IgnasDeFi

Feeling like buying some shitcoins.
That's a feeling I haven't had for months now.
What are some 10x plays? lol

AI in dot-com boom.
Private credit in 2008.
Oil in 1973.
Geopolitics in late 1930s.
If all four are right, it's 4 once-in-a-lifetime events at once.

Crypto tokens are superior to equity. We just forgot how to prove it.
Look at $HYPE. Yes, it's valued by revenue like equity.
But it also gives trading discounts, pays gas on the L1, and secures the network.
All while being globally accessible and trading 24/7
Equity wrapped in some legal structure can't do any of that.*
The problem is that evaluating projects on P/S ratios took over and now everyone compares tokens to stocks.
Understandable after years of overpromised tokenomics with overhyped roadmaps.
But the ceiling for tokens is higher than equity, if projects actually build real utility.

Aave just can’t get a break 😓

Shorting arrogance is one of the most reliable trades.
Crypto taught me this with Do Kwon, SBF, Avraham Eisenberg.
Every time someone acts untouchable, that rules don't apply to them, the market corrects them.
Works at the industry level too. When crypto natives get too confident, the top is in.
Starting to see the same trade in geopolitics.

Five crypto things I want to figure out:
- Is Nexo exposed to private credit, or are all their loans overcollateralized? Their rates feel too good for pure overcollateralized lending.
- If I use privacy protocols, do my wallets get flagged by Chainalysis? This matters because Source of Funds and Proof of Wealth audits usually rely on Chainalysis data. If flagged, I won't use them.
- Will Polymarket & Kalshi launch tokens, or go the IPO route? It's a critical test for token vs equity debate.
- What happens to stablecoin regulation if the CLARITY Act passes vs. fails? Right now I can't find a go

I was dumb to not check it myself.
Crypto is no longer listed under Prohibited Industries for paid promo on X.
The ban was there since at least June 2024. Now it's gone.
The policy page changed recently. On February 16th it was still there (Screenshot via Wayback machine).
The entire "financial products" category was removed. Loans, investment services, crypto. All of it.
Gambling was also removed. Weird.
Meanwhile they added pharma, tobacco, weapons, and weight loss to the list.
Crypto paid partnerships are allowed if you follow disclosure rules.
This matters for every KOL running paid promos

‘Paid partnership’ disclaimer should exclude the post from X creator revenue.

It’s short-sighted to ban ‘crypto’ as a whole category from paid posts.
I get potentially limiting ads for prediction markets, leverage trading, or even promoting yield products.
These are ‘financial products’.
Yet promoting crypto wallets, specific stablecoins, privacy protocols as infrastructure companies should be permissible.
I don’t believe things on CT regarding paid posts changes much unless X starts viciously banning KOLs.

BTC at 69k.
Nice.

Crypto KOLs pivoted to AI, boasting about how productive they are with OpenClaw.
Then where are your vibe coded smart contract apps? Or any other app?

No 1. PMF of crypto is making early believers rich.