Paul Warren
@4ormund • 4,188 subscribers
Financier @stagedotfun. Doorman @blocklive_. Bleed purple @monad. Product feedback TG Link ⬇️
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will Monad go to zero? recently Arthur Hayes posited that the only L1s (smart contract platforms) that would survive were Ethereum and Solana claiming: - Solana came up from it's $8 floor on memes - and needs a new use case - Monad is another "high FDV low float VC piece of sh*t L1" - about to go down 99% (current $0.03282 -7% 24h) - riding first pump where retail wants to invest in the "new ETH| --> hayes presumably having traded this "pump" now (posting scnsht ~ buy $0.03973 / sell $0.04204) --> or after rate cuts where i'd agree the true chasm is now at the app layer (and not strictly insider supply) and: - a performant EVM chain that feels like SOL - is strong foundation for finding good use cases - being close to the Monad bare metal feels like a place it could happen (felt the same way SOL 21/22) and unlikely to see $BERA style move down - which launched Feb. 6, surged to 1400% (ATH $14.99) - on vol / insider sale fell 60% by mid Feb - and now sits at $0.91 (-93% from ATH) as $MON has very differnt structure - 85k+ initial CB retail purchaser base from ICO - 1 yr cliff for team / investor tokens + linear vest (27% / 19.7%) - adaptive chain leadership Keone Hon - and efforts to capture value by the foundation itself e.g. Portal acq. tl;dr no, feel hayes is too far from this one to read it correctly c.f. Arthur Hayes on Altcoin Daily
Paul Warren33,008 görüntüleme • 6 ay önce
Daha fazla içerik yok.