Believe
37 posts
Believe retweeté
Believe retweeté
Believe retweeté
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the monad ecosystem is too small for us to be fighting each other. that’s why i never spent my time on mainnet attacking other projects or people, even after they clearly tried to turn my community against me.
the best way to help monad grow is to work together, get outside the monad bubble, and focus on growing your own project.
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There’s so much pessimism and short-term thinking on cryptoassets these days that the R/R is tilting towards optimism and long-term, sized, high-conviction positions in distressed, public, cryptoassets.
That said, the time isn’t yet now, imo. I shared my view @ $109K that $BTC only starts to get interesting < $75K, and a revisit of the 200W SMA is always possible (~$56K currently, will trend higher), with all of those numbers still representing a mellow bear. Can we go lower? Sure. Pay your taxes and let’s see what 2026 brings.
Observing discourse & price-action around $MON, which is one of the highest quality teams to launch in the last few years (yes, I’m a venture investor in it), and sits at a tenth of the FDV of previous high-flyers in its category, while having superior tech & design choices across the board, shows how much repricing is happening. Starting low is a good thing, even if it goes to <= $0.01 next year I can see that washout being healthy. I’d happily accumulate. Every major cryptoasset has had washouts, that’s what creates opportunity and interest.
More broadly, the vicious repricing happening in crypto is cathartic. Everyone is taking their licks, and smart ones will learn and adapt. Most cryptoassets should go to zero — this is liquid venture, what did you expect?
But, there are going to be a handful that reprice far too low as the babies are thrown out with the bathwater, and having the conviction, at the right time, to be optimistic when the consensus is pessimistic will once again yield 10-100X’s.
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NOVEMBER CRYPTO REVIEW 🔍
TOP GAINERS 📈
ARC +210%
TNSR +101%
TEL +61%
PARTI +59%
FIRO +56%
ICP +39%
XNO +36%
QNT +34%
ZK +31%
GEOD +29%
TRENDING ALTS 🔥
$MON
$ZANO
$RIO
$QUBIC
$CPOOL
NEW LAUNCHES 💎
$FOLKS
$SURGE
$GAIB
$AVICI
$ARIAIP
November wasn't the "Bullvember" like we expected.
Bitcoin gave up over 20% from the highs, dragging the entire market into survival mode. ETH cooled off under $3K, SOL lost momentum, and memecoins bled across the board.
Narratives died for a few weeks because leverage simply got too heavy. We saw over $2B wiped out in liquidations and the market flushed out paper hands aggressively.
But look deeper: institutional wallets accumulated, stablecoin reserves hit new highs, and dominance pushed toward BTC.
👉 A FEW POSITIVES :
Even in the red, a few things screamed strength.
AI pockets didn’t fully die. Privacy saw renewed attention. ETH staking and L2 flows held steady.
Most importantly, market structure never completely cracked.
The entire drawdown still sat above key HTF levels, suggesting this wasn’t a cycle-ending move with just a harsh reminder.
👉 IS DECEMBER "THE" MONTH ?
Now comes the interesting part.
December is loaded with catalysts: QT ending, Fed meeting, potential 25bps cut, major conferences, Solana ETF updates, Ethereum Fusaka upgrade, and over $250B in stablecoins on the sidelines waiting for rotation.
Historically, December is a strong month. Add oversold indicators and cleaned-up leverage, and the setup looks healthier than people think.
This month wasn’t the end. It was the reset before the next leg. December is where the patient win.
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Believe retweeté
Believe retweeté
@keoneHD @Bybit_Official @moonpay @BinanceWallet @AtomicWallet @streamingfastio Just beginning $EGGPLANT
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Monad Mainnet Day 5 Recap
ONRAMPS:
- @Bybit_Official added support for USDC and USDT0 on/offramping
- @moonpay added support for Monad
WALLETS:
- @BinanceWallet added support for Monad
- @AtomicWallet added support
INFRA:
- @streamingfastio added support for Monad, enabling Substreams and Firehose
- @trycodex adds indexing support, making enriched transactions available in 1s
- @bubblemaps is live on Monad mainnet
APPS:
- @eulerfinance went live on mainnet
- @LumiterraGame launched their mobile app + added custom skins
- @fere_ai is live on mainnet
- @0xNADSA released Chart Voyager Game
- @mace_ag hit 10M volume in 72h
What did I miss?
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Believe retweeté
If I didn't sell my $MON when I did, my $33k will be worth $22k now.
Every coin on monad are currently down bad.
Always learn to take profit. It's the best thing you can do for yourself.
wyck 📴@wyckoffweb
Ended up taking profit on my $MON public sale allocation, walked away with about $13k. Funny how Coinbase still charged nearly $1k in fees for the process. Still holding 100% of my airdropped $MON, though. Using it to trade memecoins and NFTs on mainnet through Rainbow Wallet.
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the insane thing about monad is that the ecosystem as a whole is underperforming.
- $mon is trading at $0.02764
- memes on monad are rugs
- the airdrop prioritized influencers over the community.
- the only good thing monad did was gmonad, they airdrop $1k to people (i didn’t get any)
- chog was shit (the airdrop and token)
- monadverse, one of the hyped nfts on monad is at $21, this is really insane.
- everyone is looking out for chog mint, if it doesn’t cook then i’m sorry for nadians.
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