Thank you. 반갑습니다 여러분 오늘도 믞�편 왔습니다 아유 예비군 끝나고 복귀했더니 몸이 좀 고대네요
근데 하필 또 이렇게 고된 날 한국인 성모님이 아니라
지금 군복 너프로 힘이 거의 절반 이하이기 때문에
소리 틀어놓겠습니다. 자 가� 바로 사이드킥 소리 틀어놓겠습니다
계속 약간 들어왔을 때 손님이 아닌 사람들이 계속 이렇게 얘기하는 이유가 뭘까요?
배그란트에 오라고 얘기를 하겠습니다 하겠습니다
들어오라고 메시지 보여 놨습니다 Hello guys, Hello guys, Hi guys, this is any person from the global, not Korean side.
If you are a person speaking English, please push the Halt button.
Hi, Kevin, I accepted your speaker role. Could you turn on your mic and speak something?
Hello? Hello? Can you hear me? Yeah, I can hear you very well.
I don't know how can I explain to global people because it is a Korean-owned program.
So about five hours ago, I was in the military for my duty. Do you understand?
I got some annual training session for military training till today's day time and I come back to PC in three days.
So it is the first activity for Welcome Back Web3 activities.
So I'm so glad to have you in this AMA because it is a regular activity for our KoreanNUD
Many Korean NADs are very glad to hear your voice in Korean community activities.
Could you say hi to our Korean NADs?
Yeah, how are we doing Korean NADs?
I know it was almost a year ago that I was out in Korea and actually got to
celebrate during Korea Blockchain Week with a bunch of the community. And yeah, looking forward
to coming back. It's one of the most diehard communities in all of Monat. So, pumped to be here.
Okay. So, will you visit again Korea in KBW 2025?
Okay, so will you visit again Korea in KBW 2025?
We'll have to wait and see. There's a couple of things that we're working on at the Monad Foundation that might line up.
So I'm hoping to, but I will keep the Korean ads posted.
Okay, so I hope you see in the kbw mona side event space so could you give me some
minutes for explaining our amas ama information uh in korean world or korean that is it okay
yeah absolutely okay so hello so korean and also global uh friends for visiting our ama 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다. 안녕하세요 여러분 반갑습니다
모나드의 성장 리더인 인턴 케빈이 방문한다고 하여서
당연히 케빈이 온다고 많은 이벤트를 준비해 놨으니까요
한국인 분들은 참여를 하셔서 많은 이벤트 참여 부탁드리고요
모나드 코리아에서 정보가 공유되는 여러 알파를 가져가시면 좋을 것 같습니다. 그래서 저는 여러분의 회사와 함께 안녕하세요.
하지만 이 시간에, 우리는 한국말을 말한 단순히,
한국의 공동에 관한 공동에 관한 공동을 cabin grocery of the Monad. He wanted to visit Korean community to spread more information
and more connection with our newcomers of Monad and etc. So we will speak in English
for Q&A at first and after the Q&A, I will give some Korean translation for our Korean community so you can understand in English and also Korean.
I am very glad to invite Kevin's gross leader of the MONA.
I want to hear his intro and sample in production for our committee.
So Kevin, please say hello to the Korean committee again.
And I am also curious, although you hold the title Head of Growth, why do you choose to
operate under the name of an intern?
Yeah, it's a very fair question.
And yeah, shout out to the Korean community. I know this show is typically in Korean, but I am from America and I know one single language, which is English. So I appreciate everyone being okay with English today.
So yeah, I'm head of growth over at the Monad Foundation.
Yeah, so the background on the intern name, I initially got into crypto in 2017.
I was just finishing up my first year of college at the time.
And I was studying physics.
And there's not a lot of things that you can do with physics in the work world.
So I learned all about crypto and knew I wanted to work in crypto.
So I talked to as many people as I could that did work full-time in crypto,
tried to make some friends and grow a network, and then eventually that did pay off.
I ended up getting an internship at CMS Holdings.
CMS Holdings is a hedge fund and venture fund in the crypto space,
so trading crypto in the liquid markets and making long-term venture investments.
And the guy who runs CMS Holdings, Dan Medaszewski,, is a very funny guy and he has a very funny Twitter.
I recommend following him. It's at CMS Holdings.
And when I joined, the Twitter was funny.
Everyone kind of knew it and was becoming more famous in the space.
And we had the CMS Holdings account. I thought it would be funny if there was a CMS intern account
that would kind of supplement or complement the main account, CMS Holdings.
And so there were no like intern accounts.
That wasn't a thing that existed on crypto Twitter.
I think now you see them pretty often.
So kind of had the idea to start this.
I asked Dan and he said it was okay. So when I was truly an intern at CMS, I started the CMS intern account.
And then over the course of 2021, people started to know me from that account.
A bunch of other intern accounts started popping up.
It seemed like every single brand
that existed in crypto created an intern account to supplement their main one, which was just funny
to see, right? Like I kind of had this, this dumb idea as a young kid. And then like all of these
big brands worth billions of dollars started adopting the meta. So that kind of became like my online persona was intern or CMS intern.
And then when I joined Monad, I couldn't be CMS intern anymore. This is in late 2022.
