nate

marketing @monad

[nate @akachacolate]

@DegenerateNews @X @solana @fomo let's goooo @seyong @paulerlanger

[nate @akachacolate]

@MichaelRTech @chainlink @monad welcome!

[nate @akachacolate]

can we have one good week of bull market price action without a hack or exploit

ffs man

[nate @akachacolate]

@PaikCapital @seyong @fomo @tryfomo 🔥🔥🔥

[nate @akachacolate]

the biggest loser in these social trading apps going head to head is relay 😬

[nate @akachacolate]

i feel like the new private equity playbook is gonna be to buy undervalued businesses, embed a claude fork into the company slack, cut 20% of the workforce, and then sell the company for 500% more than they bought it

[nate @akachacolate]

@tickerdotgg 👀

[Monad @monad]

Thank you to everyone who joined us at Open

The future is bright

[nate @akachacolate]

@coinbase @intern monad babyyy

[Monad @monad]

Why does Monad Private Settlement matter?

@keoneHD breaks it down 👇

[nate @akachacolate]

@DosRojos if they haven’t gotten it by now, i don’t think they will

it’s been years

[nate @akachacolate]

a lot of us who have been around for a long time have been openly saying airdrops are dying

this wasn’t us saying “airdrop farmers suck,” it’s that the meta of getting paid to test or use products has been shifting steadily for years. now you need edge and to make money using the product itself (i.e. profiting on trades, getting yield on DeFi, etc)

many protocol teams are blunt about never planning to launch a token (either remain tokenless or ipo instead). lots of teams that fundraised can’t find pmf and don’t even make it to tge. the few left that have a shot at airdropping don’t think it works as a viable user acquisition tool, let alone retention

crypto is changing!

[bigchog @bigchog]

man it must be so hard to be an airdrop farmer these days

> you farmed monad, you got 0

> you farmed abstract, it shut down before TGE

> you farmed megaETH terminal, you got 5 cents per point

> you keep farming polymarket and all you get is teasers instead of tokens

[nate @akachacolate]

i’ll take the opposite side. most L2s will die because there is:
a. very little they can offer that won’t eventually be shipped or offered at better scale by the ETH L1 itself (with less counterparty risk)
b. fundamentally few cases where an L2’s token makes any sense since Eth can be used as gas. there is zero “moneyness” for these tokens and they are unbiddable

it’s pretty telling there hasn’t been a legit L2 with a semblance of PMF since arbitrum

[nate @akachacolate]

@fomo great to have you guys on stage!

[nate @akachacolate]

@coopernicus01 it’s tough, the outcomes lie at the ends of both sides of the spectrum (implosions or moonshots)

but the most talented employees will get scooped up quickly. even if the protocol failed, the highest performers will have learned a ton and picked up invaluable experience

[nate @akachacolate]

@Kinlee1o 2/3 naturally lead to this?

[nate @akachacolate]

the chain consolidation will continue. the vast majority of L2s will die. so will many L1s

the main breakout app of this cycle has been fomo. their entire value prop is social trading abstracting away “chains” and enabling access to the assets available on chains

chain success at this point boils down to the ones that:
1. win institutional flows
2. have native assets that people want
3. successfully nurture unique apps people actually use

seems to me monad actually has a shot to win here unlike most. much more work to be done

[nate @akachacolate]

@dudify_xyz assume that’s a typo and you meant to say monad

personally i’m paying attention to these the most:
perpl
hello trade
moose trade
tiny
https://t.co/Cvol8GsBXL

but there’s also a lot of payments and stablecoin infra that will drive usage of the chain. DeFi also quite strong

[Robinhood @RobinhoodApp]

New asset now available to trade in the app and on Robinhood Legend.

$MON (Monad)