X @DonAlt

Tokenomics & Valuation - Monad's ICO is planned below the last VC raise valuation [1] - 7.5% of the token supply will be sold at a $2.5 billion Fully Diluted Valuation (FDV) [1] - 3% of the token supply is allocated for an airdrop [1] - 89.2% of the token supply is designated for the ecosystem, team, investors, and treasury [1] - Polymarket places a 52% chance of a $5 billion FDV after Token Generation Event (TGE) [1] Market Sentiment & VC Implications - The ICO's immediate availability contrasts with the years of holding required for VCs [1] - There is potential upset regarding the ICO terms, but the VCs from the last raise may have more reason to complain [1]