MONAD: How has the token price evolved since launch and what is the market thinking

Monad in the Competitive Landscape: Why This Chain Deserves Attention

In the high-performance blockchain track, competition has long been fierce. Players like Solana, Avalanche, and Arbitrum have captured much of the attention, but Monad (MON) has carved out a differentiated path with its unique technical design. As a layer-1 blockchain, Monad promises to solve Ethereum’s longstanding issue—the throughput ceiling.

The current market is flooded with various Layer-1 and Layer-2 solutions, making it difficult for new projects to break through. However, Monad is backed by a team from Jump Trading and has raised $431 million, which fuels market expectations for it.

Technical Indicators: Why the Price Has the Confidence to Rise

Monad’s technical specifications appear competitive:

Throughput and Speed

• 10,000 transactions per second, what does this mean for DeFi and gaming applications? Liquidity pools can update more frequently, and real-time in-game interactions won’t lag
• Block intervals of only 0.4 seconds, confirming transactions so quickly that users hardly notice any delay

Developer Friendliness

• Fully compatible with EVM, allowing contract code on Ethereum to be directly migrated, reducing switching costs for developers
• Transaction costs are significantly lower than Ethereum mainnet, which is crucial for application deployment

These features theoretically attract developers and users, but whether they translate into sustained price growth depends on the ecosystem development execution.

Token Economics: Where Do Market Concerns Originate?

Looking at MON’s supply mechanism, issues begin to surface:

Hidden Concerns Behind the Numbers

• Total supply of 100 billion tokens, with only 10.8% in circulation (about 10.83 billion)
• 38.5% allocated to the ecosystem development fund, implying continuous new token releases in the future
• The team and early investors hold up to 47% (27% team, 20% investors), indicating high concentration

This structure raises doubts about the long-term support for the price. Once a large number of tokens start unlocking, will selling pressure follow? It’s normal for the community to have concerns about this.

What Has Happened Since Launch: The Story Behind the Price Movement

Launch Date: November 24, 2025

MON debuted at $0.025 but quickly dropped 15%. This decline was not accidental:

• Early investors began taking profits
• After airdrops to community members, some recipients sold immediately
• Concerns about high concentration tokenomics started to emerge

Current Data (January 15, 2026)

• Current price: $0.02
• 24-hour change: -7.15%
• Market cap: $241.8 million
• Circulating supply: 10.83 billion

The price fell from the initial $0.025 to $0.02, a 20% drop. This isn’t just market adjustment; it reflects the market digesting tokenomics and supply pressures.

Ecosystem Projects Are Growing, But Can Quality Be Ensured?

Monad claims over 300 projects have joined its ecosystem, including 78 exclusive to Monad. This sounds impressive, but several questions need asking:

• DeFi Applications: DEXs, lending protocols are increasing, but how concentrated is liquidity?
• Gaming and Consumer Apps: High TPS benefits gaming, but will users actually come?
• Actual Activity: Quantity of projects ≠ ecosystem quality; real on-chain activity data tells the true story

The ecosystem is developing, which is undeniable. But from a price perspective, ecosystem construction requires longer-term validation.

Backers Are Not Weak, But Not Enough to Support the Price

Investors include well-known institutions like Paradigm, Coinbase Ventures, Electric Capital. The $269 million public fundraising also indicates initial market recognition. But these are in the past. The current price needs new growth drivers:

• Sufficient liquidity on mainstream exchanges
• Genuine user and DApp activity
• Proven advantages over other L1s

Price Outlook: Three Possibilities

Optimistic Scenario If ecosystem development accelerates, real trading volume increases, and institutions re-engage, MON could retest higher prices. But this requires 2-3 quarters of data validation.

Neutral Scenario Price fluctuates between $0.01 and $0.05, with slow ecosystem growth but no breakthrough competitive advantage. This is the most likely near-term scenario.

Pessimistic Scenario If token unlocks trigger selling pressure, ecosystem projects exit, and competitors continue to erode the market, the price could continue downward.

Community Perspectives

Common questions in discussions:

• “Why are the team and investors’ proportions so high?”
• “Is the airdrop strategy problematic?”
• “Out of 300 projects, how many are truly active?”

These are reasonable concerns, reflecting genuine community worries about the project’s sustainability.

Summary

Monad’s technical specs and funding background are indeed solid, but the sustained performance of the price ultimately depends on real ecosystem deployment. The current $0.02 price reflects initial market skepticism but also leaves room for the project to prove itself. Investors should focus not on token quantity or fundraising amounts, but on real on-chain activity, user growth in DApps, and whether it can establish a foothold in the fierce L1 competition.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Cryptocurrency assets are highly risky, with volatile prices. Please make decisions cautiously based on your own risk tolerance.