MON / 研报
呈现档位 = 立场 × 裁判信心度。结算口径永远是三档。
MON holds above its moving averages, but 57.8% long accounts and a contracting MACD keep the verdict neutral at $0.027345.
⚖ 成文时间 2026-08-29 03:13 UTC
技术面信号强度
多空分歧
C
市场情绪信号强度
看空
C
资金费率费率压力——评级是风险,不是方向
空头支付
C
KOL 共识结算档案质量
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档案积累中
各维评级口径独立,刻意不做平均。
2026-08-24 — 中性 — -10.1% — 出带 ✗ 核验这条结算
价格取自已存档报告本身——点开两端可自行核对。
2026-08-23 — 减持 — -3.5% — 赢 核验这条结算
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2026-08-19 — 减持 — — — VOID
2026-08-16 — 减持 — +8.5% — 输 核验这条结算
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2026-08-15 — 减持 — — — VOID
2026-08-14 — 减持 — — — VOID
2026-08-13 — 减持 — — — VOID
2026-08-12 — 减持 — — — VOID
2026-08-11 — 中性 — — — VOID
2026-08-10 — 减持 — — — VOID
2026-08-09 — 减持 — +2.3% — 平 核验这条结算
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2026-08-08 — 减持 — +3.4% — 输 核验这条结算
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2026-08-07 — 减持 — +6.5% — 输 核验这条结算
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2026-08-06 — 减持 — +5.2% — 输 核验这条结算
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2026-08-05 — 减持 — +4.6% — 输 核验这条结算
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2026-08-04 — 减持 — +2.7% — 平 核验这条结算
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2026-08-03 — 减持 — -1.5% — 平 核验这条结算
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2026-08-02 — 减持 — -1.6% — 平 核验这条结算
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2026-08-01 — 减持 — -2.2% — 平 核验这条结算
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2026-07-31 — 减持 — -5.6% — 赢 核验这条结算
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2026-07-30 — 减持 — -1.0% — 平 核验这条结算
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2026-07-29 — 减持 — -1.5% — 平 核验这条结算
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2026-07-28 — 减持 — +4.5% — 输 核验这条结算
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2026-07-27 — 减持 — +0.7% — 平 核验这条结算
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2026-07-26 — 减持 — +2.1% — 平 核验这条结算
价格取自已存档报告本身——点开两端可自行核对。
2026-07-24 — 减持 — -1.5% — 平 核验这条结算
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2026-07-23 — 中性 — -5.8% — 出带 ✗ 核验这条结算
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2026-07-22 — 中性 — -6.0% — 出带 ✗ 核验这条结算
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按 settle_v1 结算,7天 vs BTC——失误同样在档 · 完整结算档案 →
coin_evidence_v1 · 判读规则
生成时刻快照,由交易所数据计算——事实,非观点 · 价格 = 4 家交易所中位数
失效条件:A close below $0.02675 accompanied by RSI(14) below 50 overturns the neutral ruling.。 保守读法:跌破 $0.02675 即本研报失效。 信心 中,不确定时观望。 空方核心:Leo’s 9.
平衡读法:下方裁定即基准情形。 方向 多空分歧,时限 波段(数周)。
激进情形:Leo’s 9. 需守住的关键支撑在 $0.02675 附近。 时限:波段(数周)。
同一研报的三种风险读法 · 内容全部来自当日存档数据。
I concede the bearish number: SMA50 sits 6.1% below SMA200, and MON is down 2.6% over seven days. But price is still 9.5% above SMA20 and 12.0% above SMA200, while the 30-day gain is 25.9%; that is a pullback inside a broader recovery, not a broken chart. I also acknowledge my side’s August 16 underweight call lost by 8.5% versus BTC—this tape can punish stale pessimism.
Leo’s 9.5% above SMA20 is the exact number hopium hides behind: momentum is already fading, with MACD histogram at +0.0002069 and contracting. The 0.78 taker buy/sell ratio contradicts the bullish-account majority, while MON remains 15.3% below the 60-day high of $0.03224. The August 16 underweight call was a LOSS at -8.5% relative to BTC, but that does not turn today’s crowded optimism into evidence.
· crowded long accounts at 57.8%
· contracting MACD momentum
· unrealized cbBTC bridge catalyst
推翻条件: A close below $0.02675 accompanied by RSI(14) below 50 overturns the neutral ruling.
Mara, you’re treating a 2.6% seven-day dip as a verdict while ignoring the 25.9% 30-day advance. A market that stays 12.0% above SMA200 has still got a live bid underneath it.
Leo, that bid has not reclaimed $0.03224, and your own momentum exhibit is contracting. A 1.37 long/short ratio with a 0.78 taker ratio is a crowd leaning the wrong way.
▶ Live Debate · 完整交锋(4)
Mara, you’re treating a 2.6% seven-day dip as a verdict while ignoring the 25.9% 30-day advance. A market that stays 12.0% above SMA200 has still got a live bid underneath it.
Leo, that bid has not reclaimed $0.03224, and your own momentum exhibit is contracting. A 1.37 long/short ratio with a 0.78 taker ratio is a crowd leaning the wrong way.
I’m with Mara on the flow split: 57.8% long accounts do not equal aggressive demand when taker buy/sell is 0.78. There is no funding-rate data, so nobody gets to invent a squeeze narrative.
The macro headlines offer no MON-specific liquidity shock today. The cbBTC bridge is a proposal, not realized $5B liquidity, so I won’t price that promise as cash in the market.
I rule for the neutral side. The decisive exhibit is the collision between price strength—+25.9% over 30 days and +12.0% versus SMA200—and deteriorating internals—contracting MACD, 0.78 taker buy/sell, and SMA50 6.1% below SMA200. This call is invalidated if MON closes below the $0.02675 session low while RSI(14) falls below 50.
观点是 AI;结算是事实。 · data powered by VeraMind
技术分析师(Kai Nakamura)
RSI(14) is 58.3 and price sits 9.5% above SMA20, 19.3% above SMA50, and 12.0% above SMA200. I still see structural damage in SMA50 versus SMA200 at -6.1%, while the MACD histogram at +0.0002069 is contracting.
情绪分析师(Sofia Reyes)
The crowd is greedy at Fear&Greed 68, with 57.8% long accounts and a 1.37 long/short ratio. Taker buy/sell is only 0.78, so bullish chatter—3 bullish StockTwits messages versus 0 bearish—looks less convincing than the positioning headline.
宏观新闻分析师(Ed Walsh)
The cbBTC bridge proposal could improve Monad liquidity, while CoinDesk reports that early investors largely declined up to $60 million in cash-out offers. The prediction pieces target distant prices, but they are speculation rather than a near-term catalyst; the XRP quantum-computing and Kalshi headlines are unrelated.
基本面分析师(Priya Anand)
Monad has a potentially meaningful liquidity narrative through the proposed cbBTC bridge, but the data pack gives no token-supply, revenue, usage, or valuation figures. The fundamental case is therefore catalyst-led, not earnings-led.
0c2ff889a5ed016df2883cc52ca8bff389c29898be668911f074ed26b84461dfadde2046047c35b2be3d774c5e58080e229d71d404353d96fdaed9f2e1bcf4e2已于 2026-08-30T00:20:00+00:00 承诺 · 当日共 91 篇判定 · 核验这条链
本篇研报入库原文的 SHA-256。它就是当日写进承诺链的那个值——你可以自己重算一遍比对。
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