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Maybe a lot of people will disagree, but I genuinely see Monad as a mid project.
Not saying it’s a failure it has strong funding, a solid team, and good hype. But the real question is: what is actually new here?
We already have tons of chains. What’s the real difference that makes people think it will “transform Web3”?
If you look at L1s and even L2 ecosystems, the market has already moved toward specialization:
Ethereum is still the base layer with most security, liquidity, and dev mindshare, even if it’s slow and expensive.
Base and Arbitrum have captured a big part of activity by building on Ethereum instead of replacing it solving distribution and liquidity, not just throughput.
Solana took a different path from day one and solved performance at the architectural level, and it’s one of the few chains with real organic usage and active apps.
Aptos and Sui didn’t just tweak EVM they changed the execution and programming model entirely, offering structural innovation.
Sei focused on a niche (trading infrastructure) instead of trying to be a general-purpose L1.
So what does Monad actually bring?
EVM compatibility + high performance execution (parallelization).
The problem is this “fast EVM chain” narrative has already been tried multiple times. And today, that demand is either covered by Solana on the performance side or by L2s like Arbitrum and Base on adoption and ecosystem side.
So the real question remains:
If there’s no real change in execution paradigm, no new development model, and no clear niche, is “being faster EVM” alone enough to actually transform Web3?
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