I didn't work at CMS, so I couldn't be CMS intern anymore. So I thought it was fitting to just drop the CMS and
just run with at intern as like a small piece of lore, kind of the first meta that I had kind of
created on the crypto Twitter side. So yeah, it is funny. I think there's a lot of like funny jokes
around being an intern where you kind of have to do all the detailed little work and get no credit.
And I think that's a good mindset to have.
Right. Always be willing to do the unsexy stuff and just try your best to do whatever the team needs.
So I kind of maintain that mentality.
And yeah, so it was really just that was kind of initially how I started to grow
most people on crypto twitter don't use their real name for example like this account we crypto
together like it's not directly your name but it's like a pseudonym that people know you buy
on the internet so that over time is intern has just kind of become like, you know, the name that people recognize me with on crypto Twitter.
Then it means that you're the origin of the kind of intern memes from several projects. their own intern account for promoting their project or some using some funny side or joking
about their roadmap and ricking our paths and essential so it means then you're the uh it's
the origin of this culture right correct yeah it was the the first intern account um And then yeah, it took a couple months. After a couple months, we saw one pop up
for one of the portfolio companies we invested in. And then at that point, there were like
hundreds of intern accounts after that. So yeah, it was cool to see for sure.
Yes, I got it. So it's a very impressive story. So in additional questions, I'm also curious about the meaning of your profile picture,
because I love penguins and you're also using the profile as a penguin portal.
So it also has some personal side or identity side.
Also, has there some any personal side or identity side?
Yeah, so the Penguin is kind of a funny story.
I'll actually pull it up on Twitter and then drop it under so people can see.
But CMS Holdings, their logo kind of looked like a penguin um and i'll put it under the tweet now so everyone
can can go and see what i'm talking about but it kind of looks like a penguin and we had joked
about it in the company slack um and so when i was like i needed to choose a profile picture
i'm like well if cms holdings the logo looks a little bit like a penguin.
You know, I love penguins.
I think they're very cute.
there's a couple movies about them
and there weren't really a lot of penguins.
Like pudgy penguins was not a thing at this point.
There really weren't any other penguins.
And so a lot of people choose an animal
and penguins seem to be fitting.
I'll drop the tweet under right now.
OK, so I want to give some Korean translation for our conversation. So let me give some minute for our Korean subscribers. 일단 첫 번째 질문은 좀 가볍게 생각했습니다. 인턴이라는 계정을 가지고 있어요.
왜 인턴이라는 이름을 사용하는가에 대해서 물어봤습니다.
인턴이 모나드에 들어오기 전부터 알고 있었어요.
그래서 CMS Holdings스라는 곳에서 CMS 인턴이라고 활동하는 것을 본 적이 있습니다.
그래서 케빈도 그것에 대해서 얘기를 하는데요.
일단 케빈 같은 경우는 2017년에 대학을 다니면서 물리학을 전공하다가
그때부터 트위터 계정에 인턴이라고 활동을 하게 되었다고 합니다.
근데 이게 조금 그 당시에는 트위터에서 서로 약간
또 농담도 많이 하고 글을 더 활발히 하고 하면서
팔로우 하다 보면 많이 인턴 계정을 찾아볼 수 있어요
사이드킥 인턴, 펜들 인턴, 그리고 여러가지 인턴 어카운트들을 찾아볼 수가 있는데
이 인턴 밈의 시초가 바로 케빈이라고 생각하시면 될 것 같습니다.
일단 크립토 자체가 실명을 사용하지 않잖아요.
그런 것처럼 각자의 페르소나 정체성을 드러낼 수 있는 좋은 수단이 있다면
드러내는 게 좋을 것 같아서 이제 인턴이라는 단어를 사용했다고 하고요
어떻게 보면 이 인턴이라는 직함 자체가 되게 낮은 곳이고
처음부터 시작하는 약간 초심을 갖고 시작하는 곳이기 때문에
마인드셋이나 아니면 그런 것에 본인의 정신머리, 자세 이런 거에 대해서도
한번 좀 상기하게 해주는 그런 의미도 있다고 싶어서
인턴이라는 아이덴티티, 펠소널을 유지하고 있다고 합니다.
펭굿 또한 본인이 상당히 좋아하는 아이덴티티이고
프로필로 항상 사용하고 있다고 합니다 다음 질문은 모낫의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 성장의 of course Monad is aiming for. So what direction does the Monad hope to grow in?
So for example, does the team prefer foundation drive
an ecosystem development, or are you
running more toward to a competitive path?
So competitive path or permissionless environment?
Yeah, it's a really good question.
And we've actually seen a lot of different foundations
take different strategies on this over the years. The Mono Foundation is taking a strategy of
credible neutrality, right? It is a open permissionless blockchain that anyone can
deploy on, anyone can grow their company on. And the foundation aims to support teams that we think have high potential
and can bring on a lot of users and basically
bring a lot of value for whatever they're building.
We've seen a lot of foundations go in and basically be like,
OK, this is going to be the only DEX.
Everyone only use this DEX.
And they basically just push that from the top.
And it helps with growth early on,
because no one has to ask, where should I trade?
They all know immediately.
But I think it actually, in the long term,
stifles growth and ends up hurting the ecosystem.
And there's a few reasons for this.
you know, one of the other foundations could pick a team that ends up not being very good.
And then all of a sudden, you know, they can't switch out. There's no competition. So that team
is basically solidified. And if it's not very good, right, you're going to have a bad DEX.
