WLFI First Target Price $147, Bull Market Cycle Peak $470
According to the official announcement from WLFI:
This unlocking is only for early presale round investors (price range from $0.015 – $0.05).
The unlocking ratio is 20%.
The team, advisors, founders, Trump himself, first and second round partner institutions, and third round off-market institutions will not participate in this round of unlocking.
Senior advisor Sun Yuchen's 5 billion WLFI tokens will also not participate in the unlocking.
On the surface, this unlocking ratio corresponds to 5 billion tokens. However, after excluding most of the locked groups, the actual circulation that can enter the market is far below 5 billion.
Nominal circulation: 20% unlocking corresponds to 5 billion WLFI.
If calculated based solely on "total amount * unlocking ratio," the market would assume there will be significant selling pressure in the short term.
Actual circulation: shares of the team, advisors, and founders do not participate in the unlocking.
Most institutional shares are also not unlocked.
The share of early retail investors is limited, and many choose to continue holding.
After exclusions, the actual WLFI that can enter the market is expected to be less than 1 billion, which is only 1% of the total issuance.
Short term (initial launch):
Demand side: A large influx of retail and institutional investors, especially after potential listings on exchanges like Coinbase and Binance.
Supply side: Only <1 billion in circulation.
Projected price range: Initially may quickly rise to the $5 – $20 range, creating a "scarcity premium."
Mid-term (as the unlocking process continues):
If market funds continue to flood in, and the market capitalization of USD1 stablecoin expands, the governance value of WLFI will further manifest.
Reference prediction:
First target price: $147 (based on extreme scarcity projection).
Bull market cycle peak: $470 (similar explosive performance in a bull market as ETH, BNB).
Long-term (1-3 years):
The value of WLFI will depend on the further optimization of token economics through global governance voting of USD1 stablecoin.
If USD1 can enter the top five global stablecoins, WLFI, as the governance core, may stabilize long-term at the hundred-dollar level.
The core significance of this round of WLFI's 20% unlocking announcement is not merely the "5 billion nominal unlocking," but rather the extreme scarcity supply-demand pattern created through the lock-up mechanism and actual circulation control.
Nominal unlocking: 5 billion (5%).
Actual circulation: less than 1 billion (<1%).
This is only a personal opinion and does not constitute any investment advice
#WLFI