1> Asides the recent drama around phantom wallet leaving @monad, I think there's just another thing worth paying attention to on monad right now
Capital isn't just flowing into isolated protocols. It's flowing through a shared stablecoin layer that connects @aave's credit market and @pendle_fi's yield market into one composable stack
Monad just crossed ATH in tvl and yes the infrastructure is forming faster than anything I've tracked recently on a new L1
https://x.com/0xspicexr/status/2082452432215568479
🧵
Post #4648
413