Monad, 런칭 이후 지표

1) 데일리 트랜잭션 : 1.6-2.1M
2) TVL : $220M
3) 일일 활성 계정수 : 약 20-35K

- $MON 토큰은 현재 $0.018에 거래 중이며, ATH 대비 약 64% 하락한 상태

- 체인 전체 활동의 50% 이상이 naddotfun 토큰 런치패드에서 발생 (Pumpfun과 유사한 구조) 그 외 모든 dApp의 사용자 수는 2천 명 이하

- Paradigm, Coinbase로부터 총 $244M을 투자받은 체인임에도, 하나의 밈코인 플랫폼이 생태계 대부분을 떠받치는 구조는 지속 가능하지 않음. 메타 변화 시, 유일한 활성 사용자 기반을 잃을 가능성 존재

- 활성 사용자가 없는 높은 TPS는 의미가 없음

https://x.com/stacy_muur/status/2020160889329266848?s=20

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Monad, Post-Launch Metrics

1) Daily Transactions: 1.6-2.1M
2) TVL: $220M
3) Daily Active Accounts: Approximately 20-35K

- $MON token is currently trading at $0.018, down approximately 64% from its ATH.

- Over 50% of total chain activity occurs on the naddotfun token launchpad (similar to Pumpfun). All other dApps have fewer than 2,000 users.

- Paradigm, despite receiving a total investment of $244M from Coinbase, is not sustainable with a single memecoin platform supporting the majority of the ecosystem. A meta shift could potentially lead to the loss of its sole active user base.

- High TPS without active users is meaningless.

https://x.com/stacy_muur/status/2020160889329266848?s=20

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