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The Monad presale closed at 8 PM on 11/22/25.
No distribution.
No allocation updates.
No refunds.
Nothing has happened yet.
And still — based ONLY on the numbers — something feels off.
The sale didn’t just sell out.
It detonated.
Because in the span of a few hours, with almost zero noise or hype, the presale hit:
187.5M available
269M requested
1.43× oversubscribed
And this is where things stop making sense.
This isn’t 2021.
And we’re nowhere near the top of this cycle.**
Yes — we’re in a bull market.
But not the kind where random retail crowds casually shove an extra $100M into a presale out of pure excitement.
We’re in the early structured phase of the bull —
the part where smart money moves first
and retail shows up months later pretending they saw it coming.
So where did this demand come from?
Who positioned early?
Who coordinated?
Who knew exactly when to strike?
Numbers like these don’t appear out of nowhere.
Not for a new L1.
Not in a market where most people are still hesitant.
Not during a cycle transition where the real rotations haven’t even started.
And definitely not without someone big pulling strings behind the curtain.
Most people will look at that number and think:
“Wow, people really wanted Monad.”
But no.
1.43× oversub means something else entirely:
It means demand was engineered.
This wasn’t some massive public rush.
This wasn’t retail FOMO.
This wasn’t TikTok influencers pumping a presale.
This was:
early positioning
coordinated capital
strategic actors
quiet accumulation
planned aggression
You don’t see numbers like this unless the people who matter were already in motion.
They know exactly how much attention an L1 will get.
They see all on-chain flow.
They understand user behavior better than anyone.
They have Base — and now, they’re backing Monad.
When something linked to Coinbase oversubscribes by almost $100M…
…it means the plan is already in motion.
this is happening before anything is truly live.**
Mainnet hasn’t launched yet.
The ecosystem is still forming.
Liquidity isn’t active.
Incentives aren’t flowing.
And the real announcements haven’t even started.
We’ve only seen a single presale.
One sale.
One snapshot of demand.
And even before the chain switches on —
the numbers alone already shifted the narrative.
Not because retail “got excited,”
but because someone wanted it to unfold this way.
It was alignment taking shape in real time.**
And aligned ecosystems don’t rise slowly.
They ignite.
Whatever 2025 becomes,
Monad has already pulled itself to the center —
and yesterday’s numbers were the first message…
disguised as demand.
— C. Scott News (CSN)
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C.Scott
4 comments
nice article!
Thank you so much, it means the world💜
That's is how the community reacts on Monad because they are not honest with us... many spending time and efforts on testnet and Monad simply ignore us without any allocation. This is a favor back to Monad by ignoring this shitcoin.
I get where you’re coming from — people said the exact same thing about Solana, AVAX, and even ETH before their breakouts. Early silence always gets interpreted as “they don’t care,” but historically it’s just the calm before teams flip the switch. Monad’s already proven the tech. The testnet data is real. Demand showed up heavy. The gap right now is communication — and that’s always the last thing teams fix before momentum shifts. These are the same conditions that turned “frustration” into “I wish I’d paid attention.”