spinor

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@spinor_

Feline Guardian @cashcat_token

Joined July 2026

42 Following 6.6K Followers 746 Posts

Latest posts 5

spinor @spinor_ 19h

Ladies and gentleman, meet @AscendLaunch co-founders, @CryptoTomYT and @analyzationz of @VersusFNF and @DigiWorldd, also known as 'igotruggedoncashcat'.

They are the attackers behind the coordinated efforts against my account and the @MontraXYZ project and token, who fooled the entire space while masquerading as a legitimate project on @Enter_Elysium.

The main attack vectors used in an attempt to undermine Montra were the weaponization and leverage of their fomo standing, social engineering on @X activating paid coordinate FUD campaigns, and manipulation through coordinate buying and selling of Montra assets.

Descend below to see the timeline of events 👇🧵

spinor @spinor_ 5d

Entertain me for a second

The crypto economy is a whopping ~.5% of the global balance sheet.

Now, the claim for Hyperliquid is that it is positioned to grow into the house of all finance. As it stands, and in stark contrast to the rest of the space, the data is showing there is a serious chance that comes to fruition.

Between settlement and custody, you're talking about numbers that are inconceivable relative to what we've seen in this space, even at peak bubble ~2021. But that's because, so far, it's been a dream. But Hyperliquid is reality. It's doing things Ethereum dreams of doing in 5 years.

1000x+ is easily on the table on a high time frame.

Then, if @Enter_Elysium is the scaling solution for the network component of Hyperliquid AND is a value accretive L2 (to both HYPE and KNTQ), the scaling factor should carry over to Elysium, its assets, and its economic engine $KNTQ

And if that's the case (why shouldn't it be?) then what does that mean for the go-to launchpad/incubator on the house of all finance? As it stands, @MontraXYZ has already proven its standing as the go-to (literally 99% of new launches and the overwhelming majority of trades/volume is happening there).

So what does this mean for the first-mover elysium tokens that will continue to compound and dominate (speculative + utility): $EACCAT, $CHAMELEON, and the many strong teams like eloscape, nest, etcetera?

I don't know exactly, but as you move up the risk curve, 100x, 1000x, 10000x, etc are absolutely on the table. We are talking about the possibility of a scale we haven't seen before.

And wtf does that mean for the upcoming $MONTRA token: the house of all launches to the house of all finance🤔

spinor Verified account @spinor_ Oct 30

So far only a handful of projects have announced that they're deploying on @Enter_Elysium, and it's largely a game of marketing right now. Interested to see how things look in practice.

Launchpads are critical infrastructure for new chains, and because of that obviously garner a lot of interest. That's because a successful launchpad is one that best supports the most promising builders and projects, which is ultimately the foundation of any successful chain.

It's time a launchpad rigorously leans into what that means instead of sending fees all over the place and promoting marketing gimmicks. Looking under the hood, the complete set of launch modes of @MontraXYZ , its tokenomics and fee structure, are set up exactly as that: economically sound and builder friendly. I see a mind virus on the timeline about launchpad tokens as 'extractive' or whatever the marketing gimmick is; but, the data is in serious conflict with that kind of SBF-style altruism: every major successful launchpad has an affiliate token (pump, pons, virtuals, etcetera), and that's because it is good economics. Companies have stocks for a reason.

The industry standard is a 1% fee, so it's nonsense to claim anything that is identical as more or less 'extractive'. 5 million tokens or 5 million + 1 (that comes with all of the distribution, economic, and community advantages) is of course operationally identical, and does not leak value to some other ecosystem (however closely related). The important question is what do you do with those fees? The reason Montra stands out is because it sends the overwhelming majority of resources (more than any other on the chain) to the builder. THAT'S what a good launchpad is meant to do: support promising builders and promising projects, which ultimately is what will make Elysium successful, right? Instead of a value sink into some other unrelated token, which does nothing for builders, remaining value accretive by pairing Montra with $KNTQ (montra buy means kntq buy + LP acc) and preserving the critical and proper economics/ecosystem/community of a token model is the tried and tested model that I'm betting on.

On top of that, custom launches, Montra listings (interchain expansion), liquidity support to protect utility hooks and experimental quote pair pools from other pools vamping order flow, and that vast majority of fees and resources to maximizing the likelihood of success for builders is the right recipe for facilitating the success of projects.

