Abstract
In 1803, the French anatomist Étienne Geoffroy Saint-Hilaire decided that the newly described echidna and platypus should be placed in a separate order, the monotremes, intermediate between reptiles and mammals. The first physiological observations showed monotremes had low body temperatures and metabolic rates, and the consensus was that they were at a stage of physiological development intermediate between “higher mammals” and “lower vertebrates.” Subsequent studies demonstrated that platypuses and echidnas are capable of close thermoregulation in the cold although less so under hot conditions. Because the short-beaked echidna Tachyglossus aculeatus, may show very large daily variations in body temperature, as well as seasonal hibernation, it has been suggested that it may provide a useful model of protoendotherm physiology. Such analysis is complicated by the very significant differences in thermal relations between echidnas from different climates. In all areas female echidnas regulate Tb within 1°C during egg incubation. The lactation period is considered to be the most energetically expensive time for most female mammals but lactating echidnas showed no measurable difference in field metabolic rate from non-lactating females, while the lactation period is more than 200 days for Kangaroo Island echidnas but only 150 days in Tasmania. In areas with mild winters echidnas show reduced activity and shallow torpor in autumn and early winter, but in areas with cold winters echidnas enter true hibernation with Tb falling as low as 4.5°C. Monotremes do not possess brown adipose tissue and maximum rates of rewarming from hibernation in echidnas were only half those of marmots of the same mass. Although echidnas show very large seasonal variations in fat stores associated with hibernation there is no relationship between plasma leptin and adiposity. Leptin levels are lowest during post-reproductive fattening, supporting suggestions that in evolutionary terms the anorectic effects of leptin preceded the adiposity signal. BMR of platypuses is twice that of echidnas although maximum metabolism is similar. High levels of thyroid hormones in platypuses may be driving metabolism limited by low body temperature. Monotremes show a mosaic of plesiomorphic and derived features but can still inform our understanding of the evolution of endothermy.
Introduction
The monotremes are the least speciose of the major extant mammal groups: there are roughly 5,500 species of eutherian mammal and 350 marsupial species but only five extant monotreme species and these are restricted to Australia and New Guinea: the platypus (Ornithorhynchus anatinus; Grant, 2015), the short-beaked echidna (Tachyglosus aculeatus), and three species of long-beaked echidna (Zaglossus spp.; Griffiths, 1978; Flannery and Groves, ; Nicol, 2015). Unlike all other mammals, which give birth to live young, monotremes lay eggs. Their unusual reproductive biology and various aspects of their anatomy has led to their frequent depiction as primitive mammals, only slightly removed from the “lower vertebrates.” The term “lower vertebrates” with all its overtones of the scalae naturae or “Great Chain of Being” dating back to the ideas of Aristotle (Mayr, 1982), is normally applied to the fish, amphibians, and reptiles (Bennett, ). The major problem of using the terms “higher” and “lower” in describing taxa is that they are closely linked to the idea that humans and their closest relatives are the goal of a progression toward a higher level of complexity (Diogo et al., ). This thinking persists when biologists read phylogenetic trees as ladders of progress or assume that species-poor lineages that appear “early branching” are basal (Omland et al., 2008).
Despite previously expressing reservations about the application of the concepts of “highness” and “lowness” to animals (Darwin, ), in the Descent of Man Darwin wrote “The Monotremata are plainly allied to the Marsupials; forming a third and still lower division in the great mammalian series” (Darwin, ). The term “lower mammals” continued to be used until relatively recently in the comparative physiology literature to refer to monotremes, marsupials, and some placentals, particularly when discussing thermoregulation (Johansen, 1962). The similarly problematic term “primitive” is often still used to describe the extant monotremes (Omland et al., 2008), but while many aspects of their anatomy and physiology are plesiomorphic it does not follow that this is the case in all aspects of monotreme biology. Egg-laying is clearly plesiomorphic, but the brain of monotremes, particularly the tachyglossids, is comparable in size and complexity to that of eutherian carnivores. Even in the post-cranial skeleton, which is often described as primitive, the monotremes demonstrate mosaic evolution, combining primitive with very specialized features, e.g., retaining a shoulder girdle of a therapsid pattern but possessing a pelvis of therian pattern (Crompton and Jenkins, ). From the first physiological investigations, discussion of the physiology of the monotremes has been influenced by the presumption of primitivity in all aspects of their biology.