And then, you know, that really, really hurts the flow and efficiency of the ecosystem overall.
So we really take the approach of permissionless deployment, credible neutrality, all the way from the foundation front.
Basically, just try to provide resources to anyone that has an idea and wants to build their product on top of the Monat blockchain.
And then we have a bunch of team members at the foundation whose full job is to just support these teams.
So I'm head of growth. A lot of people on the growth team can help with user acquisition or building community, marketing,
potentially fundraising if that's a path that a
team wants to go down. So we'll work directly with those teams to try to help them out however we can.
There's an ecosystem team which can help with strategy and product. There's an engineering
team which can actually go in and help with building the product. So we want to,
can actually go in and help with building the product. So we want to, our focus is really
two things. One is that it is a completely open playing field and it's a free market approach.
Anyone who is really talented and can build a great product can win and can, you know,
take their own strategy, use them on a blockchain to build their product.
And then the second is having the strongest support system of any foundation in all of crypto.
So if someone does have a product, we can work hand in hand to try to make it the best possible version of that application. I'm not sure if you're talking, but you are muted, just a heads up.
I just turned off my mic.
I want more about this. I want to, as I heard, there is some process for helping fundraising for uprising Monad ecosystem DL or developers.
Could I share the exact process or what is the standard for helping some teams or DS for fundraising?
Yeah. So my, like I said, the first job that I had in crypto was at CMS Holdings. I was actually a VC, right?
I was venture investing in crypto for right around three years, just under three years.
And so my kind of my knowledge base and all of my learning came from the venture side.
And then I actually found out about Monad because it was one of the teams that was fundraising that came across my desk.
And that's how I initially met the team was they were pitching and talking about Monad.
the team as they were pitching and talking about Monav. So yeah, we have a lot of experience of
people that have either been on the venture side or have been on the builder side and raised their
own rounds of fundraising in the past. And one thing that we see pretty often is you meet a team,
right? Maybe a founder, some co-founders and an engineering team.
And the product is so high potential, right?
This could be the next game-changing application in crypto.
And they know how to build a product.
They know how to get users.
But they don't really know anything about fundraising, right?
They've never done it before.
They don't kind of know what that process looks like.
And so just having a lot of experience on the team, we can basically help them or like guide them down the
path of this is what you should do, right? Like if you're building a deck, these are the things
that you want to include. This is how you should talk about your product. Um, you know, maybe they
want to fundraise in their too early stage and we'll talk to them and say you
know you should probably get more traction before you actually go out and talk to vcs you're not at
the right stage yet um and then yes like my a lot of my network in crypto from working on the venture
side for three years are people that are looking to invest in projects, whether that be venture firms,
funds, or angel investors. And so a lot of times, I'll see a team and I'm like, this is an awesome
project, right? If they get some funding, they'll be able to scale in a much healthier manner and
build their product quicker and get to market quicker. And so I can connect them with firms that I think would be interested
in the product that they're building. Maybe they have a sector bias. Like we've seen,
there's a lot of funds that focus specifically on gaming. So if I'm working with the gaming team,
I'd be like, I would recommend reaching out to these firms. This is the right person to talk to.
These are the things that you should highlight when you do talk to them.
So it's really, it's more like coaching
to get them ready, going in,
helping with deck preparation,
helping with who the right people to talk to are,
helping them get to the milestones
that they need to get to before they fundraise.
I don't think we've posted the numbers anywhere,
but there has been kind of an explosion of fundraising
across the Monod ecosystem so far.
I know last month, Purple announced that they raised
like just under $10 million.
With Dragonfly as the lead, Kuru, which is a central Loma order book,
announced that they raised a little bit over $11 million from Paradigm.
So there's a lot of teams that have awesome products and are getting ready for Monad mainnet launch.
But yeah, sometimes they don't have any experience.
So just helping them know who to talk to, who could be interested, who's who could lead, what angels would be interested. 두 번째 질문은 모나드가 지향하는 성장 방향이 무엇인지에 대해서 물어보았습니다.
그래서 어떤 메인넷은 재단 중심의 생태계 성장을 추구하기도 하고
또 어떤 메인넷은 자유방임적인 그런 현상을 그냥 냅두는 그런 메인넷도 있는데
모나드 같은 경우에는 어떤 방향을 선호하는지를 물어봤습니다.
그래서 답변을 종합하자면 시작은 이제 Permissed-Lash이지만
어느 정도 기준을 충족하고 도움을 원하는 사람들에게는
모두 열려있는 그런 이중적인 구조인 것 같습니다.
뭐 이런 식으로 가는 방향은 아니라고 생각을 해요
그래서 많은 재단이 각자 다양한 전략을 가지고 있지만
일단 모나드 재단 자체는 중립적으로 생태계가 좀 번영하도록 지켜볼 예정이라고 합니다
왜냐하면 특정 재단에서 어떤 밀어주는 그런 DAP이 있었을 때
그것이 기대에 미치지 못하면 가져오는 부작용, 사이드 이펙트들이 좀 있기 때문에
그런 현상을 방지하기 위해서라도 같은 DAP이라도
여러 경쟁자가 자유롭게 퍼미션레스하게 온보딩해서
그러면 이제 그 덱스가 당연히 재단에서 밀어주는 것 같기 때문에
그 메인넷의 리퀴디티 허브가 모두 안 좋아지는 거죠.
