Monad

Arthur

Read

<div class="key-points-section">
 Key Takeaways:
 <ul>
 <li>Arthur Hayes criticizes Monad's financial structure, predicting market issues.</li>
 <li>Hayes warns of potential 99% price drop.</li>
 <li>Monad defends low inflation and architecture.</li>
 </ul>
</div>
<figure class="wp-block-image aligncenter size-large">
 <a href="https://coinlive.me/wp-content/uploads/2025/12/arthur-hayes-desk-critique-ink-file.jpeg" rel="noopener noreferrer nofollow"> </a>
 <figcaption>
 Arthur Hayes Criticizes Monad Tokenomics
 </figcaption>
</figure>
Arthur Hayes, co-founder of BitMEX, criticized Monad's tokenomics on social media, warning of potential long-term price declines for its MON token due to high dilution.
The exchange highlights concerns over Monad's sustainability, emphasizing potential impacts on investor confidence and broader Layer 1 blockchain market amid competitive pressures.
Arthur Hayes, co-founder of BitMEX, has publicly criticized Monad’s tokenomics and sustainability as a Layer 1 blockchain. He expressed concern over Monad's Fully Diluted Valuation, considering it high compared to the circulating supply.
Hayes warned of a significant price drop, referencing a possible 99% decrease due to token unlocks and liquidity issues. Keone Hon, Monad’s founder, defended the project via social media, highlighting a 2% annual inflation rate for the tokens.
<blockquote class="twitter-tweet">
 <a href="https://twitter.com/keoneHD/status/1994865326937313744" rel="noopener noreferrer nofollow"></a>
</blockquote>
The critique from Hayes has sparked discussions among <a href="https://m.fastbull.com/news-detail/arthur-hayes-warns-monad-could-crash-99-calls-news_6100_0_2025_4_13801_3/6100_ALLO-USDT" rel="noopener noreferrer nofollow">crypto investors and analysts</a>, potentially impacting investor sentiment. Concerns focus on Monad's future viability as a Layer 1 blockchain in comparison to others like Ethereum.
The financial implications of this critique could affect MON token’s market position. A significant price decline due to speculative trading highlighted by Hayes could influence investor strategies and market dynamics for Layer 1 tokens.
Historical trends indicate that Layer 1 blockchain projects with high Fully Diluted Valuations often face steep price corrections post-token unlock. This pattern may manifest in Monad's case as well.
Mond staff assure that locked tokens cannot be staked, suggesting a controlled impact on the supply-demand balance. However, Hayes’s predictions highlight long-term liquidity and inflation pressures, sparking broader debates in the crypto community.
<blockquote>
 "MON token will experience a down only trend after its token unlock due to supply-demand imbalance. It's a hot potato with short-term play viability but facing long-term decline." — Arthur Hayes, Co-founder, BitMEX
</blockquote> <a href="https://coinlive.me/arthur-hayes-monad-tokenomics-criticism/" rel="noopener noreferrer nofollow">Read original article on coinlive.me</a>

Arthur Hayes Criticizes Monad Tokenomics

Coinlive.me

Other articles published on Nov 30, 2025

Join our free newsletter for daily crypto updates!