Monad long on TxFlow: private settlement and a post-quantum roadmap
Thread330 words
Bullish call$MON−13%since this piece, moved against the callHow it played out ↓Longed 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.
Key claims
MON down 27% in 7 days
TxFlow $3B 30d volume, ~$30M OI vs $1B+ on Variational
Major MON unlock on 24 Nov
Longed 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 standard EVM contract on Monad, no fork needed
- Settles atomically against Monad's pooled liquidity
- Auditors and regulators can be granted scoped access
Quantum:
Monad published its post-quantum roadmap on September 28th, nine days before Justin Drake's bunker mode post (linking my post on this in comments).
Step one protects user funds: accounts can upgrade to quantum-resistant keys and keep the same address.
A post-quantum version of the consensus is already in development too.
Both are designs for now tho and nothing is live yet. So this is a roadmap bet. But $STRK doubled this week on the quantum narrative, while monad:native is down 27% in 7 days.
Dip looked like a gud opportunity, even tho the upcoming major unlock on November 24th is a risk.
Why on TxFlow?
Tbh, even if you're not looking for directional monad:native exposure, I do recommend using TxFlow.
Could be one of the next big perp DEX cooks after Variational imo.
Why?
- Own L1 with a fully onchain order book, live since March (proper tech)
- $3B volume in the last 30 days, as much as in its first 4.5 months combined (strong growth)
- No VCs, no investor allocations (interesting)
- Bridge audited by OpenZeppelin (where your deposis sit)
- Points Season 1 is coming soon and pre-season traders will be recognized
And you're still early: ~$30M open interest vs $1B+ on Variational.
Use my code if you want to give it a try: TXZERO
NFA tho. DYOR.
@TxFlow_L1 @monad Post I mentioned above re quantum debate:
x.com/zerokn0wledge_/status/2108900295317356795
@TxFlow_L1 @monad Also longed $ZK via @quotemarkets’ hyper-performant execution on Hyperliquid.
How the call played out · since 11 Oct 2026
Prices as of 23 Oct 2026This piece takes a view on $MON, so that move is read against the call. Other assets it covers are shown as context, not as calls.
−13%
Moved against the call · over 12 days
- At publication
- $0.0251
- Now
- $0.0219
- vs BTC
- −12%
- High since
- +9.4% 12 Oct 2026
- Low since
- −17% 20 Oct 2026
Mentioned for context
Since then
No follow-up pieces on this subject yet. This is the latest take.
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. This is a partner piece. Not financial advice.