If you're still debating whether to sell your airdrops instantly...
$JUP, $ME, $W, $PYTH — all followed the same curve:
→ ATH euphoria → multi-month bleed → existential regret
We’ve made the same mistakes. Still holding $KAITO, $STRK, and $SCR.
What was once “life-changing” is now “gas money.”
Maybe the real airdrop strategy was exit liquidity all along 😁

Monolith team spent a week in the Alps 🏔
Syncing on strategy, priorities, and fund roadmap. Some of the most important days we've had — see you on the top!

believe in somETHing

How companies are keep stacking up $ETH?
Late this cycle, a wave of traditional companies – including publicly traded firms and private enterprises – have begun actively accumulating Ethereum (ETH) as a strategic treasury asset.
This trend follows the playbook pioneered by Bitcoin-treasury firms like MicroStrategy, but with a twist: companies are gravitating to $ETH for its yield-generating capabilities (via staking and DeFi) in addition to price appreciation.
In just the last 2 weeks, corporate “ETH treasury” firms bought over 970,000 ETH (>$3.5 billion), source: which is a huge number.
So

How companies are keep stacking up $ETH?
Late this cycle, a wave of traditional companies – including publicly traded firms and private enterprises – have begun actively accumulating Ethereum (ETH) as a strategic treasury asset.
This trend follows the playbook pioneered by Bitcoin-treasury firms like MicroStrategy, but with a twist: companies are gravitating to $ETH for its yield-generating capabilities (via staking and DeFi) in addition to price appreciation.
In just the last 2 weeks, corporate “ETH treasury” firms bought over 970,000 ETH (>$3.5 billion), source: which is a huge number.
So

An interesting lineup of early-stage startups pitched under pressure.
We’re glad to contribute real-time feedback and identify promising teams.

Our role:
- Filter quality projects from noise.
- Support the best early-stage teams.
- Help Web3 projects get real visibility and capital.
This is how the next wave gets built.
Let’s raise the standard in crypto investing.

100s of side chats, panels, and meetings, we’re seeing clear shifts in the market:
Startups
- Startups are going lean. Teams are trimming down and prioritizing business models that generate real revenue over hype.
- Valuations have compressed across the board. Traction is softer, marketing budgets are tighter, and the focus has shifted back to building over storytelling.
VCs
- Traditional VCs are mostly on the sidelines. Pure venture strategies are deep underwater, pushing funds to adopt hybrid models. Running both liquid funds and participating in OTC deals is becoming the norm.
- Long-term c