DAY 6 Space SERIES ! 🔥⚡️ALL MONAD PROJECTS INVITED!

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MONSHI
@MonshiOnMonadDec 10, 2025

The Spaces centers on day 6 of a daily community call for Munchi on the Monad chain, featuring host Hustle, guest Josh (Mona Lisa), dev Dutchy, Simply K, Shiloh, Dark Code, and others. The session recaps a sharp intraday move from ~30k back to ~48k mcap and sustained # 1 DEX trending, framing strong dip-buying and whale interest. A major incentive was announced: any wallet holding 1% of Munchi will receive a free NFT; NFT development has begun, with supply and launch venue to be finalized. Dutchy outlines shipped and near-term utilities: staking live (10% early unstake fee), a raffle game, and a token locker slated for release this week to attract other projects and generate fees. Shiloh contributes macro and cross-chain alpha (XRP thesis, ETF flows, ETH/EVM role, QE timing) and proposes routing dev fees to LP to compound returns; the team notes low fee accrual on this chain and a long-term build-first approach. Community growth tactics include daily Spaces, giveaways, TG engagement, and cross-Space outreach. Overall tone is highly bullish on Monad’s upside and Munchi/Mona Lisa’s roadmap execution.

Twitter Spaces Summary: Munchi & Mona Lisa on Monad — Day 6

Participants and Roles

  • Hustle (Host): Led the session, community updates, giveaways, and calls to action.
  • Josh (Mona Lisa project lead): Shared project vision, NFT approach, market cycle perspective, and macro views.
  • Dutchy (Dev): Provided build status for Munchi utilities (staking, token locker, NFTs), fee mechanics, and roadmap.
  • Shiloh (XRPL veteran): Offered macro/infrastructure insights, liquidity strategy suggestions, and XRPL ecosystem context.
  • Simply K (Community hypeman): Brought energy and community motivation; emphasized speed on dips and conviction.
  • Dark Code (Community member): Lighthearted participation; supportive of community momentum.
  • Patchum (Guest): Reconnected with community; supportive of joining Monad projects.
  • Active audience mentions: Azaria, Rich, Joey Banks (giveaway winner), Winslow, Eggs, Leo, Jolly, Dark Code.

Market Update & Momentum

  • Intraday move: Munchi market cap dipped to ~$30K, rebounded to ~$48K within ~20–30 minutes; multiple speakers emphasized dips are being “eaten” quickly.
  • Trend visibility: Munchi reportedly trended # 1 on “decks” all day (likely Dexscreener trending), reinforcing growing attention and buy interest.
  • Community signal: Daily spaces, giveaways ($20 each session), and high chat activity (emojis/retweets) used to mobilize participation.
  • Whales and buy-bots: Dips are short-lived; whales are “watching” with buy orders. Simply K suggested using buy bots due to how quickly dips disappear.
  • Host sentiment: Hustle reiterated conviction that if broader market were stronger, projects would already be at multi-million caps; urged listeners to accumulate and hold.

Utility Roadmap & Build Status (Munchi)

  • Staking (live):
    • Active staking contract delivering Munchi rewards.
    • Early unstake incurs a 10% penalty, generating fee flow into the project ecosystem.
  • Token Locker (imminent):
    • In development and expected to go live this week.
    • Positioned as the first/only locker many Monad projects are aware of, intended to attract external usage and fee generation.
  • Raffle game (live):
    • 10 participants per round; portion of entries routed to the marketing wallet, providing recurring revenue.
  • NFTs (in development):
    • Dev previews exist; collection size not finalized.
    • Plan: Each holder with 1% of Munchi will receive 1 free NFT.
    • Rarity model: Generative, trait-based design; fair mint dynamics with rarity distribution.
    • Platform considerations: OpenSea was mentioned as a reference point by the community, but NFT chain/platform for Munchi’s drop remains unspecified.
  • Fees and buybacks:
    • Dutchy highlighted that dev fees on the Monad launchpad are small (e.g., ~$200 accrual across ~8–10 days at ~100K MC), limiting the impact of buybacks.
    • Current approach mixes low-scale buybacks with fee-generating utilities (staking penalties, raffles) to fund marketing/LP over time.

NFT Strategy Discussion (Mona Lisa & Munchi)

  • Distribution incentive: Hustle introduced the 1% holding threshold to reward true/OG holders with a free NFT.
  • Josh’s view on NFTs:
    • Emphasized generative collections with rarities; fair minting; rare pieces appreciate as project/market cap grows.
    • Noted NFT cycles typically heat up toward the end of altseason when profits rotate into collectibles.
    • Teased an IRL promotional tie-in aligned with the art, aiming to broaden exposure.
  • Status: Early development; visuals previewed by dev; collection size intentionally not disclosed yet.

Liquidity & Treasury Management

  • Shiloh’s suggestion: Prioritize adding dev fee accruals to LP (rather than immediate buybacks) to compound fee income and strengthen price stability/liquidity endurance.
    • Rationale: Buybacks are one-off boosts; LP provisioning compounds via trading fees, helping create persistent revenue streams for development/marketing.
  • Dutchy’s response: Agree in principle but stressed dev fees on the chain are currently too small to materially affect LP; the team is focusing on utility-driven fee generation (staking penalties, raffles, upcoming locker) and long-term build cadence.
  • Distinction of budgets: Shiloh underscored separating dev fees (for development) from marketing funds, to avoid starving either function and to improve project longevity.

