1/ 📚 Update: the MONARK docs are live. What is inside: one page per smart piece, the gate, the applications, how to check us without asking us, and a new page, MONARK Building, on what comes next and in which order. → monarkgate.tech/docs → monarkgate.tech/building 2/ 🔄 We update them as we build, in the open. Read them, break them, tell us where we are wrong. 🧱

🎉🏛️ We are pleased to share that our comment letter on SEC File No. 4-927 is now public on sec.gov. 📝 We answered Questions 1, 3, 5 and 6 of the Sept. 17 exemptive order on tokenized NMS stocks with what MONARK Bell measures: a public, signed record of how tokens tracking U.S. equities trade on public ledgers while U.S. markets are closed, and the method behind it. 🔍 We suggest four properties the Commission could expect from a venue's transaction data, so that a third party can recompute what a venue reports: recomputable from the ledger, named abstention, signed and chained digests, dated periods. Bell applies them to its own records, with its limits declared. 📋 All comments received on File No. 4-927: sec.gov/rules-regulations/pu… 📄 Our letter, as filed: sec.gov/comments/4-927/4927-… 🧾 Proof: the file served by the SEC has SHA 256 76261d1edd706027ed82587138f28c4267428ba5977c918ba5ef234cf66f512c, the same digest as the copy we submitted on Sept. 24. Anyone can recompute it.

📸 How the hold snapshot works Every day, at a moment drawn at random and revealed afterwards, we read the balance of every MONARK address on the Solana ledger. Two independent readings, and we keep the smaller one. Your score is simple: tokens held × days held. Every token you keep adds one point per day. Sell a part, and that part stops counting. Points only count once the tokens behind them have been held for 30 days straight. Before that, they are provisional and shown as such. Tiers are set in dollar terms and converted each week by a published reference price, so a tier means the same commitment whatever the token does. Five tiers: Egg, Caterpillar, Chrysalis, Monarch, Migration. Migration is for the longest holders. Everything is published: every address, every balance, every score, signed and chained, with a root anyone can recompute. Find your line, check your score, run the verifier yourself. Pool and program addresses are listed with a score of zero. Never a price on the page. Just the ledger, read the same way for everyone.

📸 Quick one for the holders. Where should the hold snapshot start counting? 🥚 From day one, the day the token was born 🔧 From the day the tool is ready We already know your answer. 😏 Vote anyway.

📋 Preparing to submit our listing request to CoinGecko for MONARK. 🔗 GeckoTerminal: geckoterminal.com/solana/poo… Contract, pinned in our public repository: FYZcYCHSp8FzNba1UtDZydKKGosmxVNpFBiVuia38AhT No action needed on your side. We will share the page when it is live.

🥋 One more thing about the Dōjō. If an agent does well in the Dōjō, we learn almost nothing. Good runs are cheap; markets hand them out for free most of the time. So the Dōjō also runs task classes: replays of real past episodes. The traps. The cascades of liquidations. The violent moves. The hacks. The days when everyone lost. We push the agents into those episodes on purpose, and we want them to fail. The bad scores are the data. The exact range of decisions where an agent breaks is what we isolate, and that range is what the MONARK engine is built to bound. An agent never graduates for good. As new tools, task classes and strategies are added, it goes back to the Dōjō and fails again, somewhere new. Train on the worst days. Calibrate on the failures. Serve the bound.

1/ 🧱✅ Step one is closed. 🔔 Bell and 🥋 Ukemi are live, served, and signed ✍️. From here on, we only add ➕. Here is exactly what each smart piece serves today, and what comes next. 🧵👇 2/ 🔔 Bell today 📜 A public, signed record of how tokenized U.S. equities trade on a public ledger while New York is closed 🌙. 📊 Served now: TSLAx, AAPLx, SPYx. 🔗 Two signed publications, chained line by line. ⛓️ The latest record is anchored in a Bitcoin block, readable by anyone 👀. 3/ 🔔 Bell next ➕ Only additions: more stocks 📈. 🔁 Same method, same signature, same anchoring. Each new symbol joins the record; nothing served changes. 📩 Want a symbol? The request template is on the Bell page. 4/ 🥋 Ukemi today 🛡️ The liquidation eligible coverage class of the gate. ✅ One stratum is committed and served: the gate serves a conformal upper bound on the liquidable amount. On every other stratum it abstains 🙅, and says so. 🔢 The calibration points, the bound margin and the calibration digest are on the page, read from the committed files, never typed ✍️❌. 5/ 🥋 Ukemi next ➕ Only additions: task classes 🗂️. 🧩 More strata, more collateral types, each committed one at a time, each with its own calibration and its own abstention rule. No stratum is served before it is calibrated ⏳. 6/ 🌊 Narabi today 👃 It senses redemption run velocity from the attested on chain flow of a stablecoin 💵. 📅 Its adaptive quantile tracker publishes a replayable daily timeline, stepped by an off tool sentinel 🕰️. 7/ 🌊 Narabi next ➕ Only additions: task classes 🗂️. 💵💶 More stablecoins, more flow classes, each attested and calibrated before it is served ✅. 8/ 🎯 Hikae today 🚪 The gate itself: coverage controlled inference. It commits a decision when a class is calibrated ✅, and abstains when it is not 🙅. 🔌 Served now: the committed decision class, the stable run class, and bring your own calibration 🎒. 9/ 👁️ Shōgen today 🧾 Attested perception: an attested price testimony, filed into every verdict of the gate ⚖️. 10/ 📏 The rule that never changes 🧱 A smart piece is "built" only when its output is served and covered by an end to end test 🧪. ⏳ What is upcoming stays upcoming on our pages. 🚫 Never a score, never a probability of being right. 11/ 🥋 What is next for the platform 🏯 The Dōjō. Holders get an agent 🤖, the agent trains in paper trading 📝, and the snapshots 📸 will be visible to everyone on our platform. 🔔 Bell gets stocks 📈. 🥋 Ukemi and 🌊 Narabi get task classes 🗂️. Everything else is an addition ➕, nothing served is taken back 🔒.

