{"id":9693,"date":"2025-12-02T00:09:31","date_gmt":"2025-12-01T15:09:31","guid":{"rendered":"https:\/\/www.coinspeaker.com\/kr\/?p=9693"},"modified":"2025-12-02T00:09:31","modified_gmt":"2025-12-01T15:09:31","slug":"monad-could-crash-99-says-arthur-hayes-despite-recent-rally","status":"publish","type":"post","link":"https:\/\/www.coinspeaker.com\/kr\/monad-could-crash-99-says-arthur-hayes-despite-recent-rally\/","title":{"rendered":"VC \uc790\uae08 \ubab0\ub9b0 \ubaa8\ub098\ub4dc, \uacfc\ub300\ud3c9\uac00 \ub17c\ub780… \ud5e4\uc774\uc988 “99% \uae09\ub77d \uac00\ub2a5” \uacbd\uace0"},"content":{"rendered":"
\uc9c0\ub09c \ud55c \uc8fc \ub3d9\uc548 \ubaa8\ub098\ub4dc(Monad) \uac00\uaca9\uc774 30% \uae09\ub4f1\ud558\uba70 \ud22c\uc790\uc790\ub4e4\uc758 \uc2dc\uc120\uc744 \uc0ac\ub85c\uc7a1\uc558\ub2e4. \uadf8\ub7ec\ub098 \ubca0\ud14c\ub791 \uc554\ud638\ud654\ud3d0 \ud22c\uc790\uc790 \uc544\uc11c \ud5e4\uc774\uc988(Arthur Hayes)\ub294, \ucd5c\uadfc \ucd9c\ubc94\ud55c \uc774 \ub808\uc774\uc5b41 \ube14\ub85d\uccb4\uc778\uc774 \ub2e8\uae30\uc801 \uad00\uc2ec\uc774 \uc7a6\uc544\ub4e4 \uacbd\uc6b0 ‘\uc2e4\ud328\ud55c \uc2e4\ud5d8’\uc73c\ub85c \ub05d\ub0a0 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud558\uace0 \uc788\ub2e4. \uadf8\ub294 \ubaa8\ub098\ub4dc\uc758 \uad6c\uc870\uc801 \uc704\ud5d8\uc744 \uc9c0\uc801\ud558\uba70, “\uac00\uaca9\uc774 \ucd5c\ub300 99%\uae4c\uc9c0 \ud3ed\ub77d\ud560 \uc218 \uc788\ub2e4”\uace0 \uc8fc\uc7a5\ud588\ub2e4.<\/p>\n
\ud604\uc7ac \ubaa8\ub098\ub4dc\ub294 \uc774\ub97c \uc99d\uba85\ud558\ub4ef 0.028\ub2ec\ub7ec \uc120\uc5d0\uc11c \uac15\ud55c \uc800\ud56d\uc5d0 \ubd80\ub52a\ud78c \ub4a4 \ud3ed\ub77d\ud588\uc73c\uba70, 0.022\ub2ec\ub7ec \ubd80\uadfc\uc5d0\uc11c \uc9c0\uc9c0\uc120\uc744 \ud615\uc131\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uac89\uc73c\ub85c\ub294 \uac15\uc138 \ud750\ub984\uc744 \uc774\uc5b4\uac00\ub294 \ub4ef \ubcf4\uc774\uc9c0\ub9cc, \ub0b4\ubd80 \uad6c\uc870\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n
\ube44\ud2b8\uba55\uc2a4(BitMEX)\uc758 \uacf5\ub3d9 \ucc3d\uc5c5\uc790\uc774\uc790 \uc720\uba85 \uc554\ud638\ud654\ud3d0 \ubd84\uc11d\uac00\uc778 \uc544\uc11c \ud5e4\uc774\uc988\ub294 \ubaa8\ub098\ub4dc\uc5d0 \ub300\ud574 \uac15\ud55c \uacbd\uace0\uc74c\uc744 \ub0c8\ub2e4. \uadf8\ub294 \ucd5c\uadfc \uc54c\ud2b8\ucf54\uc778 \ub370\uc77c\ub9ac(Altcoin Daily)\uc640\uc758 \uc778\ud130\ubdf0<\/a>\uc5d0\uc11c \ubaa8\ub098\ub4dc\uc758 \ud1a0\ud070 \uacbd\uc81c \uad6c\uc870\uac00 \uac1c\uc778 \ud22c\uc790\uc790\uc5d0\uac8c \uce58\uba85\uc801\uc778 \uacb0\uacfc\ub97c \ucd08\ub798\ud560 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n \uadf8\ub294 \uc774 \ud504\ub85c\uc81d\ud2b8\ub97c “\ub610 \ud558\ub098\uc758 \uace0 FDV, \uc800 \uc720\ud1b5\ub7c9 \ubca4\ucc98\uce90\ud53c\ud0c8(VC) \ucf54\uc778”\uc774\ub77c\uace0 \ud45c\ud604\ud588\ub2e4. FDV(Fully Diluted Valuation, \uc644\uc804 \ud76c\uc11d \uc2dc\uac00\ucd1d\uc561)\uac00 \uacfc\ub3c4\ud558\uac8c \ub192\uace0, \uc720\ud1b5 \uc911\uc778 \ubb3c\ub7c9\uc774 \uc801\uc740 \ud504\ub85c\uc81d\ud2b8\ub294 \ucd08\uae30\uc5d0 \uac00\uaca9\uc774 \uae09\ub4f1\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc2dc\uac04\uc774 \uc9c0\ub098 \ub0b4\ubd80\uc790 \ubb3c\ub7c9\uc774 \ubcf8\uaca9\uc801\uc73c\ub85c \ud480\ub9ac\uae30 \uc2dc\uc791\ud558\uba74 \uae09\uaca9\ud55c \uac00\uaca9 \ud558\ub77d\uc774 \ub4a4\ub530\ub978\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n \uc544\uc11c \ud5e4\uc774\uc988\ub294 “\uc774\ub7f0 \ud504\ub85c\uc81d\ud2b8\ub294 \ub610 \ud558\ub098\uc758 \uc57d\uc138 \uccb4\uc778(bear chain)\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4”\uba70 \ucd08\uae30 \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc2e4\uc0ac\uc6a9 \uc131\uc7a5\uc774\ub098 \uc7a5\uae30\uc801 \uac00\uce58 \ud655\ubcf4\ub85c \uc774\uc5b4\uc9c0\uc9c0 \uc54a\uc744 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n \uadf8\ub294 \uc774\uc5b4 \ud5a5\ud6c4 \uc2dc\uc7a5 \uc0ac\uc774\ud074\uc744 \uacac\ub51c \uc218 \uc788\ub294 \ub808\uc774\uc5b41 \ube14\ub85d\uccb4\uc778\uc740 \uc18c\uc218\uc5d0 \ubd88\uacfc\ud558\ub2e4\uace0 \uac15\uc870\ud588\ub2e4. \uadf8\uac00 \uc0dd\uc874 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\uace0 \ud310\ub2e8\ud55c \uccb4\uc778\uc740 \ube44\ud2b8\ucf54\uc778, \uc774\ub354\ub9ac\uc6c0, \uc194\ub77c\ub098, \uadf8\ub9ac\uace0 \uc9c0\uce90\uc2dc(Zcash) \uc815\ub3c4\ub2e4.<\/p>\n \ubaa8\ub098\ub4dc\ub294 \uc9c0\ub09c\ud574 \uc720\uba85 \ud22c\uc790\uc0ac \ud328\ub7ec\ub2e4\uc784(Paradigm)\uc774 \uc8fc\ub3c4\ud55c \uc2dc\ub9ac\uc988 \ud22c\uc790\uc5d0\uc11c \uc57d 2\uc5b5 2,500\ub9cc \ub2ec\ub7ec\ub97c \uc720\uce58\ud588\ub2e4. \uc774\ud6c4 2025\ub144 11\uc6d4 24\uc77c, \uc815\uc2dd \uba54\uc778\ub137 \ucd9c\uc2dc<\/a>\uc640 \ud568\uaed8 \uc790\uccb4 \ud1a0\ud070\uc778 MON\uc744 \uc5d0\uc5b4\ub4dc\ub86d \ubc29\uc2dd\uc73c\ub85c \ubc30\ud3ec\ud588\ub2e4.