Latest Monad (MON) News Update

Deep Dive

1. @Cassini0x: TVL surge fuels $1 MON target bullish

"Monad Mainnet is only on day 2. TVL has already passed 110M. MON to 1$"
– @Cassini0x (19.4K followers · 2025-11-25 20:02 UTC)
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What this means: This is bullish for MON because rapid ecosystem adoption (110M TVL in 48 hours) signals strong developer traction, which could drive utility-based demand if sustained.

2. @VenomTradoor: Cooling FDV bets reflect bearish sentiment bearish

"Monad is the king of delays... chances of >$3B FDV dropped from 90% to 40%"
– @VenomTradoor (21.5K followers · 2025-11-22 14:26 UTC)
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What this means: This is bearish for MON because fading FDV confidence on prediction markets suggests weakening institutional conviction ahead of token unlocks.

3. @leonardoevm: ICO price dip seen as long-term opportunity bullish

"Even if $MON goes lower than ICO price, that’s a good buy opportunity for me"
– @leonardoevm (15.8K followers · 2025-11-21 13:15 UTC)
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What this means: This is bullish for MON because it reflects strategic accumulation logic among holders, potentially creating support near the $0.025 ICO level.

4. @sketchxbt: MON price pattern mirrors SUI’s bearish trajectory bearish

"Monad $MON gives me early $SUI vibes... it should follow a similar pattern"
– @sketchxbt (4.0K followers · 2025-12-24 11:17 UTC)
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What this means: This is bearish for MON because technical parallels with SUI’s -80% post-launch drop warn of persistent sell pressure from airdrop claimants and ICO exits.

Conclusion

The consensus on MON is mixed, with bulls betting on its EVM-parallel tech and ecosystem momentum while bears highlight tokenomics risks and historical dump patterns. TVL growth versus exchange inflow/outflow ratios will reveal whether organic adoption can offset whale-driven volatility.

Deep Dive

1. Monad Announces MONAD_NINE Upgrade (22 January 2026)

Overview: Monad has proposed the "MONAD_NINE" network upgrade, set to activate on testnet and mainnet in the first half of February 2026. The upgrade introduces three core improvements: linear memory pricing to reduce costs, a new opcode for real-time reserve balance checks, and the activation of Ethereum's Fusaka upgrade (EIP-7823, EIP-7883, EIP-7939) for enhanced functionality. What this means: This is a bullish development for MON as it directly addresses network efficiency and cost predictability, which are critical for developer adoption and complex application performance. Successful implementation could strengthen Monad's value proposition as a high-performance EVM chain. (Binance News)

2. Brevis Builds Attention-Based Prediction Market (22 January 2026)

Overview: Brevis, a zero-knowledge verification platform, is building a cryptographically verifiable prediction market on Monad in partnership with Primus and Trendle. The market will use social media "Attention Index" data, proven authentic via zkTLS technology, to let users trade on engagement trends with leverage. What this means: This is neutral-to-bullish for MON, showcasing the chain's capability to host innovative, data-intensive applications. It expands Monad's use cases beyond traditional DeFi and could attract a new user base, though its success depends on adoption. (CoinMarketCap)

3. Kintsu Launches High-Yield SuperMON Vaults (21 January 2026)

Overview: Kintsu has launched SuperMON vaults on the Monad network, offering an aggregated yield of 14.51% APY. The product automates complex strategies like staking, MEV, and liquidity provision, requiring only a single MON deposit. It has rapidly gained traction, with Total Value Locked (TVL) exceeding $100 million. What this means: This is bullish for MON as it demonstrates strong product-market fit and deepens the token's utility within its own ecosystem. High TVL indicates user confidence and can create positive feedback loops for network activity and token demand. (CoinMarketCap)

Conclusion

Monad is actively evolving through core protocol upgrades and a rapidly maturing DeFi ecosystem. Will the successful execution of MONAD_NINE and sustained growth in novel applications like prediction markets be enough to reverse its recent bearish price trend?

