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[@monolith_fund](/creator/twitter/monolith_fund)
"Now we see X leaders in this race: $BNMR $SBET and $DYNX. The question is: which model actually gives holders the best ETH exposure Brief comparison of three companies: 1/ @BitMNR ($BMNR) Strategy: Pure accumulation. Holdings: Over 1.5M ETH already with a stated target of X% of total ETH supply (6M ETH). Method: Spot purchases funded mainly by ATM offerings (equity issuance) with minimal leverage. Pros: Scale and credibility. Institutions understand size. Cons: Heavy dilution risk paying a high mNAV premium today for growth tomorrow. 2/ @SharpLinkGaming ($SBET) Strategy: Smaller but extremely"  
[X Link](https://x.com/monolith_fund/status/1958852090442191226) [@monolith_fund](/creator/x/monolith_fund) 2025-08-22T11:21Z 3659 followers, 6563 engagements


"5 insights we shared at @GammaPrime_Fi RWA panel 🧵 1/ Tokenized equities Crypto investors finally have a bridge into strong Web2 companies directly through the wallets and rails they already use. This unlocks diversification that was impossible before. 2/ Shift in strategy VC activity isnt about chasing shiny narratives anymore. Survival compliance and unit economics matter more than hype. We back builders who can last cycles. 3/ Next wave in RWAs Beyond real estate or treasuries tokenization of small & medium businesses can open global capital access. It democratizes private markets and"  
[X Link](https://x.com/monolith_fund/status/1976231408411570282) [@monolith_fund](/creator/x/monolith_fund) 2025-10-09T10:20Z 3363 followers, XXX engagements


"HIP-3 just went live on Hyperliquid. Why CT cant stop talking about it and where the alpha might be. Lets dive in 👇"  
[X Link](https://x.com/monolith_fund/status/1980271293229592639) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3270 followers, 2242 engagements


"2/ Why its hyped - Permissionless listings no vague listings like CEXs; builders spin up markets transparently. - On-chain orderbooks on HyperCore CEX-level throughput without sequencer risk. 👇"  
[X Link](https://x.com/monolith_fund/status/1980271299755684056) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3268 followers, XX engagements


"5/ So how to make money - Liquidity/programs: early HIP-3 DEXs will likely bribe LPs and traders. Farming these can yield you both incentives and airdrop as TGEs szn is heating up. - New apps: HIP-3 could bring significant trading volume to dapps that manage to capture early adoption"  
[X Link](https://x.com/monolith_fund/status/1980271318353510872) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3270 followers, XX engagements


"Find out the quality one from this early time will give you really high R/R investment. - $HYPE: If things work out $HYPE gonna be one of the most important web3 infra therefore drive the valuation to another level. - For builders: clearly the chance to build the next PMF app"  
[X Link](https://x.com/monolith_fund/status/1980271321658372516) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3270 followers, XXX engagements


"The timing couldnt be better - meme season brings liquidity traders chase launches and CAKE.PAD connects both narratives. When $BNB volume rises $CAKE becomes the most reflexive bet on the ecosystem. Its the safest bet on the BNBFi flywheel"  
[X Link](https://x.com/monolith_fund/status/1977710846064132120) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3497 followers, XXX engagements


"2. $XVS Venus is the biggest lending protocol on BNB Chain and arguably the heart of BNBFi. - $2.2B TVL - $36M in annualized protocol fees Its one of the most profitable DeFi money markets yet trades at a fraction of peer valuations"  
[X Link](https://x.com/monolith_fund/status/1977710849071415574) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3265 followers, XXX engagements


"Current valuation still looks cheap: Market cap / TVL XXXX While peers like Aave or Compound trade around 0.30.5 Thats a 610x valuation gap even though Venus generates a consistent real yield and leads lending on the BNB chain"  
[X Link](https://x.com/monolith_fund/status/1977710852632346882) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3497 followers, XXX engagements


"On top of that Venus launched E-mode allowing users to loop BTC and stablecoin deposits for yields up to 30%+ APY. Which creates a narrative to bring even more TVL. Meaning if BNB eco blows $XVS might be a hidden gem with a strong core business and low valuation"  
[X Link](https://x.com/monolith_fund/status/1977710855140634694) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3262 followers, XXX engagements


"3. $LISTA If theres one project defining the BNBFi narrative right now its $LISTA. YZI Labs (ex-Binance Labs) recently announced a $1B BNB Ecosystem Fund and LISTA was named as one of its core projects. Thats direct backing from the biggest capital pool in BNBs history"  
[X Link](https://x.com/monolith_fund/status/1977710857334247474) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3659 followers, XXX engagements


