Monad Mainnet，生態系統發射和十字路口決定：紐約客

Monad的主網發布即將到來，對生態系統方案做出了關鍵的決定：堅持使用Monad或Jump Ship？我們剖析趨勢和見解。

Monad Mainnet, Ecosystem Launch, and a Crossroads Decision: A New Yorker's Take

Monad Mainnet，生態系統發射和十字路口決定：紐約客

Monad's upcoming mainnet launch is a pivotal moment, forcing ecosystem protocols to decide whether to commit or explore other opportunities. It's a high-stakes game of timing and strategy, folks.

Monad即將推出的主網發布是一個關鍵時刻，迫使生態系統協議決定是犯下還是探索其他機會。伙計們，這是一個高風險的時機和策略遊戲。

The Monad vs. Berachain Narrative: High-Performance Chains and Capital

元人與貝拉辛的敘述：高性能鍊和首都

Monad and Berachain have emerged as darlings of this bull market, each representing a unique flavor of high-performance L1 chains. Berachain, with its focus on a Ponzi-esque cultural narrative (their words, not mine!), and Monad, pushing the boundaries of ultra-high-performance public chains, have both attracted significant institutional investment. Just look at the financing data – it's bonkers!

Monad和Berachain已成為這個牛市的寵兒，每個牛市都代表了高性能L1連鎖店的獨特風味。貝拉辛（Berachain）著重於龐濟（Ponzi）式的文化敘事（他們的話，而不是我的話！），而蒙達德（Monad）則突破了超高績效的公共連鎖店的界限，都吸引了大量的機構投資。只需查看融資數據即可 - 這是傻瓜！

Berachain’s star protocol, @InfraredFinance, scooped up nearly $20 million across three rounds, while @honeypotfinance snagged a $20 million valuation. Then there's @origami_fi, backed by Berachain's founder and some BearChain veterans. But here's the kicker: Berachain launched its mainnet way back in February, and many protocols *still* haven't conducted their TGE. Ouch.

Berachain的明星協議@InfraredFinance在三輪比賽中賺了近2000萬美元，而@HoneyPotFinance獲得了2000萬美元的估值。然後是@origami_fi，由Berachain的創始人和一些Bearchain退伍軍人支持。但這是踢球者：貝拉辛（Berachain）於2月推出了其主網，許多協議 *仍然 *沒有進行TGE。哎喲。

Monad’s ecosystem protocols are boasting even bigger numbers. @apr_labs, handling MEV and LSD infrastructure, raked in a cool $30.7 million. @KuruExchange, a native CLOB DEX protocol, completed two rounds totaling $13.6 million, and @perpltrade, a native perp DEX, pulled in $9.25 million. And let's not forget @opinionlabsxyz, which landed a $5 million Pre-Seed round. The catch? They're all waiting for the Monad mainnet to launch before they can TGE.

Monad的生態系統協議具有更大的數量。 @APR_LABS處理MEV和LSD基礎架構，售價為3070萬美元。本地Clob Dex協議@KurueXchange完成了兩輪總計1,360萬美元，而本地Perp Dex的@PerplTrade賺了925萬美元。而且，我們不要忘記@opinionlabsxyz，它降落了500萬美元的預播。捕獲？他們都在等待Monad Mainnet推出，然後才能發射。

The TGE Timing Game: A Strategic Decision

TGE計時遊戲：戰略決定

Choosing when to launch an on-chain ecosystem protocol is less a gamble and more a high-stakes chess match. Some projects launch on other chains pre-mainnet, others immediately after, and some play the waiting game. Those project owners? They're practically whispering secrets with the public chain teams. They know if the chain teams are all talk or genuinely committed.

選擇何時啟動鍊鍊生態系統協議不是一場賭博，而是高風險國際象棋比賽。某些項目在其他連鎖店前啟動，而另一些項目之後，有些項目則在等待遊戲之後進行。那些項目所有者？他們實際上是在公共連鎖團隊中竊竊私語的秘密。他們知道連鎖團隊是否都在談論還是真正地承諾。

The real curveball? What happens *after* the mainnet launch. It's a wild west out there, influenced by the chain's market-making prowess, incentives, and, of course, the unpredictable crypto market. That's where the maneuvering room comes in for those ecosystem projects.

真正的曲線球？ * mainnet啟動後發生的 *發生了什麼。這是一個狂野的西部，受連鎖店的營銷能力，激勵措施的影響，當然還有不可預測的加密貨幣市場。那是那些生態系統項目的機動室。

The Exodus: Projects Jumping Ship

出埃及記：項目跳船

The wait for Monad's mainnet has been long and arduous. Some projects, like @Kintsu_xyz, a native LSD protocol, couldn’t wait any longer and bolted to @HyperliquidX. And according to the whispers on the street, more might follow suit before the Q4 launch.

等待Monad的主網漫長而艱鉅。某些項目，例如本機LSD協議，@kintsu_xyz，迫不及待地等待@hyperliquidx。根據街上的耳語，在第四季度發布之前可能會效仿。

Personal Thoughts: Stick or Twist?

個人想法：堅持還是扭曲？

Here’s my two cents: While some projects will inevitably seek greener pastures, the allure of being a native protocol on a potentially groundbreaking chain like Monad is undeniable. The rewards could be massive if Monad delivers on its promises. It's a risk, sure, but sometimes you gotta bet on yourself (and the chain, in this case).

這是我的兩分錢：雖然有些項目不可避免地會尋求更綠色的牧場，但在像Monad這樣的潛在開創性連鎖店上成為本土協議的魅力是不可否認的。如果Monad兌現其承諾，那麼獎勵可能會很大。當然，這是一種風險，但有時您必須押注自己（在這種情況下，鏈條）。

Looking Ahead

展望未來

The buzz is Monad might launch its mainnet and TGE in Q4. We'll see what happens. For now, let’s raise a glass to the bold protocols willing to bet it all on Monad. May the odds be ever in your favor!

嗡嗡聲Is Monad可能會在第四季度啟動其主網和TGE。我們將看到會發生什麼。就目前而言，讓我們為願意將其全部押注Monad押注的大膽協議舉起一杯。願您對您有利的賠率！