La manifestación de la mónada: ¿el último baile de un toro o la pesadilla de un oso? 🐂💃🐻

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Ah, Monad, el fénix de las criptocenizas, se levanta de las ruinas humeantes del apocalipsis del lanzamiento aéreo de 2025. Su token MON, como una mula testaruda con un subidón de azúcar, desafía la gravedad mientras el resto del mercado llora en sus fundas de almohada manchadas de Bitcoin. ¿Un aumento del 70% por encima del precio de venta de Coinbase? ¿En esta economía? En verdad, un milagro… o tal vez simplemente un circo bien orquestado. 🌪️💰

The data, oh the sacred data, whispers its secrets through on-chain murmurs, exchange whispers, and token distribution gossip. But how long can this charade last? 🕵️‍♂️🔮

Day One: The Circus Begins

On November 24, Monad unleashed its mainnet and MON token upon the world, with a mere 10-11% of its 100 billion supply unlocked. The airdrop and public sale provided just enough liquidity to drown the skeptics, while the team, investors, and treasury locked away 50.6% until 2029. A masterstroke of control, or a ticking time bomb? 🧨⏳

The launch? A spectacle. MON dipped 15% as airdrop peasants fled, only to be scooped up by ravenous buyers. Within 24 hours, it traded near $0.03-0.035, and now sits at $0.04-a middle finger to the $0.025 sale price. All this while Bitcoin sobs below $90,000 and the crypto market cap loses a trillion dollars. Truly, a tale of two cities. 🌆💔

Airdrop: The Great Holder Heist

Monad’s airdrop, a cunning ploy, targeted DeFi whales, NFT sharks, testnet grinders, and DAO zealots-not your average quest farmer. 4.73 billion MON rained down on 289,000 accounts, with 3.33 billion claimed. The Coinbase sale, a $269 million heist from 85,820 participants, added a second layer of loyal (or delusional) holders. Insiders? Locked tighter than a bear’s winter stash. 🦸‍♂️🔒

my monad airdrop is worth $14,000?

what the actual fuck

hello wtf

– Loshmi (@loshmi) November 25, 2025

Exchanges: The Liquidity Lifeline

MON debuted on every major exchange under the sun-Coinbase, Upbit, Bithumb, Kraken, Bybit, Bitget, Crypto.com, MEXC-like a rockstar on a world tour. Derivatives? Check. Deep order books? Check. Market makers? Tightening spreads like a corset at a Victorian ball. Traders could short, long, or hedge without drowning the spot markets. A stark contrast to the L1 launches of yore, where liquidity pools were shallower than a toddler’s paddling pool. 🌊🎪

Huge respect to @monad for not paying the Binance cartel listing fee.

Probably not a coincidence that the price is going up.

No serious project should waste millions of dollars for nothing (study Binance TGEs this cycle).

gMonad

– Aylo (@alpha_pls) November 25, 2025

On-Chain Activity: The Market’s Jaw Drops

Monad’s first 24 hours were a symphony of on-chain chaos. Nansen’s numbers? Astounding: 3.7 million transactions, 153,000 active addresses, and 18,000 contract deployments. Most chains dream of these numbers in their first year. Bots, arbitrageurs, developers, and liquidity programs turned Monad into a bustling metropolis overnight. TVL hit $90 million, DEX volume crossed $70 million, and dApps sprouted like mushrooms after rain. 🍄🚀

.@Monad went live less than 24 hours ago

It already cleared:
– 3.7M daily txns
– 153K active addresses
– 18K contract deployments

That’s higher day-one activity than most chains in their first year

🧵 👇

– Nansen 🧭 (@nansen_ai) November 25, 2025

Relative Strength: The Bull’s Last Stand

MON’s rally is a beacon in a sea of despair. Bitcoin’s plunge below $90,000 sent retail investors running for the hills, but traders, ever the opportunists, rotated into MON. New tokens with shiny metrics? Irresistible to momentum chasers. This reflexive flow-strength attracting more capital-fueled the rally. But for how long? ⏳🐃

Arthur Hayes: The Sarcastic Oracle

Arthur Hayes, the crypto court jester, weighed in with his trademark wit: «Just what this bull market needs-another low float, high FDV useless L1. But obvi I aped. It’s a bull market bitches! $MON to $10.» His words, a mirror to the market’s madness. Low float, high FDV, and a $3-4 billion valuation? A recipe for either glory or disaster. Yet, even Hayes couldn’t resist the siren call. 🃏🚀

Just what this bull market needs another low float , high FDV useless L1. But obvi I aped. It’s a bull market bitches!$MON to $10

– Arthur Hayes (@CryptoHayes) November 25, 2025

The Rally’s Lifespan: A Three-Act Tragedy

Act I: Short Term-The Party Continues

Monad has weathered its early unlocks, liquidity is deeper than a philosopher’s thoughts, and on-chain usage is booming. Incentive programs are the lifeblood, and trading flows are stronger than a bodybuilder on steroids. The rally? It could last days, weeks-or until the next black swan. 🥳🎉

Act II: Medium Term-The Unlock Shadow

Vesting tranches will unlock, circulating supply will rise, and even the most disciplined insiders will feel the itch to sell. Activity may normalize, TVL could stagnate, and the narrative might shift from hero to zero. 🌑⚰️

Act III: Long Term-Execution or Extinction

MON’s $3-4 billion FDV hangs like a sword of Damocles. Sustained TVL growth, real applications, and developer traction are the keys to survival. Without them, valuation compression looms as supply expands. Will Monad be a phoenix or a fallen star? 🦅🌠

In 2017 $ADA went from $3B → $30B in less than a month$MON just launched at $3B

Imagine the smell 💜 @monad

– zac.eth 🧙🏻‍♂️♦️ (@zacxbt) November 24, 2025

Monad’s Fate: A High-Wire Act

Monad’s rally is a masterpiece of distribution design, exchange liquidity, and market timing. It’s the exception to the 2025 airdrop rule-a rule written in blood and tears. But the high FDV and long vesting schedule are shadows lurking in the corners. For now, MON is a high-momentum darling, but its future hinges on whether it can turn early hype into lasting ecosystem growth. Will it soar, or will it crash and burn? Only time will tell. 🌟🔥

2025-11-25 23:37