Fishmarketacad

Monad DeFi Weekly Recap #2 1. TVL Growth & Protocol Highlights Total Monad TVL: $278.26M (-1.81% vs last week) Biggest TVL Gainers (7d): Neverland: $16.18M (+38.0%) is attributed to new veDUST incentive campaigns and broader use of self-repaying loan productsAlso the top revenue gainer this week. Clober: $335K (+34.5%) Saw a strong rebound in DEX liquidity and user activity. @tethergold: $848k (TVL: +121.93% 7d) Saw a strong growth due incentives in AUSD-XAUt0 and strong price interest in gold @MondayTrade_: $4m (TVL: +78.97% 7d) attributed to their new earnAUSD-AUSD spot LP campaign 2. Protocol Revenue Neverland: $15,901 (Lending; #1 in revenue, maintains breakout status) PancakeSwap: $10,408 (DEXs; major cross-chain activity) Nad.fun: $10,430 (Launchpad; strong revenue, nearly matches PancakeSwap) Hanji Protocol: $5,517 (DEXs) IFJ: $2,903 (DEXs) Clober: $2,519 (DEXs; notable TVL and revenue growth) 3. Merkl Yield Opportunities Total Daily Rewards: ~$66K Highest Current APRs: Uniswap V3 AUSD-DUST Pool ~327.94% app.merkl.xyz/opportunities/… Clober MON-USDC Pool ~124.25% app.merkl.xyz/opportunities/… View more here: app.merkl.xyz/chains/monad?s… 4. Ecosystem & Narrative Watch Major Integrations/Partnerships: @AlloraNetwork has launched on Monad, introducing decentralized AI-powered trading and prediction infrastructure to the ecosystem. Trending Narratives: - AI DeFi is emerging as a leading theme, driven by Allora’s launch and growing interest in predictive/agentic trading. - Prop MM remain strong narratives, with protocols like Clober and Hanji drawing significant attention from their volume growth. --- This entire post is generated by AI with one prompt.

$200M in total deposits on @monad What started as a performant DeFi native chain is now evolving into an onchain payment rail with a built-in open lending network

Monad is proud to join Mastercard’s Crypto Partner Program. Bringing Monad's onchain infrastructure into a trusted, global payments network. It's time to move the global financial system onchain.

earnAUSD incentive update: On Monday, earnAUSD will receive additional wMON incentives in the latest @monad epoch. earnAUSD APY will see a 1.5% boost, claimable on @merkl_xyz. With current base APY + existing wMON incentives, this totals ~8.5% APY.

Monad now has linear memory expansion costs rather than quadratic like Ethereum. Smart contracts can now use more memory for cheaper cost. This expands what developers can build on Monad as well as reduces the need to potentially compromise security for optimization purposes.

@francescoswiss @hagaetc 🤖 Who sets and what are the Agent Guardrails? with: @mcoso @jacobc_eth @eridianalpha @FishMarketAcad @DavideCrapis

Neverland has one of the best UIUX in my opinion as a lending market!

@catalyst_nvr @alice_nvr @pareen Thanks for the kind words! The truth is it's all u guys, keep going! 💪

@alice_nvr @pareen None of this would have been possible without @FishMarketAcad as well. From Neverland’s perspective, he has been our ecosystem lead, DeFi lead, business development lead, NFT lead and everything in between since day one.

Last month, our friend @pareen recommended that we publish a case study on Neverland’s organic growth. He has been supportive not only to us, but all builders shipping on Monad and we are so grateful for his guidance on this journey. Here is our deep dive into how Neverland, while relatively unknown, gained real user traction to become one of the top lending protocols on Monad! Why do we call this growth “organic”? - No paid TVL/liquidity deals - No airdrop hype - No points program (real tangible rewards distribution from day 1) - Never paid KOLs for shill posts - Didn’t raise more than needed for the prestige because we didn’t want our users becoming an investor’s exit liquidity - Didn’t receive external incentives for 3 months while nearly every other lending platform on the chain received incentives to distribute to users from day 1 Thank you to all our users who provided testimonials for us to use in this article! 💜

@grahamfergs Dmed!

A working group with likeminded folks interested in collaborating to further the adoption of RWAs. DM for link to join.

Liquidity is simple when the infrastructure is right. Here's what's live on @monad. Built on Balancer 🥷

@jinglingcookies @monad @opendanny LOL

is this the same grandmother that got released from @monad’s $300 mil TVL? @opendanny

ATH TVL for @monad!

collated > a list of 60 companies building in the agentic commerce space, across these sectors: cards, standards, tooling, identity, credit, checkout execution, discovery, marketplace, policy control > resources to understand and keep up to date with agentic commerce, includes: agentic commerce infra, cards vs stablecoins, traction, analytics comment down below if you would like access

@alice_nvr Amazing traction!

Neverland: - Relatively unknown at launch - Rejected early funding offer - Only 5K followers on X - Did not initially receive any external incentivizes But also: - #1 in fees generated on Monad - #1 in revenue generated on Monad - First Monad-native protocol to surpass $100M TVL - Highest trading volume of any NFT collection on Monad - First protocol on Monad to surpass $1M in revenue - #6 this week in revenue out of lending apps across ALL chains While others chase vanity metrics, we built through authenticity. We are not the same.

@shu_bit_ Safe flight!

Flying to SG today! 🇸🇬 Let's connect...?? 13th~21st

Monad went from $4B to $59B in stablecoin transfer volume in just 4 months since mainnet launch. One of the fastest stablecoin ramps we've seen from a new chain.

Gas prices just dropped to zero in @MetaMask MetaMask users can now transact on Monad without needing gas

@EuclidProtocol Gmonad!

Euclid Private Mainnet Phase 2 is LIVE 🙌 The unified liquidity layer is now open to ALL Passport holders. → Swap across any chain, from any chain → No bridges. No friction. → Instant trading with orderbooks This is just the beginning. The unified liquidity era starts now.

@HFI_Research @MarineTraffic @grok how many oil tankers specifically went through the strait?

Strait of Hormuz since the last update. Source: @MarineTraffic

@hyperliquidbull @skyquake_1 Where's this on @BasedOneX app?

@skyquake_1 you can get the market description by clicking on the market icon

Can HL please improve the naming conventions? Or at least add a brief description. This is the USO etf tracker not CL but it takes about 10 clicks to find out. Bloomberg even got tricked last week