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Monad FDV is about to surge to 5B, it's really impressive!
But every time I see this number, I can't help but compare it with Sei.
Let's make a simple comparison:
- Sei raised only 5 million dollars in the seed round back then.
- Monad raised $225 million in this round (valuation at $1 billion)
- Sei currently has over 95% of its tokens in the market, with excellent CEX depth.
- The initial circulation of Monad is expected to be around 10-12%.
- Sei's current FDV is approximately 1.3 billion, with a TPS of 3000-5000 that has been stable for 2 years.
In the same "high-performance EVM Layer1" track, I feel that:
In the short term, the narrative is that Monad is invincible;
In the medium to long term, actual circulation + community, $SEI may still have greater upward potential. @SeiNetwork