0xResearch Monad Mainnet, L1 Valuations, and Berachain News | Livestream
Nov 24, 2025
Join James, a dynamic voice in crypto trading and market analysis, as he delves into the launch of Monad's mainnet and MegaETH’s pre-deposit valuations. The conversation takes a turn towards the complexities of L1 valuations and the recent Brevan Howard refund leak linked to Berachain. They also explore innovative revenue models and how different blockchains capture value. Plus, vibrant discussions on the timing of ICOs and the nuances of blockchain monetization make this a must-listen for crypto enthusiasts!
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Day-One Launch Reality
- Monad's day-one launch met minimal requirements but won't meet sky-high expectations immediately.
- Chains typically improve after day one as apps and integrations come online.
Throughput Isn't Value
- Higher throughput claims (10k+ TPS) may be real but aren't the sole determinant of value.
- Value accrues from economic activity and mechanisms that capture fees, not raw speed alone.
Monetize Through Apps And B2B
- Chains should capture value via applications or direct monetization rather than relying only on raw transaction volume.
- Build canonical apps or charge B2B application providers to capture predictable revenue.