Key Points:

1. Monad is a Layer 1 public chain focusing on "high performance + full EVM compatibility," with a total funding of over 240 million USD. The mainnet is expected to launch by the end of 2025 and is poised to become a disruptor in the public chain space where "performance and compatibility are mutually exclusive." Its optimistic parallel EVM design is the core technological breakthrough direction.

2. Adopting the "MonadBFT consensus + optimistic parallel EVM" architecture, it can achieve 0.8-1 second single-round speculation finality and 70%-80% transaction parallel execution. The performance stability in complex scenarios still needs further verification after the mainnet goes live.

3. Compared to other parallel EVM projects in the same space, Monad has formed a differentiated advantage with an "independent Layer 1 architecture + full EVM native compatibility + over 240 million USD funding reserve." During the testnet phase, it has demonstrated the performance potential of 0.5-second block intervals.

4. The ecosystem has gathered over 280 projects, with a total ecosystem funding of 13.2 billion USD. Through mechanisms such as hackathons and dedicated accelerators, the ecosystem's bootstrapping is being promoted, with capital flowing towards DeFi infrastructure and core application layers.

5. With "Builders First" as a core strategy to attract developers, despite facing controversies such as mainnet progress and validator decentralization, the ecosystem's friendliness and technological innovation provide long-term support for value. Subsequently, breaking through the performance commitment and user retention at scale will be key propositions.

1. Emerging Public Chain Monad: Background and Development Milestones

1.1 Disruptor Monad: Positioning, Origin, and Vision

Looking back at the development of public chains, Ethereum has built the largest ecosystem based on EVM compatibility, but performance bottlenecks have always restricted its scalable applications. Solana, with its super high TPS, briefly became a representative of "high-performance public chains," but faced a trust crisis due to insufficient decentralization and technical stability issues. The experiences and lessons of these two major public chains provide a clear reference for Monad's positioning.

The emergence of Monad precisely targets the core pain point of the current public chain track, where "performance and compatibility are mutually exclusive." Its core positioning is as a "Layer 1 public chain that combines ultimate performance with full EVM compatibility." Unlike some public chains that sacrifice EVM compatibility for performance or compromise performance for EVM compatibility, Monad, starting from the underlying architecture design, attempts to break this "dilemma." It aims to achieve a high-performance breakthrough through innovative consensus mechanisms and execution layer optimizations while maintaining seamless compatibility with Ethereum's EVM. This allows developers to migrate applications to Monad without code refactoring and provides users with low-latency, low-cost transaction experiences.