+49%

est. 2Y upside i

DevOps & InfraSeries B

Rank

#1817

Sector

Blockchain Infrastructure / L1

Est. Liquidity

~3Y

Data Quality

Data: Low

Monad has genuinely differentiated tech (only high-TPS full EVM) but token economics are the dominant risk — 11% float and massive unlock cliff late 2026.

Last updated: March 21, 2026

Bull (25%)+200%

Top-5 EVM chain by TVL. $5B+ TVL. FDV re-rates to $15-25B.

Base (40%)+40%

$2-5B TVL. Top-10 chain. FDV stabilizes $5-8B post-unlock.

Bear (35%)-50%

Token unlock cliff crushes price; Ethereum L2s eliminate gap; ecosystem stays small.

Est. time to liquidity~3.0 years

Preference Stack Risk

moderate

Funding Intensity

8%

$244M raised on $3B = 8.1% intensity. But token not equity.

Dilution Risk

high

Token unlocks dilute existing holders massively.

Secondary Liquidity

active

MON token publicly tradeable.

Questions to Ask at the Interview

Strategic questions based on Monad's data — designed to show you've done your homework.

  • 1

    “TVL growth trajectory?”

  • 2

    “Token unlock schedule and mitigation?”

  • 3

    “Key DeFi protocol partnerships?”

Community

Valuation Sentiment

Our model estimates +49% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.