The post Arthur Hayes Warns Monad Could Crash 99% as ‘VC Coin’ appeared on BitcoinEthereumNews.com. Crypto veteran Arthur Hayes has issued a warning over Monad, saying the recently launched layer-1 blockchain could plunge as much as 99% and end up as another failed experiment driven by venture capital hype rather than real adoption. Speaking on Altcoin Daily, the former BitMEX chief described the project as “another high FDV, low-float VC coin,” arguing that its token structure alone puts retail traders at risk. FDV stands for Fully Diluted Value, which is the market value of a crypto project if all its tokens were already in circulation. According to Hayes, projects with a large gap between FDV and circulating supply often experience early price spikes, followed by deep selloffs once insider tokens unlock. “It’s going to be another bear chain,” Hayes said, adding that while every new coin gets an initial pump, that does not mean it will develop a lasting use case. Hayes said most new layer-1 networks ultimately fail, with only a handful likely to retain long-term relevance. He named Bitcoin (BTC), Ether (ETH), Solana (SOL) and Zcash (ZEC) as the small group of protocols he expects to survive the next cycle. Last year, Monad raised $225 million in funding from venture capital firm Paradigm. The layer-1 blockchain went live on Monday, accompanied by an airdrop of its MON token. Monad’s MON token up 40% since launch. Source: CoinMarketCap Related: Did Bitcoin bottom? Arthur Hayes Thinks $80,000 Will Hold Hayes remains bullish Hayes also laid out a bullish outlook for crypto as a whole, driven almost entirely by renewed monetary expansion. He argued that governments, particularly the United States, are preparing for another wave of liquidity injections ahead of political campaigns and slowing growth. “I think that we are at the end of the beginning of this cycle and the massive amounts of crazy bull… The post Arthur Hayes Warns Monad Could Crash 99% as ‘VC Coin’ appeared on BitcoinEthereumNews.com. Crypto veteran Arthur Hayes has issued a warning over Monad, saying the recently launched layer-1 blockchain could plunge as much as 99% and end up as another failed experiment driven by venture capital hype rather than real adoption. Speaking on Altcoin Daily, the former BitMEX chief described the project as “another high FDV, low-float VC coin,” arguing that its token structure alone puts retail traders at risk. FDV stands for Fully Diluted Value, which is the market value of a crypto project if all its tokens were already in circulation. According to Hayes, projects with a large gap between FDV and circulating supply often experience early price spikes, followed by deep selloffs once insider tokens unlock. “It’s going to be another bear chain,” Hayes said, adding that while every new coin gets an initial pump, that does not mean it will develop a lasting use case. Hayes said most new layer-1 networks ultimately fail, with only a handful likely to retain long-term relevance. He named Bitcoin (BTC), Ether (ETH), Solana (SOL) and Zcash (ZEC) as the small group of protocols he expects to survive the next cycle. Last year, Monad raised $225 million in funding from venture capital firm Paradigm. The layer-1 blockchain went live on Monday, accompanied by an airdrop of its MON token. Monad’s MON token up 40% since launch. Source: CoinMarketCap Related: Did Bitcoin bottom? Arthur Hayes Thinks $80,000 Will Hold Hayes remains bullish Hayes also laid out a bullish outlook for crypto as a whole, driven almost entirely by renewed monetary expansion. He argued that governments, particularly the United States, are preparing for another wave of liquidity injections ahead of political campaigns and slowing growth. “I think that we are at the end of the beginning of this cycle and the massive amounts of crazy bull…

Arthur Hayes Warns Monad Could Crash 99% as ‘VC Coin’

Crypto veteran Arthur Hayes has issued a warning over Monad, saying the recently launched layer-1 blockchain could plunge as much as 99% and end up as another failed experiment driven by venture capital hype rather than real adoption.

Speaking on Altcoin Daily, the former BitMEX chief described the project as “another high FDV, low-float VC coin,” arguing that its token structure alone puts retail traders at risk. FDV stands for Fully Diluted Value, which is the market value of a crypto project if all its tokens were already in circulation.

According to Hayes, projects with a large gap between FDV and circulating supply often experience early price spikes, followed by deep selloffs once insider tokens unlock. “It’s going to be another bear chain,” Hayes said, adding that while every new coin gets an initial pump, that does not mean it will develop a lasting use case.

Hayes said most new layer-1 networks ultimately fail, with only a handful likely to retain long-term relevance. He named Bitcoin (BTC), Ether (ETH), Solana (SOL) and Zcash (ZEC) as the small group of protocols he expects to survive the next cycle.

Last year, Monad raised $225 million in funding from venture capital firm Paradigm. The layer-1 blockchain went live on Monday, accompanied by an airdrop of its MON token.

