# 0xF655

## Recent Posts

- [Project Monad: From Testnet to Mainnet 2025](https://paragraph.com/@0xf6553083ae893173a605f093d2f9b77aecdcb5b1/project-monad-from-testnet-to-mainnet-2025): Project Monad has spent several months in its public testnet phase, showcasing high-performance claims with full EVM compatibility and throughput reaching thousands of transactions per second. During this period, the development team has consistently rolled out consensus upgrades, security audits, and collaborations with DeFi projects, bridges, and wallets to ensure the network’s readiness. A surge in active addresses and transaction volume reflects strong enthusiasm from both the community and developers, positioning Monad as one of the most anticipated new Layer-1 networks ahead of its planned 2025 mainnet launch.

On the on-chain adoption side, Monad’s ecosystem has grown rapidly despite still being in the testnet stage. According to CoinGecko data as of August 12, 2025, the network has already ranked among the Top 15 most active blockchains with a Total Value Locked (TVL) of US$265 million—a rare milestone for a project yet to officially go live. This achievement reflects early market confidence in Monad’s potential as infrastructure for large-scale DeFi, gaming, and decentralized applications, though its long-term performance will heavily depend on security, liquidity, and adoption once the mainnet officially launches.
- [Thesis: Ethereum Potential Path to $5000](https://paragraph.com/@0xf6553083ae893173a605f093d2f9b77aecdcb5b1/thesis-ethereum-potential-path-to-dollar5000): The U.S. M2 money supply is expected to continue reaching all-time highs, while national debt levels will keep expanding. A rate-cut cycle appears likely, which historically supports risk assets. Additionally, trade regulations and anticipated policy developments in 2026—specifically the Genius Act, a regulatory framework for stablecoins enabling their use as real-world payment instruments—could drive significant growth in USD Coin (USDC) issuance.

The upcoming Pectra Upgrade in June is projected to reduce Ethereum transaction fees and improve network throughput, enhancing its suitability for decentralized finance (DeFi) applications. Lower transaction costs historically correlate with higher user activity. However, Ethereum’s issuance remains structurally limited, which implies that increased network utilization could exacerbate ETH’s supply scarcity.

Ethereum’s Layer-2 ecosystem continues to expand, with the Base network emerging as the leading infrastructure layer for decentralized exchanges (DEXs) and Web3 projects—currently outperforming the Solana ecosystem. Arbitrum and Optimism serve as additional high-speed Layer-2 options, particularly attractive for institutional arbitrage strategies.

Meta DEX platforms such as Hyperliquid and Axiom contribute to USDC liquidity, generating higher fee revenue for Circle. This is indirectly supportive of Ethereum’s market dynamics, as ETH becomes increasingly scarce, founder selling pressure diminishes, and the Proof-of-Stake model maintains a relatively small validator base.

Ethereum’s current market capitalization remains modest relative to the scale of its ecosystem. The approval of a spot ETH ETF could lead to substantial accumulation by holders seeking portfolio rebalancing, potentially enabling Ethereum’s market cap to approach $600 billion.

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