Brendan G

Engineer @Kintsu_xyz 💧

[Kintsu @Kintsu]

20.08.2026

[Brendan G @b_gbz]

@Christo_Sal 🙏🙏🙏🙏

[Kintsu @Kintsu]

Productive assets are the foundation.

Credit markets are the next layer: enabling lending, borrowing, vaults, and markets built around collateral.

Kintsu is expanding!

[Kintsu @Kintsu]

Liquid staking gave digital assets yield.

The next step is making capital more productive: unlocking its use across collateral, credit markets, and financial systems.

Kintsu is building the infrastructure for that broader system.

[Brendan G @b_gbz]

@MrBeast 1

[Cenote @Cenote_network]

We think the real unlock is credit.

Cenote is building confidential credit for institutional finance on @CantonNetwork

Private, compliant lending markets for participants that need real privacy, infrastructure, and market structure.

More to come.

[Cenote @Cenote_network]

Our engineering team put together an open-source repo to make @CantonNetwork validator setup easier.

It guides operators through deployment step by step, helping reduce setup friction and making it simpler to get a validator up and running.

[Brendan G @b_gbz]

@KintsuShiitake Love you mane 🫶

[Alexios @Alexi0s]

SuperMON is here 🙌

Why does it matter?

Because your MON should never sit idle.

You stake once → SuperMON keeps your assets productive through automated strategies powered by @upshift_fi and curated by Qualia across the Monad ecosystem.

Breakdown:
• Deposit MON
• Receive SuperMON
• Earn stacked yield from multiple sources
• No manual rotations, no maintenance

go get that superMON

[Kintsu @Kintsu]

Introducing SuperMON

Curated DeFi rewards centered around sMON.

Designed with @upshift_fi, curated by Qualia, SuperMON automates multi protocol strategies so your MON stays productive across the entire ecosystem.

[Brendan G @b_gbz]

@phantom @monad No Kintsu? Ouch 🥲

[Kintsu @Kintsu]

superMON

keep notifications on .. next week will be huge

[Mayan @mayan]

Big things are about to land on @Monad, and Mayan moves you there.

We’re powering transfers for the top teams building on Monad from day one.

Get ready.

[Brendan G @b_gbz]

@StovenLabs Big fan of the onion foam art you've got going on there

[Christo Sal @Christo_Sal]

Liquid staking is massive already.

But it’s also strangely… capped.

Let’s look at Ethereum, Solana, and what that means for Monad.

Ethereum today (approx):
~120M ETH circulating
~36M ETH staked (~30%)
~19–20M ETH in LSTs (~16% of supply, ~55% of staked)

Lido alone holds ~9.4M ETH (~8% of supply, ~27% of staked)

Big… but nowhere near “all ETH is liquid”.

Solana today (approx):
~554M SOL circulating
~388M SOL staked (~70%)
~60M SOL in LSTs (~11% of supply, ~16% of staked)

Jito, Marinade, Blaze, Sanctum etc. together only cover a slice of total stake.

Again: big, but far from saturation.

So across both chains you see the same pattern:

》Lots of staking
》Healthy LST sector

But the majority of staked capital is not liquid

And most of the liquid capital is concentrated in a few dominant protocols.

If Monad is “Ethereum x Solana” — high performance and EVM-aligned — then long term it’s reasonable to expect:

▪︎ LSTs on Monad could reach ETH–/SOL–level penetration
▪︎ Double-digit % of supply in LSTs
▪︎ Even higher % of staked supply

If we don’t repeat the same design mistakes.

So… why haven’t LSTs scaled further on Ethereum and Solana?

A few structural bottlenecks keep showing up:
▪︎ Team-curated validator sets
▪︎ Opaque or rigid allocation logic
▪︎ Power clustering around a few operators / clients
▪︎ Governance that can’t easily correct this

Networks feel that risk.

When too much stake routes through:
》one protocol, or
》one validator cluster, or
》one client / MEV setup…

…the “liquid” layer starts to look like a centralized choke point.

That’s scary if it ever hits 30–40%+ of stake.

Result?

LSTs hit a political ceiling before a technical one.

People like the yield, but the network might worry about correlation + governance risk.

Networks get nervous about a single LST becoming “too big to fail.”

So adoption slows way before the theoretical max.

This is exactly the problem we’re thinking about with Kintsu on Monad:

> How do you let liquid staking scale much further
without turning validator selection into a black box or cartel?

Our answer is Kintsu governance.

Kintsu treats validator selection as an onchain marketplace, not a static whitelist.

The team doesn’t hand-pick validators; the DAO sets the parameters

Validators compete on performance: uptime, MEV, fees, reliability

Stake flows to the best yield engines under those rules

If the network base yield is ~3%, and validators add MEV on top, Kintsu governance can effectively say:

> “Who’s giving the protocol the best net yield
without breaking decentralization constraints?”

Those validators earn more delegation.
If they slack or get greedy, delegation moves away.

This is why the Kintsu token matters:
▪︎ It’s not a vanity “governance” badge.
▪︎ It’s the coordination layer for:
▪︎ stake delegation
▪︎ validator selection
▪︎ MEV policy + fee splits
▪︎ long-term protocol yield

It sits where the economic routing decisions happen.

If Monad really does grow into an ETH x SOL hybrid, LSTs there could:

》Match or exceed current LST penetration on both chains
》Without hitting the same centralization bottleneck

Because Kintsu governance keeps competition and allocation in the open

That’s the design goal.

So the way we see it:
▪︎ Ethereum + Solana proved liquid staking demand
▪︎ Their bottlenecks exposed governance + concentration flaws
▪︎ Monad gets a fresh shot at the same game

Kintsu is our attempt to build the liquid staking layer that can actually scale with the network.

[Airaa HQ 🌸 @AiraaAgent]

Monad Mania Campaign is now Live on Airaa! 🌸

Compete and farm Aura among one shared leaderboard.

Rewards such as points, whitelists, raffles and boosts, powered by Top 10 projects on @monad.

Details below, join here: https://t.co/D1EWmPhNIR

[Brendan G @b_gbz]

@ZyfAI_ @KintsuShiitake @ethereum @EFDevcon 100 likes here, reporting for duty

[Brendan G @b_gbz]

@Alexi0s LFG

[Brendan G @b_gbz]

@Alexi0s @KintsuShiitake loooool

[Kintsu @Kintsu]

🛡️ Nethermind Security Audit Complete

@NethermindSec has completed the audit of Kintsu’s liquid staking protocol for @monad — reviewing sMON’s staking logic, withdrawal mechanics, and more.

Another step toward secure and reliable liquid staking on Monad.