i get the idea, but this is a terrible take
IPOs spend months and millions to determine price discovery pre-launch for a reason
if an ICO is too low, buyers will flip and nuke the chart
if an ICO is too high, there are no buyers and chart will nuke
monad nailed it.
$MON launched at a $2.6 BILLION FDV
Now read this slowly:
$BNB launched at $30M FDV
$ETH launched at $22.39M FDV
$SOL launched at $110M FDV
Today?
BNB is 4,400× up
ETH is 15,400× up
SOL is 657× up
You know why those gains were possible?
Because their launch valuations weren’t delusional.
Now compare MONAD’s launch FDV to theirs:
SOLANA → 23.64× higher
ETHEREUM → 86.67× higher
BNB → 116.14× higher
At this point… what are we even doing?
We’re launching chains at valuations the legends only reached AFTER proving themselves over YEARS of building, grinding, and shipping real value.
These new projects just want the endgame valuation on Day 1.
We ask:
“Why aren’t we seeing 100×, 500×, 1,000× runs anymore?”
Simple:
We priced the upside out of the system before the market even had a chance.
So let me ask again and I want you to feel this:
Are we cooked?
Or are we finally ready to admit that our launch models are broken?
this is also why megaeth favoring locked holders is so important for a lower priced ICO — by the time one year comes around, there should be enough precedent for price to keep potential flippers holding
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