A distinguishing feature of the “higher vertebrates”—mammals and birds—is endothermy, the maintenance of a high and (relatively) constant body temperature by metabolic means (Bennett and Ruben, ). This distinction was integral to the classification of animals proposed by Linnæus, who divided animals into six classes: Mammalia, birds, amphibia, fishes, insects, and worms. The mammals and birds he grouped together as having a heart with two auricles and two ventricles, and warm red blood; the amphibia (which included reptiles) and fishes were grouped together as having one auricle and one ventricle, and cold red blood (Kerr, 1792). In 1803, the French anatomist Étienne Geoffroy Saint-Hilaire decided that the newly described echidna and platypus did not fit in the Linnæan groupings and should be placed in a separate order, the monotremes, intermediate between reptiles and mammals (Geoffroy Sàint-Hilaire, 1803). Much of the debate about the status of the monotremes revolved around their mode of reproduction but the consensus was that they were primitive and imperfect mammals and close to reptiles.
The first physiological measurements of monotremes reinforced this view. Body temperatures of both Australian monotremes were measured by the Russian explorer turned Australian biologist, Nicholas Miklouho-Maclay: he found the echidna to have a temperature of 28°C and the platypus 24.8°C (Miklouho-Maclay, 1883, 1884). Sutherland (1896) found an average Tb for echidnas of 29.4°C, and commenting on his own, and Miklouho-Maclay's results, wrote “…the platypus, therefore, at only 24.8° is almost a cold blooded animal. The only other genus of monotremes, the echidna, carries us a step upwards”. However, he found “an echidna on a cold morning was a low as low as 22°”, while one “in a sack, exposed to fierce midday heat registered 36.6°.” He commented “This is an immense range for a mammal, and suggests a reptilian want of capacity for temperature regulation.” The first measurements of metabolic rate were made by C. J. Martin. Citing Sutherland's work, Martin wrote “Without doubt …monotremes and marsupials present a stage of physiological development intermediate between the fairly accurate homoeothermism of the higher mammals, and the rudimentary indications in this direction …which occur in lower vertebrates.” Martin's paper (Martin, 1903) was “an attempt to locate more precisely the position of the monotremes and marsupials in this ascending scale of physiological superiority to the temperature of the environment.” As well as measuring rectal temperature, Martin measured metabolic rates by gravimetric estimation of CO2 production in a range of Australian animals, including a platypus and three echidnas. Martin found a mean rectal temperature for the monotremes of 29.8°C and metabolic rates which are quite close to much more recent measurements (Figure 1).
Figure 1
Metabolic rate and body temperature
Figure 1 shows quite clearly that the monotremes are all characterized by low Tb and metabolic rates, with the platypus having significantly higher basal metabolic rate (BMR) than the echidnas. Depending on the allometric relationship used to calculate the standard eutherian metabolic rates, BMR of the long- and short-beaked echidnas is 25–40% of the corresponding eutherian values, and platypus 70–80% (Dawson et al.,
The BMR of the platypus and echidnas can be partly explained in terms of the evolutionary trade-off hypothesis: the resting metabolic rate of an organism is the result of a trade-off between resting costs and scope for activity, with the precise level being set by lifestyle (Clarke,
BMR is also influenced by phylogeny (Capellini et al.,
Ninety percentage of oxygen consumption at BMR occurs in the mitochondria (Rolfe and Brown, 1997), and while the metabolic differences between reptile and mammal are reflected in differences in total mitochondrial membrane surface area (Else and Hulbert,
BMR is generally believed to be an indicator of metabolic capacity (White and Seymour, 2005) and although there has been debate about how the metabolic constraints on life history variables relate to BMR (Johnson et al., 2001; Mueller and Diamond, 2001), in placental mammals energy expenditure on reproduction is positively correlated with energy expended on maintenance. Thus, high-maintenance species harvest more energy and expend more on reproduction than low-maintenance species (McNab, 2002) while a low BMR optimizes longevity. The maximum lifespan of the short-beaked echidna is at least 50 years (Hulbert et al., 2008), while female platypuses have a lifespan of up to 21 years (Grant, 2004). An eastern long-beaked echidna at Taronga Zoo was at least 53 when she died. There are no direct measurements of field metabolic rates (FMR) of platypuses, but FMR of short-beaked echidnas measured using the doubly labeled water method was 2.7 times the BMR (Green et al., 1992; Schmid et al., 2003). max for echidnas estimated from treadmill exercise (Edmeades and Baudinette,