"The numbers are wild: - $2.5B TVL in an up-only mode - $110M market cap - Thats a MCap/TVL ratio below XXXX extremely low compared to peers like $CAKE $AAVE or $MAKER. - And since it's a BNB restaking protocol as long as $BNB goes up Lista TVL goes up"  
[X Link](https://x.com/monolith_fund/status/1977710860895150094) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3660 followers, XXX engagements


"Plus the roadmap for Q4 2025 is bullish: - Fluid-style DEX (mixing AMM + lending) - USD1 Hub expansion - RWA yield-backed stablecoin - Fixed-rate lending products - LP collateral for lisUSD minting None of these are priced in yet. Binance Labs invested $10M and @cz_binance followed on X"  
[X Link](https://x.com/monolith_fund/status/1977710863906714048) [@monolith_fund](/creator/x/monolith_fund) 2025-10-13T12:19Z 3659 followers, XXX engagements


"As a delta-neutral fund we farm funding rates across most markets so we also had positions in the pre-market of $XPL (Plasma). Our strategy was to short $XPL on Hyperliquid with isolated margin and a liquidation level about 2.1x above the entry price of $XXX while going long $XPL on Bybit. We had executed similar trades multiple times without any issues. On 26/08/2025 however a manipulator bought up all available offers and pushed the price from $XXX to $XXX within XX minutes liquidating XX% of open interest - including our position. Even though we had additional margin available this move"  
[X Link](https://x.com/monolith_fund/status/1960724571511828674) [@monolith_fund](/creator/x/monolith_fund) 2025-08-27T15:22Z 3268 followers, 407K engagements


"1/ What is HIP-3 HIP-3 lets any builder deploy their own perp DEX on HyperCore: choose oracles set leverage list assets and earn a share of fees. Its truly permissionless. Markets are isolated-margin at launch and trade via third-party frontends (not HLs main UI)"  
[X Link](https://x.com/monolith_fund/status/1980271297465553230) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3268 followers, XX engagements


"- Economic design deployers get a fixed XX% fee share on HIP-3 markets while user rebates/discounts still work; protocol take stays consistent - Increase $HYPE demand deployers must stake $HYPE and spend $HYPE in recurring Dutch auctions creating a new sink"  
[X Link](https://x.com/monolith_fund/status/1980271302910107980) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3268 followers, XX engagements


"3/ How this affect Hyperliquid - Markets will explodes: from crypto to stocks treasuries indices even cultural/compute baskets - all on X execution layer. - Decentralized distribution: trading happens on many frontends - so winners will be builders who nail UX + liquidity. 👇"  
[X Link](https://x.com/monolith_fund/status/1980271305468354625) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3268 followers, XX engagements


"- $HYPE demand rise: it require 500k $HYPE/ deployer and HYPE spent to win tickers. - Volume boost: new HIP-3 DEXs will likely launch incentives boosting the whole ecosystem volume. Overall we gonna see big positive changes on HL but it gonna happen in months not days"  
[X Link](https://x.com/monolith_fund/status/1980271308395938128) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3268 followers, XX engagements


"4/ For now what we know Early builders/markets are already popping up via third-party FEs: - @tradeperps from @hyperunit already bought the first HIP-3 ticker: $XYZ100. It's tracking top XXX U.S. non-financial companies; 20x leverage mainet soon 👇"  
[X Link](https://x.com/monolith_fund/status/1980271311604642218) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3270 followers, XX engagements


"- @kinetiq_xyz solves the 500k $HYPE barrier with Launch protocol - crowdfunding the big HYPE stake via exchange-specific pools (EaaS) - @ventuals lanching Pre-IPO equity perps - @auradotmoney launching U.S. Treasuries perps and many more are already on Testnet"  
[X Link](https://x.com/monolith_fund/status/1980271314368700648) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3270 followers, XX engagements


"TL;DR HIP-3 turns Hyperliquid into an exchange-of-exchanges: permissionless perps with real economic hooks (stake + auctions + fee share). If builders ship PMF markets (stocks/treasuries etc) HLs TAM jumps and $HYPE could gain a huge bid in the long term"  
[X Link](https://x.com/monolith_fund/status/1980271324283977737) [@monolith_fund](/creator/x/monolith_fund) 2025-10-20T13:54Z 3270 followers, XXX engagements