Panalungtikan Koin-koin — Monad-MON — 08 Juli 2026

TL;DR

• Idea: Gagasan: blockchain Layer 1 nu kompatibel EVM kalawan kinerja tinggi nu ngamangpaatkeun eksekusi paralel jeung konsensus MonadBFT pikeun ngahontal 10.000 TPS jeung finalitas dina sub-detik kalayan biaya minimal
• Catalyst: Katalis: Integrasi ékosistem anyar: peluncuran Aave V3 & GHO, akun gasless MetaMask, rékor $477 M TVL, setoran Aave > $100 M ngadorong adopsi
• Risks: Risiko: Rasio FDV ka kapitalisasi pasar anu luhur, lanskap L1 anu kompetitif, overhang token unlock, ékosistem anu masih nascent kalayan dApps anu terbatas, teu aya roadmap publik anu komprehensif
• Score: Skor: 7.00/ 10

Coin

• Name/ Ticker: Monad (MON)
• Segment: Layer 1
• Status: aktif
• Price: $0.024370

Key Metrics

• Market Cap: $288 207 000
• FDV: $2 454 000 000
• Circulating Supply: 11 825 000 000
• Total Supply: 100 683 000 000

Sumber

1. https://www.coingecko.com/en/coins/monad
2. https://defillama.com/chain/monad

Technology

• USP: Kaunggulan Utama: Eksekusi EVM paralel nu ngamungkinkeun 10.000 TPS jeung finalitas dina sub-detik kalayan kasaluyuan bytecode lengkep
• Core Technology: konsensus MonadBFT, eksekusi paralel anu optimis, deferred execution, mesin kaayaan MonadDb husus

Roadmap

• 2025-05-01: Paluncuran Testnet 2
• 2025-05-14: Genesis Mainnet
• 2025-11-17: Penjualan Token Publik
• 2025-11-24: Peluncuran Mainnet Publik & Airdrop
• 2026-03-10: Transaksi Gasless MetaMask Aktif
• 2026-03-23: Etherfuse KTB Onchain Launch
• 2026-07-03: Integrasi Aave V3 & GHO
• 2026-07-05: TVL rekord $477M
• 2026-07-06: Deposit pasar Aave ngaleuwihan $100M

Team & Investors

Team

• Co-Founder & CEO — Keone Hon: 7 taun ngawangun sistem HFT di Jump Trading; MIT BSc & MSc
• Co-Founder & CTO — James Hunsaker: Insinyur software senior di Jump Trading; mantan VP di Goldman Sachs & JPMorgan
• Co-Founder & COO — Eunice Giarta: Pamingpin produk senior di Shutterstock & Broadway Tech; panalungtik MIT Media Lab
• Ecosystem Growth Lead — Kevin McCordic: Ngarojong kemitraan jeung tumuwuh ekosistem
• APAC Lead — SungMo Park: Kapala pangembangan bisnis Korea
• Consumer Lead — Shreyas Hariharan: Ngawangun produk keuangan konsumen onchain

Investors

• Dragonfly Capital — Seed • 2023-02-14 • $19.00M
• Paradigm — Series A • 2024-04-09 • $225.00M
• Electric Capital — Series A • 2024-04-09
• Greenoaks Capital — Series A • 2024-04-09
• Coinbase Ventures — Series A • 2024-04-09

Total funding: $244.00M

Tokenomics

• Utility: pambayaran biaya gas, staking, tata kelola
• Vesting: token tim dikonci 1 taun saatos peluncuran mainnet, vesting salami 3–4 taun
• Next Unlock: 2026-11-24

Pros & Cons

Strengths

• Kaunggulan: Laju transaksi nu luhur nyaéta 10.000 TPS
• Finalitas dina sub-detik (800 ms)
• Kasaluyuan bytecode EVM lengkep
• Biaya gas anu kacida handap
• Arsitektur eksekusi paralel nu inovatif
• Duungan institusional anu kuat jeung pembiayaan
• Konsensus desentralisasi ngalangkungan MonadBFT
• ngajalankeun dina hardware konsumen
• Dukungan DeFi nu beuki tumuwuh

Weaknesses

• Rasio FDV ka kapitalisasi pasar anu luhur (0.12)
• Persaingan sengit dina widang Layer 1
• Overhang unlock token anu signifikan
• Ekosistem masih nascent kalayan dApps anu terbatas
• Taya road map publik anu rinci
• Teknologi anu kompléks bisa ngagero pamekar

Market Signals (7d)

• TVL trend: +10.89%
• CEX volume trend: +4.13%
• Active addresses trend: neutral

Price Scenarios (target: 2027-01-08)

• Bear: $0.015000 — ngasumsikeun pasar turun, harga turun jadi 0.6× harga ayeuna dumasar multiples bear historis
• Base: $0.024000 — Proyeksi linier nurut momentum anyar jeung tumuwuh TVL
• Bull: $0.050000 — ngadobel harga ayeuna dumasar adopsi anu langkung gancang jeung épék jaringan

How to Buy & Store

CEX

• OKX
• Gate.io
• DigiFinex
• Hotcoin
• Coinbase Exchange
• Binance

DEX

• Uniswap V4
• Monday Trade
• Pendle
• Euler V2
• ShMonad
• Curvance

Storage

• Ledger Nano S
• Ledger Nano X
• Trezor Model T
• MetaMask
• Coinbase Wallet
• Trust Wallet

Verdict

Monad mangrupikeun L1 kinerja luhur nu téhnis kuat sareng didanék ku sponsor institusional anu kukuh sareng tumuwuhna ékosistem nu ngadorong. Sanajan persaingan jeung jadwal unlock token ngabalukarkeun résiko, desain eksekusi paralel anu unik jeung kasaluyuan EVM lengkep ngadukung posisi kapercayaan sedeng-tinggi.

Official Links

• Buku Putih
• GitHub