Platypuses occur in permanent freshwater environments in the Australian east, from Cooktown in north Queensland (15°S) to Tasmania (43°S) (Nicol, 2013; Grant, 2015). At Cooktown freshwater river temperatures may reach 31°C (Howley, 2012) and in Tasmania platypuses forage in water at nearly 0°C (Bethge et al.,
Despite the dramatic differences in adult size between north and south, platypuses from all parts of their range are considered to belong to the same species, although mitochondrial DNA shows two major clades: one from mainland Australia and the other from Tasmania/King Island (Gongora et al., 2012). Echidnas occur from sea level to 1,800 m altitude, and in all parts of Australia, as well as eastern New Guinea, but significant differences in appearance between geographic populations, particularly in the hairiness of the pelage, have resulted in their division into five subspecies (Griffiths, 1978; Augee et al.,
Augee (
Figure 2

Body temperature of two adult male echidnas over 10 days in November at (A) Lovely Banks in Tasmania and (B) Stanthorpe in south-eastern Queensland (redrawn from Grigg et al., 2004). Long term average November air temperatures at Lovely Banks: min 7.4°C, max 19.7°C; Stanthorpe min 12°C, max 25.3°C. Tb of the Tasmanian echidna drops below 30°C once in these 10 days, whereas in the Queensland echidna this occurs nearly every day. Normal daily variation in the Tasmanian echidna: 3°C, Queensland 6°C.
Heterothermia appears to be one means whereby echidnas can survive in hot environments: an animal with low initial Tb takes longer to reach dangerous levels. Despite this it has been difficult to reconcile the ability of echidnas to survive for many hours at ambient temperatures exceeding Tb (Brice et al.,
Hibernation
Many birds and mammals temporarily abandon homeothermic endothermy during times of cold exposure, food shortage or drought, and use the energy minimizing strategies of daily torpor and hibernation (Ruf and Geiser, 2015). The short-beaked echidna is the only one of the monotremes to use these strategies, but the different geographic sub-species vary in their use of torpor and hibernation. Echidnas in all parts of their range show a reduction in activity at about the same time of the year (Nicol and Andersen, 1996; Morrow et al., 2009), but whether they are able to show extended periods of hibernation appears at least partly to depend on the environmental temperature.
At Stanthorpe in Queensland hibernation occurred in 9 out of 15 echidna-years of recording (Kuchel, 2003), whereas at Lovely Banks in Tasmania all echidnas hibernated every year (Nicol and Andersen, 2002). The greater variability in active Tb and use of hibernation mean that in echidnas in warm climates it is difficult to distinguish between torpor and non-torpor (Kuchel and Grigg, 2003). Kangaroo Island echidnas showed reduced activity from April to August, but this varied greatly between individuals, and within individuals from year to year (Rismiller and McKelvey, 1996). Some Kangaroo Island echidnas showed several bouts of hibernation, with Tb profiles similar to “classical hibernators” and a minimum Tb of 11.8°C, while other echidnas in the same area did not hibernate. In the cooler climates of Tasmania and the Australian Alps (Beard et al.,
Figure 3

Annual pattern of body temperature and mass in a reproductively active male (A) and female (B) in Tasmania in the same year. Black line: body temperature; gray line: soil temperature at 20 cm measured at a Bureau of Meteorology station 2 km from the field site; circles: body mass. The male entered hibernation in summer (Feb 1) after building up fat reserves in spring and early summer. The female reached maximum mass and entered hibernation much later (April 4). As in other deep hibernators, hibernation is broken by periodic arousals, although, unlike most other hibernators, echidnas may move to another location during these euthermic periods (Nicol et al., 2011). The male ended hibernation in early winter (June 4) and was found mating with the female on June 17 (m on panel B). The pregnant female then re-entered hibernation, and her final arousal from hibernation was on August 5. Shortly after this she entered a nursery burrow and laid an egg (e). Incubation of the egg takes 10–11 days, during which Tb remains very stable (Beard et al.,
Figure 4

Relationship between internal, external, and soil temperatures for a male echidna during two periodic arousals and final emergence from hibernation. Internal temperature (Tb) was measured by an implanted datalogger (Onset Computer Corporation, Stowaway Tidbit) in the peritoneal cavity, external temperature from a logger (Thermochron iButtons, DS1922L; Maxim/Dallas Semiconductor, TX, USA) attached to a tracking transmitter, which was glued to the spines. Soil temperature was measured at 20 cm depth at a Bureau of Meteorology station 2 km from the field site. Redrawn from Nicol et al. (2008).
