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Monad

20 pieces · Oct 2023 to Oct 2026 · 3 flagship

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L1/L218 Ethereum6 Market structure5 DeFi3 Privacy1 Quantum1

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Start here · the strongest pieces on Monad

Breakdown22 Dec 2023Monad deep dive: parallel execution, MonadBFT, MonadDb and EVM equivalenceExplains why the EVM's sequential execution is a bottleneck and how Monad adds optimistic parallel execution, MonadBFT with deferred execution, superscalar pipelining and MonadDb while keeping bytecode equivalence, versus Solana's Sealevel approach.Breakdown31 Aug 2024Sonic vs Monad: >10,000 TPS EVM and a non-VC token31-part thread on Sonic, a >10,000 TPS EVM chain with an almost fully diluted token, set against VC-heavy low float launches. Covers the 190.5M S airdrop, Sonic Gems, 3.5% block rewards, gas monetization and Andre Cronje as CTO.Article21 May 2025Giga Sei: Scaling the EVM to Web2-Level PerformanceLong-form breakdown of Giga Sei's whitepaper: Autobahn multi-proposer consensus, decoupled asynchronous execution, a rebuilt Sei EVM with optimistic concurrency control, flat key-value storage, and the use cases a real-time EVM enables.

Timeline · every piece, newest first

2026 1

11 Oct 2026Monad long on TxFlow: private settlement and a post-quantum roadmapLonged MON after a 27% weekly drop on Monad's Private Settlement design (encrypted institutional domains with scoped auditor access) and its 28 Sep PQ roadmap. Both are designs, not live, and the 24 Nov unlock is a risk. Also pitches TxFlow's onchain order book.ThesisL1/L2PrivacyQuantum92 likes

2025 9

28 Oct 2025Polymarket and Hyperliquid pre-market: MON valued above MEGAPolymarket gives MEGA a 33% chance of an FDV above $4B one day after launch versus 76% for MON, and Hyperliquid pre-market perps value MON at $6.4B and MEGA at $4.6B. The market currently values L1s above L2s.DataPrediction marketsL1/L215 likes

24 Oct 2025Monad airdrop vs MegaETH community sales: two paths to community launchesCompares Monad's broad airdrop with MegaETH's Echo, Fluffles and Sonar sales as routes to a community-centric launch. Asks whether sales set a precedent that ends the airdrop narrative, noting high-FDV launches face a tough market.Market takeL1/L2Market structure11 likes

23 Oct 2025Real-time EVM chains compared: Monad, MegaETH, RISE, Sei, SonicSide-by-side of real-time EVM contenders with their throughput and latency claims: Monad L1, MegaETH L2, RISE L2, Sei GIGA and Sonic.MapL1/L2Ethereum15 likes

06 Oct 2025Real-time blockchains and onchain CLOBs: A1 article TL;DRTL;DR of A1's real-time chains article: parallel execution drives performance, hybrid offchain-matching designs are giving way to fully onchain systems, and shared liquidity layers like Monaco and DeepBook solve cold-start liquidity.BreakdownL1/L2PerpsMarket structure23 likes

24 Jul 2025Kaito leaderboards: yapper counts and smart followers by projectRanks Kaito leaderboards by active yappers and by average smart followers. Anoma leads on yapper count, MegaETH on smart followers, both of which determine how hard it is to climb a leaderboard.DataMarket structure39 likes

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI47 likes

08 Jun 2025Why Monad risks disappointing against faster-shipping high-performance chainsArgues 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.Market takeL1/L243 likes

25 May 2025Which chains win tokenized RWAs? Reaction to an RWA chain landscapeArgues tokenization is the biggest growth opportunity in crypto, asking whether RWA-specific chains, Solana, Ethereum L2s, Hyperliquid or fast new chains win. Expects multiple winners, each adding hundreds of billions in value.ThesisRWAL1/L211 likes