So when I look at the data and reality (not just things that sound good), this is the model that is rigorous in its structure and fundamentally sound.

Have seen some other good teams and good products announcing their launch on Elysium and will be discussing them in following posts. Excited for elysium.
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spinor @spinor_ Oct 30

So far only a handful of projects have announced that they're deploying on @Enter_Elysium, and it's largely a game of marketing right now. Interested to see how things look in practice.

Launchpads are critical infrastructure for new chains, and because of that obviously garner a lot of interest. That's because a successful launchpad is one that best supports the most promising builders and projects, which is ultimately the foundation of any successful chain.

It's time a launchpad rigorously leans into what that means instead of sending fees all over the place and promoting marketing gimmicks. Looking under the hood, the complete set of launch modes of @MontraXYZ , its tokenomics and fee structure, are set up exactly as that: economically sound and builder friendly. I see a mind virus on the timeline about launchpad tokens as 'extractive' or whatever the marketing gimmick is; but, the data is in serious conflict with that kind of SBF-style altruism: every major successful launchpad has an affiliate token (pump, pons, virtuals, etcetera), and that's because it is good economics. Companies have stocks for a reason.

The industry standard is a 1% fee, so it's nonsense to claim anything that is identical as more or less 'extractive'. 5 million tokens or 5 million + 1 (that comes with all of the distribution, economic, and community advantages) is of course operationally identical, and does not leak value to some other ecosystem (however closely related). The important question is what do you do with those fees? The reason Montra stands out is because it sends the overwhelming majority of resources (more than any other on the chain) to the builder. THAT'S what a good launchpad is meant to do: support promising builders and promising projects, which ultimately is what will make Elysium successful, right? Instead of a value sink into some other unrelated token, which does nothing for builders, remaining value accretive by pairing Montra with $KNTQ (montra buy means kntq buy + LP acc) and preserving the critical and proper economics/ecosystem/community of a token model is the tried and tested model that I'm betting on.

On top of that, custom launches, Montra listings (interchain expansion), liquidity support to protect utility hooks and experimental quote pair pools from other pools vamping order flow, and that vast majority of fees and resources to maximizing the likelihood of success for builders is the right recipe for facilitating the success of projects.

So when I look at the data and reality (not just things that sound good), this is the model that is rigorous in its structure and fundamentally sound.

Have seen some other good teams and good products announcing their launch on Elysium and will be discussing them in following posts. Excited for elysium.

Montra Verified account @MontraXYZ Oct 30

Montra isn't just a default launchpad. It's the house of all launches.

One size doesn't fit all. A memecoin, an established project with its own design and a token already live on another chain all need different things.

Montra covers it all, powered by @Uniswap and @Enter_Elysium
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spinor @spinor_ Oct 18

Thoughts on the upcoming Elysium launch:

As an absolute $HYPE maxi over an extended timeframe, it recently became clear that (in what is the most ironic possible outcome) CT's obsession with a cashflow/security valuation framework has become self-defeating.

Since the conception of the cryptoeconomy, the dominating valuation framework has rested on some ill-defined network metrics (e.g., metcalfe's law) while cashflow was reserved as very much secondary, or non-existent. In the meantime, the vast majority of crypto participants were actively fighting the security status of cryptoassets while under fire from the Gensler-era SEC, which suggested the cashflow/DCF-style modeling as erroneous, and decisively so when the SEC determined cryptoassets as emphatically NOT securities.

What's surprising about the canonical hype valuation framework is that it flies in the face of everything this space fought so hard to overcome, and very specifically effects arguably the best product to ever emerge from the cryptoeconomy. I think that it's because the mind virus around cashflow has muddied the fact that hyperliquid is not a security, and in fact contains exactly the network features that ETH, SOL, ZEC, etcetera, possess, and from which their fair market valuations profit tremendously (and appropriately).

So back to @Kinetiq_xyz and @Enter_Elysium: if scaling the network component of hyperliquid can make more obvious this trait of hyperliquid, then the first thing that happens is that the network effects and corresponding fair market value explode, as we've seen in the past. On top of that, if the bottom line is accretive to hyperliquid, then not only does hype gain from the network effect/speculative premium, but also a genuine economic force supporting the ecosystem. That could be huge.

spinor @spinor_ Oct 18

This is not a drill.