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Apr 28, 2023 7 tweets 3 min read Read on X
#tokenomics

Some empirical evidences on how token allocations at launch evolved over time
+
What should be the optimal initial token allocation

A thread, summarizing the research below
🧵🧵

lstephanian.mirror.xyz/kB9Jz_5joqbY0e…
Investor allocations for newly launched tokens have been decreasing over time since 2013 from an avg. of ~25% to ~15% in 2021-2022

Seems tokens have been relying less on external capital over time Image
Team allocations have been increasing over time since 2013, from an avg of ~5% in 2013 to ~20% in 2021-2022

Seems like teams wanted a bigger share of the pie as crypto related technology improved Image
Airdrops grew in popularity during the run-up of 2017 and peaked in 2018

After a brief cool-off, Airdrop allocations have increased in recent years - from nearly 0% in 2019 to 15% in 2021-2022 Image
DAOs have shifted the majority of ownership / allocation to the Community Treasury and Ecosystem Incentives, rather than teams and investors Image
Empirical research suggests the below is the optimal allocation for best token price performance

0% of tokens were earmarked for Public Sales. In the event there is a Public Sale, those tokens should be pulled directly from Team, Investor and Community Treasury - in that order Image
It is expected more token distributions to favor active contributors in future, less towards those merely providing capital

While the above data is not all-encompassing, the report can provide useful info in mapping token distribution for teams willing to launch a new coin

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More from @UnlocksCalendar

May 9, 2023
Jump and Jane Street are thinking about an exit from Crypto

Guess this means... selling their current positions?

Here their wallets and portfolios to keep track of their movements:

🧵👇 Image
1/ Jump Trading

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Wallet 0x9507c04B10486547584C37bCBd931B2a4FeE9A41

etherscan.io/tokenholdings?… Image
2/ Jump Capital

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Wallet 0xCB8EFB0c065071E4110932858A84365A80C8feF0

etherscan.io/tokenholdings?… Image
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Wallets with best ROI on DEXs in last 90days, as reported by Nansen:

1st🏆/
etherscan.io/address/0x2ebf…
💰+$121k P&L, 1667% ROI

2nd🥈/
etherscan.io/address/0x27e2…
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3rd🥉/ etherscan.io/address/0x0dd1…
💰 +$72k P&L, 490% ROI

...
4th/
etherscan.io/address/0x001c…
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5th/
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6th/
etherscan.io/address/0xf0fe…
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7th/
haomeimei.eth*
💰 +$30k P&L, 133% ROI
8th/
etherscan.io/address/0x1e6a…
💰+$37k P&L, 117% ROI

9th/
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10th/
etherscan.io/address/0x6e52…
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$APE @apecoin

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A thread🧵🧵 Image
Smart money wallets have been reducing their allocation balance since launch, but in the last 7 days there were several transactions going on the opposite direction of this trend Image
Yesterday, a fresh wallet bought $3.9mln $APE from Coinbase (as tagged by @nansen_ai ), which is worth $16m

etherscan.io/address/0x7c35… Image
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How big wallets moved after $BLUR airdrop?

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🧵
Wallet 0x48b30 received 1.34mln $BLUR at airdrop (valued $800k at current prices)

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Rest was sent to 0x49E96 wallet and then transfered to OKX and KuCoin
etherscan.io/address/0x48b3… Image
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@coinbase Layer 2: BASE

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A thread🧵🧵 Image
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> $ETH layer 2
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> What is $CANTO
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A thread 🧵👇 Image
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Should be full decentralised chain with no presale, no foundation and no VCs Image
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Read 16 tweets

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