Ben Ja Min | nonce Classic

Investor @nonceclassic

[Ben Ja Min | nonce Classic @bambben]

플레어 XRPfi 가이드를 공개합니다!
탈중앙화 금융을 처음 접하는 분들의 눈높이에 맞춰 작성되었습니다. 거래소에 잠들어 있는 #XRP 를 @FlareNetworks 위의 대표적인 탈중앙화 앱에서 생산적인 자산으로 변환하는 방법을 통해 디파이를 학습해 보세요. https://t.co/uyKTCAw4by
🧵(1/7) 👇

[Ethereum Korea @ethereumkoreaio]

https://t.co/PB5caFjVIx

[nonce Classic @nonceclassic]

1/ Ethereum’s global maturity demands deeper regional coordination.

We’re proud to announce that @nonceclassic has received a grant from the Ethereum Foundation Ecosystem Support Program (@EF_ESP) in Q1 2026 to lead this vision in South Korea. 🇰🇷 🧵

[Ethereum Korea @ethereumkoreaio]

Ethereum Korea

Build the Path, Connect the World, Execute the Future

기여가 인정으로, 기록이 연결로, 펀딩이 공공재로 이어지는 생태계를 만들어나갑니다.

[Flare 🇰🇷☀️ @FlareNetworksKR]

🔥 플레어 밋업: 서울 밋업 2026

Flare가 서울에서 커뮤니티 밋업을 개최합니다.
XRPFi, FXRP, 그리고 Flare 생태계의 최신 업데이트를 직접 만나보세요.

일시: 2026년 3월 8일 일요일 오후 6 - 9시
장소: 서울 강남 알베르 카페

✔️ Flare Network 소개
✔️ Flare, XRPFI DeFi 활용 방법
✔️ 커뮤니티 네트워킹
️✔️ 2000달러 상당의 FLR 지급 이벤트
✔️ 뷔페식 핑거푸드, 샴페인, 맥주, 음료수 제공
✔️ 플레어 티셔츠, 양말 굿즈 제공

참석을 원하시는 분들은 아래 링크에서 신청해주세요.

승인 후 참가가 확정됩니다.

👉 https://t.co/xcWrqstgzJ

Flare와 함께 XRP의 DeFi 확장을 직접 경험해보세요. 🔥

[Ben Ja Min | nonce Classic @bambben]

Flare Network 위의 대표 모듈러 대출 서비스인 @mystic_finance에서 FXRP를 판매하지 않고 담보로 사용하고 USDT0를 대출해 플레어 생태계 내에서 추가적인 경제활동을 할 수 있는 방법을 알아봅니다. 모듈러 대출 서비스의 구조를 이해하고 일반 온체인 대출 서비스와 차이점을 이해할 수 있습니다.

[Ben Ja Min | nonce Classic @bambben]

플레어 XRPfi 가이드를 공개합니다!
탈중앙화 금융을 처음 접하는 분들의 눈높이에 맞춰 작성되었습니다. 거래소에 잠들어 있는 #XRP 를 @FlareNetworks 위의 대표적인 탈중앙화 앱에서 생산적인 자산으로 변환하는 방법을 통해 디파이를 학습해 보세요. https://t.co/uyKTCAw4by
🧵(1/7) 👇

[Ben Ja Min | nonce Classic @bambben]

Flare Network 위의 대표 디파이 볼트 인프라인 @upshift_fi 에서 여러 Defi 전략이 자동화된 온체인 FXRP 볼트에 유동성 제공하는 방법을 알아봅니다. 이를 통해 사용자는 리스크 관리를 수행하며 Defi 전략을 구사하는 큐레이터에 의해 설계된 Vault의 구조를 학습할 수 있습니다.
🧵(6/7) 👇

[Lucia Kim | nonce Classic @jellulu_fish]

https://t.co/PHFQ3B3KgE

[Lucia Kim | nonce Classic @jellulu_fish]

1/3 What is the fair value of $MEGA

Current market consensus sits around $2 ~ $2.3:
• @HyperliquidX: $0.23
• @WhalesMarket: $0.21
• @Polymarket: ~$0.2

But if @megaeth solidifies its spot in the Top 15 chains, the upside potential is significant.

Here is my deep dive into the valuation 🧵

Product: The First Real-Time Blockchain
• Block time: ~0.01s
• Total latency: ~0.21s
• Faster than even Netflix or Instagram

Ecosystem
• MegaMafia: 0-to-1 Dapps only possible on MegaETH (28 onboarded)
• RedStone Bolt (@redstone_defi ): Real-time price feeds
• USDm (@ethena ): Native stablecoin giving yields back to the ecosystem

Traction
• Total Raised: $93.5M
• Pre-deposit TVL: $500M
• Public Sale: 5,000+ participants (28x Oversub)
• Active Protocols: 55 (only DeFi & GameFi)

Comps: vs Top 14 Chains
Based on projected metrics, MegaETH would rank:
• TVL: #13• DAU: #11
• Protocol Count: #4
• Revenue: #8

Tokenomics
• Cover Ratio: Est. ~3.7 (Safe)
• Investor Integrity: 1-yr cliff (Seed/Echo) & same terms enforced on staking rewards
• Community Alloc: Transparent & Bimodal distribution for high-loyalty users
• Utility: Governance + Staking for future decentralized sequencer
• Revenue Model: Stablecoin revenue > Sequencer margin
• Deflation: Higher USDm revenue → Lower gas fees → Potential drop in fee burning

Valuation
• Market Consensus: $2B ~ $2.3B
• Target Fair Price & Upside Potential: $4B ~ $12B
• Outlier Case: ~$27.8B
• Volatility Range: $1B ~ $12B

(Full valuation model & report linked at the end 👇)

Disclaimer: Not financial advice. DYOR.

