Lyndon@lyndonmmm
$MEME
Revisiting an excellent 🧵 by @Aizcalibur, made in the run-up to TGE ~2 years ago (see below).
LET'S TALK TOKENOMICS 🔢
@Memecoin has 7x unlock schedules across 69bn tokens (100% max supply).
✍️ 3 have already concluded:
11% supply to Community Presale
2% @Binance Launchpool
3% Advisory
TOTAL: 16%
✍️ 3 more will conclude October 31:
25% Airdrop
30% Ecosystem
12% Private Sale
TOTAL: 67%
✍️ 1 will conclude November 2027 (!):
17% Contributors
*Contributors starting vesting November 2024.
Thus, by November 1st 2025:
**89% of tokens will be circulating**
The remaining 11% Contributor bucket will linearly vest daily for 2 more years.
❤️ WE HAVE PASSED PEAK EMISSIONS ❤️
During the 6-month window of November 1st 2024 - April 1st 2025, the 5 biggest buckets of tokens were vesting at the same time (see attached).
A small % of tokens for each bucket were unlocked instantly. Discounting for those, this 6-month window would have still had, roughly:
Airdrop 20% x 2 years = 720 days = ~19,166,666/day
Community Presale 9.25% x 18months = ~11,604,545/day
Ecosystem 27% x 2 years = ~25,875,000/day
Private Sale 10.8% x 18 months = ~13,549,000/day
Contributors 17% x 18 months = ~21,327,372/day
TOTAL = +91,522,583/day = +0.13% supply/day
😲 ALMOST 100M TOKENS ENTERING THE MARKET EVERY DAY FOR 6 MONTHS! 😲
While $Meme enjoyed a +87% price appreciation in November '24, the next 5 months were brutal with a -92% draw-down (!!).
And once Community Presale finished May 30th?
$Meme appreciated +137% in April (!), retraced in May to retest the lows, and we've been grinding up ever since.
❤️ WE ARE ENTERING ATL EMISSIONS ❤️
From November 1st, emissions could go from +91m/day at peak to +21.3m/day.
From: +0.13% supply/day
To: +0.03% supply/day (-77%) 👀
We already have 16.2% of circulating supply staked on @stakeland 🥩 (source: Etherscan)
Any further incentive to steak 🥩
Any burn mechanic for 'unclaimed coins' ❤️🔥
📉 Will have net-deflationary effects on circulating supply
📈Which will drive price appreciation
We already saw +137% in April when 1x supply bucket emptied. What the heck are we going to see in November??
🚀🚀🚀
I'm getting to the 'giddy' stage of excitement.
Over the next 76 days (now >> October 31st), the market is going to price-in these dynamics.
The million $ question?
Can price-per-token reach our old ATH even though circulating supply will be 7-8x larger than before??
👀👀👀
One thing's for sure:
$Meme is absolutely an asymmetric bet at these levels.
One $Meme to rule them all!! 🏴☠️❤️
HIGHER!!