As in other hibernators (Geiser et al., 1990), hibernation bout length increases as Tb falls (Nicol and Andersen, 2000), and echidnas seem unable to maintain a prolonged hibernation bout when Tb is above 17°C. In the record shown in Figure 3, there were several days of very cold nights, cooling the soil, and allowing the male to enter hibernation on February 1. Grigg et al. (2004) have described this behavior as using cold as a resource, i.e., taking advantage of the cold to cool down and enter torpor, thus saving energy. The female, which had not accumulated sufficient fat reserves, did not enter hibernation, but showed only a brief fall in Tb to 28°C. Echidnas show behavioral thermoregulation during hibernation; early in the hibernation season echidnas prefer to hibernate in cool areas, while during the coldest months they may move to warmer hibernacula, giving a preferred hibernating Tb in the range 7–9°C (Nicol and Andersen, 2007a). This is well above the minimum recorded Tb and apparent lower set point of 4.5°C, but may represent a balance between maximizing bout length and thus reducing energetically expensive periodic arousals, and maintaining a safety margin to reduce cold induced arousals. Unlike most hibernators, echidnas do not dig or construct a hibernaculum. Instead they may use existing rabbit or wombat burrows, hollow logs, or dig under tree stumps or into grass tussocks, piles of bark or leaves (Wilkinson et al., 1998) or simply burrow into the substrate, and are often more exposed to ambient conditions.
There is no evidence of hibernation or daily torpor in the long-beaked echidna or the platypus. Captive long-beaked echidnas showed a daily variation of Tb of 2–4°C, with a modal Tb of 31°C, when short-beaked echidnas in the same pen showed both torpor and hibernation (Grigg et al., 2003). Free-ranging platypuses in the southern Alps monitored maintained a Tb close to 32°C throughout the winter (32.1 ± 0.8°C, range 29.2–34.6°C) (Grigg et al., 1992).
Recently Nowack et al. (2016) have demonstrated an increased use of torpor by short-beaked echidnas after fire, and argue that torpor may be an important contributor to survival during natural disasters. Turbill et al. (2011) have shown that hibernation is associated with higher rates of overwinter and annual survival than non-hibernators. This higher survival appears to be due not only to avoidance of sub-optimal environmental conditions (which could include wildfire), but to reduced predation. This further demonstrates that the benefits of torpor extend beyond energy conservation in cold climates (Geiser and Brigham, 2012). The increased survival of hibernating species is linked with the coevolution of traits indicative of slow life histories (Turbill et al., 2011). The limited amount of data from long-beaked echidnas (non-hibernators) suggest very similar life history traits to short-beaked echidnas (hibernators), but as the evolution of slow life histories appears to be related to survival, rather than hibernation per se (Turbill et al., 2011) this suggests high rates of survival in long-beaked echidnas. Unfortunately, the echidna fossil record is very sparse and incomplete so that echidna origins are the subject of considerable debate (Phillips et al., 2009; Musser, 2013; Simon, 2013). Short-beaked echidnas appear in the fossil record in the Pleistocene, before which long-beaked echidnas predominated (Musser, 2013), and it seems likely that the slow life history of short-beaked echidnas has not co-evolved with torpor and hibernation, but was a pre-existing tachyglossid trait, which facilitated the expression of torpor and hibernation in this species.
