11h ago
What label should we give Monad🏷️?
Is it high-performance L1? That term is too broad, as it includes Solana, Sui, Aptos, and Sei.
A more precise label would be "Move blood with an Ethereum heart." Monad's consensus layer is a modified version of the commonly used hotstuff consensus mechanism from the Move ecosystem, while the execution layer is compatible with EVM.
Therefore, Monad's airdrop mainly covers the Ethereum ecosystem, slightly regulates Solana, and completely ignores the Move ecosystem.
In that case, will Monad become the second Sui or the second Arbitrum?
No.
Sui's success lies in its commitment to ecological development during the bear market of 2023, whereas, in comparison, Fantom from AC completely laid flat during the same period and entered a tombstone 🪦
Arbitrum's success comes from the Ethereum Foundation's resistance against EVM-compatible L1s and the organic on-chain native community at that time.
But Monad will become its own, a new ecosystem oriented towards the future.
Observing the ecological structure of Monad, we find that:
- Its ecosystem has two leading projects, aProri and kuru, one proposing the technical primitive of Agent TX flow, and the other proposing the technical primitive of full-chain CLOB.
- The focus of its ecological products is on prediction markets, Web3 social, Web3 gaming, and consumer applications.
- Its ecological vibe is aimed at Generation Z, unlike those older and mid-tier projects in the Ethereum ecosystem.
In the current period of intense competition for survival space among the BNB chain, Solana chain, and Base chain, many people are actually quite skeptical about whether there is enough space for the two newcomers—Monad and MegaETH.
However, these two newcomers have set their sights from the very beginning on creating new survival space in Crypto—Z-generation social interactions, Agentic applications, Web3 consumer applications, and so on.
So, investing in Monad and MegaETH, at its core, we are betting on the Alpha growth opportunities of the new technology innovation cycle from 2026 to 2027.
However, this process will likely experience one or two significant pullbacks.
Therefore, for me, I will choose to sell after the airdrop, and then buy more at the 26Q position and hold it long-term as an Alpha asset.
So, investing in Monad and MegaETH, at its core, we are betting on the Alpha growth opportunities of the new technology innovation cycle from 2026 to 2027.
However, this process will likely experience one or two significant pullbacks.
Therefore, for me, I would choose to sell after the airdrop and then buy more at the low in Q1 2026 and hold it long-term as an Alpha asset.
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