ausd captured 60% of monad's stablecoin market in 48 hours. $95m tvl beat usdc on day one. steakhouse and agora pre-deployed across curve, morpho, and curvance before launch with 33% apy vaults ready. circle got outplayed on a top-10 l1. every new chain launching in 2025 will copy this playbook. berachain and megaeth are next.