Reproduction and energetics
The unusual timing of hibernation in echidnas is clearly related to reproduction: in Tasmanian echidnas, in which hibernation appears obligatory, the time from hatching of the young to weaning is about 150 days, at which time the young weighs about 1.5 kg (Morrow and Nicol, 2012). This relatively slow growth rate of the young and an apparent increase in heterothermy by the mother means that daily energy expenditure of females in mid-lactation was not measurably higher than of non-lactating females at the same time (Schmid et al., 2003). As in other seasonal breeders, male echidnas show testicular involution after the breeding season, presumably as an energy saving measure (Griffiths, 1978; Morrow et al., 2016). In order for the young to be weaned before the females enter hibernation, mating must occur in winter but the very large size of the testes (about 1% of body mass at the beginning of breeding) and the low metabolic rate means that, unlike all other hibernators, testicular recrudescence in Tasmanian echidnas occurs before entry into hibernation (Morrow et al., 2016). The very high competition between males for females selects for early arousal by males, which then seek out females, which are still hibernating (Figure 3). Morrow et al. (2015) found that all females that mated prior to July 27 re-entered hibernation, including females that were pregnant. Five of these were monitored; four re-entered hibernation for relatively short periods (3–13 days) but one hibernated for 50 days, showing 4 periodic arousals. Pregnant females that reentered torpor did so no more than 5 days after fertilization, when the embryo would probably be no later than the blastocyst stage (Werneburg and Sánchez-Villagra, 2011; Ashwell,
An earlier observation in which a pregnant Kangaroo Island echidna entered torpor only 2 days before egg-laying (Geiser and Seymour, 1989) appears to be different from the hibernation in early pregnancy observed in Tasmanian echidnas. 16 days after capture this female was found to be torpid with a Tb of 21°C, but Tb and activity had returned to normal 6 h later. An egg shell was found in the cage 2 days later. There is no indication whether the young died accidentally after the egg was laid, or had not survived to this stage. We have 60 records of Tb from pregnant Tasmanian echidnas but none of these show any indication of late stage torpor, although several entered torpor after losing the egg or the young. Because the Kangaroo Island echidna young did not survive, it is not clear whether what happened was a stress response of a captive animal, or normal physiological behavior in a sub-species which shows numerous differences from eastern echidnas.
Throughout Australia echidna mating occurs at approximately the same time (June–September), although it appears to be slightly earlier in more southern populations (Morrow et al., 2009). This is in contrast to platypuses, which do not hibernate, and in which breeding begins earlier in more northern populations (Nicol, 2013). Data are only available from a small number of Australian locations, but it appears that in more northern parts of eastern Australia echidna lactation durations are similar to those in Tasmania (Beard et al.,
A particularly interesting feature of echidna reproduction and thermoregulation is shown in the Tb record following egg-laying in Figure 3. While the mother is in the nursery burrow Tb is remarkably constant, particularly during the first 10–11 days, which is the egg-incubation period (Nicol and Andersen, 2006; Morrow and Nicol, 2012), where the range is about 1.2°C. This pattern was first observed in echidnas in the Australian Alps (Beard et al.,
Thyroid hormones
As noted above, perhaps the major distinction between birds and mammals and “lower vertebrates” is that all birds and mammals are endothermic, even when inactive. The contribution of the monotremes to our understanding of the evolution of endothermy is discussed later in this review, but whatever the selective process, the acquisition of endothermy appears to be closely linked to thyroid hormones (Little and Seebacher, 2014). The elevated metabolism associated with endothermy in mammals is produced by leaky cell membranes, and thyroid hormones play a key role in regulating metabolic rate by increasing leakiness and thus increasing cellular ATP turnover (Hulbert, 2000). In mammals there is a stoichiometric relationship between oxygen consumption and consumption of thyroid hormones (Tomasi, 1991).
