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Ignas | DeFi
Ignas | DeFi|9月 21, 2025 09:33
The only token to break of L2 token curse is MNT. It trades at 2x the FDV of Arbitrum despite Arbitrum having higher TVL, more users and more maturity. L2Beat doesn't even list Mantle under rollups because of a lacking DA bridge. $260m TVL for Mantle vs 3.5B for Arbitrum shows that TVL or technical maturity for L2 tokens means little now. Market treats MNT like BNB, not a normal L2 thanks to Bybit integration, 4B treasury, CEX token features, a neobank, etc. Most importantly, Mantle runs buybacks & burns from treasury profits. That gives a scarcity story that other L2 tokens don’t have. So MNT breaking out of the cursed L2 governance token story is bullish for Base. Since Coinbase > Bybit, BASE can easily launch at 2x Mantle FDV on day one. The move is simple: Install Farcaster and Base app to post consistently. And follow me at ignas.farcaster.eth on Base app or @ Ignas on Farcaster. "Create and you will be rewarded." - @jessepollak(Ignas | DeFi)
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Timeline

10月 21, 08:34Renzo initiates voting on proposal RP-6, planning to repurchase 10% of the REZ supply.
10月 19, 04:28JustLend DAO initiates JST buyback and burn proposal
10月 16, 01:04Jupiter will initiate a governance vote to decide on the buyback and destruction of tokens.
10月 15, 07:02The top 100 YAP can receive token rewards every month.
10月 15, 04:13Binance takes the lead in compensation, but most liquidated users do not qualify.
10月 14, 03:48YGG Play Launchpad is worth paying attention to
10月 13, 18:45LABtrade's token will be listed on Binance Alpha tomorrow.
10月 13, 10:08The 'United Front' of decentralized AI begins to split
10月 11, 09:27Renzo community proposes to buy back and burn 10% REZ tokens
10月 11, 04:26Start DCA on the strongest altcoins

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