nate

our industry collectively uses way too many buzz words and struggles to distill complicated concepts and communicate them clearly to less technically savvy people so i'm gonna fix that by making this shit easier to understand and share lessons about marketing while i do so

Crypto’s founding promise was open access to a fair and public financial system. Open networks have made gradual progress toward this goal. The first open network to get traction - Bitcoin - offered a medium of payments and a store of value, but halted at supporting stablecoins, DeFi, or RWAs. The second major open network, Ethereum expanded on that promise by enabling smart contracts, stablecoins, and RWAs, while facing limitations in scale, throughput, and trade execution fairness. The next big open network will be the one that solves trade execution fairness and scale, enabling global markets to actually move on chain.

i think we need multiple shots on goal with several different types of primitives to see what the market gravitates towards as opposed to going all in on one i don’t think anyone has the ability to know with certainty what primitive brings the same retail fervor back to the trenches. it just needs to be some sort of long tail asset with potential to generate outsized gains for speculators. that’s what will significantly help bring in an influx of new capital and net new traders into our ecosystem but fwiw, ownership coins could be the new meta! sounds interesting and i know our eco team has mentioned it me

Trenches are too pvp if they're not organic. Instead, Monad should frontrun the meta and go huge into ownership coins. I think you're already talking to Umia. Easier and healthier to create a new narrative by making Monad a strong place to raise for EVM startups. Investors get good tokens at attractive val and potentially capture the upside while founders get access to quality supporters. We don't need dozens of them, just a few good tokens are enough to build the narrative. Monad can build serious network effects here. Don't spend time and resources on artificial trenches. Many chains tried to emulate the depth of Solana or Base and all of them failed. Better to focus where you can frontrun. Ownership could be your narrative, and you could make it a standard for future eco tokens. If Monad becomes known for that, we win

working late tonight and processing what we've accomplished in the last eight months much more work ahead, but many reasons to be bullish x.com/i/article/2081…

@listopherchi monad trenches activated on fomo. soon.

@akachacolate moonad 🌚

just heard a youth say “on claude” instead of “on god”

@circle bridge to monad 👀

Bridging is rarely the end goal. The goal is what comes next: accessing apps, markets, liquidity, and opportunities across ecosystems. USDC Bridge gives users a direct, Circle-built path to move USDC across supported chains with less friction and more transparency. Move USDC crosschain. Then do what you came to do. bridge.usdc.com/?utm_source=x&…

Top 3 blockchains by RWAs in DeFi: 1. Ethereum 2. Solana 3. Monad

Growth

i disagree quite a bit with this framing. the buyback doesn’t guarantee the pump, true. but it functionally guarantees the floor price which is a precursor for the pump to happen sustainably over an extended period of time the trust/alignment piece is definitely important. beyond the lack of insider allocations for $hype for VCs and capital allocators compared to most crypto projects, there’s also the additional component of jeff having been wealthy already before hyperliquid. so he didn’t need to sell off his tokens for personal gain. many founders will see a few million dollars in their face and take that opportunity. that’s why we often see secondary sales, otc deals, dumps at unlock, etc. this is all tied to trust beyond the initial sizeable airdrops (of which many initial recipients sold off anyway). this all compounds into a happy and loyal community of token bidders and buying pressure. BUT the scale of the buyback 100% matters just as much if not more than the social trust/alignment. it directly contributes to it and is a precondition for it. hyperliquid’s scale of buybacks is substantially larger than any other protocol. they’re buying back anywhere from $600m to over a billion dollars worth of tokens annually. so there’s always buying pressure for the token even in a shit market other protocols that do it (including pump and aave as notable examples) don’t replicate that so they can’t build a floor support level the same way. hyperliquid’s token buyback mechanism is larger and more aggressive than others both in terms of absolute dollar volume and proportional impact

it’s gotten to the point where i talk more to claude than most of my friends i’m cooked

@pascaldottrade @EvgenyGaevoy @usv @fredwilson congrats guys!

We’re thrilled to announce our Series A with @usv bringing our total fundraising up to 15m. We hit it off with @fredwilson right away and we’re excited to benefit from his incredible experience.

@sugar_6378 toggle on “include loans” on DefiLlama

@akachacolate 🫩

1 billion ✅

@ItsAlwaysZonny LOL ☠️

too many of us are still here for the bottom to be in

@kacieahmed anytime i think i'm up late working, he always responds to the threads i'm in

my monad thesis is that Keone work like madman. Dude is NEVER offline

MON trading is now live on @IBKR along with support for USDC deposits and withdrawals on the Monad network

@withAUSD @monad higher

$100M+ AUSD on Monad, and we've just crossed 10,000 holders. We launched with @monad in November 2025. Eight months later, this is one of the fastest-growing application footprints AUSD has seen on any network.

In a bear market, it's more beneficial to prove wins and let the market digest them than just yap and run your mouth with nothing to back it up We've been stacking wins, and now we'll get much louder with the evidence to talk our shit growth begets more growth

@MetaMask 10 years!! 🦊

MetaMask just turned 10 years old. 🦊 To celebrate, we made you a little something: ten.metamask.io/?utm_source=tw…