Hulbert (2000) has compiled a comprehensive listing of concentrations of thyroid hormones in vertebrate plasma and I have drawn heavily on his review in this section. Birds and eutherian mammals have much higher circulating levels of thyroid hormones—principally 3′,5′,3,5-l-tetraiodothyronine (thyroxine, T4)—than “lower vertebrates”. In adult reptiles, total plasma thyroxine (TT4) ranges from 1 to 14.5 nmol L−1, while in birds (apart from ostriches, which have low values) TT4 is in the range of 15.9–34 nmol L−1. In small to medium sized eutherian mammals TT4 is typically is in the range 20–80 nmol L−1 (Hulbert, 2000), and TT4 of active echidnas is 15 nmol L−1 (Hulbert and Augee, 1982; Nicol et al., 2000), at the low end of the normal range for eutherian mammals and consistent with a low metabolic rate. The only significantly lower TT4 for an adult small mammal comes from a poikilothermic rodent, the naked mole-rat (Heterocephalus glaber), with a TT4 of 5 nmoL−1, which increases to 7 nmol L−1 during cold exposure (Buffenstein et al.,
By contrast with the values for echidnas, TT4 in adult platypuses is high (64 nmol L−1) (Hulbert and Grant, 1983), at the upper end of the range for eutherian mammals, and presumably associated with a BMR that is two and a half times that of echidnas. TT4 levels in platypuses did not vary significantly with season, and similarly in active echidnas there was no difference between summer and winter values, but plasma levels of all thyroid hormones in echidnas fell significantly during hibernation (Nicol et al., 2000; Table 1). This is different from what has been observed in other hibernators. Eutherian hibernators show the lowest levels of thyroid hormones pre-hibernation (Hulbert and Hudson, 1976; Young, 1984; Kwiecinski et al., 1991; Damassa et al.,
Table 1
| Assay | Active | Hibernating |
|---|---|---|
| TT4 (nmol L−1) | 15.2 ± 1.1 (23) | 7.47 ± 0.95 (8) |
| FT4 (pmol L−1) | 20.2 ± 1.5 (23) | 10.7 ± 1.9 (8) |
| TT3 (nmol L−1) | 1.64 ± 0.05 (22) | 1.09 ± 0.06 (8) |
| FT3 (pmol L−1) | 4.61 ± 0.23 (23) | 2.76 ± 0.14 (8) |
Plasma thyroid hormone levels in active and hibernating (Tb 5–12°C) echidnas.
Values are shown as mean ± SEM. Sample sizes are shown in parentheses.
In eutherian hibernators thyroid hormone levels, although starting low, rise progressively during hibernation. In ground squirrels TT4, FT4, TT3, and FT3 are higher during hibernation than in active animals (Magnus and Henderson, 1988a,b). In woodchucks (Young et al., 1979) found TT4 and FT4 to be highest in early spring and lowest in summer and autumn, while TT3 and FT3 were highest during hibernation. In black bears all four hormone levels decreased prior to hibernation; free hormones remained low during hibernation but the total levels recovered (Tomasi and Stribling, 1996). In male little brown bats (Myotis lucifugus), there is a 5-fold increase in TT4 during the course of hibernation (Damassa et al.,
As thyroid hormones are considered to have a major role in regulating metabolic rate, the first findings of increased levels of thyroid hormones in hibernating rodents were unexpected. Blood levels of thyroid hormones reflect the amount bound to proteins and the balance between the rates of secretion and utilization. Elevated total hormone levels during hibernation have been attributed to greatly reduced clearance rates (Demeneix and Henderson,
Brain and energetics
Thyroid hormones are essential for nervous system and brain growth and development (Hulbert, 2000), but the brain is separated from the rest of the body by the “blood-brain barrier” which restricts the movement of large molecules (Saunders et al., 1999). Transport of thyroid hormones from the blood to the brain is dependent on TTR, the only thyroid hormone transporting protein made in the brain. TTR is synthesized in the choroid plexus and secreted exclusively into the CSF, transporting thyroid hormones from the blood into the brain and throughout the CSF (Richardson, 2009). Transthyretin synthesis in the choroid plexus is believed to have begun at the stage of the stem reptiles, about 320 Ma, which developed the first traces of a cerebral neocortex (Richardson, 2009), and is synthesized by the choroid plexus of the echidna, the only monotreme in which it has been investigated (Richardson et al., 1994).
The platypus and the echidnas both have large, highly encephalized brains with a six-layered isocortex (neocortex) like all therian mammals, but the two monotreme groups have very different cortical morphology (Ashwell,
Brain tissue is energetically expensive and during rest it uses nearly an order of magnitude more energy per unit weight than most other somatic tissues (Mink et al., 1981). Analysis of microanatomical features that reflect metabolic activity of the cerebral cortex (capillary volume fraction, and mitochondrial density) suggest that the echidna cerebral cortex has similar levels of metabolic activity to eutherian mammals (Hassiotis et al., 2005). Assuming this, the energy usage of monotreme brains can be estimated from brain mass, using the equations from Hofman (1983), and then adjusting brain metabolic rates from the Tb of placental mammals (38°C) to the monotreme value of 32°C. From this the percentage of basal oxygen consumption used by the brain would be about 5.8% for the platypus, 8.5% for the short-beaked echidna, and 9.5% for the long-beaked echidna (Nicol, 2013). Most mammals lie in the range from 2–8% (mean value for 240 mammals is 4.6%) with only primates and cetaceans having values above 8% (Hofman, 1983). However, these estimates depend on several assumptions about the scaling of brain metabolism, and a more direct analysis is provided by simply plotting brain mass as a function of BMR (Figure 5). This graph demonstrates that the echidnas have very large brains relative to their metabolic rate, comparable to the primates.
