X @mert | helius.dev
mert | helius.dev·2025-11-23 22:19

Market Timing - The current market conditions present a "perfect time" for Monad to launch, similar to Solana's launch in a challenging market [1] - Launching in a difficult market allows the company to attribute failure to external factors while claiming success if the project performs well [1] Investment Sentiment - There is a perceived shift towards value investing within the cryptocurrency market [1] Strategic Implications - The company should capitalize on the potential for positive outcomes while mitigating blame in case of negative results [1] - The company should align its strategy with the growing trend of value investing in crypto [1]