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Jan 18, 2023 β€’ 15 tweets β€’ 6 min read β€’ Read on X
TokenUnlocks 2022 annual report is out !! πŸ”₯πŸ”₯

Learn about token unlocks, tokenomics, and the price impact of unlocks in the crypto space. πŸ“Š

Discover our insights, analysis, and thoughts on what to expect in 2023✨
In this report, we will cover πŸ“Œ;

- Understand token unlocks πŸ”Ž
- Learn how projects vest tokens & distribution πŸ”
- Study tokenomics changes in major projects πŸ“Š
- Understand the price impact of token unlocks πŸ“‰
- Analyze major unlocks in 2022 ⭐️
- See what's next in 2023. ⏭️
1/x What is TokenUnlocks πŸ”Ž ?

TokenUnlocks are fundamental aspects of tokenomics. πŸ“Š

Token unlocks are like releasing locked shares in the crypto market over a set period of time to align incentives for all stakeholders 🀝

The key elements related to token unlocks include ⬇️
2/x 2022 Lookback πŸŒ„

The year 2022 was marked by a decline in the overall crypto market capitalization, major events such as the collapse of the Terra, and a fraud case at a major crypto exchange. Token unlocks also played a role in introducing newly liquid tokens to the market.
3/x How do projects vest their tokens? πŸ”

There are various ways to implement token vesting methods. We analyzed 31 protocols and found that 2 projects use only EOA or wallets, 20 use only smart contracts, and 9 use both wallets and smart contracts.
4/x The Distribution πŸ”€

- Token distributions can be classified into 4 types:
- The Core/Team distribution rewards the developers.
- Treasury is for project expenses.
- Investor for funding, Public/Community for support. Ensure a fair token allocation for a sustainable project
5/x Token Allocation Analysis πŸ“œ

Results show that projects with more tokens allocated to Core/Team and Investors tend to have higher market capitalization. Increases liquidity & attracts more investors
6/x Token Allocation Analysis πŸ“œ ( cont. )

Token allocations vary greatly among projects. Some have no investor or treasury allocation, and others allocate the majority to the core team

The chart below demonstrates the token allocation of each project.⬇️
7/x Major changes in tokenomics πŸ“Š

#Bitcoin activated Taproot, improving privacy and scalability.

@ethereum switched to PoS and decreased issuance.

@cosmos proposed an upgrade to increase scalability and predictability.

@iearnfinance revamped tokenomics.
8/x Major changes in tokenomics πŸ“Š ( cont. )

@SushiSwap plans to revamp tokenomics.

@nymproject capped supply and incentivized staking.

@PancakeSwap capped supply and implemented "vote-to-slip."

@the_x2y2 switched the reward system and incentivized staking.
9/x Price Impact πŸ“‰

The price of tokens tends to decrease by up to 15% before an unlock event, but stays relatively flat after. This trend is shown through data analysis using Bitcoin's price denominator as a reference point.
10/x Major 2022 Token Unlocks ⚠️

We selected four specific tokens ( $SAND, $LOOKS, $AXS, and $IMX ) and their major unlocks, including price fluctuations and vesting schedules.

These tokens were selected due to high user interest during major unlocks.
11/x Outlook 2023 πŸŒ…

In this report we've looked at token unlocks & how they impact crypto projects & markets. We've also looked at 4 specific projects & predictions for 2023. We analyzed the top 300 projects to estimate future unlock values for the upcoming year.
12/x Overall 🌟

An exciting year ahead as many projects cash out vested tokens for operations. πŸ’Ό

Our TokenUnlocks team will continue to promote transparency in this industry. πŸ”ŽπŸ’–

Sign-up as a beta reader now, limited spots are available. πŸ“‘
token.unlocks.app/reports/tokenu…
In addition, you can read the 43-page TokenUnlocks 2022 Annual Report in its entirety by clicking here.
πŸ‘‡πŸ‘‡πŸ‘‡

token.unlocks.app/reports/tokenu…

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More from @Tokenomist_ai

Dec 17, 2024
@pudgypenguins' official token $PENGU is now launched on Solana 🐧

🧠 What is $PENGU?
$PENGU is the native token of Pudgy Penguins, an iconic NFT collection with 8,888 cute penguins.

What you never knew about Pudgy Penguin and $PENGUπŸ‘‡πŸ§΅ Image
Launched in 2021 on Ethereum, Pudgy Penguins overcame challenges to become a cultural phenomenon in crypto and beyond.

