***random musings*** Monad is pre-mainnet today, so there’s nothing *real* to compare it to other environments with simply cos it doesn’t have a real environment yet. but it’s kinda like DNA engineering, you can try to forecast the traits of an unborn child from its skeletal code. that’s exactly what I’m doing here. and i'm trying to analyze the current DNA to allow me predict what this could grow up to be and allow me prepare myself to capture upsides that'll come w its growth. … firstly, liquidity. i believe strongly that DeFi is the bloodstream of any chain as it determines how fast, far and freely value can circulate. DeFi is basically the bedrock of liquidity in the entire crypto space. Monad at pre-mainnet stage has a very very very good DeFi standing (can be better from a native standpoint still tho) without incentive dangling at this stage which is partly due to how easy they made dev migration? and i'm betting on this migrated interest to be retained due to the limits that don't exist here. - native USDC is live on day one. this means there’s gonna be composable liquidity across the entire ecosystem from day one and zero fragmentation that’s usually akin to new ecosystems. - the biggest DeFi powerhouses w deep liquidity will be live on day one. Aave etc. - so many DeFi ideas that can't exist on any other decentralized EVM network (gotta motivate smart brains to push the limits here) and many many more from a DeFi standpoint. what does this mean? net new liquidity can flow into and around the ecosystem as seamlessly as possible on day one. there’s gonna be better price discoveries onchain. DeFi is what attracts whales and contributes to TVL - the better and more attractive your DeFi landscape is the more attractive it is to whales to swim in and wanna reside there. Ethereum is Ethereum today cos of how deep and composable (on the L1 btw not including L2s) its onchain liquidity is. making whales comfy to remain there. what is Monad doing? basically mirroring Ethereum 1:1 in it’s environment but removing its usual diminishing properties. this means that a lot of DeFi innovations that we probably can’t fathom on a decentralized layer today, would be possible on Monad. it’s like taking all the knowledge that’s been enshrined in one place, and removing the chains that holds it down. now w this, i think it’s safe to assume DeFi on Monad would be fundamentally great and it’s all about how the team can execute to making sure there’s enough *true* interest from the smartest minds in crypto to see the vision w what’s possible w the technology. the more smart minds they can attract and retain, the more possibilities we have and w this, the more opportunities there’s gonna be onchain. flywheel effect could be insane here as smart brains would simply attract more smart brains and possibilities would continue to expand = more and more and more opportunities, making its onchain environment very PVE. now, this is what I think is gonna be the “foundation” of everything. liquidity is really what matters at the end of the day as liquidity if the blood of any economy and for a blockchain (akin to a country) the more liquid you are the better. study America. … now that’s on DeFi (liquidity), i think getting DeFi right is stage one or step one to building a more bubbly eco as it attracts sticky liquidity. the second most important thing here is “experiences” what kind of experience are people getting on your chain? why should they stay? it’s usually the experience. and the liquidity that exists then validates that experience. now, i think Monad has at this stage set for the most unique and diverse experiences that’ll make interest stick to be possible. what do i mean here? apps. yes, apps. there’s so many apps / ideas that exist on Monad today and are probably not the most hyped but have an uncapped potential in a real environment just by virtue of the experiences they’d enable and the strong distribution they’d create. FourtyTwoNetwork - these guys are literally already outperforming most AI benchmarks out there and is maybe the biggest sleeper on Monad if things go right. imagine a world where everyone can contribute to inference w the spare compute on their regular devices and contribute to a more decentralized and robust AI model. now this is the kind of shit that genuinely excites me and this is the kind of stuff that makes me sooo confident. the fact ideas like these can be hosted even before a real environment imagine what you can attract when the flood gates are open. now, don’t wanna mention all the other obvious stuff but here is an example of the experience made possible on Monad and you can imagine the smell when the playground is open to all. … lastly, culture. i mean, a culture is niche until it’s mainstream and i think Monad got a crazy cultural depth. lots of people might not relate today, but this culture is what gives the incumbents something to “rally around” and export to others. that’s what leads to growth. culture is the last recipe me thinks. money flows in and around, people enjoy unique experiences, the culture is the way all that exists within is then exported and more and more people join in. (ngl idk if I’m explaining this dynamic here as well as I’m thinking rn but i hope people would get it still) … by virtue of the culmination of Monad having a strong DNA that points to strong liquidity inflow + circulation, net new unique experiences and deep culture, it’s safe to say that it’s gonna be a fun playground onchain imo. these two would obv mean that you have fun - Defi, memes, NFTs, consumer apps whatever and there’s gonna be exportable value that’ll attract net new people. i always use a country analogy to describe blockchains still. today, a lot of people itw probably wanna go to America or some other country for example just by virtue of the fact its a land of opportunities (liquidity), the kind of experiences they’d get there and the culture that piqued their interest. again, think its hard to predict EXACTLY what’ll make money onchain (I’m not Nostradamus lmfao) but as for me i know that looking at these attributes, it’s safe to predict fundamentally that things are gonna happen for sure. and as for me, just by virtue of being present i wanna capitalize on opportunities as they come. i have no skill, I’m not an onchain sleuth but I’m always happy to learn from people much smarter than i am, a lion can work w a tiger when it’s hunting time. the lion who thinks he’s all that will go nowhere. i will be surrounding myself with a lot of tigers and trying to identify as much tigers as i can so i can be a good hunter alongside them. … ONCE AGAIN, DO NOT LET YOURSELF BE FARMED. be a lion, there’s no alpha in being a sheep as all you’ll get is crumbs at best and you won’t find true value in the ecosystem. oh this person said to by this, ask yourself why you’re buying it. oh this person said this or that, ask yourself why you’re doing that. although personally, I’d never tell anyone directly to buy anything here or spend their time / effort on something just cos i do hate bearing responsibility for people’s financial losses or wasted time but I’ll give you a lot of reasons why what I’m investing my own time and self into could be worth it for you too. the onus is then on you to reflect and see if it’ll be worth it for you too. i believe true value isn’t in blindly following, it’s in sifting through what’s given and find what’s worth it for you. cos no true value comes without effort. surround yourself with tigers and lions, there’s many cubs out there today that don’t have clout, identify them, befriend them and have fun hunting together when the playground is open and imo, you’d make it. … now, idrk about immediate to midterm price action and whatnot - can’t really predict that cos still a lot to know from a tokenomics POV (probs I’d do a longform on what I’d do w my $MON once tokenomics is live). but the final destination remains clear to me considering the fundamentals here. $1 = 1 $MON inshallah. as for the skeptics, GENUINELY I’m a big fan of your skepticism as you give me the fuel that makes me question my own faith, and in questioning my faith i find new reasons to belief, and net new questions I need to find answers for so I really appreciate that. I like my mind stimulated and you all give me all the stimulation I need. one thing I’d like is that you never stop being skeptical even when the real playground is open, never stop giving the believers a reason to doubt. now, as for the believers, your conviction will be tested time and time and time over again, the environment created from this genesis distribution is probably 1/100th of what’s to come. welcome to the real world, it’s not gonna be raves and roses anymore. you have to FIGHT for what you believe in. tell the story of what you believe in, in the most passionate and pure way you can as thats the responsibility you have towards your faith. prepare yourself mentally, prepare yourself emotionally and most importantly, arm yourself w true knowledge and understanding cos that’s how you remain strong through the inevitable downturns and come out valiantly in the inevitable future where you win. and win, you shall. gmonad

- as a stakeholder.

@DecryptoPioneer like don’t rely on just one single feature, make it all rounded and very high on the better end of the spectrum. then, you can continue to iterate to get each feature into the deepest end of the spectrum.