$MON
1. **L1 Narrative is Still Very Strong:** Although the market has too many Layer 1 (L1), the strong price increase (peak +76% in 24h) of MON shows the **pent-up demand** for a high-performance EVM-Compatible L1 (Parallelization) is still very large. The *big money* is *chasing* stories about *Scalability* and *Low Latency* of the new generation.
2. **Volume is Key:** The trading volume **>$1.2 billion USD** in 24 hours proves that MON is not just *hype* but has real *liquidity* and has attracted the attention of *whales* and *CEX traders*. The market cap of $365.8M on the very first day puts Monad on the formidable *mid-cap* map.
3. **Tokenomics: Be Careful with Lockup:** With over 50% of the total supply of MON being **locked**, this structure serves as both a *buffer* (protecting) the initial price and a potential risk of **supply shock** when large *vesting* events occur later. Holders must closely monitor the team's *Vesting Schedule* and *investors*.
**Actionable Takeaway:** MON has passed the *initial market shock* test excellently. The *high volatility* (+/- 10-70% in a day) is unavoidable when a *major L1* launches. This is the **Price Discovery** phase. If you *missed* the entry, keep an eye on *pullback* areas after the *volatility* decreases. **Hype is real, but NFA!**
$SOL $MON
