Latest Monad (MON) News Update

Deep Dive

1. @HeadphoneSolsal: Public sale beats VC pricing – bullish

"Monad public sale is one of the best deals in recent L1 history — you’re buying cheaper than VCs did and way cheaper than current pre-market hype."
– @HeadphoneSolsal (31K followers · 898K impressions · 2025-11-19 18:21 UTC)
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What this means: This is bullish for MON because it frames the Coinbase sale as a rare discount opportunity, potentially drawing retail investors seeking asymmetric upside.

2. @LeonardJ_24: $1 MON prediction "a facade" – mixed

"MON to $1 seems like a facade in a standard bull market... My eyes are on 4x from presale price."
– @LeonardJ_24 (75K followers · 194K impressions · 2025-11-11 15:04 UTC)
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What this means: This tempers hype by questioning unrealistic targets, suggesting MON’s growth depends on adoption metrics like staking rates and dApp traction rather than meme-driven pumps.

3. @keoneHD: Parallel execution elevates Ethereum – bullish

"Monad’s architecture lets Ethereum devs deploy apps with 1000x speed without code changes – unlocking DeFi/gaming breakthroughs."
– @keoneHD (Monad Co-Founder, 46K followers · Interview Dec 2025)
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What this means: This is bullish for MON as it positions Monad as an EVM scaler solving Ethereum’s bottlenecks, potentially attracting developer migration and institutional use cases.

4. CCN Analysis: Capitulation risks at $0.016 – bearish

"MON broke key $0.018 support with bearish indicators like negative CMF signaling distribution. Next stop: $0.015 if outflows persist."
– CCN Analysis (Dec 19, 2025)
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What this means: This is bearish for MON as it highlights technical weakness and thin buyer interest, warning of further downside if whale accumulation doesn’t materialize.

Conclusion

The consensus on Monad is mixed, with bulls championing its tech narrative and entry price, while bears highlight post-launch volatility and weak on-chain conviction. Watch whether MON stabilizes above $0.015 support to gauge if seller exhaustion sets in.

Deep Dive

1. Governance System Activation (Q1 2026)

Overview: The next major step is the formal kickoff of on-chain governance. The Monad Foundation, established to steward the protocol, has outlined its principal activity as facilitating "validator-led governance and community-led improvement proposals" (Monad Foundation). This means MON token holders and validators will gain the ability to vote on protocol upgrades, treasury allocations, and parameter changes, decentralizing control post-mainnet.

What this means: This is bullish for MON because it transitions the network from a foundation-led project to a community-owned ecosystem, potentially increasing long-term holder conviction. However, it's neutral in the short term as effective governance requires high participation and can lead to initial coordination challenges.

2. Monad Momentum Wave 2 (2026)

Overview: Following the first wave in September 2025, the Monad Foundation's incentives matching program is expected to continue. Monad Momentum is designed to attract and retain high-quality projects by funding growth strategies focused on organic revenue and user retention, not just volume (Monad Foundation). A second wave would aim to build on early mainnet traction and address the current challenge of converting incentive-driven capital into lasting economic activity.

What this means: This is bullish for MON because sustained ecosystem funding is crucial for attracting developers and building a robust DeFi and gaming landscape, which drives network utility and fee demand. The risk is that continued incentives may delay the emergence of organic, sustainable demand.

3. Technical Upgrades & Optimizations (2026)

Overview: Post-mainnet, the focus shifts to network optimization and scaling. Roadmap items mentioned during the "mainnet arc" include finality tightening, cheaper transactions, and enhanced validator rotation mechanisms (disket.eth). The core development team at Category Labs will likely work on upgrades to the parallel execution engine (MonadBFT) and state database (MonadDB) to improve throughput and reliability.

What this means: This is bullish for MON because technical enhancements that deliver on the promise of 10,000 TPS and sub-second finality are critical for competitive advantage against other Layer 1 chains. Successful upgrades can strengthen network security and user experience, supporting adoption.

