Monad (MON)

Monad has been cooking. TVL made a new ATH this week, currently standing at $453M. DeFi integrations have been non-stop, with @aave being the cherry on top. Daily transactions have also climbed up from a ~1.8M baseline in February to a ~3M average since the June 1st. Last week was something else, though. June 30: MetaMask Money Account integration July 2: Aave V3 deployment July 3: Maple Finance deployment July 4: Aave crosses $120M TVL, $70M in deposits + $50M in active loans July 4: Monad flips Sui in TVL, per @DefiLlama There's a reason why Consensys chose Monad for Money Account. Same goes for Aave Governance voting for this. I'm quite sure Monad's best days are ahead. "Monad Season", some would say.

Monad just flipped Sui in Total Value Locked $MON is one of the most undervalued assets in crypto right now. Steady. https://t.co/seVQbXmzOE

$MON 👀 Let’s watch it If some volume comes in, a nice scalp can be taken from this https://t.co/BjOF9PR0A8

Proud of the whole @DirolLabsX dev team and community for the smooth revamp of our trading terminal powered by the Meta Aggregator. We built the first trading terminal powered by a Meta Aggregator in crypto, and from everything we've seen so far, we've beaten every aggregator in terms of UI, routing algorithm, and the overall smoothness of the platform. At this point, we believe there's little reason to use other top-tier aggregators when Dirol consistently provides better quotes and a smoother trading experience. We also launched our second badge. Just wanted to say thank you to everyone who's been using Dirol so far. Badges are simply our way of recognizing your early support and contributions to the protocol's success. Looking forward to shipping one-click trading soon, removing the unnecessary friction that has existed in onchain trading for years. We're building it the way we think it should've always worked.

Is there any reason for $MON not to go sub $1bn FDV in the coming months? Now that it failed repeatedly at being in an uptrend, there's no reason to hold it anymore and it's a $2bn FDV alt L1 with 0 volume https://t.co/CqTKemujL8

MON is still like 41b below SOL mcap btw not exactly brain science

Any tokenomics expert who can explain @monad unlock design? In November 2026, one year after TGE, the team and investors receive their first $MON. Supply jumps from 50B to 67B in a single event, a 34% increase. Why a one-shot release instead of smoothing it out? I’m asking because Monad has always felt genuine to me. The GTM has been a success, EVM equivalence has been proven, decentralization is Monad’s north star, and they plan to scale up to 300 validators before EOY. The unlock design is the one piece that feels souninspired. When you look at the schedule, it feels like the usual predatory, VC-heavy BS design. Low float while you bootstrap growth can make sense, but only if the float grows gradually over time. A sudden 34% step is the opposite of that, and it’s the same pattern most new L1s and L2s have run into trouble with (all are heading to zero rn). Especially when MON is currently trading below ICO price. The market is going to price in the massive unlock anyway, and the design also feels very adversarial. It achieves the exact opposite of alignment between team <> token holders. Curious why Monad went this route. If anyone has any insight, please share!

at the exact moment you sell MON to buy groceries MON will go vertical

lowkey crazy how $MON has: > one of the highest native staking APY > one of the lowest staking bonding / unbonding period if you staked 1MON on mainnet day and been compounding on that 1 MON initial stake on a weekly basis at an average APY of 12% (lower bound), your 1 MON would be ~1.07 MON today. that’s a 7% yield on your initial capital with literally zero risk. literally one of the best zero risk play in crypto today for the boring guys like me. and further down the risk curve there’s even more “yield” that are relatively stable. Monad is a place where your capital can work for you and you just chill with peace of mind.