Who is the winner between MegaETH and Monad?



The Tenet is in a good state and if we put our minds to it, it seems possible to launch the mainnet. There are many good reviews around, but since it is an L2, it seems likely to be undervalued in terms of valuation.

Since the ECHO sale was based on an FDV of 250M, if we think it will be 1B, that's 4 times, so will there be a profit of 15,000 dollars?

There are rumors that the token TGE will happen between July and September this year, and I think it will be profitable since it is an L1 that everyone prefers.

I haven't invested, but the key is how much they'll give based on the Telegram TG ROLE. Even if the FDV reaches 5B at the TGE, it seems significant in the current market, so it's ambiguous.

It is expected that the valuation will vary significantly depending on who comes out first.

If Monada is released later than Mega Ether, the probability of significantly reducing its value is high.

Mega Ether might be fine to come out later than Monad.

Since both have done something similar with Edjak, I will likely focus on cashing out by selling 70% when I receive the tokens and holding 30%.

Rather, I think that selling and buying Hyperliquid might have a higher upside potential, but looking at the market cap, it doesn't seem that way, so it's complicated.

Personally, I hope both do well and I believe they will support each other, but it seems that depending on the timing of the mainnet and TGE, it could go to extremes.
ECHO-1.41%
B-1.58%
L10.6%
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