Why Monad risks disappointing against faster-shipping high-performance chains
Post201 words
Argues Monad's long delay let rivals catch up: Sei at about 200k TPS, MegaETH at 100k TPS with sub-10ms blocks, Hyperliquid at 200k orders per second, plus Fuel and RISE. Having raised at billion-dollar valuations, Monad risks disappointment despite its community.
Key claims
Sei scales the EVM to about 200k TPS vs Monad targeting 10k in a first step
MegaETH nears mainnet at 100k TPS and under 10ms block time
Hyperliquid processes 200k orders per second on HyperCore
Have seen a bunch of ppl talking about how @monad_xyz has been taking too long to launch and losing hype.
I share this sentiment. When I heard about monad for the first time almost 2 years ago, it seemed revolutionary.
No doubt they are still building great tech, but we now we already have @soniclabs with a pretty strong EVM UX, @SeiNetwork that is scaling the EVM to ~200k TPS (with monad targeting 10k in a first step), @megaeth nearing mainnet with 100k TPS at <10ms block time on L2, and Hyperliquid that processes 200k orders per second on HyperCore with HyperEVM (even tho less scalable) alongside it.
There is @risechain coming up, and even on the non-EVM side we have @fuel_network, which recently became the first real-time rollup on Ethereum, @solana and its network extensions continuously innovating, and the SVM has already made it onto Ethereum too in the form of @EclipseFND.
Monad is and remains an amazing blueprint of how to build hype and community, with the latter still being a differentiator, but having raised at billion dollar valuations already during infra season, I feel like this one could turn into quite a bit of a disappointment.
Remember @berachain?
What came next · since 08 Jun 2025
Since then
Zero has written 4 more pieces on Monad since this one.