Best of ignasdefi.com on Kiwi News
Most upvoted by Kiwi News readers
6 stories from ignasdefi.com have been shared on Kiwi News since 26 July 2024, with 13 upvotes and 2 comments in total. The latest was shared on 5 March 2026. They are listed below, most upvoted first.
Text under a title is an AI summary of the linked article.
- The Bullish Case for Ethereum
Ethereum (ETH) has underperformed, with a 6.8x shortfall against SOL since the early 2023 market lows and a 47% decline against BTC over the past two years. Several reasons are offered: Bitcoin's "digital gold" narrative is simpler for retail users and institutions to grasp than Ethereum's story, and the "digital oil" analogy is described as neither attractive nor accurate. Solana is also described as catching up to or surpassing Ethereum in active users, transaction volume and mindshare, while Ethereum's modular approach with L2s is said to fracture liquidity and complicate user experience.
- Crypto in South Asia: Key Things to Know
Crypto discussion on X is dominated by Western and English-speaking voices, which the Pink Brains team says could blind people to opportunities in Asian markets. The team has grown to six members, four of them from Vietnam, and found the Vietnamese crypto market and mentality differ markedly from Western ones. An earlier Pink Brains post reported that OpenSocial had more users than Farcaster or Lens despite much lower mindshare on X, with Indonesia, Vietnam and India dominating its user base. Mai, who runs the Pink Brains official X account, co-wrote this post sharing insights on the South Asian crypto market.
- The "Investible" Crypto Tokens
The author's list of crypto tokens considered investible in the current environment contains 132 tokens across 12 categories, based on criteria of revenue to holders, revenue retained but not yet distributed, and narratives or mindshare likely to survive a bear market. The article says 45 of these tokens pay holders, excluding those with very low revenue, and that $1.8B in annualized revenue flows to token holders. Data came from DefiLlama, CoinMarketCap and mindshare tools including Dexu, Moni and LunarCrush, with Claude Code used for calculations, which the author notes made many mistakes and should be treated with caution.
- Uncertainly Bullish State of the Market & What's New #3
The author argues the crypto market is shifting from boring to uncertainly bullish, with uncertainty now seen as a positive sign rather than a negative one. The text says prices have been stagnant since May, airdrops are disappointing, and retail buyers have not returned. It cites Ethereum ETFs, which went live and reached $1B in volume on their first day, about 25% of the BTC ETFs' volume, above the 10% to 20% most analysts had expected.
- Token Printing: What's Next? From Community Tokens to Public-Private Sales
The author describes buying the memecoin MOODENG despite a default expectation that its price will fall to $0, driven by fear of missing out on a possible success like Doge. The piece says memecoin buying appeals more than utility tokens because of a need to belong to a community that shares the optimism of "making it." It contrasts this with a grim sentiment toward low-float, high-FDV tokens, and notes the author had promised not to trade memecoins but changed their mind to stay open-minded.
- The Current State of Crypto: Bearish or Bullish?
Confidence in a bullish crypto outlook held since mid-2023 is starting to waver, which is presented as a sign the market is healing. Crypto veterans are privately sharing worries, with ETH named as the most concerning because of its recent underperformance. The March consensus of a typical four-year cycle is described as having proven too easy, and the piece promises a data snapshot to show how bad conditions are.