BlockBeats 消息，11 月 30 日，BitMEX 联合创始人 Arthur Hayes 在采访中表示，Monad（MON）为“又一个高 FDV（完全稀释估值）、低流通量的 VC 币”。这种代币结构本身就让散户投资者面临巨大风险。通常会出现早期暴拉，随后在内部人士代币解锁后迎来惨烈抛售。它会成为另一条“熊链”（bear chain）。
Arthur Hayes 认为，大多数新 Layer-1 网络最终都会失败，只有极少数能在长期存活。其列出了认为能在下一轮周期存活下来的协议：比特币、以太坊、Solana 和 Zcash。
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