Private execution, public ordering.

PSDs keep the state to themselves, Monad handles the ordering. No extra consensus, no extra bridge 🤝
x.com/category_xyz/s…

For institutions, the hard part of staking is rarely the yield. It’s custody, ops and compliance.

BitGo x Stacks removes the biggest one by keeping BTC where it already lives.
x.com/Stacks/status/…

: : [Crypto/Report] Monad: The Last General-Purpose L1
Written by @c4lvin, @r2Jamong

- Monad is a large-scale experiment that revisits the long-standing thesis of a general-purpose, high-performance blockchain through extreme systems engineering. In an environment where appchains are increasingly dividing responsibilities, Monad is testing whether a single chain can deliver sufficient performance and composability at the same time by jointly optimizing consensus, execution, storage, and network propagation while preserving EVM compatibility.

- The ecosystem was built through a long-term funnel spanning community, founders, testnet, and mainnet, and the focus is now shifting from participation to sustainable demand. The testnet and early incentives succeeded in establishing technical credibility and attracting liquidity, but the key question after mainnet is whether users have sufficient reasons to trade, borrow, make payments, and pay fees even without incentives.

- The mainnet ecosystem has already established roughly $1 billion in DeFi and more than $700 million in stablecoin supply, while the center of growth is expanding beyond TVL toward actual capital utilization across trading, lending, payments, and RWAs. Native trading infrastructure led by Kuru is becoming increasingly prominent, while lending markets such as Aave and distribution channels such as MetaMask Money Account are taking root. As a result, Monad is entering a phase of transition from a chain where capital is simply deposited to one where capital is actively put to work.

- The foundation of this performance is not a new VM, but a comprehensive redesign of the EVM, and that performance comes with additional complexity. Monad-specific execution rules, including parallel and asynchronous execution, reserve balances, and its memory cost structure, enable high throughput while also creating additional learning costs for developers and infrastructure providers. Upgrade frameworks such as MIPs and MONAD_NINE can be viewed as part of a gradual process of standardizing and abstracting these differences while developing a high-performance variant of the EVM.

- Monad’s next challenge, therefore, is not simply to prove that it is a “fast EVM,” but to demonstrate that its performance can translate into a durable economic advantage. The key is to create a composability premium that only an integrated chain can provide, reduce the incentives for successful applications to migrate to separate chains, and generate recurring fee-paying demand across trading, borrowing, payments, and other activities even after incentives decline. Ultimately, Monad’s success will be judged not by TPS, but by whether a high-performance general-purpose chain can create a sustainable application economy.

Full Report:
research.4pillars.io/en/research/mo…

Privacy is coming to Aptos. 🔐
x.com/Aptos/status/2…

Ethereum staking carries a hidden cost in the entry queue: new stake earns nothing until its validator is activated, and quoted APRs usually leave this out. This comment compares effective APR by holding period, net of queue cost and fees, to see when a staking pool like Lido is the better choice.

👇

0x02 CSM is live.
New permissionless path for higher-balance validators, with capital efficiency reaching ~2.2x vs solo.
x.com/LidoFinance/st…

Happy 4th Birthday 🎉
Excited to see what’s next for @Aptos!
x.com/Aptos/status/2…

: : [New Network Onboarding] FP Validated Joins SphereNet as a Validator Partner!

We’re looking forward to supporting a shared settlement network built for regulated finance 💪👇

3/

규제 금융기관을 위한 네트워크에서는 밸리데이터의 역할이 원장 운영에만 머물지 않습니다.

안정적인 운영과 지역 & 운영 주체의 다양성은 네트워크가 장기적으로 신뢰를 쌓는 데 중요합니다.

4/

FP Validated는 기관급 밸리데이터 운영 역량에 @FourPillarsFP 의 리서치와 기관 네트워크를 더합니다.

테스트넷 참여를 준비하며 스피어넷의 성장과 한국 및 아시아 금융기관과의 접점 확대에 기여하겠습니다!

x.com/sphere_labs/st…

Leading Asian research house @FourPillarsFP has joined the @sphere ecosystem as a validator partner.

Beyond running a node, @FPvalidated brings Four Pillars' research and relationships to SphereNet, strengthening ties between the network and institutions in Korea and beyond.

@FPvalidated Aptos 🤝 FP Validated

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네트워크의 성능과 기관 참여가 확대될수록 밸리데이터의 역할은 단순한 블록 생성을 넘어섭니다.

안정적인 인프라 운영과 적극적인 거버넌스 참여, 장기적인 생태계 기여는 네트워크의 안정성과 지속 가능한 탈중앙화를 유지하는 데 더욱 중요해지고 있습니다.

4/

FP Validated는 기관급 밸리데이터 운영 역량과 @FourPillarsFP 의 리서치 & 거버넌스 전문성을 결합합니다.

앱토스의 장기적인 성장을 지원하고, 한국과 아시아의 기관, 빌더 및 다양한 생태계 참여자들과 앱토스를 연결해 나가겠습니다!

FP Validated에 APT 스테이킹하러 가기:
explorer.aptoslabs.com/validator/0x48…