L1 · Onchain CLOB

TxFlow

New L1 with a fully onchain CLOB.

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Research: 2
Posts: 6
Covering since: Oct 2026
Partner pieces: 2

In numbers · from my research

~$1.2B 7d volume, ~$3.5B 30d, ~$33M OI, 160+ markets15 Oct 2026 · Data ~1.51M points minted weekly, 24-week season ~36M points15 Oct 2026 · Data Base-tier taker 4.5bps, ~$13k over the season on $1.2M weekly flow15 Oct 2026 · Data MON down 27% in 7 days11 Oct 2026 · Thesis TxFlow $3B 30d volume, ~$30M OI vs $1B+ on Variational11 Oct 2026 · Thesis Major MON unlock on 24 Nov11 Oct 2026 · Thesis

My research · newest first

15 Oct 2026TxFlow points Season 1: scenario math for an onchain CLOB perp DEXTxFlow is an L1 with a fully onchain order book doing ~$1.2B weekly volume before points. With ~36M Season 1 points he models $2.75 to $34 per point across FDV scenarios; a consistent account at 0.1% share would hold ~30,000 points against ~$13k of taker costs.DataPartner

11 Oct 2026Monad long on TxFlow: private settlement and a post-quantum roadmapLonged MON after a 27% weekly drop on Monad's Private Settlement design (encrypted institutional domains with scoped auditor access) and its 28 Sep PQ roadmap. Both are designs, not live, and the 24 Nov unlock is a risk. Also pitches TxFlow's onchain order book.ThesisPartner

From my posts · on X

15 Oct 2026Will there be a next Hyperliquid? No. But @TxFlow_L1 is shaping up to be one of the highest potential perp DEX plays and Season 1 of its points program started this Monday. Here is why I care: Quick context first, because most of CT still has this filed under "just another perp DEX." TxFlow is its own L1 with a fully onchain CLOB. Orders, cancels, matches, liquidations are all settled on the chain itself, no offOn X 11 Oct 2026@TxFlow_L1 @monad Also longed $ZK via @quotemarkets’ hyper-performant execution on Hyperliquid.On X 11 Oct 2026Re $MON long, check my post below and use code TXZERO to get started on @TxFlow_L1 (you're still early!)On X 11 Oct 2026Aside my $MON long on @TxFlow_L1 (see post linked in comments), I also longed ethereum:0x66a5cfb2e9c529f14fe6364ad1075df3a649c0a5 today. Did that with hyper-performant execution on Hyperliquid via @quotemarkets (have one last invite code so ping in comments if you want in). And re ethereum:0x66a5cfb2e9c529f14fe6364ad1075df3a649c0a5: Wouldn't be surprised at all if what @muarmemuar describes below is exactly what wiOn X 11 Oct 2026@TxFlow_L1 @monad Post I mentioned above re quantum debate:On X 11 Oct 2026Longed monad:native on @TxFlow_L1 this morning. The two main reasons are @monad's newly announced privacy features and its quantum roadmap. Privacy: On October 6th, Category Labs published the design for Monad Private Settlement. TL;DR: Banks, funds and treasuries get their own private domains on Monad, where transactions, state and contract code are encrypted, even from the L1 itself. - Runs as a standardOn X

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New L1 with a fully onchain CLOB.

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The rest of my stack

EntropyPre-IPO perps · Hyperliquid HIP-3

BulkSolana perps · Validator-embedded

TrueNorthAgentic brokerage

MetricTokenized stocks · propAMM

SharePrediction markets · HIP-4 + Polymarket

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