0xMarcB

my goal is for users to receive more than $50M from @katana returning bridge yield, sequencer fees, and stablecoins revenue from katana. ⚔️

going to be hard but doable.

don’t even ask what i want to see in year 2 and beyond 🤯

Do not be aligned with @0xPolygon. Do not be aligned with @Agglayer. Do not be aligned with @katana.

Build, create content, explore these ecosystems because they are the best products for your needs. Then, stay on them forever. Expand where you need. Grow your business. Do what you need to be successful. Polygon, Agglayer and Katana will help you along the way.

too often in crypto, we design UX around what’s easiest for protocols—not for users. that has to change.

that’s why onboarding to @katana must be easy.

web2 users don’t pay to use an app.
they don’t think about gas. they don’t even know what “gas” is. if we want to build the future of finance, then we need to meet them where they are—not where crypto started.

katana is built for the next generation of apps: consumer-facing, seamless, and fast. if you make it hard for users to onboard, you’ve lost them before they’ve even tried the product. we refuse to build a gated experience.

easy onboarding isn’t just a “nice to have.” It’s a strategic necessity:
- lower friction = higher adoption
- better retention = stronger network effects
- more users = more value across the ecosystem

we’ve seen it time and again: crypto-native users tolerate friction; mainstream users don’t. katana is built for both users so onboarding needs to feel like tiktok, not a wallet tutorial.

easy onboarding is also about respect.
it says: “we value your time. se believe you’ll love what we built. and we’ll make it easy to show you.”

we’re designing katana with one goal: to make crypto easy. no jargon. no complex signing. just great apps—and an ecosystem that feels like magic.

the best UX is no UX. katana’s UX will start good. it’ll become great with more time and feedback. excited to hear from users in a week.

people have asked: “why do we need one deep liquidity pool on sushi as the core dex app on katana when dex aggregators can already route across multiple pools?”

it’s a good question, but here’s why deep native liquidity still matters.👇

dex aggregators do a great job of finding best execution across fragmented liquidity.

but they don’t solve the core problems caused by that fragmentation:
– worse pricing due to slippage
– poor UX from unpredictable routing
– increased MEV risk
– more gas costs

when you concentrate liquidity into one deep pool, you dramatically reduce slippage—even for large trades. That’s critical for both traders and apps that rely on reliable execution.

with fragmented pools, every hop adds cost and risk.

aggregators route after price impact has occurred in each pool. they’re reactive.

asingle deep pool is proactive—you get better quotes from the start. liquidity depth drives price efficiency.

on katana, sushi as the core dex apps is designed to have natively integrated liquidity that’s deep by design.

this means:
– better execution without needing to aggregate
– more predictable pricing
– stronger UX for end-users
– a foundation composable with everything else built on top

it also simplifies design for other apps. instead of worrying about how to route or optimize for various liquidity sources, protocols can just tap into one deep source they trust.

in short: DEX aggregators play an important role, especially cross-chain—but they can’t replace the benefits of deep native liquidity in a single pool.

katana’s design with sushi as the core dex app focuses on building this foundation natively into the ecosystem.

one deep pool =
– better capital efficiency
– sower slippage
– easier integrations
– less MEV
– better UX

fragmented liquidity will always be suboptimal. Aggregators patch, but deep pools solve.

this is why i believe in the core app thesis. it’s not just a technical preference—it’s a strategic one.

Let’s build the base layer right. This way, users win.

when @katana launches on June 30, it'll have an opinionated front end, not just a lazy bridge.

What would you hope to see on that front end knowing all you have learned about katana over the last few weeks?

The velocity of deposits to @katana has increased with over $135M deposited. But the TVL this represents isn't the important part. It is the split of assets:
💵 over 50% in stablecoins
Ξ over 25% in ETH
₿ less than 25% in BTC

This split is consistent with the value that each of the assets drives in a DeFi ecosystem.

I suspect that at some point a significant amount of BTC will be deposited that throws off this mix but I expect it to be temporary and show interest that attracts even more stablecoins.

See you all at @stable_summit Cannes in less than two weeks!

Looking forward to talking stablecoins with payments builders.

Sequencer fees to @katana users for the win

KAT tokenomics: cooler than you know.

There’s an intentional balance: short term value with opportunities for people to stake and earn yield and long-term ability to benefit from the value that exists when network effects have built up sufficiently for bridge yield sequencer fees, and AUSD yields to no longer be a major reason that people use Katana.

Earn from apps in the ecosystem in the short run and from the chain in the long run.

There will be nothing better than sustainable yields on @katana.

People digging into @katana often over complicate things for themselves. It is actually quite simple:

Use apps -> trade/borrow/lend with less slippage and volatility -> earn more yields

It’s that simple for users ⚔️

Users will feel so much appreciation when they swap using @SushiSwap on @katana.

If we want billions of users onchain, we can’t expect them to understand which chain, which asset, or which bridge to use.

They won’t, and they shouldn’t have to.

When the internet went mainstream, it wasn’t because people learned TCP/IP. It was because protocols made it all disappear in the background.

That’s the direction we’re going and Agglayer is a key step. Short explainer video coming soon 👀

We're not here to see a fork of the latest defi app and slap a new logo on it.

We want @katana to cause a reset.

A realignment between users, apps, and chains to build actually useful things that users want.

This include apps with amazing experiences and building a chain that allows for sustainable returns and liquidity through actual usage, not just token emissions.

We do not care about TVL for TVL’s sake. We care about capital that's alive, moving, and building. That's productive TVL.

One fun thing about @katana is that it is both simple and complex.

It is simple: deeper liquidity and higher yields by funneling liquidity into core apps.

It is complex: mechanisms to permissionlessly enshrine core apps bring you down so many rabbit holes with fun degen stuff that can be built around them.

There is a real cost to idle TVL. Chains are securing idle assets but receiving no value from them. At best, the value they receive is the availability of those assets to users at any time they want them. But that benefit only exists in a world of a bad onboarding experience.

Katana will have lower TVL, easier onboarding, and significantly more activity than other chains.

Users win: They can bring their assets to the chain only when they need it.

Apps win: Users can bring assets to the chain easily and use them to drive fees for apps.

Chain wins: Incurs no security cost while incurring fees from users who are active.

One thing @katana will show is that having less TVL but having more productive TVL makes for a better ecosystem. Apps make more money, users get more value, and the chain is a place for constant exchange of value rather than dead capital.

katana is where defi grows up

It has become a custom for chains to launch and target the highest TVL possible. This is a mistake. Not all TVL is created equal:

1. Productive TVL (i.e., TVL actively used in an ecosystem) is much more valuable than passive TVL, which is a cost to the ecosystem with no benefit.

2. Stables are more valuable than BTC given the greater borrowing and trading in those assets.

From day 0 of @katana, we’ve decided to do it the hard way: bring in valuable, productive TVL. Don’t go for inflated TVL that has negative value. This means TVL on katana will be lower than other ecosystems. But the value the TVL drives will be much higher.

just scored 5 KAT in a @katana krate ⚔️ https://app.katana.network