🥋 Soon, holders get an agent and it enters the Dōjō: paper trading, real prices, a public scoreboard. Where would you train yours first? Reply with your pick and why. We read everything.

📉 Right now a lot of tokens pay you to hold: airdrops, stock exposure, other tokens. That flywheel fades as the market turns and finds its own inertia. 🤖 And if you hold a token and receive an agent? Here is what we are designing with MONARK Dōjō. 🪙 Hold solana:FYZcYCHSp8FzNba1UtDZydKKGosmxVNpFBiVuia38AhT , and hold it over time. Your position and how long you keep it produce a score, read on chain, no staking. Above a threshold, the score gives you an agent. 🥋 Your agent enters the Dōjō: a training ground. It trades on paper, simple markets first, with the data and the skills we give every agent: a full set of tools, from market data to the methods of technical and fundamental analysis. Nothing it does there touches the engine. The point is the data it produces. 🎯 At the end of its training, that record is what calibrates the agent with MONARK. The Dōjō makes the data; the gate turns it into an agent that knows when to act and when to abstain. That is the logic. 🤝 Holders of tokens we build with will join as the design clears: solana:EN2nnxrg8uUi6x2sJkzNPd2eT6rB9rdSoQNNaENA4RZA, $Ansem, $Claw. 🎒 Bag holders will be assigned tasks of their own. 📸 Snapshots start soon, visible to everyone on our platform. 🧱 In design. We share the pieces as they are built.

Inference Capital Markets That's it. That's the tweet.

The @clawpumptech ecosystem is heating up. 🔥 Cheap inference on @UsePodAI. 700 models on the book. On the 196 routes that actually undercut the house price, the typical cut is 89%. Then a private marketplace, @Shin_StAItion. This is where real DeFAI starts to live. The bedrock of agentic DeFi, on @solana and beyond.

Thank you @UsePodAI for the spotlight. More to come, where the engine meets the provider. 🤝

September 2017. Chainlink's first whitepaper, section 4.1, page 11. The authors name the problem: faults are correlated across data sources, one feed quietly copying another. And they propose research into "mapping and reporting the independence of data sources". Nine years later, that map does not exist. Oracle networks still aggregate feeds that may share the same upstream, and nobody publishes the overlap. This is why we are building Shōgen. Its role: an attested perception layer for agents. It captures what each source said, over an attested transport, and turns it into typed facts. It aggregates them into a quorum verdict. And it attaches to that verdict the thing nobody ships: a diversity certificate, the measured independence of the sources behind it, with the shared upstreams, shared hosts and shared failures written down. All of it verifiable offline by a third party, with no trust in Shōgen itself. An attestation proves what a source said, never that the source is right. Shōgen is built on that line, and it is the smart piece of the MONARK engine every decision starts from, before the gate says commit, defer or abstain. Every piece of the engine is built the same way: it fits into a gap the current infrastructure leaves open, one of those holes that stay invisible until they cost a fortune in one afternoon. A price feed with no independence record, a liquidation with no measured coverage, an on-chain equity with no session-level gap on file. We do not replace the infrastructure. We fill what it left out, and we write it down. research.chain.link/whitepap…

Three things on the table, in order. 🥋 MONARK Dōjō is in design. This is where the MONARK token gets its use. No staking. A hold plus a holding period, read on chain, and a few bagholder tasks we are designing with partners in our ecosystem so their own token counts too. The point is a loop that creates movement and real value, not a lock. ⚙️ At the same time, the foundations are laid, so the same method that built the first task classes is now used to add new ones across the parts of MONARK Engine: a class is calibrated, served through the gate, and recorded before it is called built. 📡 The full Shōgen sensor is in calibration campaign since August 26: 12 BTC/USD feeds (8 venues, 2 aggregators, 2 oracles), one window a minute, no API key, every response hashed and journaled. 29 days and 33,000 windows so far. One oracle went behind a key on day one; the sensor logged the outage every minute and never filled the gap. That is the point. We are studying its use beyond price oracles, toward RPC providers, which we have been measuring these past days, and identifying solid partners to work with. 🤝 🔨 Just build it.

