What top creators are saying about Monad(MONAD)

A new blockchain platform suggested as a potential research target for investors.

75 AI-extracted insights from 23 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Not enough scored insights about Monad in the last 30 days yet.

Investment Summary
Updated 43 days ago
Summary of insights about Monad in the last 30 days

The Take

Sentiment for Monad (MONAD) is generally bullish, with sources highlighting its strong technical chart patterns and a shift toward valuation based on application revenue. While momentum is positive, some caution exists regarding a thin application ecosystem and upcoming supply pressure.

Bull Case

  • Revenue-Driven Valuation: The chain is expected to be valued on application revenue rather than just transaction speed and cost (per The Rollup).
  • Network Growth: The asset is showing strong fundamental growth, recently doubling its Total Value Locked (per DEGENZ LIVE).
  • Technical Momentum: Price action shows a strong grinding upward chart structure and positive rebound patterns (per EllioTrades, DEGENZ LIVE).

Bear Case

  • Ecosystem Maturity: The network currently lacks a robust application ecosystem despite its technical performance (per DEGENZ LIVE).
  • Investor Unlocks: The asset faces potential selling pressure from early investor unlocks scheduled for late 2026 (per EllioTrades).

Catalysts & Targets

  • November 26: Early investor unlocks begin

AI-generated summary. Not investment advice. Learn more.

Top creators covering Monad (MONAD)

The 6 sources with the most insights about Monad on Kazuha.

Latest insights about Monad (MONAD)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Thursday, April 23, 2026

Very Bullish

Newer chain expected to be valued on application revenue rather than just speed and cost.

Wednesday, April 15, 2026

Bullish

Showing strong chart patterns and doubling TVL, though it currently lacks a robust application ecosystem.

Tuesday, April 14, 2026

Bullish
Target: None

Shows a strong grinding upward chart structure, but faces potential selling pressure from early investor unlocks starting November 26.

Friday, April 10, 2026

Very Bullish

Chart structure described as looking 'insane' or highly bullish.

Very Bullish

Described as having an 'insane' or 'amazing' chart, suggesting a potential technical breakout.

Bullish
Target: None

Up 20% recently with a strong chart, though some analysts remain skeptical of the underlying fundamental thesis.

Wednesday, April 8, 2026

Very Bullish
Target: None

Number one mover in its sector, up 28% since December due to high hype and strong market makers.

Monday, April 6, 2026

Bullish
Target: None

Chart is beginning to look bottomy, indicating a potential reversal; serves as a sentiment gauge for the broader altcoin market.

Wednesday, March 25, 2026

Very Bullish
Target: $0.025

Showing technical strength and significant TVL growth; considered a top contender for the 'next Solana'.

Friday, March 6, 2026

Bullish

A rare infrastructure project gaining significant narrative traction.

Friday, February 20, 2026

Bullish

It is argued that L1s (e.g., Monad) must have a token. The token is essential to decentralize the network, incentivize validators to secure the chain, and achieve 'credible neutrality.'

Tuesday, January 13, 2026

Bullish

Described as a project 'pushing the performance envelope' that will likely encounter the same internet bottlenecks as Solana, positioning it as a key potential customer for Double Zero's services.

Friday, January 2, 2026

Very Bullish
Target: 0.04006

Shows a potential bullish setup with a possible entry around 0.02355 - 0.02443 and a target of 0.04006. A stop-loss is suggested around 0.02161.

Friday, December 12, 2025

Very Bullish

An up-and-coming L1 presented as a neutral alternative to corporate chains, similar to Solana. It is reportedly trading in private markets at a $2.6B valuation and is a project to watch for a future public launch.

Monday, December 8, 2025

Bearish

Launched via a Coinbase sale at $2.50, its performance has been lackluster, trading at only $2.70 and described as 'nothing like super sexy'.

Friday, December 5, 2025

Bullish

Investors interested in the Monad ecosystem are encouraged to explore the utility or community perks associated with assets within it, such as Skrumpey Beam NFTs.

Thursday, December 4, 2025

Bullish
Target: $10

A high-risk, high-reward investment as a new L1. The significant negative sentiment at launch is seen by investors as a potentially bullish long-term signal, similar to early reactions for other successful L1s. Long-term success depends on ecosystem growth, not short-term price action.

Wednesday, December 3, 2025

Very Bullish

The upcoming Coinbase event and the end of the 30-day holding period for ICO participants create a strong catalyst. The thesis is that Coinbase is incentivized to keep the price above the $0.025 ICO price to build confidence in its new platform.

Monday, December 1, 2025

Very Bearish

Used as a cautionary tale about market volatility, as the token launched, doubled, and then crashed to below its ICO price over a single weekend.

Friday, November 28, 2025

Bearish

Represents a high-risk, high-reward venture play. New investors should be cautious of its high valuation ($4.5 billion on paper) and the risk that its network effects may be overstated.

Wednesday, November 26, 2025

Bullish

Highlighted as a successful recent ICO, representing the type of short-term trading opportunity the speaker is focusing on for gains.

Neutral

Short-term momentum from Coinbase ICO hype is strong, but the long-term use case is questioned. The speaker is not investing and is looking for a future opportunity to short it.

Very Bearish

Strong warning against buying at current prices after a massive initial pump. A major pullback of 60% to 80% is expected before a sustainable bottom is formed.

Neutral
Target: A 60-80% correction from initial highs would be a potential long-term entry point.

Described as a 'most promising' new L1, but caution is advised against buying at current hyped prices. A significant pullback of 60-80% is expected, which would present a better long-term buying opportunity.

