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Jan 18 β€’ 15 tweets β€’ 6 min read
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 @Token_Unlocks

Dec 10, 2022
After FTX collapsed, is there a Dex Narrative or not ❓

Let's see some major decentralized exchange (DEX) key metrics πŸ‘‡

- Market Capital and Fully Diluted Value
- Trading Volume
- Active Users
- Protocol Fee
- Summary
Decentralized Exchange and its token that's going to be covered in this thread

- @Uniswap ($UNI)
- @CurveFinance ($CRV)
- @PancakeSwap ($CAKE)
- @SushiSwap ($SUSHI)
- @GMX_IO ($GMX)
- @dYdX ($dYdX)
1/x Market Capital and Fully Diluted Value πŸ“Š

$UNI from @Uniswap has the biggest MCAP among the others which could be implied that the price upside is slightly low when compared to the one with a lower MCAP

Source: @tokenterminal on 7th Dec 2022
Read 17 tweets
Dec 8, 2022
$LINK announced its plan for staking options in June. πŸ“’

v0.1 Early Access has been live, and as of now about a half of the pool has been filled. πŸ”₯

The annualized ROI is expected to be 4.75%.

Let's see what we got πŸ‘‡; Image
1/x General information πŸ“‹

@chainlink (LINK) is a decentralized oracle network that provides information to smart contracts.

It is a medium between the metaphysical and the real world.

$LINK tokens are used as compensation for network operators. Image
2/x Tokenomics πŸͺ™

As per ICO the tokens were distributed as follows:

35% Rewards & Airdrops ( Circulating )
35% Investor ( Node Operator )
30% Founder & Team ( Development )

The Chainlink team has been selling its $LINKs for network development. πŸ—οΈ

Source: @MessariCrypto Image
Read 12 tweets
Oct 18, 2022
#Aptos is the new trend today
Let's review the tokenomics of $APT

In our thread, we will cover about 🧡 ;
- What exactly is Aptos
- Key Solution
- Team & Founder
- Investment
- Tokenomics
- Where to buy
- Conclusion Image
1/x What exactly is Aptos?

Aptos is a new L1 blockchain that uses proof-of-stake as its consensus method. It was developed by the same team that created the Diem blockchain.

Aptos's mission is to provide the world's most secure and production-ready blockchain. Image
2/x Key Solution

A parallel execution engine for smart contracts is based on Software Transactional Memory principles.
Transactions are divided into blocks, and the execution of each block must always lead to the same result.

Ref:malkhi.com/posts/2022/04/… Image
Read 12 tweets
Oct 15, 2022
Today we'll talk about one of the most popular GameFi of 2021, the Trendsetter. @AxieInfinity

This Thread will cover about 🧡;
- Axie Principle
- Tokenomics
- Smart Money
- Fee & Revenue
- Number of Players
- Conclusion

Ref: whitepaper.axieinfinity.com Image
1/x Axie Principle

Axie developers focus on growing the player-to-player economy rather than selling game things or copies.
Marketplace fees go towards an AXS-holder-guided Community Treasury.

Axie population growth is a significant factor within the Axie ecosystem. Image
2/x Axie Principle (cont.)

Players earn $AXS when playing games within Axie Infinity Universe.

-Community Treasury receives inflows from:
β€’ 4.25% of the total Axie NFT market tx.
β€’ Portion of the breeding fee.

$AXS aims to align players' and developers' incentives. Image
Read 10 tweets
Sep 1, 2022
The merge, which will bring PoS consensus to #Ethereum, is approaching.

One of the beneficiary protocols is @LidoFinance ( $LDO ) πŸ”₯

Here's why 🧡; Image
1/x

@LidoFinance is a protocol for liquid staking that offers stakers ($ETH)Β with a liquid derivative of their asset ($stETH)

Stakers receive not only staking reward but also a fungible token that can be used on other Defi protocols. Image
2/x
To get liquid derivative of staking asset, user can mint $stETH on @LidoFinance or swap $ETH on dex (@CurveFinance, @1inch)

Typically, a 2-3% discount is applied to dex swaps. Therefore, users should swap instead of mint.

Source: @1inch Image
Read 18 tweets

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