Monad Founder: The Next Chapter For Monad | Keone Hon

Bullish:

• $COIN - Coinbase's new token sale platform successfully distributed tokens to over 85,000 participants, demonstrating strong market positioning in token distribution services

  • “The Coinbase token sale is a great example of that where the coinbase token sale is a way for many everyday people to get access to the Mon token ahead of the public main net. And I think it's it's been a huge success in terms of the number of participants that have been able to participate over over 85,000 people.”

    Keone·11:51

Bearish:

• $TEMPO - Enterprise-led blockchain initiatives face structural challenges due to lack of crypto-native knowledge, making success difficult despite backing from major investors

  • “I think that big companies, like existing Web two enterprises, getting involved in the crypto space has a long history of when when an initiative is done without collaboration with very crypto native companies, it it's very difficult for them to really find success because there's a lot of sort of background knowledge that you need to have.”

    Keone·48:39
• $PREDEPOSIT - Pre-deposit campaigns and artificial TVL inflation strategies create negative headline risk when incentives end and capital flows reverse, lacking genuine organic demand

  • “TVL growth is really meaningful only when it is driven by organic demand... to just flood the ecosystem with a ton of TVL, for no reason without it serving a useful purpose to end users is kind of trying to actually the same thing, like trying to fight against the current.”

    Keone·17:05