Vishal Menon

[Vishal Menon @vmcrypta]

Mantle brought ~$6.4M of SPCXx onchain

One week later, 99.54% is still sitting in a single issuer wallet, with only 24 holders total. Solana captured almost all the real liquidity.

Full research on the distribution gap in Mantle’s RWA thesis here: https://t.co/Mc9Ly2NQkH

#MantleResearchChallenge @Mantle_Official @0xMantle

[Vishal Menon @vmcrypta]

https://t.co/cvNQurG1dB

[Vishal Menon @vmcrypta]

@xyder_vx This was a great read! A lot of people overlook this imo

[Vishal Menon @vmcrypta]

@xyder_vx Thank you bro, much appreciated 🙏

[Vishal Menon @vmcrypta]

Mantle brought ~$6.4M of SPCXx onchain

One week later, 99.54% is still sitting in a single issuer wallet, with only 24 holders total. Solana captured almost all the real liquidity.

Full research on the distribution gap in Mantle’s RWA thesis here: https://t.co/Mc9Ly2NQkH

#MantleResearchChallenge @Mantle_Official @0xMantle

[Vishal Menon @vmcrypta]

Fugu Ultra is actually beating publicly accessible frontier models on coding benchmarks and not just "matching" them which is genuinely impressive in itself. The 93.2 LiveCodeBench and 82.1 Terminal Bench scores are real wins against GPT-5.5, Opus 4.8, and Gemini 3.1.

This is definitely worth trying if you need frontier capability without vendor dependency. But wouldn’t expect it to actually beat Fable 5 across the board. The SWE Bench Pro data says no. Very exciting times ahead regardless!

[Sakana AI @SakanaAILabs]

🐡 Sakana Fugu リリース 🐡
マルチエージェントを指揮する、一つのモデル

ブログ：https://t.co/8Bac6JpVEN

本日、Sakana AIは新しいプロダクト「Sakana Fugu」の提供を開始しました。Sakana Fuguは、最先端のモデル群からなるマルチエージェントシステム全体を、単一のモデルAPIとして提供します。

難しいタスクは、強力なモデルを一度呼ぶだけでは解けません。どのモデルを使い、タスクのどの部分を委譲し、どう検証し、強みをどう組み合わせるか。Sakana Fuguは、その「協調の仕方」そのものを学習した言語モデルです。一つのAPIにリクエストを送るだけで、背後で専門モデル群を自動的に連携させ、フロンティアレベルの性能を複雑な運用なしで引き出します。

詳しくはこちら： https://t.co/hhO6qTawgb 🐡

[Vishal Menon @vmcrypta]

@EnterProAI 🙌🙌

[Enter Pro by Converge AI @EnterProAI]

Persistent memory is the missing piece for truly autonomous coding agents. Love how @vmcryptata solved the "amnesia" problem using Enter Pro. Keep crushing it at #Quackathon!

[Vishal Menon @vmcrypta]

@sudoingX Loved this, gotta start incorporating this in my work for sure

[Vishal Menon @vmcrypta]

https://t.co/sRs4q4ILwG

[Vishal Menon @vmcrypta]

🦆 Currently building at Quackathon https://t.co/hW45ZHe16N

Most coding agents forget everything between sessions. This one doesn’t.

Recall Engine uses persistent memory + real workspace context so it can recall earlier decisions with high confidence.

2-min demo with voiceover:

Built with @EnterProAI

Full demo + GitHub in replies 👇

#Quackathon #Quackathon2026

[Mantle @Mantle_Official]

Everyone's got a take on where onchain finance is heading.

Today, we're backing the ones that come with receipts.

$6,000 in prizes for the best researchers and analysts who can break it down, and prove it with data.

Full details, tracks, and submission rules below.

[Vishal Menon @vmcrypta]

6/ This is my entry for Track 1 of the Mantle Research Challenge. Straight data, no hype.

Curious what others think of this…early signal or just launch growing pains?

Like & repost the original challenge post if you’re in the space!

[Vishal Menon @vmcrypta]

5/ What would change the picture?

Deployer concentration dropping below 75%, holder count over 500, and Mantle-side DEX liquidity above $100K

We’ll see how the next few weeks play out.

[Vishal Menon @vmcrypta]

Really interesting stuff, the volume gap is pretty wild tbh…didn’t quite expect that. But imo I think a big part of why the pricing feels off between the two platforms right now is the 2026 format change that most people and a lot of models are still treating like the old 32 team setup.

The best third advancement rule is doing a lot of heavy lifting. Since 8 of the 12 third placed teams make it through now, so suddenly we have 32 out of 48 teams survive the group stage instead of the usual 16. That flips the math on a ton of outcomes, at least in my view.

Teams that are already out of topping their group still have real incentive to chase goal difference in the last match because it can get them in as one of the best thirds. Draws become way more valuable too because in the past 3 points from three draws used to be a death sentence, now it might just sneak you through depending on how the other groups shake out. And matchday 3 has way fewer dead rubbers than before.

The fair play tiebreaker (fewer cards) also actually matters now in some scenarios. Most historical models are still calibrated on the old rules. So I bet a decent chunk of those 5-8 cent spreads you’re seeing on the same teams between Kalshi and Polymarket is just one side adjusting faster to this new reality. The international crowd on Polymarket probably helps with the volume but the ones who actually modeled the format shift are probably the ones printing on the mispricings.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ What do you think?

[Vishal Menon @vmcrypta]

@Kunallegendd Huge congrats to the team…great things ahead

[Vishal Menon @vmcrypta]

Most people are reading the @Blockworks x @MessariCrypto deal as a consolidation. I think that misses the point.

The real prize is the machine-readable trust layer for onchain assets: structured disclosures, diligence data, monitoring, APIs and agent workflows.

I wrote a deeper piece on why this matters, why the @SpaceX tokenization failure is part of the same story, and why crypto’s next high-value information companies will look more infrastructure than media.

Link: https://t.co/cRcBzuqjj0