According to @KookCapitalLLC, Plasma shipped a mainnet featuring gasless USDT transfers in under six months, positioning speed-to-market and low-cost stablecoin UX as key differentiators for liquidity attraction, source: @KookCapitalLLC on X, Sep 28, 2025. According to @KookCapitalLLC, Monad has been raising hundreds of millions for roughly four years but has yet to release a product, framing an execution gap that could weigh on sentiment toward pre-launch L1s, source: @KookCapitalLLC on X, Sep 28, 2025. According to @KookCapitalLLC, the author characterizes Monad as a high-profile institutional rug, an allegation presented without supporting documentation in the post, which underscores the need for traders to validate claims via verifiable mainnet status, USDT transfer costs, and public release timelines before reallocating capital, source: @KookCapitalLLC on X, Sep 28, 2025.