Tuesday, November 25, 2025

Very Bullish

Has performed very well since launch due to a very low circulating supply (11-12% float). A speaker indicated long-term conviction by planning to hold for at least 12 months.

Neutral

Its launch on Coinbase is seen as a positive development for U.S. crypto capital formation. However, the token's performance is subject to difficult market conditions and potential selling pressure from a large float.

Very Bullish

Is up 50% from its ICO price, indicating strong initial performance.

Monday, November 24, 2025

Neutral

Mentioned as the underlying blockchain for liquid staking protocols Kintsu and aPriori.

Very Bullish

A crypto investor is preparing to stake the Monad airdrop, suggesting an upcoming token launch and opportunities for potential airdrop eligibility and staking rewards.

Very Bearish

The airdrop is projected to be underwhelming, with a high pre-market valuation ($5B+ FDV) but a comparatively low airdrop value (around $15,000 for the highest tier), suggesting tempered expectations for significant returns.

Saturday, November 22, 2025

Very Bullish

Highlighted as a potential early investment opportunity where early engagement in the new ecosystem may yield dividends. It is considered a speculative, high-risk, high-reward play.

Ansem
gmonad
AnsemTwitter213 days ago

Wednesday, November 19, 2025

Very Bearish
Target: Fundraising target was $187 million, but the sale raised only $100 million.

The public token sale on Coinbase 'fizzled' and failed to meet its fundraising target, indicating that hype alone does not guarantee a successful sale and that platform choice may create 'friction'.

Tuesday, November 18, 2025

Very Bullish

Presented as a serious, long-term investment opportunity, not a short-term trade. The public token sale on Coinbase, using a 'fill from the bottom' algorithm, was highlighted as a key and advantageous entry point for retail investors.

Monday, November 17, 2025

Neutral

A new token with an upcoming public sale on Coinbase, which provides visibility but is considered highly speculative and carries substantial risk as it is pre-mainnet launch.

Friday, November 14, 2025

Very Bearish

Used as a contrasting example of a failed airdrop strategy. It distributed a very small amount (3% of supply), which led to community disappointment and failed to generate the desired goodwill.

Thursday, November 13, 2025

Bullish

The upcoming public sale is identified as a 'decent opportunity' for a short-term trade, potentially offering a 20% ROI in a week, but it is not a long-term investment recommendation.

Very Bearish

Anticipates a 'decent dip right out of the gate' upon launch due to 10-11% of the total supply becoming liquid from airdrops and pre-sale investors, creating significant selling pressure. It is advised to wait for the initial dip before considering an entry.

Wednesday, November 12, 2025

Bullish

Investors are advised against buying on day one due to expected significant selling pressure from pre-sale investors and airdrop recipients. The recommended strategy is to wait for the post-launch price dip to establish a bottom before investing.

Bullish

Significant selling pressure is expected at launch due to airdrop recipients. However, the projected initial circulating market cap of around $200 million is viewed as 'extremely bullish,' presenting a potential buying opportunity after the initial dip.

Tuesday, November 11, 2025

Bullish

Represents a new, direct investment opportunity for retail crypto investors on Coinbase's platform, though it is explicitly noted as a high-risk, high-reward investment at a $2.5 billion valuation.

Very Bullish
Target: Pre-launch perpetuals valuation of $5.4 billion.

A highly anticipated project representing the next generation of high-performance blockchains. Its upcoming public sale on Coinbase is seen as a bullish short-term catalyst.

Very Bullish

Announced its public ICO and will be launching on Coinbase's launchpad, which is considered a significant positive for visibility and legitimacy.

Very Bullish

The first public token sale on Coinbase's new ICO platform at a $2.5 billion FDV, presenting an early investment opportunity.

Monday, November 10, 2025

Very Bullish
Target: Potential 2x gain from the $2.5 billion public sale valuation.

The public ICO presents a significant opportunity with a potential 2x return, based on pre-launch market trading at a $5.3 billion valuation versus the $2.5 billion sale valuation.

Bullish

Presents an early investment opportunity as the first ICO on Coinbase's new platform, but skepticism suggests caution.

Friday, November 7, 2025

Very Bullish

Announced a farming program, presenting an early opportunity for users to earn rewards. Described as a high-performance blockchain with strong potential for future growth.

Thursday, November 6, 2025

Neutral

Tokenomics indicate a significant allocation for VCs and 'Boxes', which could imply a limited community allocation. Investors should monitor for details on community distribution and potential public sale.

Very Bearish

Potential for significant VC sell pressure after a 1-year TGE due to its $225M VC-only raise, leading to potential downward price action.

Wednesday, November 5, 2025

Very Bullish

The airdrop has been officially announced for November 24th, with high anticipation reflected in a 35% rise in its pre-market token price.

Friday, October 31, 2025

Bearish

While the host holds a 'small bag', it is noted that it is generally 'much harder for new generalized platforms to differentiate themselves' in the current crowded market.

Discussed alongside Monad (MONAD)

Other assets that creators frequently mention in the same content as Monad.

Frequently asked

Which podcasters and creators cover Monad (MONAD) the most?

The most active sources covering Monad (MONAD) on Kazuha are Rug Radio, mdudas, Face-to-face with the most important people in digital assets., Cbb0fe, CookerFlips. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Monad (MONAD) are on Kazuha?

Kazuha has indexed 75 AI-extracted insights about Monad (MONAD) from 23 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Monad (MONAD)?

Creators covering Monad (MONAD) most frequently also discuss BTC, ETH, SOL, ZEC, COIN. See the "Discussed alongside" section above for full asset pages.