여러 덱스들이 퍼미션넬스하게 빌딩을 하게 두고
다양한 대안점들도 각자의 방식으로 성장할 수 있도록 그렇게 간다고 합니다.
그렇다면 이렇게 자율방임적으로 생태계를 지켜보되
또 싹수가 보이는 팀들을 다양한 방면으로 지원해준다고 합니다.
그래서 네 가지의 방향으로 그� 글로스 팀들이 지원을 하는데
그래서 기본적으로 아까 말하는 펀드레이징 뿐만이 아니라
테크 그리고 다양한 성장 방향에 대한 조언들을
가장 잘할 수 있는 방향을 소개를 시켜준다고 합니다.
재단 주도의 프로세스가 있다고 제가 알고 있어요.
그래서 그런 프로젝트들은 어떤 식으로 선별이 되고
또 어떤 식으로 펀드레이징을 받게 되는지에 대해서
그에 대한 답변으로는 모나드 그로스 팀들은 항상
메인넷을 위해서 빌딩하고 있는 팀들을 다 모니터링하고 있고
그 중에서 레퍼런스가 좋거나 좋은 성과를 보일 것 같은
아시다시피 아까도 얘기했듯이 케빈의 출신은 VC, CMS이기 때문에
그런 활동을 하면서 많은 백그라운드를 가지고 있고
모나드 블록체인에서 유망한 프로덕트들을 투자를 할 수 있는
또 패러다임 등을 통해서 10밀리언을 투자를 받는 등
라고 예측을 할 수 있는 그런 움직임을 보였는데
펀드레이징을 도와주는 것이라고 보면 될 것 같습니다.
하지만 단순히 펀드레이징만을 도와주는 것 뿐만이 아니라
그 펀드레이징을 받아야 될 타이밍 혹은 또 언제쯤에 이것을 발표해야 되는지에 대해서도
그래서 예를 들어서 뭔가 제대로 개발되지도 않았는데
뭐 그런 것만으로도 이제 펀드레이징을 받았다면은 그거는 사실 뭐 제품
출시 측면이나 개발 측면에서 좀 늦어질 수 있는 부작용을 낳을 수도
있고 어떻게 보면 좀 방심을 낳을 수도 있겠죠
그런 세세한 것까지 이제 그로스리드 측면에서 조언을 해주고 또 최고의
벤처 캐피탈들에게 투자를 받을 수 있도록 기회를 제공해주는 게 그로스 팀의 능력이라고 할 수 있을 것 같습니다.
I'm also curious about the plans for growth after the Monat blockchain mainnet launch.
Are there any interesting initiative in place to spark momentum and activity once the main network's run.
Kevin, I think you should turn on your mind.
Oh, sorry. Sorry about that.
Yeah, absolutely. So I'll preface it by saying absolutely.
Most things I can't exactly say what they are yet.
Those will become very apparent post-launch.
But yeah, one angle on this is there are a lot of things
that can't really happen until mainnet is live.
And for example, I'll just give a hypothetical.
But so there are a lot of US institutions
that are looking to use crypto as a payments rail, right?
Stablecoins has been an enormous thing.
It's pushing a lot of the space forward
and driving a lot of money flows onto blockchains overall. Monad would be perfect for
that, right? Basically what you want for a good payments rail is something that is very fast,
very cheap and decentralized. And you need all three of these things to be considered
for a payments rail for a large institution. There's a bunch of reasons for this, but basically
you don't want to have to wait 30 seconds for your transaction to go through, obviously.
You want it to be as cheap as possible. And the decentralization point is actually key here,
because these institutions, they trust themselves with managing a bunch of money,
but they wouldn't trust anyone else. So you see them really doing two things. Either one,
they launch their own chain or their own stack that they fully control,
or they use a decentralized network like Ethereum
or Solana. So I don't think you'll see a lot of them trusting other people with a sequencer,
for example, like going on to an L2 and just saying, we're going to use this for payments
because they don't want to put billions of dollars of their customer funds basically on this thing
where you're trusting a team to run it.
But we can't really have those conversations until Mainnet is live. And so I would like to reframe the question and be like, there's actually not a lot that you can do before
Mainnet goes live to actually go out and get adoption. So to me, it really is just the starting line of like when now we can actually
go out and talk to firms, they like explain to them what Monad is and why it's interesting for
their business. And that's really when you start to see a lot of adoption on that front.
A similar narrative that people are looking at right now is real world assets on chain.
You're not really a player that people can consider until your mainnet is live.
And then once it's live, right, they'll go in and look at the traits of the blockchain,
see what activity is going on on it, and then can decide to deploy, in this case, onto Monad.
So I think there's a few angles.
One are people that are moving a lot of money.
They can't really look at your chain
and take it extremely seriously until it's live.
So once Mainnet goes live, that opens the doors
for a ton of conversations that we're teeing up on our side.
of conversations that were teeing up on our side.
It also, there is an area that is slightly harder to predict,
but it comes with opening up a new design space.
So Monad will be the fastest EVM to date with the cheapest fees,
There's a lot of cool things that can now be built that were impossible before, but
you can't really predict what they are and most people won't pay attention until the
For example, you saw kind of the meme coin meta that has happened on Solana over the
last really like last year and a half.
There's a bunch of reasons that it happened on Solana.
