Monaco retweeted
US equities are near record highs, while hyperscaler free cash flow (FCF) is going the other way, and is on track to be flat by end of Q3 2026 as AI CapEx explodes --> the market is paying for AI revenue that hasn't landed yet.
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Bulls have suffered through two brutal months.
Can they get a bounce soon?
Or is it going lower?
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Best time to start trading on Monaco?
Yesterday.
Second best time to start trading on Monaco?
Today.
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Vibe coders can be crypto's best traders.
You can build and trade with anything.
Start building and trading on Monaco.
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Monaco retweeted
$MSTR 's whole thesis has been that they can indefinitely issue stock/convertible debt at a premium to its treasury, and go out to buy more bitcoin:native ... if anyone is surprised that leverage works both ways, I've got a trade for you.
ALT Relative performance of spot Bitcoin versus MSTR
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Monaco retweeted
Alas, low float / high FDV is not a new phenomenon by any measure (*cough* $SPCX *cough*). Just some of the more recent examples below...
Elon launches low flat high FDV shitter
Thing runs 2x
Immediately retraces back to open
We've seen this movie before
Proceed with infinite unlock szn as market cap stays the same while everyone gets buttfucked
Crypto innovation at play here, innovation being how to fuck people
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What's the future of RWA perpetual futures?
Our CEO Simran (@0xturbanurban) sat down with Joanna (@justsayuluvjo) and Annanay (@annanay) to discuss and debate this question.
Their answers might surprise you.
Watch the full conversation here:
SOON - Solana Optimistic Network (Mainnet Arc)
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Crypto markets lost $350,000,000 since this.
That's a -14% drop.
Ask your quant, "How much worse can it get?"
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Monaco SDK v0.8.10 is live!
Seriously, our devs are cooking.
Check it out:
docs.0xmonaco.com/releases/v…
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Monaco retweeted
People ask what it takes to bring institutional liquidity onchain: one key ingredient is capital efficiency that's on par if not better than existing solutions. With portfolio margining, you get the benefit of having every dollar of margin work as productively as possible.
Capital efficiency is still a key challenge for exchanges today. Institutions have entire businesses devoted to optimizing for capital efficiency and balance sheets. Without the ability to properly portfolio margin, today's onchain CLOBs are children's toys compared to CEXs.
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You'll find the answer here:
docs.0xmonaco.com/quickstart
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