Any tokenomics expert who can explain @monad unlock design?
In November 2026, one year after TGE, the team and investors receive their first $MON. Supply jumps from 50B to 67B in a single event, a 34% increase.
Why a one-shot release instead of smoothing it out?
I’m asking because Monad has always felt genuine to me. The GTM has been a success, EVM equivalence has been proven, decentralization is Monad’s north star, and they plan to scale up to 300 validators before EOY.
The unlock design is the one piece that feels souninspired. When you look at the schedule, it feels like the usual predatory, VC-heavy BS design.
Low float while you bootstrap growth can make sense, but only if the float grows gradually over time.
A sudden 34% step is the opposite of that, and it’s the same pattern most new L1s and L2s have run into trouble with (all are heading to zero rn).
Especially when MON is currently trading below ICO price.
The market is going to price in the massive unlock anyway, and the design also feels very adversarial. It achieves the exact opposite of alignment between team <> token holders.
Curious why Monad went this route. If anyone has any insight, please share!
