There’s a high probability that Monad’s price action will mirror Berachain’s.
Why am I saying this?
▪️The real circulating supply isn’t 10.8%, it’s closer to 50%
▪️Founders are on X writing long epistles to convince OGs to buy the token. "Hilarious, because these are researchers who know exactly whether it’s worth holding or not."
▪️The community is still divided, even after 3 years of building.
▪️There’s no consumer-app driving actual chain adoption.
▪️No real revenue streams for buybacks or ecosystem support, which means more token sell pressure.
▪️Still pushing memecoins and NFTs in late 2025 [it screams a lack of originality.]
▪️Nobody is buying a token because of “10k TPS.” Retail is way smarter now.
It might be too early to fully judge the ecosystem, but the weaknesses in the token design are already obvious.
Token ≠ Ecosystem Growth.
P.S. I’m actually a fan of Monad, I just don’t think it’s the play for this cycle. It probably competes with Sui and other L2s next cycle instead.
Happy to change my bias if things changes
37.6K
419
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.