Humanity Foundation announces adjustment to H token vesting plan and sets deadline, with institutions publicly disclosing option for discounted immediate unlock.

ME News message: On April 24 (UTC+8), the Humanity Foundation has recently made a major adjustment to the $H token vesting plan, requiring investors to make a final choice between two options before 09:00 UTC on April 26. Option 1: extend the distribution, push the Cliff to September 25, 2026, and change it to equal quarterly distributions over 12 quarters. Option 2: an immediate unlock at a 3:10 discount—using 5,000,000 $H to replace the original 16,666,666 tokens (a 70% reduction)—with a one-time full distribution on June 25, 2026.

It is understood that the Humanity Foundation has already sent the adjustment notice to more than 100 investors. Early-stage investment firm Trix Ventures has publicly disclosed its choice of the discounted immediate unlock.

It is reported that the firm invested at a project valuation stage of approximately $60 million; even after the 3:10 discounted swap, it can still achieve about 7x returns. Notably, Humanity Protocol previously reached in-depth cooperation with payment giant Mastercard, and the project’s fundamentals have received endorsement from traditional financial institutions. Although the on-chain identity verification track it belongs to is still at an early stage in terms of current market size, with the continued expansion of AI-generated content and automated accounts, demand for on-chain real-identity verification is widely expected to grow exponentially. This track has long-term potential to become a leading project in the Web3 infrastructure space.

The project will soon face the pressure test of a one-time massive unlock. Whether it can grow explosively as the AI track surges makes this test particularly crucial. Analysts point out that choosing the one-time unlock on June 25 is a safer decision. In the current market cycle, “certain liquidity” far outweighs numbers on paper. The deferred plan stretches the timeline to 3 years, with huge unknowns regarding the protocol’s survival capability and the team’s stability.

From a market-structure perspective, June 25 faces clear risks of concentrated selling pressure. The Sablier contract release node is transparent on-chain, and quantitative and short-selling funds will precisely target that node. Institutions may hedge and lock in profits in advance during the two-month window period; market makers may also withdraw buy-side depth in advance, causing the actual realized value to be less than 10% of the nominal value. Historically, large-scale concentrated unlocks of Starknet (STRK) and ApeCoin (APE) have both triggered severe selling pressure: the former has fallen more than 95% from its highs, and the latter has dropped 77% within 7 months. (Source: ChainCatcher)