过去两年,L1 与 L2 的竞争始终围绕着同一组矛盾展开 ——Solana 代表了极致性能路线,但开发者需放弃 EVM 兼容性,转向 Rust 与自定义 VM; ——以太坊 L2 阵营则选择了极致兼容性路线,完全继承 EVM 生态,但区块时间、吞吐与费用仍受制于数据。 Monad 的核心贡献,在于首次以可验证的方式把这两者同时做到接近极致,Gas 费用较以太坊主网低 2–3 个数量级,相当于把性能&兼容性的结合。 从开发者迁移成本来看,这是一个决定性变量。 2017→以太坊,2021→BSC,2023→ Monad 同时满足这三项。 其他宣称并行 EVM的项目Sei v2、Neon、Eclipse ,在执行层架构、仍与 Monad 存在可量化的差距。至少在 2026 年之前,EVM 兼容高性能公链的主赛道大概率只剩下一条主线。 $MON 本身承载的是基础设施叙事,真正的超额收益,仍大概率出现在生态早期应用层,特别是 meme 币这类对速度与费用极端敏感的流量入口。 Solana 生态 2023–2024 年的 meme 币热潮,本质是近零 Gas + 极致速度,带来的流量洼地效应。Monad 复制甚至放大了这一底层条件。 #Monad
18 hours into Monad mainnet, we've seen about 5 million transactions. Where's that activity coming from? (@nad_radar) does a great job of showing what's going on
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