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May 29, 2023, 8 tweets

1/ Note that 249.8M #1INCH ($100M) will be unlocked after 3 days, 16.65% of the total supply.

Will this lead to a huge sell-off in the market?

A thread. 🧵

2/ The data shows that the price of #1INCH has dropped for a long time after the first 3 unlocks.

The price drop after the 2nd unlock was also affected by the UST/LUNA crash.

However, the price drop after the 1st and 3rd unlocks is largely due to the sell-off after unlocking.

3/ Some investors will deposit to the exchange to sell after obtaining the unlocked #1INCH.

For example, addresses starting with "0xbBCD" (related to Alameda) deposited #1INCH to exchanges immediately after unlocking.

etherscan.io/token/0x111111…

4/ Some investors will not sell after #1INCH is unlocked, including Binance Labs and Pantera Capital.

etherscan.io/token/0x111111…
etherscan.io/token/0x111111…

5/ Let's check #1INCH's financing.

Investors in the Seed and Series A rounds will receive 19.5% of the total supply, so the average cost is ~$0.05.
blog.1inch.io/1inch-token-an…

$175M was raised in the Series B Round, the token sale price is $1.5.
coindesk.com/business/2021/…

6/ The price of #1INCH today is $0.4.

According to the speculated token sale price, Seed and Series A investors will receive 8x of their initial investment, but Series B investors will lose 73% of funds.

If the token sale price is wrong, anyone can correct it here. @1inch

7/ According to @1inchSupport, the unlock time is the first of the month.

So starting from June 1st, investors can claim #1INCH tokens.

Please pay attention to whether #1INCH flows into the exchanges after unlocking.

8/ And you can check my previous tweets:

Follow @lookonchain and turn on notifications, or join our telegram group to receive alpha information.
t.me/lookonchain

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