High FDV and Low Circulating Supply: A Hazardous Combination

Speaking on Altcoin Daily, the former BitMEX CEO described Monad as a classic example of a “high FDV, low-float VC token.” Fully Diluted Value (FDV) represents the valuation of a project if all tokens were already released. Hayes emphasized that when there is a significant gap between FDV and the available circulating supply, the imbalance often creates dangerous market dynamics.

He noted that such projects typically see an early price surge, only to experience aggressive selloffs once insider or investor allocations begin unlocking. In his view, Monad fits this pattern: a token that might enjoy an initial rally but lacks evidence of long-term sustainable demand. “A strong early pump does not imply lasting utility,” he cautioned.

Most Layer-1 Networks Fail to Survive

Hayes further argued that only a select few layer-1 protocols will maintain relevance over time. Historically, he said, new networks struggle to secure meaningful adoption. For the next market cycle, he believes only Bitcoin, Ethereum, Solana, and Zcash stand a realistic chance of remaining dominant.

Monad, meanwhile, raised $225 million in a funding round led by Paradigm last year and officially launched its mainnet recently, along with its native MON token.

Liquidity Expansion Could Ignite the Next Bull Market

Despite his skepticism toward Monad, Hayes maintains a broadly bullish outlook for the crypto market. He expects global liquidity to expand as the United States enters a politically charged period and economic growth softens, potentially prompting renewed monetary easing. He argued that the market is still in the early stages of this cycle, with major liquidity-driven rallies yet to unfold.

He also downplayed the traditional four-year Bitcoin cycle narrative, asserting that previous booms were shaped not by halvings but by global credit expansion led by the U.S. and China.

Privacy Technologies Set to Lead the Next Narrative

Looking forward, Hayes anticipates that privacy-focused solutions will play a central role in the next major trend. He expects zero-knowledge technologies and privacy coins to attract renewed attention, while institutions increasingly gravitate toward Ethereum for stablecoin and tokenization infrastructure. He also revealed that Zcash has become the second-largest holding in his family office, Maelstrom.

What is Monad Coin (MON)?

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Monad Airdrop Claim Date Revealed

After months of speculation, Monad has officially announced that the claim portal will go live on Tuesday, October 14. The news spread rapidly across social media, sparking excitement among early testnet participants and community supporters.

Monad Airdrop Claim Portal opens on Tuesday, October 14th

— Monad (mainnet arc) (@monad) October 9, 2025

As users flooded X (formerly Twitter) with celebratory “Finally!” comments, many began adjusting their strategies in anticipation of the launch. For Monad, this event represents more than just token distribution — it’s a statement of growth and a reward for the dedication shown by its community and developers.

The airdrop embodies Monad’s mission to scale blockchain technology without compromising decentralization, offering both developers and users an early opportunity to be part of its expanding ecosystem. Months of testing, community engagement, and development have led to this milestone moment. October 14 isn’t just a date — it marks the beginning of a new chapter for Monad.

What is Monad?

Monad is a high-performance Layer-1 blockchain built to be fully compatible with Ethereum. Its architecture focuses on maximizing scalability while preserving decentralization — two qualities that are often difficult to balance.

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All eyes in the crypto world are on the Monad mainnet. The 80% upload indicator shows that the project has now reached its final stage and that the launch could happen very soon. This is seen as a sign of confidence for investors. The project is active, transparent, and carries no risk of fraud.

Moreover, this milestone is promising for the community, as long-awaited developments are finally gaining momentum. Preparations for the distribution of MON tokens and the airdrop process appear to be nearly complete.

Community Expectations and Concerns

Some investors are concerned about the slow pace of progress. Questions like, “Could the project take longer than expected?” frequently arise. However, updates indicate that the project is progressing healthily. The community is now eager to know the official start date of the airdrop and on which exchange the MON tokens will be listed first.

This process is crucial for investors to plan their strategies. Additionally, the project’s transparent progress reduces concerns about fraud and increases trust within the crypto community.

Polymarket Prediction: Launch Between October and December

According to Polymarket predictions, the Monad mainnet launch could occur between October and December. This forecast heightens excitement among investors and community members. The long-developed project is built on a strong foundation, and the countdown for token distribution seems to have begun.

This period marks a critical timeline for completing airdrop claims and distributing tokens. Investors can follow these predictions to plan their strategies in advance.

Airdrop and Opportunities for Investors

The Monad airdrop process is proving its reliability as it progresses and claim completions advance. This process offers investors early access and potential profit opportunities. While the MON token may create opportunities during short-term market movements, it also has long-term value potential thanks to the project’s strong foundation.

Additionally, the airdrop process increases community engagement, accelerating the adoption of the project. The MON token stands out as an opportunity to watch closely, both for the community and the broader crypto market.

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MON Pre-Market and Valuation

Hyperliquid’s MON-USD hyperps currently price the MON token at $0.15, implying a fully diluted valuation (FDV) of approximately $15 billion. Users can take positions with up to 3x leverage, offering a balanced mix of higher risk and greater reward potential. Through this mechanism, investors can strategically benefit from price fluctuations before the token officially goes live on the open market.

Airdrop and User Engagement

Monad launched an airdrop campaign for its MON token, and according to data shared on X (formerly Twitter), as of October 6, the airdrop claim progress reached 80%. This high claim rate indicates strong community adoption and could positively impact liquidity after the token’s official launch. Airdrops not only reward early adopters but also help strengthen the active user base within the ecosystem.

Monad and Ecosystem Features

Monad is a Layer-1 blockchain that is fully compatible with the Ethereum Virtual Machine (EVM), allowing developers to seamlessly migrate Ethereum-based applications. The MON token serves as the native utility token for payments and transaction fees within the ecosystem, powering various on-chain activities.

The pre-launch trading on Hyperliquid enables users to gain early exposure to the token and build strategic trading positions before its official listing.

Market Performance and Investor Interest

The MON pre-market on Hyperliquid recorded an impressive $19.3 million in trading volume within just a few hours of opening. The open interest also climbed to around $4 million, signaling strong investor interest and sustained demand for the token.

Analysts suggest that this heightened pre-launch activity could fuel volatility and price movement once the MON token officially launches, reflecting growing confidence in the Monad ecosystem and its market potential.

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