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X @Ignas | DeFi
Ignas | DeFiยท 2025-07-18 01:20
Token Supply & Distribution Concerns - Team unlocks of $HYPE tokens, valued at $460 million per month, are scheduled to begin in November, raising concerns about the impact on token supply [1] - 38.9% of the $HYPE token allocation is currently "TBD," leading to uncertainty regarding future airdrops and their recipients (whales, HyperEVM users, etc) [1] - The potential dilution from future airdrops may outweigh individual airdrop benefits, as market makers and whales are expected to receive a significant portion [1] Market Valuation & Potential - At its Fully Diluted Valuation (FDV), $HYPE is approaching the valuations of $SOL and $BNB [2] - Despite its current valuation, $HYPE has the potential for further price increases, considering the circulating market caps of $ADA and $TRX are still double that of $HYPE [2] - The report questions the reliability of FDV as a sole indicator, but ultimately suggests it should not be ignored [2] Risk Assessment - The uncertainty surrounding future airdrop criteria is a significant factor impacting risk tolerance [2] - The lack of control and advance knowledge regarding token distribution decisions is a concern [1]
X @IcoBeast.eth๐Ÿฆ‡๐Ÿ”Š
The answer is none of the people leaving sentiment reviews are *buyers* of anything (slight generalization)Negative reviews from people with no capital (or airdrops to sell) don't make a difference against market makers and teams with 7-8 figs in funding to paint a chart.The "cognitive dissonance" is literally just airdrop farmers on Ethos downvoting a project that didn't give them free money that they felt they were entitled toJampzey.hl (@Jampzey):trying to understand the cognitive dissonance we are seein ...