Latest MON (MON) News Update

Deep Dive

1. Post-Launch Volatility (2 December 2025)

Overview:
MON’s price fell to $0.0225 (10% below its ICO price) on December 2, erasing initial gains from its November 24 mainnet launch. The chain’s DeFi ecosystem holds just $150M TVL, lagging behind competitors like Plasma. However, Monad processed 16M transactions in its first week, surpassing Avalanche and Arbitrum.

What this means:
This is neutral for MON. While weak TVL and broader market conditions pressured prices, high transaction volume signals organic usage. DeFi incentives (e.g., Euler Finance’s new rewards) could stabilize TVL if adoption accelerates. (The Defiant)

2. Bitget’s 20% APR Incentive (1 December 2025)

Overview:
Bitget launched a MON Earn program offering 20% APR until December 7, alongside an 800,000 MON airdrop for users increasing balances. The exchange aims to incentivize MON’s on-chain utility post-listing.

What this means:
This is bullish short-term. The yield campaign could attract capital inflows, countering selling pressure. However, sustainability depends on whether users retain MON after the promotional period ends. (CoinGape)

3. Arthur Hayes’ Bearish Warning (1 December 2025)

Overview:
Arthur Hayes labeled MON a “high FDV, low-float VC coin,” predicting a 99% crash. He criticized its tokenomics: 50.6% of supply is locked for insiders, with staking rewards adding inflationary pressure. MON has already fallen 24% since its ICO.

What this means:
This is bearish long-term. Hayes’ critique highlights systemic risks from concentrated ownership and weak circulating supply (10.8%). However, Monad’s tech (10K TPS EVM) could offset sentiment if adoption materializes. (AMBCrypto)

Conclusion

MON faces a credibility test: its technical strengths clash with tokenomics concerns and speculative trading. While exchange incentives and transaction growth suggest near-term resilience, long-term viability hinges on unlocking DeFi traction and addressing supply dilution. Will MON’s ecosystem outpace its critics, or will inflation and whale exits dominate the narrative?

Deep Dive

1. @mhknft: MON’s $0.10+ path bullish

“MON is the first project doing an ICO on Coinbase... Even Solana team hyping Monad.”
– @mhknft (94.7K followers · 614K impressions · 24 Nov 2025 1:33 PM UTC)
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What this means: Bullish for MON due to strategic exchange support and low initial circulating supply (10.8% unlocked), but presale holder discipline remains critical.

2. Yahoo Finance: #MonadScam backlash bearish

“50% of supply allocated to the team... pre-sale buyers underwater.”
– Yahoo Finance (25 Nov 2025 1:51 PM UTC)
What this means: Bearish sentiment dominates retail circles as tokenomics fuel distrust, compounded by MON’s -35% monthly price drop.

3. @Hyperbotai: Whale short melts $1.23M mixed

“Top MON short position... unrealized loss of 1.23M dollars.”
– @Hyperbotai (7.1K followers · 397K impressions · 26 Nov 2025 8:51 AM UTC)
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What this means: Neutral-to-bearish for MON—whale liquidations signal extreme volatility, but the trader remains net profitable across positions.

4. Arthur Hayes: “Send this dogshit to zero” bearish

Hayes aped into MON, triggered a 30% pump, then dumped hours later calling it a “low float, high FDV useless L1.”
– AMBCrypto (27 Nov 2025 12:00 AM UTC)
What this means: Bearish for sentiment—influencer whiplash undermines retail confidence, though MON still trades +59% since launch.

Conclusion

The consensus on MON is mixed, torn between Coinbase’s institutional stamp and concerns over concentrated supply. While exchange listings and staking yields (e.g., Bitget’s 39% APR) provide support, watch the unlock schedule: 50.6% of tokens remain locked until mid-2026, risking future dilution. Can Monad’s tech outpace its tokenomics drama?

Deep Dive

1. Launchpool Expansion (2026)

Overview: MON Protocol aims to expand its Launchpool program to include 80+ new partner token airdrops by 2026, up from 15 in 2024. Users stake MON to earn points redeemable for partner tokens, with incentives like $3.3M+ already distributed in 2024 (MON Protocol).

What this means: This is bullish for MON because recurring airdrops could increase demand for staking, reducing sell pressure. However, dilution risks exist if rewards underperform expectations.

2. Grants Program (Q1 2026)

Overview: Monad plans to launch a grants initiative in Q1 2026 to onboard developers to its EVM-compatible Layer 1 chain. Applications will open for projects in DeFi, gaming, and infrastructure (TokenPost).

What this means: This is neutral-to-bullish; successful grants could boost network utility, but competition with established chains like Solana poses adoption risks.

3. Staking Integration (Mid-2026)

Overview: Platforms like Magma will enable MON staking rewards by mid-2026, allowing holders to earn yields. Currently, only unlocked tokens (33% of supply) are eligible for staking (CoinMarketCap).

What this means: This is bullish if staking APYs attract long-term holders, but bearish if unlocking schedules (50.6% tokens locked until late 2026) lead to future sell pressure.

Conclusion

MON’s roadmap balances short-term user incentives (Launchpool) with longer-term ecosystem growth (grants, staking). Success hinges on sustaining partner quality and managing token unlocks. Will MON’s EVM-compatible chain gain traction against rivals like Solana as incentives roll out?

Deep Dive

1. Mainnet Launch (24 November 2025)

Overview: Monad’s mainnet went live, introducing a high-throughput Ethereum-compatible blockchain. The update enables developers to deploy dApps and users to transact at scale.
The codebase now supports parallel execution, achieving over 10,000 transactions per second (TPS) and sub-second finality. Gas fees are minimal, making microtransactions viable for gaming and DeFi use cases. MON token functionality is embedded into the protocol for governance and fee payments.
What this means: This is bullish for MON because it positions the network as a scalable Ethereum alternative, potentially attracting developers and users seeking faster, cheaper transactions. (Source)

2. Staking Restrictions (8 November 2025)

Overview: Monad’s codebase enforces staking eligibility exclusively for unlocked MON tokens, locking out 67% of the supply.
Smart contracts now validate token lock status before allowing staking participation. This mirrors strategies used by Aptos and Sui to prevent early sell pressure.
What this means: This is neutral for MON because it balances supply dynamics but limits validator participation initially, potentially increasing yields for early stakers. (Source)

3. Telegram Integration (25 November 2025)

Overview: MON became one of two tokens (with TON) integrated into Telegram’s Wallet, enabling in-app swaps and deposits.
The update required API compatibility with Telegram’s infrastructure, including gas abstraction for seamless user onboarding. Pre-earn vaults for MON incentives are slated for 2026.
What this means: This is bullish for MON because it taps into Telegram’s 900M+ user base, enhancing accessibility and liquidity. (Source)

Conclusion

MON’s codebase advances prioritize scalability, controlled tokenomics, and mass-market accessibility. The mainnet’s performance and Telegram integration could drive adoption, but staking limitations may delay network decentralization. How will MON’s EVM compatibility influence its rivalry with Solana and Ethereum in 2026?