I noted that founders are rare and “lucky if you have someone as intelligent and as committed”.
I observed that “hardly anyone will say anything “negative” unless there is a bond”.
I argued that “small circle people aren’t knowledgeable enough and do not understand” unless the circle is full of experienced founders.
I warned that “Everyone lies to founders all the time”.
I recorded that “SWIFT just announced a blockchain‑based shared ledger with 30 global banks. With Consensys.”
I compared the situation to “Sounds like Buffett’s Berkshire Hathaway preferred stock deals during the 2008 financial crisis”.
I noted that “most wont care for anon feedback. only tactical stuff will come through”.
I encouraged “more iterations”.
I urged “big leaps going outside n all”.
From these observations I decided to stay within a small circle of experienced founders for meaningful feedback, to reject anonymous input in favour of tactical, known sources, and to cultivate personal bonds that enable honest negative critique.
I held 4 1‑1 founder calls during the early October 2025 period.
I ran office hours x 3 to give founders direct feedback.
The credits feature shipped on DeltaV as part of the October updates.
We planned one new major feature after the credit‑feature rollout.
An AI bot for founders (testing with 10 founders) was deployed for early feedback.
A bootstrapped team of 2 contributed 27 % of all testnet volume on Monorail.
Monorail processed ≈ 1/3 of total chain volume on the testnet.
The founding team ran $1 trillion / year in HFT market‑making volume before starting Monad.
We spent 3+ years proving that “The Blockchain Trilemma was a lie.”
In early October 2025 I aggregated my X activity as @okx (gmonad) and captured a full snapshot of the Monad community pulse.
- Total tweets captured: 62
I directly praised Kanchan Kumar, noting that he “has helped 100s of founders” and that he “taught me most of the things i know about startups”.
The DeltaV credit announcement was phrased as: “Launching Credits on DeltaV Get @QuickNode credits. First to provide credits on DeltaV platform. Claim link below.”
- Unique users mentioned: 31
- URLs posted: 12
- Emoji instances: 27
I posted 2 okayish updates in DeltaV on 2025‑10‑11.
I held daily catchups with mfrs on 2025‑10‑11.
The RoundTrippers NFT Collection is announced with a 0.05 btc mint price.
I will run weekly update posts on the Telegram link (https://t.co/AyoB7C9W75), host founder office‑hours with DIMIDJ of QuickNode, and use the pilot Telegram group to test feedback loops.
Community metrics (2025‑10‑14): Total Users = 3,970; X Followers = 977; Discord Members = 638; Forecaster Followers = 1,418.
Founder advice: “founders, you go hypergrowth or nothing”.
Power‑law insight: “tech has power law”.
Community culture: “the brilliant part of yesterday was that the language and execution separated the real community members from those faking it”.
Engagement channel invitation: “you can join the DwltaV TG group by posting weekly updates on https://t.co/AyoB7C9ohx”.
Founder communication is the single most important indicator of a founder with potential to succeed.
Those who saw ICOs are the most skeptical of ICMs.
Polymarket has clear PMF and capital to scale.
The community also floated a fund proposal to invest $5 M at a $50 M valuation with a 5‑year cliff and an 8‑year lock‑in, aiming to back real‑problem‑solving founders and curb early‑liquidity speculation.
DeltaV signals for quality startups are defined as: - founder being able to articulate what they're building - shipping on a weekly basis - community feedback / rating - public declaration of Belief! - growth / retention numbers
What signals does DeltaV use to assess startups?
Founder checklist (breakdown for founders): - unsexy mastery for 10 years. one problem/tech/target segment. boring, done sincerely - multiple experiments on the side (a feature of every great founder. many small failures) - wave comes, you don’t chase the wave - goes all‑in
Community signals that are NOT considered signals: - catching a great narrative is not a signal - big VC names / KOL support are not a signal - founder is KOL is not a signal
I likened the founder role to a drummer who keeps rhythm across chaos, emphasizing weekly updates as a "metronome".
DeltaV activity snapshot: 6 founder calls, 5 pitches, 2 small features delivered and 1 large feature not shipped.
Monad technical summary: open‑source C++/Rust codebase, HFT‑style optimizations, public audits, 186 validators on testnet at 5‑10 k tps, MonadBFT consensus with 400 ms blocks and 800 ms finality.
In the last week of October 2025 I posted a series of X updates covering speculation, hard‑money shift, product shipping, permissionless algorithms, token‑swap critiques and community shout‑outs. I celebrated Monad’s long‑term focus, announced weekly feature releases, and highlighted the PumpFun‑Padre token swap that moved Padre up the Solana terminal ranking.
I noted that speculation is a highly taxing activity to human brain.
I stated that 1 MON is a full coiner.
I wrote that Padre went from being #5 solana terminal to #2 by volume upon announcement.
I claimed that Monad is the change.
I announced we’re shipping again next week!
I pointed out the prob is it is not permissionless. there i said it