Called $CRV bullish on Dec 6, 2022: $CRV rose 77% in 2 months.
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Founder @_dexuai | Narratives | Data maxi
Cite asCryptoQuant has tracked the directional calls on MON by @CryptoKoryo on X since Oct 2021: not yet scored on MON (as of Nov 11, 2026).
Other assets covered (27)
1 MON call on record, a thin history.
Relative view by default: fewer than 30 MON calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @CryptoKoryo to submit corrections.
Called $CRV bullish on Dec 6, 2022: $CRV rose 77% in 2 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
is the L1 wars now settled? newer generation L1s like aptos, sui, sei, berachain were not able to keep their early momentum. monad still too early to tell. seems the specialized L1s theory hasn't really worked out so far. plasma might be the only exception. hyperliquid starting from hyper specialized L1 and slowly expanding use cases as the core product was generating revenue makes more sense to me than starting with a general purpose L1 with no edge and just burn cash on incentives.
View original →the market is not betting on $mon because it has the best fundamentals today. it’s bidding $mon because it launched at a valuation that left room for the market to care. $hype and $trx make sense as leader l1 coins. one has real revenue, the other has years of adoption behind it. $mon has neither. low revenue, newly listed, and in a market that has been absolutely brutal to new alts since 2025. and yet it’s still outperforming. why? because it came public cheap enough to actually work. 1 month after tge, $mon was ~$235m mcap. $apt was ~$600m. $bera was ~$729m. $S was ~$1.5b. if you launch too high, the market spends the next 6 months trying to escape your cap table. if you launch low enough, the market can underwrite upside. that’s the whole game now. price is now increasing its mindshare: monad is noq top 5 among l1s. the flywheel effect is kicking. in this cycle, fair launch valuation is not a nice-to-have. it is almost the only ways a new token gives itself a chance.
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