Monad Madness: Hype, Hate, Tokenomics & the New Crypto Meta - The Chopping Block

Monad vs Crypto Twitter, AI exploit bots, tokenomics chaos, and the rise of prediction markets.

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Show highlights
🔹 Monad’s explosive token launch — hype, backlash, and why it became CT’s main character of the week.
🔹 Kevin joins to break down the launch mechanics, the expectations, and what the team actually prepared for.
🔹 “Low float, high FDV” returns — why vesting debates reignited and why tokens keep sliding despite higher floats.
🔹 Do we really need another L1? The crew dissects infrastructure fatigue, tribalism, and what counts as real differentiation.
🔹 Why hype almost guarantees disappointment — and why early sentiment rarely predicts long-term outcomes.
🔹 Handling the hate — Kevin explains how the team reframes attention, survives the noise, and stays focused post-launch.
🔹 Yearn Sonic exploit — a simple underflow bug hits an OG DeFi protocol, reigniting security concerns.
🔹 AI finds zero-days — Anthropic’s agents discover new smart-contract vulnerabilities and spark an AI security arms race.
🔹 Quantum panic — why “post-quantum” became CT’s latest engagement meta and what it actually means for chains.
🔹 Macro shakeups — BTC volatility, MicroStrategy flirting with NAV, and equities demolishing crypto returns.
🔹 Prediction markets breakout — Polymarket’s US launch, Kalshi’s mega raise, and Robinhood bringing event contracts in-house.
🔹 Long-tail opportunity — why prediction markets may extend far beyond politics and sports to everything people care about.

Hosts
⭐️Haseeb Qureshi, Managing Partner at Dragonfly
⭐️Robert Leshner, CEO & Co-founder of Superstate
⭐️Tom Schmidt, General Partner at Dragonfly

Guest
⭐️ Kevin McCordic, Director of Growth at Monad Foundation

Timestamps
00:00 Intro
01:21 Monad: Hype, Hate & Week-One Reality
06:08 Vesting, Float & the “Low Float, High FDV” Meta
17:27 Do We Need Another L1?
25:08 Public Perception, Expectations & Narrative Cycles
35:54 Yearn’s yETH Exploit & Anthropic’s Exploit Agents
44:06 MSTR at NAV & Equities Leaving Crypto Behind
48:06 Polymarket vs. Kalshi vs. Robinhood

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#bitcoin #ethereum #crypto #cryptocurrencies
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