Waiting for the Crossroads of Monad's Mainnet to Launch - Should the Ecology Move Forward or Stay in Place? How to translate Introduction: The development of Berachain's main online ecosystem has fallen short of expectations, shattering the dream of the native ecosystem protocol TGE plan. The on chain protocol, which has not yet been released, has become a sacrifice for the bear chain TGE. Taking the bear chain as a lesson, Monad is at a critical juncture in the upcoming launch of the main network TGE. Where should ecological protocols go from here? Some project parties have already left ahead of schedule, while others are still sticking to their original positions. @Monad and @ berachain can be said to be the two most favored high-performance L1 chains by capital in this bull market, one representing the ultimate Ponzi cultural narrative, and the other leading the direction of transformation for ultra-high performance public chains. Institutions love their homes, and the native ecological protocols on Berachain and Monad are also favored by capital. Berachain Ecological Star Agreement @ InfraedFinance, completed nearly $20 million in financing in three rounds; @ honeypot finance valued at $20 million; Berachain founder and many bear chain OGs involved in financing, such as @ origamifi; Berachain was launched on the main network and synchronized with TGE as early as February 6th, but seven months have passed and there are still many protocols on Berachain that have not undergone TGE to this day. @The financing data of the monad on chain ecological protocol is more impressive than that of the Berachain ecosystem: MEV and LSD infrastructure layer @ apr_1abs have completed multiple rounds of financing totaling $30.7 million; The native CLOB DEX protocol @ KuruExchange has completed two rounds of financing totaling $13.6 million; Native PERP DEX @ erpltrade raises $9.25 million in funding; Prediction market agreement @ opionlabsxyz completes $5 million Pre Seed round of financing All ecological protocols on the Monad chain, without exception, are waiting for the launch of TGE after the Monad mainnet goes live. The Grand Game of Ecological Protocol TGE Timing The timing of TGE for the Heavenly King level on chain ecological protocol is a great game. Some project parties choose to migrate to other chains for TGE before the main network goes live, some choose to TGE immediately after the main network goes live, and some choose to wait for the ecological heat and crypto environment on the chain after the main network goes live. I don't call the choice of TGE timing by the project party a 'big gamble', but rather a 'big game'. The reason is that "gambling" is based on a situation of complete information asymmetry, and the ecological project team is the most familiar group of people with the public chain team. They have a strong sense of whether the public chain team is doing practical things or just talking empty words. But the ecological development and changes after the launch of TGE on the main network of the public chain are not completely controllable by the team, and are full of uncertainty and unknowns. The game space for ecological project parties lies in the market making ability, order calling ability, incentive measures, and most importantly, the expectation of the future cryptocurrency market of the public chain team. During the long process of waiting for the @ monad mainnet to go live, many project parties couldn't bear it anymore and chose to leave other chains. Representative projects such as the Monad native LSD protocol @ Kintsu_xyz ultimately chose to launch their mainnet on the @ HyperliquidX chain. <Afterword> According to multiple sources, @ monad is expected to launch its mainnet and TGE in Q4. Before the main network goes live, there may still be protocols like @ Kintsu_xyz that choose to leave; But I think more native protocols will stick in place. Placing the survival or demise of the protocol on the only native public chain, achieving mutual prosperity, is also a great move.