Monad Mainnet，生态系统发射和十字路口决定：纽约客

Monad的主网发布即将到来，对生态系统方案做出了关键的决定：坚持使用Monad或Jump Ship？我们剖析趋势和见解。

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

Monad Mainnet，生态系统发射和十字路口决定：纽约客

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即将推出的主网发布是一个关键时刻，迫使生态系统协议决定是犯下还是探索其他机会。伙计们，这是一个高风险的时机和策略游戏。

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

元人与贝拉辛的叙述：高性能链和首都

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已成为这个牛市的宠儿，每个牛市都代表了高性能L1连锁店的独特风味。贝拉辛（Berachain）着重于庞济（Ponzi）式的文化叙事（他们的话，而不是我的话！），而蒙达德（Monad）则突破了超高绩效的公共连锁店的界限，都吸引了大量的机构投资。只需查看融资数据即可 - 这是傻瓜！

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的明星协议@InfraredFinance在三轮比赛中赚了近2000万美元，而@HoneyPotFinance获得了2000万美元的估值。然后是@origami_fi，由Berachain的创始人和一些Bearchain退伍军人支持。但这是踢球者：贝拉辛（Berachain）于2月推出了其主网，许多协议 *仍然 *没有进行TGE。哎哟。

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的生态系统协议具有更大的数量。 @APR_LABS处理MEV和LSD基础架构，售价为3070万美元。本地Clob Dex协议@KurueXchange完成了两轮总计1,360万美元，而本地Perp Dex的@PerplTrade赚了925万美元。而且，我们不要忘记@opinionlabsxyz，它降落了500万美元的预播。捕获？他们都在等待Monad Mainnet推出，然后才能发射。

The TGE Timing Game: A Strategic Decision

TGE计时游戏：战略决定

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.

选择何时启动链链生态系统协议不是一场赌博，而是高风险国际象棋比赛。某些项目在其他连锁店前启动，而另一些项目之后，有些项目则在等待游戏之后进行。那些项目所有者？他们实际上是在公共连锁团队中窃窃私语的秘密。他们知道连锁团队是否都在谈论还是真正地承诺。

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.

真正的曲线球？ * mainnet启动后发生的 *发生了什么。这是一个狂野的西部，受连锁店的营销能力，激励措施的影响，当然还有不可预测的加密货币市场。那是那些生态系统项目的机动室。

The Exodus: Projects Jumping Ship

出埃及记：项目跳船

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的主网漫长而艰巨。某些项目，例如本机LSD协议，@kintsu_xyz，迫不及待地等待@hyperliquidx。根据街上的耳语，在第四季度发布之前可能会效仿。

Personal Thoughts: Stick or Twist?

个人想法：坚持还是扭曲？

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).

这是我的两分钱：虽然有些项目不可避免地会寻求更绿色的牧场，但在像Monad这样的潜在开创性连锁店上成为本土协议的魅力是不可否认的。如果Monad兑现其承诺，那么奖励可能会很大。当然，这是一种风险，但有时您必须押注自己（在这种情况下，链条）。

Looking Ahead

展望未来

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!

嗡嗡声Is Monad可能会在第四季度启动其主网和TGE。我们将看到会发生什么。就目前而言，让我们为愿意将其全部押注Monad押注的大胆协议举起一杯。愿您对您有利的赔率！