But the most important one is it was very fast and very cheap.
And that allows people, like normal people wouldn't want to go on Ethereum and spend like $40 to buy a coin, right?
They don't have enough money to do this.
They don't really understand.
It's kind of too hard from a normal person perspective and not a crypto native person.
But once it is essentially free, right, it costs a penny to join the network and look
And then you have apps like Moonshot that are
built for people that don't have crypto experience. Since the chain is fast enough that they don't
have to worry about wait times or high fees, all of a sudden this entire meta emerges where you can
build a very good user flow for people that don't understand crypto as much and onboard them so that they can participate in this kind of meme coin economy. So I would
actually say that this entire kind of narrative or speculation on meme coins was created because
Solana is so fast and so cheap. I think a very similar thing is going to happen once Monag goes live,
where given the amount of throughput and how cheap the fees are,
you're going to see apps that were previously impossible,
so people hadn't even thought to build them,
all of a sudden become possible,
become possible and now there's this brand new design space um to maybe uh to give a comparison
and now there's this brand new design space.
back in like 2000 you had the internet but it was extremely slow and so there were web pages
and and you could send emails but that was kind of the only thing you could do on the internet
and if you ask people what they're excited about uh the internet, they'd be like, oh, well, now I can go to a website for a company and that seems cool.
I can, now I have all this bandwidth, I can build YouTube or I can build Instagram or, you know, Facebook or TikTok or WeChat, all of these new apps that really is the way that like we use the internet today.
there to allow them to be created, right? Internet speeding up introduced a new design space and
allowed the apps that we all use the internet for today to be created. And so you're going to see a
very similar thing. Once Monad Mainnet goes live, people will be like, oh, now I get it. Now I can
create, you know, essentially my order books or much better DeFi applications or consumer-facing
that previously you couldn't build because the infrastructure wasn't there.
And I think you're going to see just a massive inflow of developers
looking to build these new apps that were previously impossible.
So, yeah, there's a lot of different angles.
But in general, when you have really big players with a lot of money,
they want to wait and see what the chain actually is once it's live.
They don't really care until that point.
And then the second is, you know, this brand new design space opening up.
There's a lot of apps that are currently being built pre-mainnet that I think take advantage of this fact.
하지만 저는 지금 많은 블록스페스와 많은 비율이 될 것입니다.
일단 답변이 좀 길어서 요약하면서 얘기를 해보는 게 좋을 것 같아요.
그래서 한 내용으로 종합을 해서 여러분들에게 해석을 제공하는 게 좋을 것 같습니다.
모나드가 지향하는 성장 방향이 어떤지에 대해서 물어봤습니다.
메인넷 이후에 모나드 성장 계획이 어떤지 한번 물어보았습니다.
그래서 메인넷 출시 후 활기를 불어넣기 위한 흥미로운 모나드만의 이니셔티브가 준비되어 있는지에 대해서 물어보았는데
결론적으로 요약을 하면 많은 것들이 준비되어 있지만
현재는 지금 공개할 수 있는 것들이 별로 없는 것 같아요. 근데 메인넷이 열리기만 하면 우리가 어떤 것들을 준비했는지에 대해서 얘기를 할 수 있을 것 같고
또 우리가 그동안 협력하지 못했던 것들에 대해서도 적극적으로 협력을 할 수 있을 것 같습니다.
그리고 왜 그런 것들이 모나드에서 일어날 수 있는지에 대해서도
왜 그런 것들이 모나드에서 일어날 수 있는지에 대해서도
솔라나의 민코인이 발달할 수 있었던 배경 등등
그런 것들을 종합해서 생각을 해보면 될 것 같습니다.
그래서 처음으로 돌아가면 메인넷이 출시되기 전까지는
우선은 직접 할 수 있는 것들이 그렇게 별로 없다고 합니다.
개발자들, 테스트넷 이용자, 그리고 팀까지요.
예를 들면 결제 인프라로 어떤 체인을 고민하는 기관들이
테스트넷에 있는 체인을 애초에 옵션에 두지도 않겠죠.
모나드는 최근에 포탈 같은 페이먼트 플랫폼도 인수를 했고
페이먼트에 대한 수요들도 모나드 위에 디플레이 될 수 있겠죠.
그리고 지금 아까도 얘기했듯이 이미 많은 펀드레이징을 받고
모나드 메인에서 선불 준비를 하고 있는 디앱들이 많은데
그 앱들이 런칭을 하면 새로운 시장구조 그리고 디자인 공간들이 실시간으로 생겨나고
스타트업들과 같은 그런 초기 기업자들이 실제 사용자들을 확보할 수 있는 기반이 되는 것이
확보할 수 있는 기반이 될 수 있을까에 대해서
모나드는 상당히 빠르고 그리고 수수료가 저렴하다
이러한 성능들이 있기 때문이다 라고 얘기를 하는 것 같았어요
그래서 그 예를 들어서 이번에 솔라나에서 민코인이 매우 흥할 수 있었던 이유를 들어보자면
솔라나가 이더리움보다 매우 빠르고 그리고 수수료가 아주 저렴했기 때문이라고
얘기를 할 수 있을 것 같다 라고 언급을 했습니다.
