Strategy for $EVAA Airdrop Recipients
1. Project Overview
EVAA Protocol is a foundational DeFi lending protocol integrated into Telegram, built on The Open Network (TON), and is backed by prominent investment funds, including Animoca Brands and TON Ventures. Its smart contracts have undergone security audits by leading firms QuantStamp and Trail of Bits.
2. The Case for Holding (HODL)
Deflationary Tokenomics: The protocol is already generating revenue, which is directed to a DAO treasury for the buyback and burn of #EVAA tokens. This mechanism creates deflationary pressure and is designed to support long-term token value appreciation.
Long-Term Vesting Schedules: Tokens allocated to the team and early-stage investors are subject to 6-9 month lock-up periods. This is a critical factor that mitigates the risk of large-scale sell-offs from insiders immediately following the listing.
Limited Initial Float: At the Token Generation Event (TGE), only 13.38% of the total supply entered circulation, with a significant portion subject to gradual release schedules. This low initial float reduces immediate sell-side pressure.
Fundamental Value: Unlike hype-driven projects, EVAA's value is predicated on a real-world product and its generated revenue, making it more resilient to short-term market volatility.
3. Potential Risks
The primary risk is that the DeFi sector, being more mature, may exhibit steadier, more gradual growth rather than the explosive rallies associated with trending narratives like AI or SocialFi.
4. Recommended Strategies
- Primary Recommendation (HODL): Given the strong fundamentals, deflationary tokenomics, and long-term vesting schedules, holding EVAA tokens is the most strategically sound approach. Selling at launch is highly likely to result in a missed opportunity for future gains.
- Balanced Approach: For those who wish to de-risk, consider selling no more than 25% of the airdropped tokens. This allows for the realization of immediate profits while retaining a majority of the position for long-term appreciation.
