What could affect MON’s future price?

Question

Accepted Answer

## TLDR
Monad's price outlook is mixed, balancing rapid ecosystem growth against looming supply pressures.

1. **Wallet Support Shifts** – Phantom wallet ends Monad support by August 26, 2026, potentially disrupting user access and sentiment in the near term.  
2. **Major Token Unlocks** – Over 50% of the 100B MON supply is locked, with significant team and investor unlocks starting November 2026, creating sustained sell pressure.  
3. **Ecosystem & Adoption** – Monad's high-speed EVM design and growing DeFi TVL (~$784M) could drive long-term demand if usage scales.

## Deep Dive
### 1. Near-Term Accessibility Risk (Bearish Impact)
**Overview:** Phantom, a major non-custodial wallet, will discontinue Monad network support by August 26, 2026 ([The Defiant](https://thedefiant.io/news/infrastructure/phantom-to-end-monad-support-on-aug-26)). This forces users to migrate assets, potentially causing short-term confusion and selling. MetaMask has countered by offering to cover gas fees for migrants, highlighting competitive dynamics.

**What this means:** Reduced wallet options can dampen retail participation and sentiment, applying near-term downward pressure. However, the impact may be limited as over a dozen other wallets, including MetaMask, continue to support Monad.

### 2. Upcoming Supply Inflation (Mixed Impact)
**Overview:** At mainnet launch, 50.6B MON tokens (50.6% of supply) were locked for team, investors, and the treasury ([MON Tokenomics](https://www.monad.xyz/blog/mon-tokenomics-overview)). These begin unlocking from the one-year anniversary in November 2026, with full unlocks stretching to Q4 2029.

**What this means:** This represents a major supply overhang. Price direction will hinge on whether organic demand from ecosystem growth outpaces this scheduled selling. Failure to absorb unlocks could lead to prolonged price suppression.

### 3. Fundamental Growth Drivers (Bullish Impact)
**Overview:** Monad's core value proposition is its high-throughput, EVM-compatible Layer 1. Its DeFi TVL stands at ~$784 million, including $337 million in tokenized real-world assets ([CryptoSlate](https://cryptoslate.com/a-3-8-billion-rwa-recovery-shows-how-quickly-defi-absorbed-the-kelpdao-shock/)). New protocols like TownSquare's institutional money market are launching.

**What this means:** Real usage and TVL growth are primary bullish catalysts. If Monad continues to attract developers and capital, particularly in institutional DeFi and RWAs, it could generate sufficient demand to offset future supply increases and support price appreciation.

## Conclusion
Monad's price faces a tug-of-war between near-term operational friction and long-term technical promise. The key for holders is whether accelerating on-chain activity can build a durable moat before major token unlocks begin in late 2026.

Will Monad's DeFi TVL and daily active addresses continue to grow faster than its circulating supply?

Monad (MON) Price Prediction

Deep Dive

1. Near-Term Accessibility Risk (Bearish Impact)

2. Upcoming Supply Inflation (Mixed Impact)

3. Fundamental Growth Drivers (Bullish Impact)

Conclusion

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