Deep Dive

1. Initial Team & Investor Token Unlocks (H2 2026)

Overview: According to the tokenomics plan, 50.6% of the total MON supply was locked at the mainnet launch on 24 November 2025 (The Block). This includes allocations for the team (~27%), investors (~19.7%), and the Category Labs Treasury (~4%). These tokens are subject to a one-year cliff, meaning the first unlocks are scheduled for the second half of 2026, followed by gradual monthly releases. The full unlock schedule is projected to complete by Q4 2029.

What this means: This is a neutral-to-bearish factor for MON's price in the medium term because it introduces a predictable schedule of increasing sellable supply. The gradual release over years, rather than a single dump, may mitigate sharp price drops, but market sentiment will likely be tested around each unlock period.

2. Ecosystem Development Fund Deployment (Ongoing)

Overview: The Monad Foundation controls 38.5 billion MON (38.5% of initial supply) earmarked for Ecosystem Development (Monad). This includes grants for developers, liquidity incentives, and the Validator Delegation Program, where 15–25 billion MON may be staked to secure the network in its first year. The fund is unlocked and intended to be deployed over many years to foster adoption.

What this means: This is bullish for MON's long-term utility and adoption because it provides continuous capital to attract developers and users, aiming to convert initial hype into sustained network activity. Successful deployment could increase demand for MON through staking and ecosystem participation, counterbalancing sell pressure from unlocks.

Conclusion

Monad's post-mainnet trajectory is now defined by two parallel tracks: carefully managing the multi-year token unlock schedule to avoid market disruption, and aggressively deploying its substantial development fund to build a vibrant, usable ecosystem. The chain's success will hinge on its ability to execute the latter faster than the former impacts token dynamics. Will the growth in organic demand outpace the increasing supply from unlocks?

Deep Dive

1. Peer Discovery Fix for NAT (5 Dec 2025)

Overview: This update fixes a bug where nodes behind a NAT (common in home networks) could have incorrect peer discovery, potentially hindering their connection to the network. For everyday users, this means a more reliable network with fewer node synchronization issues.

The patch ensures the node uses the correct port from its peer discovery config when advertising itself, rather than the port its socket is bound to. This is a critical fix for node operators in typical deployment environments.

What this means: This is neutral for MON as it's a necessary infrastructure fix. It doesn't change token economics but improves network health and reliability for validators and RPC providers, contributing to a more stable foundation for applications. (Source)

2. RPC Sync Support & Security Upgrades (4 Dec 2025)

Overview: This release introduced eth_sendRawTransactionSync, allowing developers to send transactions and get an immediate result. It also rolled out authenticated UDP communication to harden the network against certain attacks.

The synchronous RPC method provides instant feedback on transaction success or failure, streamlining development. The security upgrades make peer-to-peer communication more resistant to spoofing and replay attacks.

What this means: This is bullish for MON because it directly improves the developer experience, making it easier and faster to build apps, and enhances overall network security, increasing trust in the chain's integrity. (Source)

3. Protocol & Staking Optimizations (19 Nov 2025)

Overview: This upgrade modified how the network handles reserve balance checks for smart contracts and made staking precompile queries more efficient. For users, this means slightly more predictable transaction outcomes and potentially faster staking-related queries.

The key change makes reserve balance checks slightly more liberal in a specific edge case involving contract deployment, aligning the implementation closer to a formally verified model. It also reduces the pagination limit on certain staking queries from 100 to 50 items.

What this means: This is neutral for MON as it represents a technical refinement. It enhances the protocol's correctness and efficiency, which supports long-term scalability and a smoother experience for developers interacting with staking functions. (Source)

Conclusion

Monad's post-launch development is characterized by steady, incremental improvements focused on network stability, security hardening, and developer tooling, signaling a mature approach to scaling a high-performance EVM chain. How will these backend optimizations translate into tangible growth in user activity and developer adoption over the next quarter?