Monad (MON)

Quick snapshot of where Monad stands now: $216M TVL $400M in stables $63M daily DEX volume 66K daily active users ~20 TPS, ~400ms blocks Fees are still light, usage is steady Price-wise, $MON is holding above TGE, around $2.6B FDV. So real question is simple: For a fresh L1 in 2025, is this a solid start or just okay numbers?

$MON in a clean downward channel It tried to break out a few times yesterday and failed Neutral on it here until we get the breakout or head to the bottom of the channel https://t.co/ROpD8YxyDK

$MON – don't long until we get something like this https://t.co/vVtHAREvo9

From 0 to 1.1M accounts in weeks - Monad's growth curve is anything but normal (1,118,950 accounts, but who’s counting anyways) The launch hype faded, but the growth didn’t. Daily new accounts keep rising, building a foundation most networks don’t get this early. This proves 2 things: 🔸The floor for Monad is solid- the explosive growth from 0 to 1.1M active accounts in just 30 days shows massive organic demand, meaning even in a cooled down market there's a huge committed user base that won't leave. 🔸The ceiling for Monad is infinite - reaching over 1 million accounts within a month proves Monad can scale to mainstream adoption, suggesting the ceiling could be tens of millions once fully live with real apps and liquidity. More active accounts = more liquidity = dApps actually have users = devs build more = even more users show up. Congrats @monad team for all of their hard work - you’re building something special 🤝 Stake $MON with StakingCabin: https://t.co/7iJ0U4nglB

i fucking hate perps but these guys are getting me addicted lmfao. (tho I’m still in sort of a trial mode, just vibing stuff w lil amounts and trying to see what sticks so i have better understandings) now, i wouldn’t read much into the volume personally, considering there’s up to 1001x. but they’re one of the highest revenue generating native apps on Monad (despite the fact they’re basically under the radar today, and they charge zero fees on loses which kinda gaps how much more revenue they could be generating) also, you look at every other data point and its trending up to the right, and thats exactly what you wanna see. w up to 1001x lev, this feels like the best place to “scalp” little moves. kinda like if you look at the chart long enough and can predict where the next move for the next 5 mins would be, ts cash money. LeverUp genuinely feels like one of the few very very good app on Monad, and it’s cool to see a perp dex that’s live today and really really smooth even on mobile, whilst having the edge of commodities offerings (yeah you can trade Gold, Tesla, etc… tho I’d like it to be 24/7 if possible haha), zero fees on losses etc. this is mainnet, and i genuinely love to see teams like this that just focus purely on product even if they don’t have the spotlight they deserve yet… as i believe on a long enough timeframe, your product is what’ll shoot you into the stratosphere. rooting heavily for these lads. also, hoping we get $MON listed here soon, that’ll be so fun. also, haven’t had time to read the docs yet - i should soon… but purely based off UI / UX… I’m fucking sold.

That's also why I respect @Monad GTM strategy. They didn't try to inflate the metrics at mainnet launch. Instead, Monad took a slow, organic road that will paint a bullish outlook with growing TVL and stablecoin mcap over months. This will be better for optics compared to Berachain or Plasma that saw billions in outflow within just a few months. (not that TVL tells much in itself but it still matters for the narrative) Also, looking at the other numbers, I think Monad is doing great for a new chain. ➝ App revenues, perps volume (s/o to @LeverUp_xyz), dex volume are all strong numbers for a brand new L1 + tough market conditions Bullish on $MON