ME News, April 24 (UTC+8), the Humanity Foundation recently made a significant adjustment to the $H token vesting schedule, requiring investors to make a final decision between two options before April 26 at 09:00 UTC: First, extending the distribution, with the Cliff pushed to September 25, 2026, and switching to equal quarterly distributions over 12 quarters; Second, a 3:10 discounted immediate unlock, replacing the original 16,666,666 tokens with 5,000,000 $H (a 70% reduction), distributed in a single lump sum on June 25, 2026. It is understood that the Humanity Foundation has sent adjustment notices to over 100 investors simultaneously. Currently, early-stage investment institution Trix Ventures has publicly disclosed its choice of the discounted immediate unlock. It is reported that the institution invested when the project was valued at approximately $60 million, and even after the 3:10 discounted swap, it can still achieve a return of approximately 7 times. Notably, Humanity Protocol previously entered into deep cooperation with payment giant Mastercard, giving the project’s fundamentals endorsement from traditional financial institutions. The chain-based identity verification track it belongs to is still in its early stages in terms of market size, but with the continuous expansion of AI-generated content and automated accounts, the demand for on-chain real identity verification is widely expected to grow exponentially, and this track has the long-term potential to become a leading project in the Web3 infrastructure sector. The project is about to face the pressure of a massive one-time unlock, and whether it can grow explosively along with the AI track, this test is crucial. Some analysts point out that choosing the one-time unlock on June 25 is a more prudent decision. In the current market cycle, “certain liquidity” far outweighs book numbers. The extension plan stretches the cycle to 3 years, with huge unknowns regarding the protocol’s survival ability and team stability. From a market structure perspective, June 25 faces significant concentrated selling pressure risk: 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 within the two-month window; market makers may 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 triggered severe selling pressure, with the former dropping over 95% from its peak and the latter falling 77% within 7 months. (Source: ChainCatcher)

H-0.27%

STRK-0.38%

APE-3.91%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes

Reward
1
1
Repost
Share

Comment

Add a comment

Arifmia

· 1h ago

To The Moon 🌕

Reply0

Trending Topics
View More
#
GTBurns2.57MInQ2
167.41K Popularity
#
PredictWorldCup🇵🇹vs🇪🇸
261.41K Popularity
#
VitalikUnveilsLeanEthereum
157.28K Popularity
#
gStocksTokenizedStocksLive
4.87M Popularity
#
BitcoinWhalesAdd270KInTwoWeeks
86.43K Popularity

Pinned

Sitemap

The Humanity Foundation announced adjustments to the H token vesting schedule with a deadline, and some institutions have publicly disclosed their choice of immediate unlock at a discount.

Trending Topics

GTBurns2.57MInQ2

PredictWorldCup🇵🇹vs🇪🇸

VitalikUnveilsLeanEthereum

gStocksTokenizedStocksLive

BitcoinWhalesAdd270KInTwoWeeks

Pinned