Conclusion

Monad's roadmap has pivoted from a successful mainnet launch to cementing sustainable growth through governance, ecosystem incentives, and core technology refinements. The key challenge is evolving from an incentive-driven network to one with organic economic activity. Will upcoming governance proposals effectively steer the protocol toward long-term utility?

Deep Dive

1. Parallel Execution Upgrade (November 2025)

Overview: Monad’s mainnet launch introduced optimistic parallel execution, allowing simultaneous processing of non-conflicting transactions while maintaining EVM compatibility.

The upgrade decouples consensus and execution layers, letting validators process transactions across multiple threads. Early stress tests showed sustained 8,000–10,000 TPS with 400 ms block times. Gas fees dropped to ~$0.0001 per basic swap.

What this means: This is bullish for MON because it positions Monad as a high-throughput Ethereum alternative for DeFi and gaming apps, though adoption depends on ecosystem growth. (Source)

2. MonadBFT Consensus Tuning (October 2025)

Overview: The team optimized its HotStuff-derived consensus algorithm to accelerate finality and reduce validator hardware requirements.

Finality tightened from 1.2s to ~0.8s through pipelined block validation. The upgrade also introduced slashing safeguards against equivocation attacks. Over 85% of testnet validators upgraded within 48 hours.

What this means: This is neutral for MON—while improving network security and responsiveness, it requires validators to maintain 99%+ uptime to avoid penalties. (Source)

3. Cross-Chain Bridge Integration (November 2025)

Overview: Monad added native support for Orbiter Finance’s bridging protocol, enabling instant USDC transfers between Monad and 12+ chains.

The integration uses zk-SNARK proofs for cross-chain state verification. In the first week, $47M USDC bridged to Monad, though liquidity remains fragmented compared to Ethereum L2s.

What this means: This is cautiously bullish for MON as it improves capital inflow potential, but competing chains like Solana still dominate cross-chain volumes. (Source)

Conclusion

Monad’s late-2025 upgrades delivered measurable performance gains but face scalability vs. decentralization tradeoffs common to high-throughput L1s. With 224+ projects now building on Monad, can developer momentum offset early sell pressure from the 50.6% locked token supply unlocking through 2029? Monitor Q1 2026 validator growth and TVL trends for answers.

Deep Dive

1. Network Upgrade Proposal (22 January 2026)

Overview
Monad’s core developers proposed MONAD_NINE, a three-part upgrade set for testnet/mainnet activation by early February 2026. Key changes include linear memory pricing (reducing computational costs), real-time reserve balance checks, and integration of Ethereum’s Fusaka EIPs (EIP-7823/7883/7939) to streamline operations.

What this means
This is bullish for MON because lower transaction costs and enhanced predictability could attract more dApp builders. However, the market reaction has been muted (-15% in 24h as of 31 Jan), likely due to broader crypto selloffs and skepticism about upgrade timelines (Binance News).

2. DeFi Inflows Surge (21 January 2026)

Overview
Kintsu’s SuperMON vaults, offering 14.51% APY via automated staking strategies, surpassed $100M TVL within weeks of launch. Users must lock MON tokens to participate, creating sustained buy pressure despite MON’s -43% 60-day price decline.

What this means
This is neutral-to-bullish: While yield products boost utility, MON’s price remains decoupled from ecosystem growth. Critics note that similar vaults on competing chains (e.g., Solana, Berachain) offer higher APYs with lower volatility (CoinMarketCap).

3. Prediction Market Launch (22 January 2026)

Overview
Brevis partnered with Primus and Trendle to build a zero-knowledge prediction market on Monad, quantifying social media engagement via an “Attention Index.” Monad’s 10,000 TPS capacity enables real-time data processing for trading positions.

What this means
This is bullish long-term as it showcases Monad’s scalability for data-heavy dApps. However, regulatory risks around social data usage and unclear monetization for MON holders temper optimism (CoinMarketCap).

Conclusion

Monad’s ecosystem is advancing through technical upgrades and niche DeFi/yield products, but price action lags amid macro headwinds and lingering “overhang” from its 90% drop from ATH. Will February’s MONAD_NINE upgrade catalyze a turnaround, or will MON remain a “showcase chain” struggling to escape its bear market reputation?