boss: "are you really going to pitch me a $14 coin?"
me: "yes - i'd die on this hill"
& the rest was history. as a fund manager, its always essential to consider the timing / stage of the cycle we are at when choosing your investments.
special s/o to @davidtohyh for being the first boss to empower my ideas & @Defi_Maestro for being the first mentor who levelled me up
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): 🧵👇
Hyperliquid's revenue exceeded $900 million in 2025
That's greater than the GDP of 10 countries
Next up? Trillions
Source: Hyperliquid Annual Report 2025 from @HyperliquidR (link to download below)
Real-world credentials were never built to be trusted at scale.
With @Accredify_io on Mantle, that changes.
Bringing ZK-native verifiable credentials onchain, the kind enterprises and governments already trust, proves that the distribution layer is becoming the institutional standard.
Mantle has become one of the fastest growing L2s of 2026.
TVL has climbed from around $135M to a $682M all-time high.
The catalyst was Aave's deployment paired with an 8M MNT incentive program from Mantle. Demand has been deep enough that supply caps have been raised repeatedly on Mantle markets.
Every major exchange has talked about bridging users into DeFi for years. Mantle and Bybit are aiming to make this happen end to end.
If the capital stays once the rewards end, Mantle could be the proof case for turning exchange users into onchain users at scale.
Trading assets on Mantle got smarter the moment tab switching became optional.
With @elfa_ai, you can query any asset, get real-time social alpha and setup trades across @Fluxion_network, all without leaving the terminal.
Powered by the distribution layer, connecting them all.
Bear market across DeFi.
Mantle Network TVL grew from $167M to $646M in Q1, nearly 3x, while the broader market contracted.
Institutional capital doesn't need hype to move.
It needs compliant rails, real yield, and infra it can trust.
The rails are ready on @Mantle_Official . Keep the MoMNTum! #toMantle 🍅
Fresh off @DefiLlama:
Mantle has outpaced multiple major chains in DeFi TVL for the first time, crossing $755M with over 230% growth in 6 months.
MoMNTum, undeniable.
Bybit CEO Ben: Exchange Offers Retail-Style Bank Accounts
Bybit CEO Ben said Bybit will start offering retail-style bank accounts. After completing KYC, users can receive a personal IBAN under their own name, starting with USD. The account can be used for salary receipts, bill payments, and large purchases, aiming to reduce disruptions caused by bank risk controls when users move fiat in and out.
Can't make it to Mantle RWA Day? We're bringing it to you.
Mantle State of Mind Ep. 06, the biggest stage we've had by far, will be broadcasted live from Consensus HK to anywhere you are across the globe.
🗓️ Feb. 10, 1:20PM UTC+8 (EN)
📍 Mantle Official 𝕏
What to expect:
→ 2026 crypto outlook w/ @byreal_io, @worldlibertyfi, @xStocksFi, @DigiFTTech, @ConcreteXYZ, @lorexyz
→ RWArena: Mantle Squad debate showdown (you decide the winners)
→ 2025 Mantle Global Hackathon winners revealed w/ @HackQuest_, @OpenBuildxyz
Oh, and we're dropping a $1K prize pool for selected community members throughout the stream.
This is an essential clock-in for Mantle's RWA thesis.
Set your reminders now.
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.
What actually makes Web3 marketing work?
We sat down with @Gem3a, Korea Marketing Lead @Mantle_Official and @0xMantleKR, to talk community, GTM, and Korea’s crypto market. Full interview 👇
00:00 The moment I truly saw Web3
01:10 Meet Gemma
01:54 My view on Korea’s crypto market
02:39 What makes Korean communities different
04:04 One thing to highlight about Mantle
05:51 The real driver of healthy Web3 communities (GTM)
08:12 What’s heating up inside Mantle right now
11:11 Advice for those who want to work in Web3
12:32 What I want to build at Mantle
13:38 The “soul of marketing” in one word
A remarkable night in Abu Dhabi, institutions, policymakers, and industry leaders coming together to advance a secure, institution-ready digital asset landscape.
Thank you to everyone who joined us and contributed to the conversation ✨