The market’s distracted and attention is thinning. This is when asymmetric opportunities quietly appear. Let’s talk yield on Monad (Part 1) 👇

most protocols plateau but a few refuse to sit still @aegis_im has been on the latter path - perps, partners, and stronger stablecoin utility over the past months, Aegis has kept expanding: → stepping into perps w @aegis_dex (powered by @OrderlyNetwork) → boosting YUSD

You don’t rise up in the spring - you reveal who you became in the dark months nobody saw. The off-season is where confidence is built, toughness is earned, and roles are won. Most talk about wanting it… few are working for it right now.

https://t.co/Z7d2PvcNS6

Recently, @gate_ventures released its outlook for 2026. Here's my summary with the most essential takes 🧵 1. Real-time Information Aggregators for Onchain Markets - Onchain activity is now fragmented data across venues like Polymarket, Hyperliquid, Kalshi, etc, and hard to

most protocols plateau but a few refuse to sit still @aegis_im has been on the latter path - perps, partners, and stronger stablecoin utility over the past months, Aegis has kept expanding: → stepping into perps w @aegis_dex (powered by @OrderlyNetwork) → boosting YUSD

what other modern solutions do we need? @AndrewMoh @CryptoShiro_ @poopmandefi @eli5defi @0xCheeezzyyyy @crypto_linn @YashasEdu @belizardd @FabiusDefi @St1t3h @the_smart_ape @defileo @kenodnb @Mars_DeFi @cryptorinweb3 @Nick_Researcher @RubiksWeb3 @TheDeFiPlug @Hercules_Defi

Retail chases narratives Builders chase fundamentals But yield farmers? They chase inefficiencies before the crowd returns If Part 1 covered the basics… Part 2 is where we go deeper, darker, and far more degenerate

Leverage strategies (for the brave) @eulerfinance offers multiple MON LST pairs - shMON, gMON, WMON - all paired with AUSD, giving you access to triple-digit yield potential. A lower IL route: shMON / WMON leveraged loop → up to ~350% ROE at 14.27× leverage Ofc, leverage cuts

5️⃣ @eulerfinance → incentives everywhere Euler remains a reliable yield engine with: • 690K $MON incentives across USDC, USDT, AUSD • ~36.88% APY on WMON (9.28% lending + 27.6% rEUL) A simple flow could be: Deposit AUSD → earn rEUL + WMON → redeposit WMON A clean,

4️⃣ @upshift_fi x AUSD ( @withAUSD ) AUSD is backed 100% by Agora’s reserve fund (cash, repo markets, short-term treasuries) Upshift has captured massive TVL with their earnAUSD vault: • Deposit AUSD → earn ~12.22% APY • 5x Upshift points • +50K/week AUSD incentives One of

3️⃣ @0xFastLane (shmonad) → MON → shMON If you’re chasing the highest APY among LSTs: • ~13.6% APY — one of the top offerings • Boost returns by deploying shMON across partner protocols • Earn Fastlane points through staking or “Degen Mode”

2️⃣ @Kintsu → MON → sMON If you want more integrations + more points upside: • Stake MON → sMON → earn Kintsu points (you know what points eventually become…) • sMON is now integrated across several protocols for extra yield + points • Trait-based NFTs give 1.25x

1️⃣ @MagmaStaking → MON → gMON Start simple - Magma gives you: • ~13% staking rewards + ~39% in points • Even higher returns when you plug gMON into partner DeFi platforms • A growing partner list if you’re stacking Magma points

Raised huge but hype fading? Good -cause that’s usually the window where the real money gets made So let’s zoom into the simplest starting point of Monad yield → $MON LSTs and then to DeFi options p.s. this is NOT the total raise (its even larger)

team: thank you for playing got cooked on @almanak instead of cooking lmao despite all the pre-empts beforehand... trading was available on CEX while claims for Cookies + s1 points holders were available only 30mins after + liquidity on DEXs are horribly thin /\ to zero

Hyperliquid’s dual-layer setup can create fragmented yield streams -institutions arbitrage both, retail gets only one @harmonixfi bridges that gap, packaging hedge-fund strategies into one-click vaults → delta-neutral positioning, options hedging, and funding arbitrage

the largest onchain BTC treasury about to get larger @stable as the new eco for @SolvProtocol to establish BTCFi on we’ve seen $SOLV BTC+ vault doing v well with its recent launches could it mirror its previous successes?

The biggest lie in content? “I’ll start when I’m ready.” You won’t. You get ready after you start. Pill learned this the long way - you don’t have to 👇 -------------------- on the starting out: • start before you're perfect → overcome the inertia to be a perfectionist

Stablecoins are shaping future trade corridors, remittances, and national influence - and the scramble to escape USD gravity is getting louder Japan→ JPYC Singapore → XSGD Indonesia → IDRX China → AXCNH Europe → EURC / EURT and others UAE → ADI Chain (pls have a name

2025 RWApped. Your year in onchain finance, in one scroll. 2026, MoMNTum at godspeed.