Big Thicco🐉 $MON

I’ve been a Hyperliquid maxi for a long time, and HL still remains my largest position in Web3. But a recent decision by the team has been extremely disappointing to see. Earlier this year, @monprotocol acquired the $MON ticker on HL for ~500k: xitter.cf/monprotocol/status/187… The rationale was that CEX interactions were frustrating, and the Pixelmon team wanted to align with a fully decentralized venue. The token ultimately didn’t gain much traction on HL (very low volume, practically a waste in hindsight), but at least the team had secured an immutable asset. Fast forward to Monad’s launch, and suddenly the MON ticker on Hypercore now refers to Monad, not Pixelmon. So I checked with the Pixelmon team assuming they must have sold the ticker. Turns out they didn’t. Hyperliquid simply changed the frontend names: Pixelmon is now shown as “Monpro” on UI (but still $MON on-chain). Monad is shown as “Mon” on UI (but is actually $UMON on-chain). So technically the ticker is immutable, but from a consumer perspective the actual UI identity has been reassigned. And realistically, no one cares what the ticker is on-chain when the UI shows something else. If this isn’t effectively a ticker grab, what is it? Pixelmon paid 500k for something that the frontend can override at will, while Monad (or rather @unitxyz, who is clearly closer to the HL team) gets the visible name without paying for it. To be clear, this doesn’t materially affect Pixelmon’s future. But on principle, it’s wildly disappointing. Is this the ethos Hyperliquid wants to stand for? Centrally aligned players first? What message does this send to smaller teams who choose HL because they believed “listings without fuss” meant UI consistency and fairness? Are we now saying: “You can buy the on-chain ticker, but we’ll decide the visible name depending on who we talk to”? Tagging @chameleon_jeff @iliensinc because this seems like a serious breach of HL’s own stated values, and I’m not sure whether this decision was fully acknowledged at the top. For clarity: Pixelmon ($MON): 0x622cf551933f19f9136303dcab56488c Monad ($UMON): 0x58dae745c8c5fed4012f35ef39829c2d Frontend: This requires an explanation imo and its not about this particular case but more problematic for the overall direction team wants to take. To me this is a clear slap on the face of smaller teams being allowed to be strong-armed by privileged partners. @sershokunin can you also pitch in as to what happened here?

The Market Doesn’t Get Pixelmon — Yet (Here is me trying to pill some of you who read this in what i think is one of the most asymmetrical bets in web3 right now) Pixelmon is building one of the most complete ecosystems in web3 gaming (actually they are building an IP but lets call it gaming for now). With three distinct games, a funded anime, strong token mechanics, and a $50M treasury. 1. Warden’s Ascent - Pixelmon’s Core RPG Is Nearly Ready Warden’s Ascent is a turn-based RPG developed fully in-house and it’s much further along than most realize. Two public playtests already done. Retention data: 23% Day-1, 4.5% Day-30. Team is targeting 25% D1 / 7% D30, which would place it in the top 10% of all games globally. Two more playtests scheduled — June and July. Soft launch planned in September for emerging markets. The team has identified easy wins in prior builds and is actively iterating. Follow @SeatinGameDev and @wardensascent to enjoy some snippets of progress. xitter.cf/SeatinGameDev/status/1… 2. Pixelmon TCG – A Beautifully Crafted Card Game Pixelmon’s trading card game is another in-house title and it's stunning. Early access playtest with 1,000 YGG members yielded 40% D1 / 10% D30. Those are live-grade metrics, but the team is playing it safe and polishing before the public July playtest. Card art is world-class, and the gameplay loop taps into a proven genre. Marvel Snap, for reference, does $600M/year. Trading makes it especially web3-native, and assets will be interoperable with Warden’s Ascent. Follow @PixelmonTCG and have a look at the beautiful artwork on cards. 3. Warriors of Nova Thera – Idle RPG Tailored for Asia Warriors of Nova Thera is a licensed Pixelmon-based idle RPG, developed by a top Korean studio — built for a region where this genre thrives. No playtest yet, but expected to roll out in July. Strong fit for the mobile-heavy Korean and SEA markets. Backed by studio experience and prebuilt monetization loops. Follow here : @pixelmonwont 4. Anime – IP Expansion Pixelmon is also investing in world-building — and anime is a core piece. Two major studios attached (under NDA), including one for post-production. Writer confirmed: Eugene Son (of Vox Machina). Timeline: 2026. To be distributed through traditional platforms, not web3-native streams. The goal is simple: deepen fan attachment, grow brand recognition, and use anime as a marketing funnel for games. 5. Avalanche Partnership After a year of exploration, Pixelmon chose Avalanche for two key reasons: Co-marketing commitment from Ava Labs — aligned with Pixelmon’s push for mass user acquisition. Chain sovereignty — ability to spin out a dedicated subnet, where $MON could serve as gas. It’s a future-proof move, enabling both scale and control. 6. $MON – The Best Value Accrual Mechanics In Web3 Gaming. Let’s talk $MON. Why does the token matter — and why is it being overlooked? Launchpools Massive value here: launchpool rewards are already equal to or more than the total $MON staked. Simple math = likely 100% ROI or more, depending on TGE timing. In-Game Purchases = Real Buys (THIS IS ALPHA AF) Every fiat purchase in Pixelmon’s games will trigger a DEX market buy of $MON on Avalanche. Yes — all revenue from in-game sales will translate into chart activity. Giulio also confirmed that the foundation will not sell this $MON in the short term or mid term unless required for operations. It’s Hyperliquid-style token flow — just from real users, not speculation. NFT Royalties + Burns Pixelmon NFT holders get 10–25% of game revenues via $MON buybacks. Most of this is distributed to stakers — but since not everyone claims, 20–25% of these tokens are burned by default. Future Utility $MON may become gas for the subnet once it launches — a long-term sink with deep protocol value. Final Thoughts: Pixelmon is setting up one of the few token models in web3 where real user spend drives real token demand. With a $50M treasury and solid retention data, even conservative estimates point to $5–10M+ in annual in-game revenue — all of which translates directly to DEX market buys of $MON. That’s millions in organic, recurring demand for a token with: Just $10M market cap, ~60% of which is controlled supply, And no short- or mid-term sell pressure from the team. Even $5M in revenue would mean half the market cap recycled as buy pressure — something almost no other token in web3 can claim. Add to that: → Launchpools → NFT royalty burns → Future subnet gas potential And you get a token primed to absorb capital regardless of market conditions. This is the Hyperliquid of web3 gaming. $1 will be the beginning of it! Hyperliquid.