그래서 이더리움에서 수수료 40불 이상을 내고 이렇게 다양한 활동을 하는 것보다
솔라나에서 다양한 활동을 하는 것이 훨씬 더 편했기 때문에
그리고 누구나 조금 더 쉽게 할 수 있고 부담 없이 할 수 있었기 때문에
그 유저베이스가 솔라나에 생겼다고 얘기를 하는 것 같아요.
모나드 역시도 자체 기술력과 패러리에 EVM을 통해서
아주 우수한 TPS로 엄청나게 빠른 속도감과 그리고 그에 따른 아주 저렴한 수수료의 인프라를 갖추고 놓고
그리고 이미 준비되어 있는 출시를 기다리고 있는 프로젝트들과
틱톡, 유튜브 이런 것들이 아주 편한 인터넷이라는 인프라를 통해서 퍼져나왔듯이
이 모나드를 통해서 그런 것들이 아주 많이 생겨날 것이라고 얘기를 하고 있는 것 같습니다.
그래서 그에 대한 설명을 아주 다양한 방향으로 얘기를 해준 것 같고요.
결론적으로는 메인넷이 얼마 남지 않았기 때문에
이런 것들이 출시되고 나면 여러 가지 볼 수 있는 것들이 많을 것이다
키오네가 메인넷이 정말 얼마 남지 않았다 라고 얘기를 했고
또 성모님께서 Q3, Q4 사이 어딘가를 언급을 했었기 때문에
곧 보게 될 모나드의 메인넷이라고 얘기를 할 수 있을 것 같다
so next question is about what is the growth for the blockchain or mainnet
so what do you think is the most important factor for a mainnet growth
so it is technical excellence or a strong community
or perhaps thriving some defy or meme culture.
So I'd love to hear your thoughts and stand out.
Yeah, I would say it's a really, really good question that a lot of people are thinking a lot about.
are thinking a lot about. I think that my mind immediately goes to the dominoes beam,
where it's like the one guy setting up and he hits the tiny domino, which hits over the larger
domino, and then the next one. And so I'll kind of describe the stages that I see. I think the
first stage is you need technical excellence. You need a product that
is actually meaningfully better than anything else that exists on the market. Once you have that,
building a community and building marketing and brand awareness is kind of that next stage that
you need to build out. Because once you have those two things,
it creates a funnel and a flywheel for developers
that would be interested in using the stack, right?
They need to know that it exists
and know that people care about it
in order for them to care about it in the first place.
So I think once you have an excellent product
on the tech side and you have a very strong community,
you get an initial cohort of apps which take advantage of the new product and the new tech
and allows people to do things that they previously could not do.
And that's kind of the stage that we're at right now.
we're at right now, upon mainnet launch, you really want to focus on a few things
for long-term mainnet growth. One, you want to make sure that that initial cohort of applications
are great, because if they are not excellent, then people likely won't actually go and use them.
then people likely won't actually go and use them.
So these kind of function as the initial ecosystem.
They bring a lot of new users in
because they are interested in whatever that app provides.
For example, if they really like trading ERC-20s,
then using an essential order book on MonEd will actually get them much better
execution than if they used an AMM, a more concentrated liquidity pool on Ethereum main
net or an L2. So showing initial traction is very important. That brings in more developers that
maybe they have ideas on how to improve on current apps that are being built, or they have brand new ideas that bring something that new to the market. And then
it's basically this kind of large push of new applications, building things that people want,
and then users coming in and using the applications. And then it's just like, it's, I think Solana is a very good example of this, where you
have a bunch of diehard developers that are building for Solana.
They build something like PumpFun, and then you build Moonshot on top of it, and then
you build a Telegram trading app, and that allows for new users to onboard.
And then there's a bunch of liquidity, and there's a bunch of activity, and developers
There's a bunch of liquidity and there's a bunch of activity and developers want to build for that.
And so it's kind of this flywheel of new apps that bring in new users.
You need to market those apps to make sure the users know to come in.
And then once there's a bunch of users, more developers will be interested and excited to come and build on the platform.
maybe a net new product or an improvement on something that already exists.
Maybe a net new product or an improvement on something that already exists.
That then kind of builds momentum, brings in even more users
when people see that there's activity, there's things going on on Monad.
And it's just that basically over and over into mainnet.
So yeah, I think those are really the only important things, right?
Are the products very good?
And then do users know about them and are they actually using it?
So user traction and user acquisition are certainly the most important elements and
everything else pretty much flows from there.
I do anticipate it again, it's hard to predict, but i do anticipate one or two massive applications early on
that are actually impossible to build elsewhere right it's only possible to build them on monad
taking off and onboarding an extreme amount of users for the first time similar to what you saw
with nfts in 2021 or meme coins and pump on a moonshot about a year ago, I think you'll see a new wave
of that for that is built on monad that brings in a ton of users and that is really going
to kind of spearhead the ecosystem growth. 이제 네 번째 질문으로는 메인넷이 진정으로 성장하기 위해 가장 중요한 요소가 무엇이라고 생각하는지에 대해서 좀 물어보았습니다.
여러 가지가 있는데 어떤 우선순위를 가지고 있고
어떤 것이 가장 중요한지에 대해서 얘기를 해보았습니다.
그래서 제 기준으로 들은 것들을 해석을 해보았을 때는
일단은 결국은 기본기가 탄탄해야 될 것 같다 라고 얘기를 할 수 있을 것 같습니다.
