Latest Monad (MON) News Update

Deep Dive

1. @ioStux: A precise bearish trade setup for $MON bearish

"$MON bearish setup on the 1H chart Entry: $0.02088 - $0.02094 TP1/TP2/TP3: $0.02066 / $0.02049 / $0.02032 Stop: $0.02115" – @ioStux (2.7K followers · 29 July 2026 07:56 UTC) View original post What this means: This is bearish for MON because it reflects a short-term trading consensus that the price is likely to break down from the $0.021 support level, with a clear target zone near $0.0203.

2. @Wiseman_505: Bullish on Monad's high-performance EVM tech bullish

"$MON is showing Bullish signs 🚀 Monad (MON) is a high-performance Layer 1 blockchain that’s fully compatible with the Ethereum Virtual Machine (EVM)." – @Wiseman_505 (1.9K followers · 22 July 2026 15:56 UTC) View original post What this means: This is bullish for MON as it shifts focus away from short-term price to the project's core value proposition: delivering massive scalability within the familiar Ethereum developer environment, which could drive long-term adoption.

3. @bruno_jr_talent: Cautious analysis of MON's tokenomics overhang mixed

"The main challenge is tokenomics: only about 11.7% of the supply is circulating, with a fully diluted valuation (FDV) near $2.14B... rallies face headwinds from anticipated future unlocks." – @bruno_jr_talent (4.3K followers · 18 July 2026 22:34 UTC) View original post What this means: This presents a neutral-to-bearish hurdle for MON because the large supply yet to enter circulation creates persistent sell pressure, making sustained price appreciation difficult without a massive increase in demand.

Conclusion

The consensus on MON is mixed, balancing strong fundamental belief in its technology against immediate technical and tokenomic headwinds. While the community champions its EVM-compatible scalability, traders are focused on key support breaks and the looming supply unlock schedule. Watch for whether the price can hold above the $0.020–$0.021 support zone to gauge if bullish fundamentals can overcome these near-term pressures.

Deep Dive

1. Cadence Protocol Rollout (Q3 2026)

Overview: Category Labs introduced Cadence, a multiple-concurrent-proposer (MCP) consensus protocol, on July 7, 2026 (Monad Blog). It aims to reduce block times to 100ms and finality to 200ms while improving MEV resistance. This is a core technical upgrade currently being implemented.

What this means: This is bullish for MON because faster finality improves user experience for DeFi and trading apps, potentially attracting more developers and volume. The focus on MEV resistance also addresses a key pain point for users.

2. Governance Upgrade MIP-12 (Q4 2026)

Overview: A governance proposal (MIP-12) is in the pipeline to reduce consensus voting cycles from 400ms to 300ms (CoinMarketCap). This upgrade would further tighten network performance post-Cadence.

What this means: This is neutral to bullish for MON. While it demonstrates ongoing optimization, its impact is incremental. Success depends on community approval and smooth implementation without introducing instability.

3. Major Token Unlock (November 2026)

Overview: A significant supply event begins in November 2026, where 2 billion MON tokens will start being minted annually as staking rewards (Backpack Exchange). This will increase the circulating supply from its current ~11.8B.

What this means: This is bearish for MON price in the near-term because it introduces sustained new supply. The bullish case depends entirely on whether new user demand and ecosystem growth outpace this inflation.

Conclusion

Monad's near-term roadmap prioritizes technical refinement and ecosystem scaling, but faces a pivotal test with November's token unlock. Will network utility grow fast enough to absorb the incoming supply?