21 May 2025Giga Sei: Scaling the EVM to Web2-Level PerformanceLong-form breakdown of Giga Sei's whitepaper: Autobahn multi-proposer consensus, decoupled asynchronous execution, a rebuilt Sei EVM with optimistic concurrency control, flat key-value storage, and the use cases a real-time EVM enables.ArticleL1/L2Ethereum26 likes

2024 7

23 Sep 2024Q4 2024 and Q1 2025 mainnet and token launch watchlistLists the major mainnet and token launches the author expects in Q4/24 and Q1/25, arguing the period will be very active. Names Eclipse, Initia, Berachain, Story, Monad and MegaETH for mainnets, and Caldera, Hyperlane, Jumper, Linea and Scroll for tokens.Market takeL1/L2Market structure122 likes

18 Sep 2024Google Cloud joins Wormhole Guardians: what it means for WArgues Google Cloud running a Wormhole Guardian node strengthens decentralization of the validation layer and signals ZK interop work. Highlights Wormhole's product suite and its position as the main interop solution on high-performance chains.Market takeL1/L2Tooling22 likes

31 Aug 2024Sonic vs Monad: >10,000 TPS EVM and a non-VC token31-part thread on Sonic, a >10,000 TPS EVM chain with an almost fully diluted token, set against VC-heavy low float launches. Covers the 190.5M S airdrop, Sonic Gems, 3.5% block rewards, gas monetization and Andre Cronje as CTO.BreakdownL1/L2DeFi44 likes

08 Jun 2024Execution layer innovation map: alt-VMs, parallel EVMs and zkEVMsLists the wave of new execution environments this cycle: blended EVM/SVM/Wasm, MoveVM chains, SVM L2s, zkEVMs, parallel EVM L1s and Linux-based VMs. Argues it broadens the app design space and lets millions of developers build in more performant or familiar languages.MapL1/L273 likes

14 Apr 2024Ecosystem plays for the cycle: EigenLayer, Monad, Berachain, WormholeShort list of ecosystems expected to lead the bull run, with the strategy of taking leveraged exposure through an ecosystem's native DEX instead of the L1, which can have more upside but also more risk.Market takeL1/L2Ethereum22 likes

10 Apr 2024Monad ecosystem map after the $225M raiseCategory map of the Monad ecosystem across DeFi, NFT and gaming, tooling, interop, wallets and oracles after its $225M raise. Frames Monad as Solana-style speed with EVM compatibility and notes its fast developer mindshare gain.MapL1/L2DeFi56 likes

08 Apr 202415 tokens likely to launch at $1B+ FDV within three monthsFDV calls for 15 expected launches, such as EigenLayer at $30-50B, zkSync at $10-20B, LayerZero at $10-20B and Kelp at $1-3B, with a one-paragraph thesis each. Explicitly framed as quick thoughts rather than deep research.Market takeL1/L2DeFi149 likes

2023 3

22 Dec 2023Monad deep dive: parallel execution, MonadBFT, MonadDb and EVM equivalenceExplains why the EVM's sequential execution is a bottleneck and how Monad adds optimistic parallel execution, MonadBFT with deferred execution, superscalar pipelining and MonadDb while keeping bytecode equivalence, versus Solana's Sealevel approach.BreakdownL1/L2EthereumSolana103 likes

21 Dec 2023Modular thesis and DA layers: Celestia vs Avail with DAS and ZK proofsRecaps the modular thesis and argues DA layers must cut fees for rollups to compete with Solana. Compares Celestia's fraud proof DAS with Avail's KZG validity proofs and expects Celestia to adopt ZK.ThesisL1/L2Ethereum208 likes

07 Oct 2023Monad report takeaways: EVM compatible parallel execution and MonadBFTSummarizes a Monad report: bytecode-level EVM equivalence, optimistic parallel execution, MonadBFT with deferred execution and carriage cost spam protection. Doubts most alt-L1s can compete with Ethereum L2/L3s, with Monad an exception.BreakdownL1/L2Ethereum5 likes

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MegaETH46 Sei34 Solana60 Eclipse28 Sonic Labs19 Berachain13 Hyperliquid113 RISE7

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