Today we filed a comment letter with the SEC on File No. 4-927, the temporary exemptive order for tokenized NMS stocks. We did not argue for or against the exemption. We answered Questions 3 and 6 with what MONARK Bell measures on chain: for each session, the gap between the token's on-chain VWAP and the last consolidated close, signed, hash-chained and published. Three URLs in the letter let anyone recompute the chain. We also suggested four properties any public measurement of tokenized stocks should have: per session, per share, cross-read close, and a public record of every abstention. The SEC posts comments within 3 to 5 business days. We will share the link as soon as our submission appears here: sec.gov/rules-regulations/pu… Until then, the data the letter points to is already live: bell.monarkgate.tech/state.j… monarkgate.tech/bell/method

I believe @Solana has always been the starting point for major on-chain trends before they explode across the wider market. – It happened with memecoin launchpads through @Pumpfun. – It happened again with tokenized stock memecoins through @LaunchonSF. Now, I am becoming increasingly convinced that the next major wave will be AI Agents and AI Agents connected to tokenized stocks through @Clawpumptech. I also noticed that @ConejoCapital, the founder of Clawpump, recently spoke with Toly, the co-founder of Solana. Hopefully, they are cooking something major for the Agentic Economy on @Solana. To help you navigate the ecosystem and avoid missing potential opportunities, I have mapped some of the most notable projects across the @Clawpumptech ecosystem by category: – Breakout Unicorns: @squire_bot and @SelfMadebySP3ND – Infrastructure: @Hyre_agent, @saidinfra, @Shin_StAItion, @FUDmarkets, @usemonark, @Clawville_World and @aeviaprotocol – Community Operators: @clawhunterso, @HyperBullSol, @pump_rpg and @tipansem – DeFi Power Traders: @penguinxbt_, @OculaDEX and @corinedotin These are only some of the standout tokens that have successfully bonded on @Clawpumptech. The Clawpump ecosystem still has many potential unicorns preparing to launch. The Agentic Economy on Solana may only be getting started and @Clawpumptech is the pioneer of Agentic Economic on Solana. DYOR and NFA.

Small update on what we are shipping right now. Bell now carries its second record: TSLAx, AAPLx and SPYx published together, with the cash leg switched on. Every off hours session is cross checked against the real close, and the record says so when the close is not there yet. It reads the served record, not a copy. A Docs section is being built: the whole engine explained with diagrams, real served examples, the eleven pieces and what each one does, and the research behind it. The Roadmap page becomes MONARK Building: a living view of what we are working on now, what comes next, and where this goes over the longer term. It will move as the work moves. And we are preparing the next integrations and additions. Same rule as always: nothing is announced before it is measured.

Today's release is the foundation, not the finish line. What lands next, in order: Tokenized equities. The next Bell record covers TSLAx, AAPLx and SPYx together, with the cash leg switched on: every off hours session is cross checked against the real close, and when the close is not there yet the record says so instead of guessing. Ukemi. The calibrated class moves from the course files to the served state. The page stops abstaining because nothing is served and starts abstaining only when the data says it should. Timestamps. The Bell chain is signed and hash linked today. The anchoring layer comes next, so a record can be shown to exist at a point in time by anyone, without asking us. Same rule for all three: nothing is announced before it is measured, and everything that ships can be re verified offline from the public key.

Fair question, and here is how we think about it as the team building it. Nobody like Chainlink consumes a record because it is well signed. They consume it because their own clients ask for it. So the path is not "get listed", it is "become the thing a risk engine already depends on". Three moves, in order. First, pick the one place where the pain is concrete: venues that accept tokenized equities as collateral and have to price them at 3 a.m. and on weekends. For them Bell is not a price feed and never will be. It is a coverage signal: is the off hours quote defensible against what the cash market last witnessed, or not. The first integration is a risk parameter, not a feed. When Bell abstains, the venue widens the haircut or pauses liquidations on that asset. That is a one week integration for a protocol, and it is worth more to them than another price. Second, make the record consumable without us in the loop. Frozen schema, versioned. A reference verifier small enough to live in a node or a contract, so the check runs at the point of use. And the abstain state carried end to end, because a signal that gets replaced by a stale number the moment it says "we do not know" is worthless. That is what an oracle network needs to wrap something: a record it can check by itself and a behaviour it can describe to its own customers. Third, only then the network layer. Once one or two venues run on it, wrapping Bell into an existing delivery layer is the network's decision, and it is an easy one, because Bell is complementary. They carry the number. Bell carries whether the number stands. No overlap, no competition for the same slot. So distribution for us is demand from the risk side first, plumbing second, network third. Doing it in the other order is how you end up with a feed nobody consumes.