I took a look at the Tokenomics officially released by Huma today and updated some content.
➣ Initial circulating supply is 17.33%, of which airdrop is 5%, CEX and Marketing are 7%, liquidity is 4%, treasury is 1%, and potential collaborations are 0.33%.
So the actual market circulating supply on the day of TGE should exclude the last three, which is 12%. Overall, it's acceptable and not particularly high.
However, there will be multiple rounds of other airdrops in the future, with the second phase happening 3 months after TGE, which seems to place more emphasis on users who support the project with real money (essentially to attract some users to do LP staking and reduce sell pressure).
➣ In the token distribution, the presale accounts for 2%.
In the next few days, Huma's proposal with Jupiter DAO will provide 1% of the token presale share, meaning the remaining 1% indicates there will be another presale in the future.
➣ The current pre-market price is 0.0682, with a valuation of 680 million USD.
If we calculate based on this price, the Series A investment has already recouped its costs on paper. However, the liquidity of whales is generally average and can only serve as a reference.
Here we assume the opening prices are 0.07u and my personal preset of 0.03u, with TGE dates of May 31 and June 15, respectively. Kaito Yap rewards are given to the top 500 and 2000 respectively. The specific airdrop values are as follows:
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From this perspective, Kaito Yap's cost-effectiveness seems to be the highest.
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