[Ben Ja Min | nonce Classic @bambben]

2/
3️⃣ User Flow: Hyperliquid users gain instant access to Flare's DeFi utility.
4️⃣ Coming Soon: 1-click withdrawals to XRPL via Flare Smart Accounts.

Total on-chain custody meets professional-grade execution.

[Ben Ja Min | nonce Classic @bambben]

1/
Why the @FlareNetworks' $FXRP listing on @HyperliquidX matters:

1️⃣ Institutional Grade: First XRP spot exposure on a high-throughput on-chain orderbook.
2️⃣ Strategy Expansion: Seamlessly combine spot and perpetuals for advanced hedging and directional plays.

[Flare ☀️ @FlareNetworks]

Flare brings XRP spot trading to @HyperliquidX ☀️

This listing gives XRP deeper liquidity, better price discovery, and institutional-grade execution, unlocking real onchain demand while keeping settlement anchored to XRPL.

Powered by FAssets and the @LayerZero_Core OFT standard.

Trade FXRP/USDC → https://t.co/XZtz0BqOpu

[Kanon @kanonikal]

moonrise post

[Lucia Kim | nonce Classic @jellulu_fish]

The Final Highlight Public Sales of 2025: MegaETH vs Monad

@megaeth's public sale just closed, with $2.3M in bids canceled at the end.

@monad's sale still has two more days to go.

With both timelines overlapping, it’s natural that the two projects are being compared — especially since they share similar goals and mainnet timelines.

I put together a quick table covering tech design, ecosystem, fundraising, tokenomics, and my personal take.👇

@megaeth :
• Biggest risk: uncertain TGE + mainnet launch date.
• Biggest strength: strong early onboarding. Many well-known projects are already building around MegaETH (I personally support early L1/L2s forming inner circles to bootstrap quality builders)
• Tokenomics are interesting: over 50% of rewards secured for stakers, aligning network security with staker incentives. This could lead to strong value capture if executed well.

@monad
• Biggest risk: hyper-competitive L1 market (and L2 competition is unavoidable too). New L1s increasingly specialize in sectors like DeFi, stablecoins, RWA, or AI but Monad is a general-purpose L1, which means it needs a standout GTM to differentiate.
• Biggest strength: a 2.1M+ community and strong momentum ahead of its mainnet, which launches in a few days.
• Also worth noting: L1s typically have stronger token value capture than L2s (But pre-market pricing can be speculative, so applying a discount is wise)

Both MegaETH and Monad have clear strengths and clear risks.

Which one performs better will depend on how these next few months play out — execution, ecosystem, and market timing.

Disclaimer: DYOR. Not investment adivce at all.

[K4IDO @kidokirn]

Ethena 2026: Attack the Titans ⚔️

Ethena’s recent updates can be framed around three objectives:

1. Creating demand for ENA
2. TVL growth
3. Strengthening rewards for sENA

These initiatives reinforce the flywheel, both of which converge on one axis: TVL growth, now positioned as the core of Ethena’s design.

Through these moves, Ethena is evolving from a yield-focused protocol into a true stablecoin, pursuing trust and adoption, the two forces that ultimately establish stablecoins as real money.

Yet limitations still stand in Ethena’s way: limited long-term testing, uncertain regulatory readiness, the absence of exclusive CEX and regional partners, and the large ENA unlocks.

Cracking the Korean market could prove pivotal. As one of the world’s largest spot trading hubs, Korea offers Ethena the chance to secure both a powerful CEX partnership and a regional stronghold, even amid the challenges of KRW-centric pairs and a strict regulatory environment.

In 2025, Ethena has entered full mobilization. If it succeeds in slaying the two Titans, it will not only secure its position as the market’s true third giant but also rewrite the stablecoin playbook for DeFi as a whole

[Lucia Kim | nonce Classic @jellulu_fish]

1/ With @megaeth's public sale just a day away, many are watching the upside across rounds

MEGA’s trading around $4.5 pre-market, roughly 4.5x the public sale price giving earlier investors potential 9~22x returns

But sustainability matters too

Here’s why it’s worth looking into MEGA’s tokenomics, not just price action 👇

(Note: Some figures are based on public data and may include estimates)

[Lucia Kim | nonce Classic @jellulu_fish]

1/ @Tokenomist_ai is one of my go-to research tools

There are plenty of on-chain analytics platforms, but as far as I know, Tokenomist is the only one built specifically for tokenomics

If you're considering trying the Pro version, here’s my take 👇