Figure 5

Brain mass as a function of basal metabolic rate in mammals. Both BMR and brain mass scale with body mass, and the relationship between brain mass and BMR illustrates the relative investment of energy in the brain. The regression line and 99% confidence limits have been fitted to the data for 12 non-primate non-myrmecophagous terrestrial placental mammals from 11 families and 9 orders (Afrosoricida, Artiodactyla, Carnivora, Chiroptera, Eulipotyphla, Hyracoidea, Lagomorpha, and Scandentia). The two echidnas (Tachyglossus aculeatus and Zaglossus sp.), and the primates (Perodictus potto, Nycticebus coucang, Macaca mulatta, Pan troglodytes, Homo sapiens) lie well above the upper confidence limit. The giant anteater (Myrmecophaga tridactyla), the hairy-nosed wombat (Lasiorhinus latifrons), and tamandua (Tamandua tetradactyla) also lie above the upper confidence limit. Circles: placental mammals, data from McNab and Eisenberg (1989); squares: marsupials, data from Ashwell (
The expensive tissue hypothesis states that an increase in brain size must be accommodated by an increase in total metabolic rate or by a reduction of the demands of the other expensive organs, such as heart, liver, kidney, and gastrointestinal tract (Aiello and Wheeler,
The fitness benefits must be considerable for short-beaked echidnas, because the species seems to be specialized to minimize energy expenditure, and many aspects of their ecology and behavior are correlated with small brain size in other mammals. Insectivorous eutherian mammals have smaller brains than carnivores and omnivores (Gittleman, 1986), possibly because a larger brain may be necessary to handle a resource that requires more complex foraging strategies and within primates, larger brain size appears linked to monitoring food sources that vary in space and time (Clutton-Brock and Harvey,
Large brain size in mammals is also associated with longevity and González-Lagos et al. (2010) suggest that because large brains allow flexible behavioral responses to unusual, novel or complex socioecological challenges they will facilitate a longer reproductive life span. This underlines the need for more behavioral studies of echidnas in their natural habitat across their range (Nicol, 2013). It may be significant that both relative brain size and longevity are greater in the echidna than the platypus. Longevity is also correlated with a low basal metabolic rate (Hofman, 1983; White and Seymour, 2004) and it may be difficult to unravel the causal relationships between metabolic rate, brain size and longevity.
Leptin and energetics
In eutherian mammals, the peptide hormone leptin has a key role in the regulation of fat reserves. Leptin is synthesized and secreted primarily by adipose tissue, and an increase in adiposity in eutherian mammals is normally associated with a corresponding increase in the synthesis and secretion of leptin by adipocytes, resulting in increased circulating leptin concentrations (Denver et al.,
Leptin othologs have now been described for all the major classes of vertebrate (Londraville et al., 2014; Prokop et al., 2014), and the Lep gene has been identified in the genome sequence of the platypus (Denver et al.,
Sprent et al. (2012) suggested that the adipostatic role for leptin in eutherian mammals evolved along with BAT-based thermogenesis. In eutherian mammals, leptin increases brown fat (BAT) activation, decreasing metabolic efficiency and increasing heat production, and burning fat stores (Cannon and Nedergaard,
Figure 6

Peak rates of rewarming from hibernation in marmots (Marmota marmota) and echidnas (Tachyglossus aculeatus) as a function of body temperature. Peak rewarming rates were calculated from the first derivative of a sigmoid curve fitted to the rewarming data, and each point represents one rewarming. Because rewarming rate is inversely related to body mass (Geiser and Baudinette, 1990) the figure compares data from hibernators of the same mass (10 marmots, mass 3.39 ± 0.46 kg, mean ± SD and 10 echidnas 3.71 ± 0.75 kg). In marmots, which possess BAT, the highest rewarming rates occur at lower Tb than in echidnas, although active Tb in marmots is 38°C and in echidnas 32°C. The contrasting relationships between peak warming rates and Tb reflect a difference between BAT and muscle thermogenesis. Redrawn from Nicol et al. (2009).
