kinda insane tokenomics...massively unlocked at launch.https://t.co/Ki1FB325VOdb (@tier10k):Tokenomics for Pump Fun sale this weekend https://t.co/v6hydnpNYo ...

Token Allocation Concerns - The foundation's allocation of $80 million in unlocked tokens on day 1 raises concerns [1] - Industry practice typically involves vesting schedules for foundation tokens similar to team members [1]

Token Allocation & Distribution - 24% of tokens are allocated for the community and ecosystem, potentially including an airdrop [1] - The community and ecosystem rewards have a distribution plan spanning one year, starting with a percentage at TGE (Token Generation Event) and gradually increasing [1] - Airdrop allocation is valued at $960 million USD at a $4 billion USD FDV (Fully Diluted Valuation) [2] - The airdrop consists of 240 billion tokens [2] - Airdrop distribution: 33% at TGE, 33% in January, and 33% in July 2026 [2] Focus & Lockup - Livestreaming is a key focus, with 3% of the token supply earmarked for individuals in this area [1] - Team and investors have a 1-year cliff, followed by a linear unlock of their token allocations [1]

Token Unlocking - Almost all tokens are unlocked, except for a small portion allocated to "community" incentives and investor/team at TGE (Token Generation Event) [1] - The foundation's tokens were also unlocked at the start [1] Tokenomics Assessment - The tokenomics structure is being critically assessed, with comparisons being drawn to potentially unfavorable models [1] - The tokenomics are related to the Pump Fun sale this weekend [1]

Token Allocation - ICO 占比 33% [1] - 社区和倡议占比 24% [1] - 团队占比 20% [1] - 投资者占比 13% [1] - 流媒体占比 3% [1] Token Unlock Schedule - 超过 50% 的代币在启动时解锁，包括整个 ICO 部分 [1] - 团队和投资者持有的代币有 1 年的锁仓期 [1]

Summary of DeepSeek's Impact on AI Market Industry Overview - The document discusses the AI industry, specifically focusing on DeepSeek, a Chinese large language model (LLM) that has recently launched its R1 model, which competes with OpenAI's offerings [4][7]. Key Points and Arguments 1. **Market Entry and Pricing Strategy** - DeepSeek R1 was launched at a competitive price of $0.55 input and $2.1 output, undercutting OpenAI's pricing by 80% [4][8]. - Despite initial market share growth, DeepSeek's user momentum has declined, indicating challenges in maintaining its competitive edge [8][9]. 2. **User Engagement and Traffic Trends** - After the launch, DeepSeek experienced a spike in consumer app traffic, but this growth has not sustained compared to other AI applications [8]. - Traffic for DeepSeek's own web browser has decreased, while third-party hosted instances of DeepSeek have seen a nearly 20x increase in usage [10][13]. 3. **Tokenomics and Performance Trade-offs** - DeepSeek's pricing strategy is influenced by its tokenomics, which involves trade-offs between latency, throughput, and context window size [17][19]. - The model's latency is a significant drawback, as users experience longer wait times for responses compared to competitors [22]. - DeepSeek's context window is smaller than that of competitors, limiting its effectiveness in complex tasks like coding [24]. 4. **Batching and Resource Allocation** - DeepSeek employs batching strategies to minimize costs, which results in higher latency and lower throughput for users [27][28]. - The company prioritizes internal research and development over user experience, focusing on achieving artificial general intelligence (AGI) [27]. 5. **Competitive Landscape** - Other AI providers, such as Anthropic and Google, are leveraging their compute resources to enhance user experience and performance, contrasting with DeepSeek's approach [29][30]. - Anthropic's recent developments in coding applications have outpaced DeepSeek, highlighting the competitive pressure in the AI market [30][41]. 6. **Future Prospects and Challenges** - There are rumors regarding delays in the release of DeepSeek's R2 model, attributed to export controls and operational changes within the company [54][55]. - Despite these challenges, DeepSeek continues to innovate, with recent updates showing improvements in coding performance [55][56]. Additional Important Insights - The document emphasizes the importance of compute resources in the AI industry, noting that companies like Amazon are investing heavily in AI infrastructure [37][38]. - The shift towards viewing tokens as a service rather than a bundled subscription model is gaining traction, with more companies emulating Anthropic's approach [44]. - The competitive dynamics in the AI market are rapidly evolving, with cost and user experience becoming critical factors for success [47][53].

Gonna get ripped a new one, but...Celestia has been unfairly singled out as the scapegoat for VC negligence compared to 99.9% of projects with very similar tokenomics, charts, VC reckonings, market making games, and unlocked staking rewards.In this case, Polychain is nuking on everyone's heads and there's nothing you can really do about it. They have destroyed the chart. Few more months until unlocks aggressively slow down and they stop dumping. Otherwise, they clearly don't care about anyone who's holding ...

DePIN Tokenomics - NodeOpsHQ is rethinking DePIN tokenomics and introducing DePIN 2.0 [1] - Daily token supply adapts to real revenue and price, with 50% of revenue burned [1] - NodeOpsHQ is raising the bar for DePIN tokenomics [1] Community Allocation - 48% of NODE supply goes directly to the community, which is more than any major peer [1] - Just 37.5% of NODE supply is reserved for team and early backers [1]

RT Ignas | DeFi (@DefiIgnas)In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi kno ...

In this crypto-TradFi merge, I'm feeling my knowledge limits.I'm good at DeFi, comfortable with self-custody, 'get' tokenomics, and DAOs but lack TradFi expertise.Many crypto degens likely share this gap.We expected to revolutionize finance by leapfrogging TradFi altogether.The reality is a merger.TradFi is slowly adopting crypto, closing the knowledge gap on us, but we still have an edge.I feel slightly jealous to those who quit TradFi to join crypto early.Wonder what TradFi knowledge do we need so to reta ...