Humanity Foundation announced adjustments to the H token vesting schedule and set a deadline, with some institutions publicly disclosing their choice of discounted immediate unlocking.

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ME News, April 24 (UTC+8), the Humanity Foundation recently made significant adjustments to the $H token vesting plan, requiring investors to make a final choice between two options before April 26, 2026 at 09:00 UTC: Option 1: Extend the schedule, pushing the Cliff to September 25, 2026, with equal quarterly distributions over 12 quarters; Option 2: Immediate unlock at a 3:10 discount, replacing the original 16,666,666 tokens with 5,000,000 $H tokens (a 70% reduction), distributed in full on June 25, 2026. It is understood that the Humanity Foundation has sent adjustment notices to over 100 investors simultaneously. Early-stage investment institution Trix Ventures has publicly disclosed its choice for 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 could still achieve a return of about 7 times. Notably, the Humanity Protocol previously reached in-depth cooperation with payment giant Mastercard, giving the project fundamentals endorsement from traditional financial institutions. The on-chain identity verification track in which it operates is still in its early market stage, but as AI-generated content and automated accounts continue to expand, the demand for on-chain real identity verification is widely expected to grow exponentially, positioning this track for long-term potential to become a leading project in Web3 infrastructure. The project is about to face the pressure of a massive one-time unlock. Whether it can ride the explosive growth of the AI track, this test is crucial. Some 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 paper numbers. The extended plan stretches the cycle to 3 years, with huge unknowns regarding protocol survivability and team stability. At the market structure level, June 25 faces significant concentrated selling pressure: the Sablier contract release nodes are transparent on-chain, and quant and short funds will precisely target that node; institutions may hedge in advance within a two-month window to lock in profits; market makers may withdraw buy-side depth in advance, making actual liquidation value less than 10% of the nominal value. Historically, large-scale concentrated unlocks of Starknet (STRK) and ApeCoin (APE) both triggered severe selling pressure, with the former falling over 95% from its peak and the latter dropping 77% within 7 months. (Source: ChainCatcher)
H2.88%
STRK-0.38%
APE6.83%
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