Monotremes and the evolution of endothermy
There have been numerous models proposed for evolution of endothermy; of these three have received recent attention because they are physiologically testable in modern mammals such as monotremes (Lovegrove, 2012). The aerobic scope hypothesis supposes that the evolution of endothermy was driven by selection for enhanced aerobic capacity to support sustained locomotor activity. In the original formulation of this Bennett and Ruben (
Grigg et al. (2004) suggest that short-beaked echidnas have some of the attributes of a protoendotherm: they are relaxed about maintaining a stable Tb, with large daily cycles of Tb (2–5°C) associated with activity, they show a continuum from daily torpor to long-term torpor or hibernation, which is interrupted by periodic arousals, and they may abandon their normal daily pattern with short periods of torpor at any time of the year. Grigg et al. (2004) stress that this does not mean that the short-beaked echidna displays a primitive or inadequate thermoregulatory ability. Rather they suggest it has retained a plesiomorphic condition to tolerate low Tb. Lovegrove (2012) uses the term protoendotherm to describe mammals such as the echidna which he suggests have retained Cretaceous basoendothermy. His plesiomorphic-apomorphic endothermy (PAE) model suggests that Cretaceous mammals may not have maintained a constant Tb throughout the year and daily torpor and hibernation in certain extant stem tropical mammals is a plesiomorphic condition. Heterothermy in protoendotherms might be considered to be the non-adaptive plesiomorphic state, and periodic normothermy, for example during breeding, as is seen in the echidna, is the adaptive state. In this model, highly seasonal, well-regulated adaptive hibernation in high latitude mammals is a derived state of heterothermy (Lovegrove, 2012).
Leaving aside the difficulty in explaining how torpor in birds and mammals could be derived from the most recent common amniote ancestor, an ectotherm which lived 325 million years ago (Shedlock and Edwards, 2009), it is reasonable to assume that early mammals had a low and variable Tb, and that the low Tb of monotremes (31–32°C), the lowest of any of the mammalian orders (Clarke and O'Connor,
Echidnas do provide some useful insight into the relative merits of the parental care and assimilation capacity models. Very close regulation of maternal Tb during egg-incubation (Beard et al.,
The monotremes also provide some support for the proposal that the increase in aerobic scope in endotherms was achieved through an increase in Tb (Clarke and Pörtner,
The egg-laying mode of reproduction of the monotremes led early researchers to perceive them as living fossils whose physiology will give insights into the physiology of early mammals. Extant monotremes however are highly specialized, and aspects of their physiology are likely to be strongly affected by their ecological niche. They also have a large brain which accounts for about 9% of resting metabolism, which is certainly not a primitive trait. Monotremes show a mosaic of derived and plesiomorphic features in their embryology and development (Werneburg and Sánchez-Villagra, 2011), adult anatomy (Crompton and Jenkins,
Funding
This work was supported by the Australian Research Council and the National Geographic Committee for Research and Exploration.
Conflict of interest statement
The author declares that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
Statements
Author contributions
The author confirms being the sole contributor of this work and approved it for publication.
Acknowledgments
Thanks to my colleagues and students who have worked with me on many aspects of monotreme biology, particularly Niels Andersen, Philip Bethge, Rachel Harris, Gemma Morrow, and Jenny Sprent. Thanks also to Fritz Geiser and two reviewers who made numerous suggestions that have aided greatly in the preparation of this review.
Conflict of interest
The author declares that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
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Summary
Keywords
echidna, platypus, hibernation, leptin, thyroid, brown adipose tissue, basoendothermy, evolution of endothermy
Citation
Nicol SC (2017) Energy Homeostasis in Monotremes. Front. Neurosci. 11:195. doi: 10.3389/fnins.2017.00195
Received
11 November 2016
Accepted
22 March 2017
Published
21 April 2017
Volume
11 - 2017
Edited by
Maximilian Michel, University of Michigan, USA
Reviewed by
Fritz Geiser, University of New England, Australia; Frank Grutzner, University of Adelaide, Australia
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© 2017 Nicol.
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*Correspondence: Stewart C. Nicol s.c.nicol@utas.edu.au
This article was submitted to Neuroendocrine Science, a section of the journal Frontiers in Neuroscience
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