1년 뒤에 어떤 모습이 될지를 상상하는데 중요한 기준은
그러니까 어떤 것들 과정이 이루어진 뒤에 중요하게 볼 것들은
어떤 유저들이 어떠한 행동을 하고 있는지에 대해서 기준이 될 것 같은데
1년 뒤가 아니라 현재 혹은 가까운 미래에서 가장 중시해야 될 것은 현재 생태계가 어떠한 모습 때는 여러가지 컬처나 밈도 중요하지만
그것이 선결되어야 한다고 저는 해석할 수 있을 것 같아요.
좋은 앱이 존재하려면 일단 선결적으로 좋은 기술이 필요하겠죠.
그래서 저는 이 기술이 모나드 블록체인 이라고 이해를 했습니다
그래서 이 모나드 블록체인이 좋은 기술로 이제 있어야 그 기술에 이제 그 언어의 매력을 느낀 사람들이
개발자로서 몰리게 됩니다 그래서 이제 첫 번째로 이루어져야 될 커뮤니티는
밈이나 이런 컬처를 만드는 커뮤니티도 중요하지만 글로스리드 입장에서는 당연히 개발자 커뮤니티가 상당히 중요하다고 얘기를 할 수 있을 것 같습니다.
그래서 이 기술을 기반으로 한 모나드 블록체인 위에 개발자 커뮤니티가 피드백을 활발히 주고받고
여러가지 부스트 앱을 하면서 좋은 생태계를 꾸려놔야 사용자들이 모일 수 있다는 것이죠.
그래서 사용자 활동은 결국은 기술 그리고 개발자 커뮤니티 그리고 생태계 확보가 되어야 여러가지로 생길 수 있다고 얘기를 할 수 있을 것 같습니다. 그래서 실제로 사람들이 모나드를 웹3용 뿐만이 아니라
실생활에서 자연스럽게 사용하는 것이 최종 목표라고 할 수 있는데
여러 가지 쓸모있는 앱들을 많이 생성해내는 개발자 커뮤니티가 상당히 중요하겠죠.
해커선 프로젝트나 이런 것들을 하는 이유가 아닐까 싶습니다.
그래서 그런 것들이 결국은 기술적 완성도와 강한 커뮤니티
여기서는 개발자 커뮤니티라고 저는 해석을 할게요.
그런 것들이 조합되어야 디파이, 밈, 문화 그리고 다른 유지 케이스들이
자연스럽게 확산될 수 있을 것이다. 라고 생각을 할 수 있을 것 같습니다.
결국에는 각자의 기술인력 터전이 잘 마련되었기 때문에
가능했던 것이다. 라고 얘기를 할 수 있을 것 같아요.
그러므로 모나드의 경우에도 지금 이 그로스 리드로서 터전을 잘 가꾸어내고
코인을 한 번도 사용해본 적 없는 사람들이 실생활에서도 편하게 사용할 수 있는
그런 생태계가 잘 구성이 되어야 유즈케이스가 확보가 되고
자연스럽게 메인넷 이후에 유기적인 커뮤니티가 나올 것 같다고 종합을 해볼 수 있을 것 같습니다. good case for the growth. Is there any project in the blockchain space that you personally think has demonstrated
a great model for growth?
Yeah, I think that there are.
I think that there actually are not a ton of cases, but there are a few that certainly stand out.
One from the layer one blockchain side, I think Solana has done an amazing job.
I think they created an amazing tech stack that allowed things to exist
on a decentralized blockchain that had never been possible in the past.
on a decentralized blockchain that had never been possible in the past.
From there, they went out and got early builders.
They got their infrastructure plugged in to a bunch of large exchanges
and basically become the de facto place for building
if your app requires performance and decentralization.
And they did an amazing job with NFTs early on.
They had a decent DeFi community.
Now they've basically run the entire MemeFi meta
So I think Solana has done an awesome job
There's a few apps that stand out to me as well.
Polymarket has been a huge success story
on the app growth side for crypto.
They really took advantage of the US election and was kind of the source of truth for what
people actually thought was going to happen.
It was the first election ever that people weren't just watching the news, they were
actually watching Polymarket because it was the best source of information.
And so I think they did an awesome job of building an app that had real world use
and then spreading it like wildfire, right?
People look at Polymarket as a source of truth for news now
instead of what the actual news headlines are,
which is honestly great for humanity, in my opinion.
And yeah, I think their growth has been very solid um a couple others that come to
mind i think the fantasy top team has done a really good job they built this net new product
of basically betting on influencer accounts on twitter like you're playing fantasy sports and
they've done their retention numbers are off the charts like people that
play for two weeks basically always stick around and continue to play for the next year
um got a shout out moonshot i think they saw what was happening on the meme five side
on solana and just increased their user acquisition an insane amount and kind of became the
de facto platform for people to do trading.
I think they actually did a really good job of just getting the right people on board
early that then spread it to their network.
So that was an awesome strategy.
And then, yeah, maybe the final one I would shout out would be Ostium.
They allow for basically perpetual futures trading on US stocks, equities, commodities, foreign exchange, like just a lot of markets that you haven't been able to get 100x leverage before on.
they basically have introduced that.
I honestly think that that market
is going to be like the next thing
that is going to blow up and be enormous.
and they have billions and billions of dollars
but they only allow for crypto trading.
