Just minted my Atlantis NFT! 🌊⚓️ Join the voyage on @AtlantisDEX_xyz and mint yours at to secure your spot for the Atlantis airdrop and upcoming Monad testnet rewards!

► Monad Thesis: Long monad:native Literally no one talking about monad:native on my tl right now despite the chain not being that bad. @Monad is getting very close to becoming a $1B DeFi economy only 9 months after mainnet. TVL went from $52M around launch to $945M now, ~18x growth. But the more interesting part is what the TVL is turning into. – $730M stablecoins – $434M RWA – $1.74B bridged TVL – $256M daily DEX volume So TVL alone is almost 2.9x monad:native's circulating mcap, while stablecoins are >2.2x. Obviously TVL/mcap isn't a valuation formula, but it's hard to ignore when the gap keeps widening while the token is still trading like the chain is nothing. Most capital is sitting on K3, Aave, Euler, Hyperithm, Morpho and Pendle. The chain now does ~6.37M tx/day with ~29.8K active addresses and ~9K new addresses. That's only ~70-74 realized TPS on a chain designed around 10,000+ TPS, which sounds bearish, but I see it differently. The chain is barely using 1% of its theoretical execution ceiling while already holding almost $1B DeFi TVL. The bottleneck right now is whether enough valuable activity gets built on top of that state. The infra keeps getting faster before demand even gets close to catching it. – MIP-12 moved blocks from 400ms → 300ms and finality from 800ms → 600ms on live mainnet. – MIP-8 is changing how storage is laid out so contracts touching multiple storage slots become cheaper. Phase A is already live and full activation passed testnet. – Cadence is researching the next jump toward 100ms blocks / 200ms finality with multiple concurrent proposers. So I think monad:native is still a good long-term hold into the new cycle with all these fundamentals. – the chain is securing significantly more capital than the token is priced for – network effects across DeFi, payments, RWAs, consumer apps and capital formation concentrate better on one shared, fast, neutral state – capital and serious teams are choosing Monad for speed + EVM familiarity – incentive-driven activity exists, but institutional-grade products are landing and expanding – the Foundation offered up to $60M to buy locked MON from early investors at a discount reflecting the remaining lock-up, and nearly all declined If Monad can keep this ~$1B economy active and growing, the next thing that needs to catch up is monad:native.

What a month! Groundbreaking developments across the board. Check out this month's highlights 👇 📈 Token Momentum New listing → $PRL (Perle @PerleLabs) was listed on Binance Alpha, Bybit Futures. Secondary listing → $CYS (Cysic @cysic_xyz) was listed on Bithumb, having been previously listed on Binance Alpha and Futures. 💰 Funding & Acquisitions → @StartaleGroup announced second close of its Series A round, securing $50mn from SBI. → @MyriadMarkets announced its seed round with investors including Verda Ventures, Auros, and EVG, Tom Lee, and others. → @animocabrands announced a strategic investment in Ava Labs. 🚀 Product Launches → @babylonlabs_io launched the private alpha testnet for Trustless Bitcoin Vaults (TBV), enabling users to post and borrow against BTC via Aave v4 spoke while keeping BTC on Bitcoin. → @perpltrade’s private mainnet on Monad demonstrated strong initial traction, accounting for 13% of gas usage post-launch. → @animocabrands launched Animoca Minds, a no-code platform for creating and deploying AI agents for commerce on the blockchain. → @KaitoAI launched its beta, focusing on ambassador and creator matching. → @pendle_fi shared new features for its 2026 launch, including direct access to Pendle on CEX Earn and one-click auto-leverage, and looping etc. → @cysic_xyz launched which allows users to set up their own AI agents. → @brevis_zk was selected as one of four teams for the Ethereum Foundation’s On-Prem Proving Initiative through ETH Proofs. 🫱🏻‍🫲🏼 Ecosystem Expansion / Partnership → @plumenetwork partnered with @ether_fi to integrate RWA yields through Nest vaults; their head of legal appeared in the Senate to advocate for tokenised stocks. → @babylonlabs_io integrated into @Ledger wallets, providing native Ledger signer support to Babylon Trustless Bitcoin Vaults. → @peaq partnered with OKX wallet @wallet to manage a tokenized robo-farm in Hong Kong using AI agents. → @CIMG_IMG, a NASDAQ-listed company, signed an MOU with @izumi_Finance to explore a strategic partnership in digital asset infrastructure. 💼 Business/Financials → A Messari report on @HumaFinance stated it processed $2.2bn in transaction volume in Q4, a 27% increase QoQ from $1.7bn. → @Sign and @PerleLabs were both added to Coinbase’s listing roadmap. → @Sign reported strong interest from Middle East OTC desks and South Korean CEXes. They have been building stablecoin-backed payment rails and CBDC for nations in the Middle East and Central Asia. → @animocabrands successfully secured a Dubai VARA VASP license. → @OPLabsPBC announced a round of layoffs. → @plumenetwork appointed a former FINRA examiner as its new Head of Compliance. 📥 Call for Partnerships → @BlockdaemonHQ is an institutional gateway to crypto and calls for chains, RWA projects for partnership. → @Bgin_Blockchain looks to acquire small BTC mining farms in northern Europe. 📰 HashKey News Flash → @HashKeyGroup released 2025 annual results on March 27, reporting total revenue of HK$723mn. Hong Kong operations saw a 72.3% yoy increase in trading volume, reaching HK$530bn. → @HashKeyGroup was named to the Financial Times' 2026 Asia-Pacific High-Growth Companies List. → @CantonNetwork was officially listed on HashKey Exchange on March 24, 2026. → @HashKey_Capital released a full report "Future of Institutional Digital Asset Trading" on three structural opportunities in the orchestration layer (OEMS/PMS/RMS) for 2026. → @HashKey_Capital released HashStack #030# and #031#. → @HSKChain calls on projects in DeFi and RWA to build on its compliant, institution-grade infrastructure, offering grants, branding support, and access to a network of regulated distribution partners across Asia. → @HashKeyCloud, a leading global Web3 infrastructure provider and core member of the HashKey Group, is looking to support emerging networks with its professional, secure staking and validation services, backed by experience across 80+ blue-chip chains and protocols. Please reach out to Portfolio Management team on telegram @ a79206 if you are interested in connecting with the above PortCos. The ecosystem is thriving! Follow @HashKey_Capital for April's update.

