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对标竞争对手的本质是慕强，被对标的当下一定强于主动对标的一方： dYdX/ Ostium 等一众perp DEX 对标Hyperliquid 是这样 MegaETH 等一众Solana 杀手对标Solana 是这样 Kalshi 等一众预测市场协议对标Polymarket 是这样 现在Base 主动对标Robinhood Chain 也是这样

热知识： 理论TPS: 100,000+ 冷知识： 网络利用率仅0.1% 链很高性能但真没人用，MegaETH 现状。 https://x.com/y_cryptoanalyst/status/2056253432131150255

wow MegaETH still has a 2201 Ethos score. is this a really distinguished project?

I advised (unofficially) both Abstract and MegaETH to be cheerleaders for the teams and communities building on their chains. This included a special focus on the trenches. Yes. Memes, NFTs, RWAs. Love it or hate it, this is the best we have to offer. Nowhere else. PERIOD. Nobody here gives a fc

Thank you Shu ❤️ and the whole MegaETH team. We're incredibly grateful for the support with marketing and gtm and optimistic about the future! and most importantly, all the engineering hours to adapt Mega to run World at scale, fully onchain! An incredible engineering feat. https://x.com/hotpot_dao

Tf you mean @megaeth is shutting down? Do we have any comms incoming from the MegaETH team?

WLFI 投资的 TownSquare @TownSquarexyz 要在 Sonar 上公售了 熊市至此，已经很少看到优质的项目 ICO 了，融资 1600万 美金的跨链收益层 TownSquare 算一个 OKX Ventures、Amber Group、王纯的 Bixin Ventures、a16z 等顶级机构都有参与 👉 这次分了两个档位： 第一档：0.015 美元，估值 1.5 亿美元，6个月线性解锁 第二档：0.02 美元，估值 2 亿美元，TGE 全部解锁 本轮金额上限 100万 美金，占总供应量的 0.666% 之前 Plasma 和 MegaETH 的战绩，看看

最近因为股票的下跌，有资金开始部分回流加密的Feel，BTC和一些强势山寨比如Hype，ZEC，Uni之类的也都在反弹 @TownSquarexyz 选在这个时间节点ICO还是不错的，平台是Sonar，去年打新过Plasma和MegaETH的老铁肯定不陌生，这应该也是Sonar上关于Monad生态第一个ICO 项目之前有写过 - 三轮融资累计 1625 万美金，做多链机构级收益的基础设施，算是目前为数不多还有PMF的赛道了，这次ICO也给了跟机构同样的估值，很良心，但只有100万额度，估计很快就会打满 需要注意的是打新有两个选项， 1. 锁仓6个月，1.5亿估值 2. TGE全解锁，2

Had our agent do a deeper dive into redemptions and movements over the last week, tldr: - 56% of redemptions came from two aave loopers on megaeth tied to midas and apollo related wallets (source: arkham) - 24% came from vaults/eoas directly holding the token, such as infinifi and etherfi liquid vau

liability exposures are pretty entangled. lots of different vaults that have already reduced to smaller allocations across the board. most of the tokens are on megaeth now in aave (looped with usdm). Most of that supply is held by a single wallet 0x64471d103a7f77262529383d53bdd28b260b1ae8.