So the product market fit for high leverage on chain
But the market for speculation on US stocks or like oil futures or the euro is just so much larger
than just crypto itself. So I think that market is very exciting. Ostium is kind of the market
leader on it right now, but it's still very small.
I think you're going to see that market grow, you know, conservatively 100x over the next one to two
years. And that's really exciting to see. So yeah, I think one common thread is that
all of these teams built a product that actually made sense in the real world and that the market 모든 팀이 사실은 사실은 사실은 사회에서 원하는 것과
마지막 질문입니다 마지막 질문은 이제 이 글로스리드로서 봤을 때
또 알 수 있는 그런 계기가 될 수 있지 않을까 싶어서 물어보았어요
대표적으로 기억나는 건 솔라나, 블록체인으로 쓰는 솔라나가 있을 것 같고
개인적으로 켈빈은 솔라나가 가지는 자연스럽게 모인 개발자 집단들을 매우 좋아하고
이 방향성이 옳다라고 얘기를 하는 것 같아요.
그래서 모나드에서도 그러한 분위기를 주도하고 싶어하는 그런 것들을 말하는 것 같습니다.
그리고 또 그뿐만이 아니라 솔라나 위에서 올라오는 문샷도 상당히 괜찮게 보고 있는 것 같은데요.
저 역시도 문샷은 상당히 괜찮게 보고 있는 프로젝트였고
또 이번 시즌에서 여러가지 트럼프 밈코인이나 멜라니아 밈코인이나
새롭게 자연스럽게 웹3에 입문하는 사람들을 만들어내는데
또 그뿐만이 아니라 이제 폴리마켓도 예측시장이라는 새로운 방향성을 만들어낸 것에 대해서
또 판타지탑 역시도 또 새로운 어떻게 보면 소셜 배틀물이라고 해야 될까요?
마지막으로 Osteum이라는 거래소에 대해서 샤라웃을 했는데
Osteum 같은 경우에는 사실 상당히 많은 것 좀 거래하게 해주는 그런 거래소입니다
btc나 여러가지 크리프터 뿐만이 아니라 금 그리고 미국 주식 그리고 외화
그리고 또 원자재 등 거래할 수 없는 것들이 거의 없을 만큼 이제 다양한 시장의 접근성을 맵 3에서 풀어나가는 게 오스티움 인데
또 어떻게 보면 이제 이런 것들을 종합해 봤을 때 케빈은 일단 기본적으로 탄탄한 개발자 커뮤니티를 이제 좀 추구하는 것 같고
그리고 그 다음으로는 한 번도 해본 적이 없는 것들을 시도를 하면서
새로운 유저풀들을 유입시키는 그런 활동을 하는 사람들을
그런 DApp들을 매우 선호를 하는 것 같습니다.
그리고 그러한 DApp들이 있어야 생태계가 성장을 하면서
많은 번영을 이룰 수 있지 않나 라고 생각했기 때문에
이러한 다섯 가지의 프로젝트들을 언급한 것이 아닐까 싶습니다.
OK, so this is end of our Q&A session.
Did you enjoy our today's AMA for Korean North?
Absolutely, yeah. Thank you so much for having me on. I now realize that I have a gaping void in my knowledge, which is I need to learn Korean so I can hang out with you guys and talk in the native tongue. But yeah, thanks. Thanks for having me. This was a blast. Great questions. And yeah, I would love to chat again sometime.
Yeah, I would love to chat again sometime.
Yeah, so if you feel some convenience for our community and activity, you can visit anytime you want.
And also, if it is possible, many Koreanauts want to see many core members of Monad in Korean community background. So I want to express some great for again for you and also many MONAD ecosystem projects
also join and watching our space. So it is very good situation for our Korean community.
So if you are possible, please follow me and keep connect with some KoreanNAT community. So if you are possible, please follow me and keep connect with some KoreanNAT community.
I will continuously do weekly space for our KoreanNAT. So if you want to hear some
Alpa or some opinion for our Monad and also ecosystem developers, you can get some information
via my twitter space. So thank you for all participants and especially
kevin so we can meet some we can meet the next week in in wednesday for another guest and another
insight for monad so every week have a good night and i will keep connect with the monad and i will
send you some good information and good insights for Monat again.
Everyone, it's nice to meet you.
Kevin, could you say farewell to our community?
Kevin Kuhn- Yeah, farewell.
Thanks everyone for staying up late and finding the time zone that works for the New York time zone in Korea.
So yeah, it was a blast. Can't wait to do it again. Thanks for having me again. Talk to you soon. 한국에서의 뉴욕때문에 대해 고맙습니다.
다시 만나요. 이번 계기로 많은 모나드의 핵심 멤버와 빌더들이 AMA에 참가하는 계기가 되었으면 좋겠다라고 얘기를 좀 해보았습니다.
KBW라는 한국의 큰 행사가 있기 때문에 그렇게 되지 않을까 라고 생각을 하고 있습니다.
이제 사이드킥 복주머니도 마침 좋은 타이밍에 끝나가기 때문에
인턴을 보살피기 위해서 사장이 지켜보고 있을 거라는 생각으로
관심 있으신 분들은 다시 들으면서 찾을 수 있으리라 생각이 됩니다.
오늘 참여해주신 많은 분들에게 다시 한번 감사 인사를 드립니다.