DAY 348 // DEFI UPDATE @Uniswap launched the VolatilePair Hook on Ethereum mainnet, starting with ETH/USDC. A hook is an add-on that changes how a Uniswap v4 pool behaves. It sets a separate fee for each side of the trade and shifts both with the market. After a big move, trades that push price back pay a temporary fee. Volatile pairs did over $500B in volume on Uniswap this year. @merkl_xyz is distributing 20,000 USDC in rewards on the new ETH/USDC VolatilePair pool until 28 October. The @pendle_fi Ecosystem High Yield USDC vault is live on @Morpho. It is co-curated by Pendle and Armitage, the vault curation arm of @wintermute_t. Co-curated means both teams pick where the vault's money goes. At launch it allocates across three PT markets: PT-reUSD, PT-USDat and PT-USD3. A PT (principal token) locks in a fixed rate until maturity. It runs alongside the existing Ecosystem USDC vault. Apyx launched new $apxUSD and $apyUSD markets on Pendle, with maturity on 10 February 2027. PTs offer fixed rates up to about 15% APY. YTs (yield tokens) offer leveraged yield plus points. LPs, the liquidity providers, are also open. Apyx also published its September attestation from Wolf & Company. An attestation is an outside firm's check of the reserves. It verifies reserves and collateral for its products. @LiquityProtocol's ysyBOLD went live as collateral on @InverseFinance FiRM. It enables fixed rate DOLA borrows against about 5% compounding yield, with borrower incentives through Merkl. The market reached $1M TVL in under 24 hours. TVL is total value locked, the money deposited in a market. @monad confirmed the integration of @onrefinance's ONyc, a reinsurance yield token, through @plumenetwork Vaults. This expands RWA access from Solana to Monad. RWAs are real-world assets turned into tokens. Morpho powered yield is now available privately to millions of @deel users through Tempo Zones. Idle balances are routed to @SentoraHQ curated Morpho vaults. Stocks on @aave now earn 3% yield, and Merkl distributes the rewards. FX100 from @protocol_fx launched race season. It is a six week Guild quest campaign on testnet where traders earn XP that counts toward mainnet. It also highlights the 15 minute liquidation protection window.

Monad just picked up a privacy layer of its own, and $MON transactions are the target. Nullmask has extended its zero knowledge protocol to the chain, covering private deposits, transfers and withdrawals. How it works ⬇️ Details here:

Monad just got its own privacy layer. Privacy protocol @NullMaskio has extended support to the high-performance @Monad blockchain. The expansion means that users on $MON can leverage the blockchain's capabilities while maintaining full privacy and confidentiality over activities such as sending, withdrawing, and depositing. The launch could open up Monad's ecosystem to a whole new range of use cases...

Monad now has clear privacy plans... @category_xyz has just unveiled its official technical whitepaper for Private Settlement on the @Monad blockchain. The new paper covers several key areas including... - private execution domains - shared sequencing - cross-domain messaging - configurable access controls Is $MON poised to capitalise on the burgeoning privacy sector?

Monad Private Settlement aims to keep bank deals private on a public chain @category_xyz has published the white paper for Monad Private Settlement, which gives banks and companies private spaces on @monad ($MON). Transactions are encrypted and put in order on the public Monad chain, then run by operators each space picks, so balances and trades stay hidden from outsiders. Contracts in different private spaces can still send messages to each other and to the public chain, letting them share liquidity instead of splitting it across closed networks. Owners decide who can read their data, such as auditors or regulators, and the setup runs on smart contracts without changing Monad.

Monad's CRSHMARKET Raises $3.5M With A 60 Second Prediction Twist CRSHMARKET (@crshmarket) has secured $3.5 million to build prediction markets around live content. 6th Man Ventures led the seed round, joined by Reciprocal Ventures, Lattice Fund and Starting Line. The Monad (@monad) $MON -powered platform lets viewers bet on what happens next during a livestream. Markets settle in just 60 seconds, without waiting for an entire event to end. The platform has attracted 42,000 users and processed 500,000 trades.