop launches at high FDV. You get huge airdrop. You feel rich. But you need 6 months until tokens slowly unlock. What do you do? Continue to be bullish about the project. Post about it. Check on the community sentiment. Check what the team says etc. If airdrop is vested, you are aligned in the longer run. Sure, you can say it delays the inevitable dumping but projects get valuable mindshare in the meantime.
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If $ETH pumping, so ETH beta DeFi tokens will pump harder.... right? RIGHT?! $FLUID, $SKY, $AAVE, $ENA $LDO $PENDLE.... pls my familia
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Gnosis $GNO rebranding to an RWA & stablecoin chain would pump it 10x. But Gnosis already is an RWA & stablecoin chain, and much more.
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HODL is dead. My biggest mistake this cycle was blindly holding ETH. Even when my No 1. bullish case for $ETH failed to materialize - super high yields on ETH thanks to Restaking I love crypto and trading due to its brutal honesty: if you're right = profit, wrong = loss. But I got complacent with $ETH as narratives shift fast: - "Ultrasound money" & ETH's ESG edge... Gone. - Restaking superyields didn't materialize. - ETH modular vs SOL's monolithic narrative: SOL proved stronger at least short run. I ignored changing realities, sticking to HODL instead of adapting. This cycle was more difficult than the last and crypto moves too quickly for passive holds (maybe except BTC). Profits now come from more active trading, not hoping assets rebound "someday." $ETH terrible under-performance was a wake up call. Thankfully rotating to $HYPE saved me. Still, $ETH has a place in everyone's portfolio and EF is not complacent anymore. But emerging "Stablecoin & RWAs" L1s with gas abstraction is another growing risk for ETH. Happy $HYPE ATH for those who celebrate.
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Plasma-type sales encourage bad behavior: Depositing assets via a hot wallet as there was no time for hardware or a multisig wallet.
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