Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Haseeb

👤 Speaker
1106 total appearances

Appearances Over Time

Podcast Appearances

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

There's no chain ever.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

that has been successful on day one or month one.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

It's true of Solana, it's true of Avalanche, it's true, I mean, obviously Ethereum was a different ballgame, but... And if you look at the ones that have had breakout month ones, like you think about like Blast or something, doesn't really seem to predict much of anything.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

The reality is that it takes time to build a chain.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

These things are, you know, ecosystems.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

They require breaking the cold start effect, or the cold start problem, and the cold start problem takes time.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

So...

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

You're not going to know until the race is on who's going to win the marathon.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Take some time to make that clear.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

And so I think Monad is doing well.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

They still have a lot to prove.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

By no means is it game one.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Pretty clearly it's unique to MonAd, unfortunately.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

I wish it was a canary for tokens broadly, but right now, you know, the chart you got pulled up here shows a lot of tokens just getting hammered and Mon outperforming pretty uniquely in the market.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Okay.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

You're talking about like, will Monad book out all the nightclubs to keep the conference record alive?

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Is that what you're arguing?

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Yeah, I wouldn't bet on that.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

I wouldn't bet on that is what I'd say.

Bankless
ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

I think the free drink era might be coming to it.