The crash of ZKJ stems from a perfect storm of liquidity withdrawal, token unlocks, and panic selling:
🚨 What Caused the Crash?
1. Coordinated liquidity pulls:
Major holders farming Binance Alpha Points pulled liquidity from ZKJ (and its paired token KOGE) pools—this removed critical support and triggered a rapid price collapse .
2. Large token unlock event:
Approximately 15.5 million ZKJ tokens (~5% of circulating supply) were released around that time, causing a significant dilution effect .
3. Abnormal on-chain transactions:
Polyhedra’s team confirmed the crash was due to abnormal on-chain activity—large wallet liquidations moving token prices under severe pressure .
4. Cascade of panic selling:
Once the liquidity drained and unlock occurred, investors in panic started dumping, further driving the price lower in a vicious cycle .
🕰️ Is It a Golden Buying Opportunity?
Pros:
Oversold territory: The token dropped over 80% in 24 hours—extreme dislocation often precedes sharp rebounds.
Short-term bargain: If liquidity stabilizes and no further unlocks happen, you could see a relief bounce.
Cons:
Further unlocks ahead: Tokenomics show ongoing vesting over 36 months, potentially releasing more ZKJ and maintaining downward pressure .
Liquidity risk: Pools were once drained—without confident liquidity support, price may remain volatile.
Lack of catalysts: No immediate news of a relist or new utility—this could limit near-term recovery.
✅ Verdict
Short-term traders: Could capitalize on a bounce—only with strict risk management (stop-loss, tight position sizing).
Long-term investors: Risk is still high. Without new catalysts or confirmed project milestones, better to buy in smaller tranches and average down over time.
💡 Tips if Considering to Buy
Check upcoming unlock schedules: More dilution = more downside.
Watch liquidity pools: Are they being replenished or stabilized?
Track on-chain & exchange announcements: Any signs of renewed interest, relisting, or initiatives could signal a rebound point.