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$MON

3 pieces · Oct 2025 to Oct 2026 · 1 flagship

Sectors

L1/L23 Privacy2 Quantum1 ZK1 Prediction markets1

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Coverage per year

12025

22026

Price and coverage

Monad $MON

Calls: 1 bullish
Since first call, bullish: −13%
vs BTC: −12%
Now: $0.0218

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $MON

Map11 Oct 2026Privacy ecosystem map v1: private money to confidential computePrivacy asset map with mcap/FDV, 7d and 30d moves and ATH distance. Notes STRK up 99% in 7d on the quantum trade and Arcium's ARX trading 370x below ZEC and 19x below VVV on mcap.Thesis11 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.Data28 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.

Timeline · every piece, newest first

2026 2

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/L2PrivacyQuantum

11 Oct 2026Privacy ecosystem map v1: private money to confidential computePrivacy asset map with mcap/FDV, 7d and 30d moves and ATH distance. Notes STRK up 99% in 7d on the quantum trade and Arcium's ARX trading 370x below ZEC and 19x below VVV on mcap.MapPrivacyZKL1/L2

2025 1

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/L2

Often covered with

Monad20 Zcash33 Monero8 Railgun7 Anoma33 Horizen6 Aztec28 Starknet39

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