Bitcoin (BTC) suffered a correction that brought its price down to around $90,000, thus eliminating the gains accumulated throughout much of 2025. This drop has triggered a strong shift in sentiment among both institutional and retail investors. The market correction has coincided with a notable increase in focus on scaling technologies, particularly Monad. The Monad founding team advanced technical details and key deployment dates, combining market pressures with a discussion about high-performance infrastructure and the mainnet roadmap.
In the first half of November, BTC abruptly lost traction, falling from levels near $109,558 and hitting lows around $92,100. The most recent week showed a drop exceeding 9%, and October 2025 had already closed with a monthly retreat of 4.5%. This pullback resulted in the current price of $90,000 negating the net gains for the entire year, which implies pressure on market sentiment. Likewise, this recent volatility conditions decisions regarding asset rebalancing and margins in derivative products.
Monad is a project led by a founding team that includes Keone Hon (CEO), James Hunsaker (CTO), and Eunice Giarta (COO). Co-founder James Hunsaker confirmed the drive towards a mainnet launch by the end of 2025, indicating that its testnet, active since February, has already processed billions of transactions. The mainnet roadmap stands out for an ambitious technical proposal: compatibility with EVM at the bytecode level, allowing Solidity contracts to migrate without the need for changes, as the ability to scale without breaking compatibility is a critical factor.
The project focuses on exceptional performance goals within the blockchain, aiming to reach 10,000 transactions per second (TPS), 0.8 seconds of finality, and block times of 0.4 seconds. The technical improvements that make this possible include optimistic parallel execution, superscalar pipelining, and JIT compilation, designed to accelerate the execution of smart contracts. On the other hand, Monad’s Fully Diluted Valuation (FDV) has been projected between $12 billion and $15 billion, with a Token Generation Event (TGE) that took place in August 2025.
Can Monad Balance Technical Complexity with Governance Transparency?
The drops in BTC revive attention on market resilience and amplify the demand for more scalable infrastructure, which is why Monad’s mainnet roadmap is at the center of the technical debate. However, not everything is optimism: the identified criticisms concentrate on the complexity of executing a parallel EVM, especially in dependency detection and conflict resolution. Furthermore, the perceived opacity surrounding the airdrop and doubts about the eligibility criteria have created friction within the community.
The implications of this BTC correction are clear: for investors and product teams, the drop means pressure on liquidity and possible risk revisions in custody and leverage strategies, and for companies managing large assets, it implies greater scrutiny. In this context of caution and demand for efficiency, Monad presents itself with ambitious goals in its mainnet roadmap, but it must address both the operational risks derived from its high technical complexity and the concerns regarding its governance and transparency.