Ecosystem Positioning (Monad vs Others)

  • Early network signal: Telegram displays two on-app tokens (TON and Monad), which Shiloh sees as a strong indicator of future attention and userbase growth.
  • Comparative view: Hustle believes monad.fund (Monad’s launchpad) offers a better developer/community experience than pump.fun (Solana), foreseeing Monad as “the new place to be.”
  • Long-term thesis:
    • Monad rumored by some to compete with Monero (privacy/performance narratives); Monero trades near ~$300, while Monad cited around ~$0.03 — potential upside if adoption materializes.
    • Shiloh advised accumulating and hodling Monad given early-stage positioning; referenced his own bridge (bccbridge.io) adding Monad quickly.

Broader Macro & Altseason Outlook

  • ETH/EVM leadership: Josh asked whether ETH/EVM will lead altseason again. Shiloh expects ETH to remain central but notes validators’ reluctance to reduce fees drives demand for L2s and alternative chains (e.g., Base); Ripple-related integrations touch ETH (and Solana via Universal XRP).
  • Macro catalysts (Shiloh):
    • QT ended; QE may start soon (“money printer”), historically driving risk-on behavior.
    • Vanguard’s entry after prior ETF stance shift; broader ETF ecosystem growing.
    • From Jan 1, potential allowance for 401k rollovers into spot ETFs (BTC, ETH, Solana), a catalyst underappreciated by retail.
    • Caution: Influencers often misread on-chain transfers (e.g., Michael Saylor movements mistaken for selling), leading to emotional trading and losses.
  • Timing:
    • March cited for notable recovery inflection; summer as a continuation window.
    • XRP price scenarios (if multiple catalysts align before year-end): conservative high around ~$27, conservative low around ~$6–7; Shiloh’s personal exit strategy targets 2032.
    • Accumulation goals for newcomers: 1,000 XRP (life-changing), 10,000 XRP (generational) per Shiloh’s model.

XRPL Projects & Cross-Chain Notes

  • XRPL tokens: Seals, Pigeons, Fuzzy (Fuzzy cited as # 1); several derivative projects exist. Shiloh refrained from project-bashing and encouraged independent community due diligence.
  • Outreach strategy: Engage under XRP-related posts to introduce Munchi to XRPL audiences, highlighting multi-chain opportunities and discovery of “gems.”
  • Bridges and infra: bccbridge.io (owned by Shiloh) added Monad quickly; “Change” platform context mentioned; Universal XRP operates across ETH and Solana.

Community Culture & Engagement

  • Daily spaces: Consistent cadence; the longest session to date; strong presence of new faces.
  • Giveaways: $20 distributed each session; Joey Banks won this space’s giveaway.
  • Calls to action:
    • Follow the main account; retweet; drop emojis.
    • Join the Telegram; be visible and active.
    • Accumulate 1% Munchi to qualify for forthcoming NFT.
  • Tone: High-energy commitment to building; “Hale’s Kitchen” metaphor for an inventive, fast-moving dev team.

Decisions, Commitments, and Open Items

  • Commitments/ongoing:
    • 1% holders receive 1 free NFT (Munchi).
    • Token locker targeted to launch this week.
    • Maintain staking program (live) and raffle game (live) as ongoing fee-generating utilities.
    • Daily spaces with community giveaways to sustain engagement and discovery.
  • Open items:
    • NFT collection size and final chain/platform specifics (OpenSea mention was general; no formal commitment).
    • Formal LP strategy and allocation rules (team agrees in principle but awaits material fee scale).
    • Detailed marketing plan for XRPL outreach and cross-chain positioning.
    • Additional utilities teased (IRL promo by Josh; more not yet disclosed).

Risks and Uncertainties

  • Market volatility: Fast swings driven by broader crypto conditions; rebound speed can hinder manual dip buying.
  • Fee scale constraints: Monad launchpad dev fees currently small; near-term buyback/LP impacts limited until volume grows.
  • Adoption curve: Utility revenue models depend on sustained user participation (staking, raffles, locker usage by other projects).
  • NFT cyclicality: Traction tends to peak late in cycles; timing of mint/market demand may be uneven.
  • Macro dependencies: Catalysts (QE onset, ETF flows, 401k rollovers) are plausible but not guaranteed; timelines can slip.

Highlights and Quotes (Paraphrased)

  • Hustle: “Dips get eaten in minutes. We trended # 1 all day. Utilities coming will shock the ecosystem.”
  • Josh: “We’re early; 1% is ~$100. I’m excited to cook on a new chain with infinite possibilities.”
  • Simply K: “No dip lasts long; use buy bots. Hold your bags — be rich tomorrow.”
  • Dutchy: “Staking live; token locker this week; raffle feeds marketing. Dev fees are small on this chain, so we’re focused on fee-generating utilities and long-term building.”
  • Shiloh: “Add fees to LP to compound revenue; ETH stays relevant but fees drive alt infra; QT ended, QE likely; 401k rollovers into ETFs could be huge; XRP accumulation goals: 1k then 10k.”

Key Takeaways for Newcomers

  • Action steps:
    • Acquire and hold at least 1% Munchi to qualify for the free NFT.
    • Join the Telegram and daily spaces; participate in raffles and staking.
    • Watch for the token locker go-live this week; expect more utilities.
  • Thesis:
    • Early-stage chain (Monad) with growing infra visibility (Telegram integration); Munchi aims to be a foundational project with real utilities and a disciplined build pace.
    • Community conviction, regular updates, and fast dip absorption indicate engaged holders and growing interest.