β€’ Acquired by @LucaNetz in 2022 for 750 ETH
β€’ Revitalized the brand with Pudgy Toys (available at Target, Walmart & Amazon)
β€’ Now the 2nd largest NFT project by market cap, trailing only CryptoPunks
While Pudgy Penguins started on Ethereum, $PENGU will debut on Solana for:
β€’ Faster & cheaper transactions
β€’ Growing popularity (most active chain)
β€’ Access to a larger, active community

Plans for Ethereum & @AbstractChain next:
Read 8 tweets
May 12, 2023
If you want true EQUITY, look no further; ✨
LIQUITY is the answer.

@LiquityProtocol offers you an innovative solution to your portfolio management.

Here's the topic that will be covered 🧡;
1. Protocol
2. $LUSD
3. $LQTY

1/30 Image
What is Liquity πŸ€” ?

It is a decentralized borrowing protocol that offers users interest-free loans for a one-time fee, with Ether (ETH) staked as collateral in the protocol. 🌟

2/30
Who made it πŸ‘€ ?

In April 2021, Liquity was launched on the Ethereum blockchain after 18 months of development by CEO Robert Lauko, who previously worked as a research associate for DFINITY, and Rick Pardoe, the project's lead engineer.

(source: linkedin.com)

3/30 ImageImage
Read 30 tweets
Apr 25, 2023
Most people have heard of @Uniswap, the top DEX, or @CurveFinance, which introduced a voting escrow token and triggered the stablecoin liquidity wars, also known as Curve Wars βš”οΈπŸ›‘οΈ

However, there is another highly innovative DEX @Balancer

Let's take a closer look at it πŸ”Ž

1/15 Image
Topics that will be covered

- What's Balancer ? βš–οΈ
- $BAL Token πŸͺ™
- Token Allocation 🍰
- How large the daily unlocked tokens πŸ“ˆ
- Smart Money 😎
- Total Value Locked πŸ”’
- Market Cap 🏦
- Active Users πŸ‘₯
- Sum-up πŸ“

2/15
What's Balancer ? βš–οΈ

@Balancer is the AMM that provides programmable liquidity enabling customization of weights and even allowing entire protocols to be built on top

From traditional weighted pools to stable swap curves, nested pools to managed pools, Balancer has it all

3/15
Read 15 tweets
Apr 16, 2023
Have you been to @traderjoe_xyz 's place yet?
It's definitely NOT an average Joe's place. 🏑

Here's a topic that will be covered πŸ“;
1. Overview
2. Functions
3. Tokenomics
4. Notable tech
5. Upgrade

1/25 Image
What is in $JOE's world?

@traderjoe_xyz's world was established in the Avalanche Network as a decentralized trading platform. πŸ”Ί

Now, it expands its territory to other networks: Arbitrum and Binance Smart Chain. πŸ’™πŸ”Ά

2/25
Welcome to $JOE's world! Here's what you can do:
- Trade tokens πŸͺ™
- Provide liquidity βœ…
- Earn (farming/staking) 🌾
- Trade NFTs πŸ–ΌοΈ
- Lend 🏦

3/25
Read 25 tweets
Apr 14, 2023
There is a discussion on upgrading
the OSMO to OSMO 2.0 πŸ§ͺπŸ§ͺ
@osmosiszone

Here's how this upcoming upgrade will affect OSMO tokenomics πŸͺ™

#TokenUnlocks #OSMO

1/15 Image
Here's a topic that will be covered πŸ“;

β€’ $OSMO Tokenomics Problem πŸ“Œ
β€’ Prop #1 Extending emission schedule
β€’ Prop #2 - Adjusting the emission ratio
β€’ Prop #3 - Reducing the super fluid risk factor
β€’ Sum-up πŸ–‹οΈ

2/15
$OSMO Tokenomics Problem πŸ“Œ

- Inflation is higher than staking return
- Inflation is higher than LP incentives
- Community Pool received redirected incentives for the last 10 months
- Superfluid staking is underutilized

3/15 Image
Read 15 tweets
Feb 2, 2023
Hold onto your seatsπŸ’ΊπŸ”₯

The $DYDX price has skyrocketed +50% πŸ“ˆfollowing the announcement of the lock-up extension of half its supply.

But what does this mean for its tokenomics? πŸ”
Let's dive in and find out in this thread 🧡;

dydx.foundation/blog/lock-up-e…

1/8
Allocated amount of $DYDX that has been push to December is still the same
(50% to Investor, Employees and Consultants)

This extension is due to the delay of V4 launch on @cosmos

Despite of these, the price still increased for about 50%, let's see some other metrics πŸ“Š

2/8
The original vesting period had been scheduled to end in February, but it has now been extended to December of 2023 πŸ“’

As a result, this accelerates the unlocking process for these groups, which is evident from the steeper slope of the vesting schedule ⛰️

3/8
Read 8 tweets

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