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Monad决定兼容EVM的主要原因是因为EVM已经拥有大量的开发者工具和资源。
EVM本身并没有什么特别出色的地方,也没有什么特别不足的地方。它是一个标准的(但有点奇怪,使用32字节字)基于栈的虚拟机,具有一个小而明确的运行时。它的实现与任何本科编译器/解释器课程中所见的并没有太大区别。
因此,重新开始并没有意义。你必须从头开始构建所有的资源/工具/社区等。显然,有些人对此有不同的看法,他们决定构建新的虚拟机,但我并不信服。这并不是说Monad不会在这个领域进行创新——它绝对会。@category_xyz有一个出色的“编译器”团队,拥有顶尖的开发者和研究人员。你将在未来看到该团队的成果。
我与@zen_llama讨论的一个事情是专注于开发者支持。Monad和/或Category绝对可以在这方面做得更好,我们最近开始加大这方面的力度。目前的重点是最需要性能的应用程序。许多应用程序由于EVM兼容性将永远不需要任何指导,有些应用程序需要一点帮助,而少数应用程序则需要大量帮助。我们的团队也从这些合作中学习和改进——它们是互利的。
关于社区,我欢迎任何真实的分歧和反馈。我觉得我之前已经多次强调过这一点。


2025年6月9日
1) I disagree with the approach Monad is taking to build its developer ecosystem.
A three-person DevRel team vs. a 30+ person eco team is a problem. Dev support >>> growth and marketing support, and ex-VC advice is not helpful to early-stage builders—it’s distracting.
Furthermore, I don’t think you should optimize for raw top-of-funnel numbers, and I don’t think marketing attracts the builders you actually want.
You should make focused bets on people and novel tech, prioritizing native builders over migrating incumbents.
Raw talent >>> pedigree, every day in my book.
When you allow incumbents to come into the ecosystem early, it does bring legitimacy to your chain, but it disincentivizes builders from innovating in those product categories because the competition is hard to overcome.
Toly talked about this on the recent a16z podcast on why Solana was successful, and I fully agree. You need to find the builders willing to chew glass and rebuild existing things in new ways, because that’s how you find the ones willing to cut their teeth alongside you.
2) Full EVM compatibility is a mistake.
You want to expose your tech in ways that open new frontiers and provide a forcing function for builders to build things that literally can’t be built anywhere else.
Making things easy for builders should not come at the cost of having an undifferentiated tech stack.
You can do both, but you need to prioritize dev support over growth and marketing support.
“Faster, cheaper EVM” was a novel idea four years ago—the times have changed. You need to offer more than raw speed now. The writing was on the wall for years.
I still think Monad should build a “Monad Standard Library”—something I advocated for on day one of my job there but could never get any resources allocated toward.
My fear has always been that you needed to start building this years in advance and have it ready so that infrastructure providers could adopt it before mainnet.
3) Homogenous communities are not actually healthy.
It may seem great to have a community that is always happy-go-lucky when all you see is your echo chamber, but from the outside looking in, it’s not inviting—it feels fake.
I know it’s not fake because I’ve met the Monad community in person, and it’s the most vibrant, cheerful, supportive, and lovely community I’ve ever had the privilege to be part of—but it’s very curated.
Life is not curated. It’s messy. People fight, they cause drama, they say things you don’t like, and that muddies the waters. When you enter a community without that, it’s heaven to some but hell for others.
You need a mix of both. You need fewer surface-level interactions and more deep questioning. You need people in the community willing to get in fights on your behalf.
Most importantly, the community needs to form an identity independent of the founder.
4) MegaETH correctly identified that VC backing is not a benchmark that normal people view as success and has leveraged that to their benefit in a populist movement.
This wasn’t done explicitly, but implicitly—and I believe it’s a side effect of not being more upfront with teams about launch timelines.
The team will likely disagree with me on this, but look, I’m a vibes guy—and that was the vibe.
When you run founders’ events pre-launch and put yourself on a stage talking about how to build a successful company pre-launch while only having a large raise to show for it—this is the natural conclusion people draw.
When you make VC funding of ecosystem projects pre-mainnet a regular occurrence, this is the conclusion people draw.
I’m not saying this is a bad thing. If anything, it gives teams more runway to build with you for the long term.
I’m saying it’s a perception issue that flows from a timing mismatch between when the chain was expected to launch and when it is actually launching.
5) Let your team have a real voice.
99% sure I’d have been fired for writing this while still there.
That’s a problem.
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