Our fund is in the game too. Thanks @monad, BUT:

At first glance, Monad still looks like “just another chain.” Expectations are modest, even if the developer community around it seems interesting.

The massive airdrop creates a high chance of a straight dump at $MON TGE. What happens next will depend entirely on whether strong projects emerge on Monad and can prove real traction.

If that happens, we’ll cover the ecosystem in detail — with research on the true alpha opportunities inside.

For now: cautious, and watching closely.