Deep Dive

1. Phantom Ends Monad Support (27 July 2026)

Overview: Phantom, a major non-custodial wallet, announced it will end support for the Monad network on August 26, 2026. This cuts integration roughly nine months after Monad's mainnet launch. The company stated it is reallocating engineering resources and will provide users with in-app notifications and support articles for migrating Monad-native assets. Monad's CEO called the decision "a step backward" for broader adoption. What this means: This is a short-term bearish development for MON because it reduces accessibility for a segment of users and can create friction, potentially impacting network activity. However, the impact is mitigated by Phantom being a self-custody wallet; users retain control of their assets and can import them elsewhere. (The Defiant)

2. MetaMask Covers Migration Gas Fees (25 July 2026)

Overview: Within hours of Phantom's announcement, MetaMask responded on X by offering to cover gas fees for Monad users migrating to its wallet. MetaMask confirmed native swap and interaction support for Monad, having built on the chain since June 2025. What this means: This is a bullish counter for MON as it demonstrates strong support from the dominant EVM wallet, aiming to seamlessly capture the displaced user base. It highlights healthy competition within the ecosystem and provides a clear migration path, reducing the negative impact of Phantom's exit. (NullTX)

3. Network Tech and Ecosystem Progress (25 July 2026)

Overview: The Monad community highlighted ongoing technical improvements, including the activation of 300-millisecond block times and the integration of Cadence and BTX for stronger MEV resistance. The post emphasized continuous ecosystem development just eight months after mainnet launch. What this means: This is a neutral-to-bullish fundamental update for MON. It underscores that core development is progressing independently of wallet dramas, focusing on performance and security enhancements that are critical for long-term adoption and developer appeal. (Monad Community)

Conclusion

Monad's recent narrative is defined by Phantom's strategic retreat and MetaMask's aggressive capture of its users, underscoring the competitive wallet landscape. Despite the shuffle, core development continues advancing the network's technical edge. Will user migration be seamless enough to prevent a dip in on-chain activity?

Deep Dive

1. MIP-8 Gas Schedule & Dual-Timeline DB (v0.15.2)

Overview: This release lays the groundwork for a new, more efficient gas pricing model for data storage and introduces support for a secondary database timeline. For users, this means future transactions that store data could become cheaper and more predictable.

The update implements MIP-8, which adds a "page-based" storage gas schedule designed to be more cost-effective than the current model. It also adds full support for a secondary, page-encoded timeline in the Merkle Patricia Trie (MPT) database. This allows the network to operate with two different data encoding formats simultaneously, a key step for future optimizations. Other changes include validating maximum block rewards to enhance security and threading consensus round numbers into transaction context for advanced applications.

What this means: This is bullish for MON because it demonstrates active development toward the core promise of high throughput at low cost. The new gas model could make storing data on-chain significantly cheaper, attracting more dApps. The dual-database support makes the network more robust and prepares it for seamless future upgrades.

(Releases · category-labs/monad)

2. Critical Database Migration (v0.15.0)

Overview: This was a mandatory, one-time upgrade for node operators, requiring them to run a tool to migrate their database schema. This migration was essential to initialize the metadata needed for the dual-timeline features released in v0.15.2.

The primary change was bumping the database schema from MONAD007 to MONAD008. The release included a dedicated tool (monad-mpt --upgrade) for operators to perform this migration. It also included several robustness fixes, such as converting system assertions into graceful errors to prevent node crashes from malformed RPC requests.

What this means: This is neutral for MON, representing necessary but disruptive maintenance. It shows the development team is proactively managing the network's core infrastructure, which is crucial for long-term stability. However, it required immediate action from validators to keep their nodes functional.

(Releases · category-labs/monad)

3. Enhanced Transaction Simulation (v0.14.7)

Overview: This hotfix release improved the eth_simulateV1 RPC endpoint, a crucial tool for developers. It fixed crashes when simulating certain transaction types and ensured errors return clear messages instead of causing the node to fail.

The fix allowed the simulation endpoint to properly decode older "legacy" transaction formats, broadening compatibility. It also replaced a hard assertion with a thrown error when a transaction result is missing, making the system more resilient.

What this means: This is bullish for MON because it directly improves the developer experience. Reliable simulation tools allow builders to test and deploy complex dApps (like advanced DeFi protocols) with greater confidence and safety, which is essential for ecosystem growth.

(Releases · category-labs/monad)

Conclusion

Monad's recent code activity is strategically focused on strengthening network infrastructure for scalable growth, from backend database overhauls to front-end developer tools. The consistent stream of updates signals a committed team building for a high-performance future. Will the upcoming activation of the new gas schedule be the catalyst for a surge in on-chain activity?