
Hyperliquid led with a product users love, prioritizing demand over infrastructure and laying the foundation for a thriving ecosystem. Here’s our thesis on why it's shaping up to be the category leader (co-authored with @hypurr_co): 🧵👇
shadow monarch (comeback arc)
869 posts

@0x_Specter
personality hire @Mantle_Official | ex. ib @BNPParibas | $MNT $HYPE maxi | #trusttheprocess

Hyperliquid led with a product users love, prioritizing demand over infrastructure and laying the foundation for a thriving ecosystem. Here’s our thesis on why it's shaping up to be the category leader (co-authored with @hypurr_co): 🧵👇


Somehow, March is already over, and so is Q1. Wild how fast time flies when you're too locked in on building and shipping. From milestones that rewrote the records, AI going from narrative to native, and a CeDeFi flywheel that refuses to slow down, here's everything we shipped and what went down 👇 1) Mantle total deposits on @aave hit $1B in just 18 days, the fastest ever. 2) In just two weeks, Mantle surpassed $1.34B in total market size on Aave, ranking 3rd across all global markets. 3) Mantle DeFi TVL crossed $755M with over 230% growth in 6 months, outpacing several major chains for the first time, per @DefiLlama. 4) Mantle's Stablecoin Market Cap reached a new ATH of ~$955M (+120% YoY), per @Dune. 5) Mantle is officially the 4th chain to surpass $600M @USDT0_to supply on Aave. 6) $wrsETH by @KelpDAO on Mantle crossed $100M+ in total supply on Aave. 7) Mantle Vault on Bybit Onchain Earn crossed $200M in TVL, powered by @CIAN_protocol. 8) Printr integrated with @Fluxion_network as its official DEX for token graduation on Mantle. 9) @printr MCP server went live on Mantle, deploy tokens with a single tool call. 10) SuperMantle content arena with @solana, @byreal & more concluded with 1K+ creators three separate + bonus tracks (winners announced). 11) Winners for Mantle Squad Bounty #1: Decode Mantle Vaults revealed with 1K+ entries across 5 regions. 12) @BlockSt_HQ and its native token, $BSB went live on Mantle, now available for trading and liquidity provision via Fluxion. 13) @byreal_io shipped its AI agent via @openclaw to directly trade $MNT. 14) The streak for seasonal incentive campaigns with @Bybit_Official continues, from Earn Carnival to Puzzle Hunt and recurring DCA buys. 15) @Alpha_Bybit integrated Mantle Chain, expanding multi-chain access for Mantle native assets ft. @SCORProtocol, @vooi_io, @HeyElsaAI, and more. 16) @birdeye_data and Fluxion now supports real-time market intelligence and deep liquidity infrastructure on Mantle. 17) Launched When AI Meets Mantle, our first ever initiative empowering creators to build AI workflows, agents, and concepts on Mantle - ends March 31. 18) Shipped AI Agent Skills & Scaffold, new tools for developers & builders to build and deploy AI agents natively on Mantle. 19) @mETHProtocol's latest February Onchain Report dropped, highlighting continued growth from asset to net inflows on Mantle. 20) @3janexyz offers up to 30% unsecured USDC credit lines against $MNT with zero over-collateralization, another level of capital efficiency unlocked. 21) @0xMantleCN & @HackQuest_ joined forces to ascend the builder economy at OpenClaw Meetup, Shenzhen. 22) @EverclearOrg's integrated with Mantle, enabling one-click swap of stablecoins from any supported chains to Aave in a single transaction. 23) @matchaxyz added support for $sUSDe, $syrupUSDT, $GHO, $wrsETH on Mantle with full cross-chain swap capabilities. 24) Together with @virtuals_io, Mantle is adopting of ERC-8183, the open standard for agentic commerce, bringing fully autonomous agent transactions to our RWA economy. One absolute Mantle quarter down with a banger. As the RWAvolution rolls into a new quarter, the MoMNTum remains inevitable. And no, this isn't an early April Fools joke. Onwards.






Portal initialized: A new era for the leading distribution layer begins today. $MNT has arrived on @solana. Powered by Mantle Super Portal, our new cross-chain teleportation hub built to accelerate the flow between real-world and internet capital markets.

Mantle State of Mind returns with Ep. 05, our first townhall of 2026, live on 𝕏. Meet the latest builders shaping the next wave of MoMNTum on Mantle, with [REDACTED] to be rewarded for selected attendees. 🗓 Jan. 16, 8PM UTC+8 (EN) Lock in, you won't want to miss this.






Is $MNT's fairs price 4x higher to $4.7? If @Mantle_Official becomes a @Bybit_Official chain and emerges as a second @BNBCHAIN, it would be reasonable for it to receive a valuation proportional to @binance's trading volume. 32% = Bybit volume to Binance - Binance 24H volume $125B (Spot + Perp) - Bybit 24H volume $40B (Spot + Perp) 8% = Bybit FDV market Cap. to Binance - BNB FDV $120B - MNT FDV $7.3B However, since no buyback model has been announced yet, reaching that level seems challenging. Still, isn't the current price sufficiently attractive?