The following APIs are now live, served through @MonidHQ, @orthogonal_sh & @nansen_ai providers:
@nansen_ai: on-chain data and smart money tracking
@ElevenLabs: voice synthesis
@ExaAILabs: AI-native web search
@apify: web scraping & automation
@DefiLlama: DeFi data
@MiniMax_AI: frontier models
@baseten: model inference
@useapolloio: B2B contact data
and more, all payable per-request by any agent with a funded wallet on Monad.
70·B+Long
n
news9/7news
The following APIs are now live, served through @MonidHQ, @orthogonal_sh & @nansen_ai providers:
@nansen_ai: on-chain data and smart money tracking
@elevenlabsio: voice synthesis
@ExaAILabs: AI-native web search
@apify: web scraping & automation
@DefiLlama: DeFi data
@MiniMax_AI: frontier models
@baseten: model inference
@useapolloio: B2B contact data
and more, all payable per-request by any agent with a funded wallet on Monad.
70·B+Long
n
news9/7news
I am bullish on NFTs. I believe they will be a big part of crypto adoption
25·CLong
n
news9/7news
How does this turn into a PvE cycle?
To be clear, I don't actually think we're really there. I don't believe retail is fully here like they were back in 2021/2024 and I think that it's still mostly the same hot ball of money moving around. There are signs that some normies are coming onboard w/ social apps and some of these onchain ceilings, but I don't think we've really seen insane mania yet. It feels a bit like the early stages of a bull market....like October 2020 or November 2020 or something around there.
I actually don't think we'll see insane mania like we did back in 2021 or 17 (I hope I'm wrong there). A cycle equal to 2024 would be great to see but I do think that onchain won't be as insane as we saw back then (again, I hope I'm wrong).
With that said, what would actually change this? What would turn us to actual PvE (player vs. environment), where normies are coming in huge and buying our bags? (I think any combination of the below can happen fwiw)
IMO:
1) BTC cracks ATH with strength and is on a moon mission to 200k+. This one is obvious and doesn't need much explanation. Maybe this cycle is different where we don't actually need bitcoin to do huge numbers since retail flow has mostly always been about altcoins and the market is just structurally different as time has gone by. But even still, this is the easiest answer and it's been the solution for every past bull market. BTC bottoms and extra new money flows in.
2) AI x Crypto is real. That money flows into crypto from a narrative perspective and we get a lot of flow from wall street and AI investors. We saw glimpses of this in 2024, where the AI agent wave with GOAT and ai16z brought about a lot of tech junkies who were experimenting onchain. Ofc all of this was larp but it brought in real outside money. AI has been the story for all of 2025/26 in stocks and those have had insane moves - if even a fraction of that $ comes over, we will be partying.
3) Robinhood is real and we actually get tons of retail flow. This is the one that makes the most sense to me personally and the relationship is clear to me. There are dozens of posts written about this already but the stock x meme combo is really intriguing and I wouldn't be surprised to see the next wave of interesting DeFi tokens spawn from this chain / cycle. We haven't had true innovation in that area since 2020 IMO, let's see if that changes.
4) Something new gets built that brings about huge retail investors. In the past, this was sold as 'cutting edge tech' and being on the frontier. These days, I think that most of the tech happens onchain (investable tech that is) and everything else (perps, privacy, prediction markets, stables) are bigger infrastructure projects that will mostly take over the past ones (big L1s, AAVE forks, etc). I actually don't have the answer for this one because I don't see it yet but there probably will be something. In 2024 it was more pumpfun and all of the onchain madness, in 2021 we had a variety of things (economic stimulus, gaming, new L1s, etc). Innovation has largely diminished with each cycle IMO (which makes sense because anything new or exciting was thought of in previous cycles). But there's probably going to be something.
If we do get PvE, where does that $ flow? IMO onchain. Nobody is really interested in buying these huge fdv infrastructure tech projects right now. Maybe that changes and maybe we see an insane bid for Monad or something along those lines...but I don't personally see it. People are in crypto to get rich and I think everyone knows the gig at this point and they aren't interested in buying this high fdv dogshit anymore. Unless something materially changes with these token structures, I'm mega bearish on all of those.
Should be a fun cycle regardless. Still think we're in the early stages
55·BLong
n
news9/6news
Next week preview: US Aug CPI due Friday; China Aug FX reserves, CPI, trade, M2 scheduled Mon — China publishes Aug foreign-exchange reserves; US and Canadian equity markets closed for Labor Day, metals and oil markets close early, reduced liquidity expected.
Tue — China releases Aug trade balance (USD and RMB reporting); US releases Aug NFIB small‑business index and NY Fed 1‑yr inflation expectations; Japan, Germany and France publish July trade data.
Wed — China publishes Aug CPI YoY (market‑moving for China inflation/monetary outlook); US weekly ADP employment change to Aug 22.
Thu — US 10‑yr Treasury auction (stop‑out yield and bid‑cover ratio); US Aug PPI YoY and MoM; weekly initial jobless claims; existing‑home sales and July wholesale sales; EIA weekly natural‑gas inventory; China posts Aug M2 YoY; EIA and OPEC publish monthly oil reports; Apple hosts autumn product event; TSMC publishes Aug revenue; ECB President Lagarde speaks at Bundesbank event and holds a monetary‑policy press briefing.
Fri — US Aug CPI releases: unadjusted YoY, seasonally adjusted MoM and core MoM, plus preliminary 1‑yr inflation expectations and University of Michigan consumer sentiment (prelim); weekly EIA crude and Cushing inventories and SPR stock change; IEA monthly oil report; UK July GDP, manufacturing and industrial output and trade data; China opens new domestic refined‑fuel price adjustment window. (https://mktnews.com/flashDetail.html?id=01a076e0-7eee-7118-84b9-83392ac6a31c)