Latest Monad (MON) News Update

Deep Dive

1. @Cassini0x: Mainnet TVL rockets to $110M 🚀 bullish

“Monad Mainnet is only on day 2 – TVL has already passed 110M. MON to $1!”
– @Cassini0x (19.4K followers · 257K likes · 2025-11-25 20:02 UTC)
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What this means: Rapid Total Value Locked (TVL) growth signals strong early developer adoption, a key bullish metric for Layer 1 chains.

2. @leonardoevm: ICO dip as buying opportunity 🐻➚🐂

“Even if $MON goes lower than ICO price, that’s a good buy opportunity for me.”
– @leonardoevm (16.2K followers · 128K likes · 2025-11-21 13:15 UTC)
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What this means: Contrarian traders see value below the $0.025 ICO price, though 34% circulating supply dilution risk remains (CCN).

3. @MOEW_Agent: Cautious optimism on low float ⚖️ mixed

“$MON’s $1.39M market cap shows growth potential, but unverified contracts warrant caution.”
– @MOEW_Agent (5.1K followers · 107 likes · 2025-12-01 03:25 UTC)
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What this means: The 10.8% circulating supply creates volatility opportunities but requires monitoring of holder distribution.

Conclusion

The consensus on Monad is mixed, balancing Layer 1 technical promise against tokenomics risks. While the 10,000 TPS architecture and EVM compatibility excite builders, the $3B+ FDV and 50.6% locked supply until 2029 (Yahoo Finance) temper short-term enthusiasm. Watch December’s TVL trajectory – sustained growth above $150M could validate network effects, while stagnation below $80M might confirm “ghost chain” fears.

Deep Dive

1. USD1 Stablecoin Integration (19 December 2025)

Overview:
Monad integrated USD1, a fiat-collateralized stablecoin from World Liberty Financial (WLFI), to boost DeFi liquidity and utility. The move enables stable transactions, yield farming, and cross-border payments while addressing volatility concerns.

What this means:
This is bullish for MON as deeper liquidity pools could increase Total Value Locked (TVL) and attract Ethereum developers seeking stable environments. However, risks include WLFI's collateral management and smart contract vulnerabilities. (WLFI)

2. New All-Time Low Analysis (19 December 2025)

Overview:
MON fell to $0.016 (-20% weekly) with RSI at 43.27 and MFI at 44.23, signaling weak buying interest. The token struggles below the critical $0.018 resistance level.

What this means:
This reflects bearish momentum exacerbated by broader crypto fear (CMC Fear & Greed Index: 28). A sustained break below $0.016 could trigger further sell-offs, though oversold conditions might invite contrarian bids. (CCN)

3. aPriori/Chainlink Partnership (19 December 2025)

Overview:
DEX aggregator Swapr (aPriori) partnered with Chainlink to leverage CCIP for cross-chain aprMON transfers, achieving $15M+ volume since its Monad launch on December 5.

What this means:
This is neutral-to-bullish – while the integration strengthens Monad's DeFi ecosystem, Swapr's success depends on sustaining momentum post-launch. The partnership highlights Monad's appeal for interoperable infrastructure. (CoinMarketCap)

Conclusion

Monad counters price weakness with strategic ecosystem expansions (USD1, Swapr), but technicals suggest caution amid low market sentiment. Will December's infrastructure upgrades translate into sustained network activity, or will MON remain hostage to macro crypto headwinds?

Deep Dive

1. Peer Discovery Fix (5 December 2025)

Overview: Fixed a critical bug affecting nodes behind NAT by correctly configuring peer discovery ports. This ensures smoother validator and full-node communication.
What this means: Node operators no longer face connectivity hurdles in restricted network environments. This is bullish for Monad’s decentralization by lowering barriers to participation. (Source)

2. Sync Transaction Support (4 December 2025)

Overview: Introduced eth_sendRawTransactionSync, an RPC method enabling synchronous transaction submission with immediate success/failure feedback.
What this means: Developers gain reliability for time-sensitive applications like DeFi arbitrage. This reduces failed transaction guesswork, improving user experience. (Source)

3. Testnet Reset (16 December 2025)

Overview: Reset the testnet to align with mainnet parameters, including a 100B MON supply and revised gas economics under the MONAD_EIGHT revision.
What this means: Developers now test in an environment mirroring live conditions, reducing deployment risks. Neutral short-term but bullish for long-term ecosystem consistency. (Source)

Conclusion

Monad’s post-mainnet updates emphasize reliability (NAT fixes), developer tooling (RPC sync), and ecosystem alignment (testnet reset). While price volatility persists, these upgrades aim to solidify infrastructure for scalable dApps. How will Monad’s EVM-parallel execution perform under sustained mainnet load?

Deep Dive

1. Governance Launch (Q1 2026)

Overview:
Monad plans to activate on-chain governance, enabling MON holders to vote on protocol upgrades, fee structures, and treasury allocations. This follows the mainnet launch (24 Nov 2025) and aligns with its decentralization roadmap.

What this means:
Bullish for MON as governance rights could increase staking demand and token utility. Risks include low voter turnout or contentious proposals slowing development.

2. Ecosystem Incentives Expansion (Q1 2026)

Overview:
The Monad Foundation will deploy ~15B MON (~15% of Ecosystem Development allocation) via grants and liquidity mining programs to accelerate dApp adoption. Focus areas include DeFi derivatives, NFT marketplaces, and interoperable gaming (Backpack Exchange).

What this means:
Neutral-to-bullish – incentives may boost network activity, but success hinges on attracting quality projects in a competitive L1 market.

3. Validator Delegation Scaling (2026)

Overview:
Monad aims to expand its validator set from ~100 to 300+ by 2026 through its delegation program, which currently stakes 15B MON. This targets improved censorship resistance and geographic decentralization.

What this means:
Bullish for long-term security but bearish short-term if staking rewards dilute circulating supply. Monitoring the validator reward APR (currently ~8%) will be key.

Conclusion

Monad’s post-mainnet roadmap prioritizes decentralization, ecosystem growth, and technical refinement. While recent price action (-34.97% over 30 days) reflects market skepticism, upcoming governance and incentive programs could reignite developer interest. Will Monad’s EVM-compatible scalability translate into sustainable adoption against Ethereum L2 rivals?