Monad’s MON token up 40% since launch. Source: CoinMarketCap

Related: Did Bitcoin bottom? Arthur Hayes Thinks $80,000 Will Hold

Hayes remains bullish

Hayes also laid out a bullish outlook for crypto as a whole, driven almost entirely by renewed monetary expansion. He argued that governments, particularly the United States, are preparing for another wave of liquidity injections ahead of political campaigns and slowing growth.

“I think that we are at the end of the beginning of this cycle and the massive amounts of crazy bull market money printing is ahead of us,” he said.

He also dismissed the widely cited four-year Bitcoin cycle, saying past market booms were fueled not by halvings but by global credit expansion led by the US and China. When liquidity dries up, Bitcoin reacts first, he said, calling it the “last free-market smoke alarm” for the global financial system.

Related: Arthur Hayes: Bitcoin’s Four-Year Cycle Is Dead

Privacy coins to dominate

Looking ahead, Hayes predicted privacy technologies will dominate the next crypto narrative, with zero-knowledge systems and privacy coins seeing renewed interest. He added that institutional adoption is likely to settle on Ethereum, especially through stablecoins and tokenized finance.

Earlier this month, he revealed that Zcash has become the second-largest holding in his family office Maelstrom, trailing only Bitcoin.

Magazine: 2026 is the year of pragmatic privacy in crypto — Canton, Zcash and more

Source: https://cointelegraph.com/news/arthur-hayes-monad-crash-99-high-risk-vc-coin?utm_source=rss_feed&utm_medium=feed&utm_campaign=rss_partner_inbound

Market Opportunity
VinuChain Logo
VinuChain Price(VC)
$0.000631
$0.000631$0.000631
+15.77%
USD
VinuChain (VC) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact [email protected] for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

ASTR on the Brink – Fixed Supply Proposal Sparks Major Community Debate

ASTR on the Brink – Fixed Supply Proposal Sparks Major Community Debate

Founder Sota Watanabe has set the stage for a redesign of ASTR’s economics that would eliminate its inflationary structure and […] The post ASTR on the Brink – Fixed Supply Proposal Sparks Major Community Debate appeared first on Coindoo.
Share
Coindoo2025/09/19 00:30
BlackRock Increases U.S. Stock Exposure Amid AI Surge

BlackRock Increases U.S. Stock Exposure Amid AI Surge

The post BlackRock Increases U.S. Stock Exposure Amid AI Surge appeared on BitcoinEthereumNews.com. Key Points: BlackRock significantly increased U.S. stock exposure. AI sector driven gains boost S&P 500 to historic highs. Shift may set a precedent for other major asset managers. BlackRock, the largest asset manager, significantly increased U.S. stock and AI sector exposure, adjusting its $185 billion investment portfolios, according to a recent investment outlook report.. This strategic shift signals strong confidence in U.S. market growth, driven by AI and anticipated Federal Reserve moves, influencing significant fund flows into BlackRock’s ETFs. The reallocation increases U.S. stocks by 2% while reducing holdings in international developed markets. BlackRock’s move reflects confidence in the U.S. stock market’s trajectory, driven by robust earnings and the anticipation of Federal Reserve rate cuts. As a result, billions of dollars have flowed into BlackRock’s ETFs following the portfolio adjustment. “Our increased allocation to U.S. stocks, particularly in the AI sector, is a testament to our confidence in the growth potential of these technologies.” — Larry Fink, CEO, BlackRock The financial markets have responded favorably to this adjustment. The S&P 500 Index recently reached a historic high this year, supported by AI-driven investment enthusiasm. BlackRock’s decision aligns with widespread market speculation on the Federal Reserve’s next moves, further amplifying investor interest and confidence. AI Surge Propels S&P 500 to Historic Highs At no other time in history has the S&P 500 seen such dramatic gains driven by a single sector as the recent surge spurred by AI investments in 2023. Experts suggest that the strategic increase in U.S. stock exposure by BlackRock may set a precedent for other major asset managers. Historically, shifts of this magnitude have influenced broader market behaviors as others follow suit. Market analysts point to the favorable economic environment and technological advancements that are propelling the AI sector’s momentum. The continued growth of AI technologies is…
Share
BitcoinEthereumNews2025/09/18 02:49
Shifting Tides in Bitcoin: New Challenges Emerge

Shifting Tides in Bitcoin: New Challenges Emerge

Recent developments in the Bitcoin market signal mounting pressures as capital inflows slow, and critical indicators shift. Data indicates that Bitcoin’s market
Share
Coinstats2026/02/11 02:05