X Posts January 2026

I noted that @0xbayo_ can do both if there are resources but priority is growth for sure.

I highlighted the retention numbers: we started with Curvance and Gorilli in June in TG. we have 35/170 startups posting for over 8 weeks now. 20% WoW retention. 275 feedbacks with ~2k community members registered.

I operate with one dev and no amplification and no RTs from MF or any big accounts.

The ecosystem metrics are impressive: 1,650+ node installs in 82 countries, 99 %+ uptime; ~$1.6 M perp volume, ~$8 M spot volume, 230k+ transactions, 1.7k+ wallets; TVL ~$13.8 M (yield) + $28.4 M (lending).

I claimed that on‑chain social is now 10× harder to build (2026‑01‑12 07:17 UTC).

I quoted Ben Horowitz saying, “only been 3 days into 2026 and Ben Horowitz is quoting cheech and chong in a16z's largest raise to make 'murica the tech hub again” (2026‑01‑09).

I emphasized that we need more nerds and more focus on open‑source in the AI/robotics era.

These statements reinforce my earlier decisions to push for an open‑source recommendation engine, prioritize expertise over algorithm hacks, and recruit Linus‑Torvalds‑style contributors to balance power in AI/robotics.

I stated that “Incentives should only be applied after PMF”.

I warned that “If you keep the button pressed, you will flip the car”.

I reiterated that “Monad is for bold ideas”.

I reported Neverland TVL of $59.82 M USD.

I reported Neverland revenue of $134.36 K USD.

I reported MondayTrade perpetual volume of ≈$6.61 M USD.

I reported MondayTrade spot volume of ≈$2.86 M USD.

I reported MuDigitalHQ TVL of $13.8 M USD.

I conducted 7 one‑on‑one founder calls during the week.

I delivered 3 pitch sessions to prospective partners.

I released 2 major DeltaV feature updates in this period.

I shipped a vibe‑coded app to 5 users.

I produced 1 vibe‑coded video documenting the rollout.

Based on these observations I prioritized recruiting for the physical founder residency role, a rare high‑skill talent that can accelerate our learning curve.

I also decided to build AI tools for existing middlemen first, then disrupt once we dominate the market.

For launchpads I will reject party‑round/ICO models and instead invest in seasoned operators because building a launchpad is ~100× more complex.

I will use growth‑rate rather than absolute age as the primary health metric for ecosystems; by that measure Monad is doing “fantastic (probably mega too)”.

In late January 2026 I posted a burst of X updates that capture my thinking on talent, radical honesty, Bitcoin belief cycles, the definition of “smart”, and concrete on‑chain performance metrics for several Web3 protocols. These notes guide my hiring, culture, and product‑shipping strategy.

• Rare talent multiplies impact: a team of four “exceptional” people can 1000× a startup if each operates with full ownership.

I decided to prioritize hiring ultra‑rare talent because a tight, fully‑owned team creates a network effect that dramatically accelerates growth. I also adopt radical honesty in meetings, trusting Grant Lee’s insight that transparency eliminates most formal rules.

These choices feed my weekly‑shipping model – a weekly cadence of product releases tracked against on‑chain metrics, and a community program at Tokyo Dome City that exposed products to roughly 100 k daily visitors.

Cultural moments like Republic Day (“Jai Hind”) and “happy Ganatantra Divas” reminded me to celebrate the ancient‑modern synthesis of Indian civilization while staying focused on execution.

Open questions remain: 1. How can the “1000×” claim be empirically validated across sectors? 2. What quantitative thresholds define the effectiveness of radical honesty? 3. Will a belief‑dump (“P&D”) strategy materially affect Bitcoin price dynamics? 4. How sustainable is weekly shipping for larger protocols? 5. What long‑term impact does the Tokyo Dome City exposure have on user acquisition?

• Radical honesty reduces the need for most rules.
• Bitcoin belief dynamics: normie belief is at its peak while crypto‑community belief is at its lowest; the two exits are “stop believing in anything” or “P&D your beliefs”.
• Smartness is the intersection of technical skill, human empathy, and the ability to infer the unspoken.