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:

🧵👇 1/ Jump Trading

Mainly holding $ETH ($3bn), $SHIB ($250m), $MATIC ($70m), $USDC ($53m) and $BTC ($36m)

Wallet 0x9507c04B10486547584C37bCBd931B2a4FeE9A41

etherscan.io/tokenholdings?…

#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

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…
💰 +$65k P&L, 685% ROI

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

... 4th/
etherscan.io/address/0x001c…
💰 +$59k P&L, 443% ROI

5th/
mkasha.eth
💰 +$30k P&L, 243% ROI

6th/
etherscan.io/address/0xf0fe…
💰 +$84k P&L, 160% ROI

7th/
haomeimei.eth*
💰 +$30k P&L, 133% ROI

$APE @apecoin

On 17th March, will start a 1-month period with linear unlock of 4% of total supply (intense🚨)

What it is happening on chain ahead of the unlock?⛓️⛓️

A thread🧵🧵 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

How big wallets moved after $BLUR airdrop?

We listed key on-chain movements of 4 biggest whales who were airdropped $BLUR in the thread below

🧵

https://twitter.com/UnlocksCalendar/status/1626599165399814144

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

900k $BLUR were immediately sent to OKX and Huobi to be dumped

Rest was sent to 0x49E96 wallet and then transfered to OKX and KuCoin
etherscan.io/address/0x48b3…

@coinbase Layer 2: BASE

Today @coinbase launched testnet of its Ethereum Layer 2 “BASE”

What is it? / how does it work? / what will be its impact in the broader crypto space?

A thread🧵🧵 1/ What is BASE?

> $ETH layer 2
> destined for @coinbase onchain products and as open ecosystem where anyone can build apps onchain
> initially incubated into @coinbase and will progressively be decentralized
> powered by Optimism ($OP)
> they will not issue a new network token

$CANTO

A summary on Cosmos layer 1 that everybody is talking about

> What is $CANTO
> How does it work
> Tokenomics assessment
> How to use

A thread 🧵👇 $CANTO is an $EVMOS competitor (originally a fork) providing Tendermint consensus and EVM execution layer via Cosmos

Should be full decentralised chain with no presale, no foundation and no VCs

Is Solana gonna make it?

Some views on the current situation and future of $SOL after FTX collapse🧵👇 In 2021, among large cap coins, $SOL was surely one of the top performers

It was $1.8 per $SOL in January 2021, and reached ATH of c.$250 per $SOL. A clean 140x on the investment

Will it be back in the coming years?

Tired of VC Funds dumping on your tokens?

> take note of Token Unlocks dates
> anticipate VCs funds selling on those dates
> avoid riding your token to zero

We have Token Unlocks dates for >150 coins here
👇👇👇
unlockscalendar.substack.com/subscribe 1/ How does it work?

> When VC Funds invest in Crypto projects, their discounted allocation is locked for some time
> At the Unlock Date, they can finally sell
> When they sell, they sell massive quantities
> The price goes down

We will provide you with the Unlock Dates

1/ What's happening with Binance and their Proof Of Reserves?

In the past weeks, after the FTX disaster, Binance has pushed CEXs into showing Proof of Reserves (PoR)

What emerged from their PoR? 🧵👇 2/ Accounting company Mazars audited Binance wallets in November and certified that Binance assets > Binance liabilities

Collateralization is 101%, with reserves being over 576k $BTC

Saw bearish sentiment on $APE staking launch today

(i.e. sell the news / more selling pressure / negative funding on Binance perps etc.)

But what could be the benefits on BAYC / $APE ecosystem? Initial APYs were the following, but went down as more assets are added into the pools

> $APE only: 1,209% APY
> BAYC pool: 1,126% APY
> MAYC pool: 1,297% APY
> BAKC pool: 1,278% APY

We collected the data of ALL crypto fundraising and M&A deals since 2014

Similar to what @dovemetrics used to do, but scraped by us

Available for free here, will be updated weekly
👇👇👇
unlockscalendar.com/fundraising-da… You will find

>List of ALL crypto fundraising since 2014
>List of ALL crypto M&A deals since 2014
>A comprehensive list of VC funds
>Their portfolio companies
>List of relevant people at VC funds with their emails
>List of angel investors with their emails

We came across very interesting data from @PanteraCapital

They back-tested tokens performance based on their vesting schedule, in order to empirically come up with the optimal vesting structure

Here what they found out:
👇👇👇 "Optimal" here is considered a vesting schedule that produces the least negative price impact on vesting dates and the lowest token volatility over the course of the vesting period

We saw a lot of interest on the unlock schedule of the assets of 3 Arrows Capital, which is now in liquidity shortfall and might need to fire sell some of their holdings

Here a brief description of the vesting schedule of each one of the coins showed in the picture below
👇👇👇

https://twitter.com/milesdeutscher/status/1537373757870047233

[ Disclaimer: we avoided large caps such as $AVAX, $BTC, $ETH, $DOT, $SOL, $LUNA (Obviously), and $AAVE as the exercise does not make sense on them ]

Why tokens unlock / vesting schedule of your coins are so important

Here a thread with some insights (pls note that sometimes we oversimplify)
👇 Each crypto project, before public launch, provides to Venture Capital Funds (“VCs”) and private investors part of their supply at discounted prices.
Sometimes it is a small portion, sometimes a larger one.