<\/p>\n \uc774 \uac19\uc740 \ub300\uaddc\ubaa8 VC \ud22c\uc790 \uc720\uce58\uc640 \uc2e0\uc18d\ud55c \ud1a0\ud070 \ubc1c\ud589\uc740 \ucd08\uae30 \uc720\ub3d9\uc131 \ud655\ubcf4\uc640 \uc2dc\uc7a5 \uad00\uc2ec\uc744 \ub04c\uc5b4\ub0b4\ub294 \ub370 \uc131\uacf5\ud588\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uacfc\ub3c4\ud55c \uc2dc\uac00\ucd1d\uc561 \ub300\ube44 \uc2e4\uc9c8 \uc720\ud1b5 \ubb3c\ub7c9 \ubd80\uc871\uc774\ub77c\ub294 \uad6c\uc870\uc801 \ud55c\uacc4\ub97c \ub0b3\uc558\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\ub294 \uc77c\ubc18 \ud22c\uc790\uc790\ub4e4\uc774 \uc0c1\uc7a5 \ucd08\uae30\uc5d0 \ub9e4\uc785\ud55c \ub4a4, \ub77d\uc5c5 \ud574\uc81c \uc774\ud6c4 \ub364\ud551\uc758 \ud53c\ud574\ub97c \ubcfc \uc218 \uc788\ub294 \ud658\uacbd\uc744 \uc870\uc131\ud558\uac8c \ub41c\ub2e4.<\/p>\n \uc544\uc11c \ud5e4\uc774\uc988 \uc678\uc5d0\ub3c4 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ubaa8\ub098\ub4dc\uc5d0 \ub300\ud55c \ubd80\uc815\uc801 \uc804\ub9dd\uc774 \ud655\uc0b0\ub418\ub294 \ubd84\uc704\uae30\ub2e4. \uc778\uae30 \uc554\ud638\ud654\ud3d0 \ubd84\uc11d\uac00\uc778\u00a0\uc54c\ud2b8\ucf54\uc778 \uc170\ub974\ud30c(Altcoin Sherpa) \uc5ed\uc2dc MON \ud1a0\ud070 \ubcf4\uc720\uc790\ub4e4\uc5d0\uac8c \ucd9c\uad6c \uc804\ub7b5\uc744 \uc138\uc6b8 \uac83\uc744 \uad8c\uace0\ud588\ub2e4.<\/p>\n \uadf8\ub294 XPL, WLFI \ub4f1 \ucd5c\uadfc \uc720\uc0ac\ud55c \uad6c\uc870\ub97c \uc9c0\ub2cc \ud504\ub85c\uc81d\ud2b8\ub4e4\uacfc \ube44\uad50\ud558\uba70, \ubaa8\ub098\ub4dc \uc5ed\uc2dc \ud070 \uc870\uc815\uc744 \uacaa\uc744 \uc218 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4. \ucd5c\uadfc \uc0c1\uc2b9\uc138\uac00 \uc77c\uc2dc\uc801\uc778 ‘\ud38c\ud504’\uc77c \uc218 \uc788\uc73c\uba70, \uc774\uc775 \uc2e4\ud604 \uc2dc\uc810\uc5d0 \ub300\ud55c \ud310\ub2e8\uc774 \uc911\uc694\ud558\ub2e4\ub294 \uc785\uc7a5\uc774\ub2e4.<\/p>\n \uc2dc\uc7a5 \ub0b4 \ubd80\uc815\uc801 \uc815\uc11c\uac00 \ud655\uc0b0\ub418\uba74, \ucd5c\uadfc\uc758 \ubaa8\ub098\ub4dc \uac00\uaca9 \ub7a0\ub9ac<\/a>\ub3c4 \uc911\ub2e8\ub420 \uc218 \uc788\ub2e4\ub294 \uc9c0\uc801\uc774\ub2e4.<\/p>\n To all underwater $MON<\/a> holders: I suggest you make some sort of exit plan in case things don't go as planned. Having seen what has happened to launches like $XPL<\/a> and $WLFI<\/a>, Price can go much lower than you think. pic.twitter.com\/K9sui33dwC<\/a><\/p>\n — Altcoin Sherpa (@AltcoinSherpa) November 28, 2025<\/a><\/p><\/blockquote>\n\uc2dc\uc7a5 \uc804\ubb38\uac00\ub4e4 “MON \ubcf4\uc720\uc790, \ucd9c\uad6c \uc804\ub7b5 \ub9c8\ub828\ud574\uc57c”<\/h2>\n
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