Humanity Foundation announces adjustments to the H token vesting plan, sets a deadline, and some institutions have publicly disclosed choosing a discounted immediate unlock.

ME News, April 24 (UTC+8). The Humanity Foundation has recently made major adjustments to the $H token vesting plan, requiring investors to make a final choice between two options by April 26, UTC 09:00: (1) extend the vesting schedule, push the cliff to September 25, 2026, and change it to equal distributions over 12 quarters; or (2) unlock immediately at a discount of 3:10, replacing the original 16,666,666 $H tokens with 5,000,000 (a 70% reduction), with a one-time full distribution on June 25, 2026. It is understood that the Humanity Foundation has already sent adjustment notices to more than 100 investors. So far, the 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 of about $60 million; even after the 3:10 discounted swap, it can still achieve approximately a 7x return. Notably, Humanity Protocol previously reached in-depth cooperation with the payments giant Mastercard, and the project’s fundamentals have been endorsed by traditional financial institutions. The on-chain identity verification track it occupies is still at an early stage in terms of market size; however, with the continued expansion of AI-generated content and automated accounts, the demand for on-chain real-identity verification is widely expected to grow exponentially. As such, this track is viewed as having long-term potential to become a leading project in the Web3 infrastructure space.

The project is about to face the selling-pressure test of a one-time massive unlock. Whether it can grow explosively as the AI track surges makes this test crucial. Some analysts point out that choosing the one-time unlock on June 25 is a safer decision. Under the current market cycle, “certain liquidity” is far better than figures on paper. The extended option stretches the timeline to 3 years, with huge unknowns regarding the protocol’s survivability and team stability. From the market-structure perspective, June 25 faces a clear risk of concentrated sell pressure: the Sablier contract release nodes are transparent on-chain, and quant and short-selling funds will precisely target that node; institutions may hedge early within a two-month window to lock in profits; and market makers may withdraw buy-side depth in advance, causing the actual liquidation 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 sell pressure—STRK fell more than 95% from its peak, while APE dropped 77% within 7 months. (Source: ChainCatcher)