🚨 LMTS Token Unlock Just Happened — Real-Time Analysis
~30 min ago (May 22, 12 PM UTC / 5:30 PM IST), Limitless ($LMTS) released 12.67M tokens. Most analysts write about this in 3 days. I'm writing now.
📊 What is LMTS?
Largest prediction market on Base — Polymarket-style binary contracts on crypto, sports, politics.
🔹 Backed by Coinbase Ventures, DCG, 1confirmation, Variant
🔹 Listed on Coinbase, Binance, MEXC, Bybit
🔹 $1.1B monthly volume in Q1 2026 (10x growth in 5 months)
💰 Snapshot:
🔹 Price: ~$0.13 | MC: $15-25M
🔹 24h volume: $3-5M
🔹 From ATH: -80% ($0.69 → $0.13)
🔓 Today's Unlock:
🔹 12.67M LMTS released (~$1.71M)
🔹 8.33M → Investors | 4.33M → Treasury
🔹 1.3% of total supply
Context: April 22 unlock was 85.37M (65% of circulating). Today's smaller but pattern continues.
📚 3-Number Framework:
✅ Circulating: 22% (217M of 1B)
⚠️ Locked: 78%
⚠️ Cliff vesting = sudden releases
78% locked with cliff vesting = trading against future supply, not fundamentals.
🎯 Why LMTS ≠ ROLL:
✅ Coinbase Ventures backing
✅ Every major CEX listed
✅ $1.1B monthly product volume
✅ 0.25% of fees buys back LMTS (deflationary)
✅ Prediction markets sector: $25.7B monthly
Product growing. Token fighting supply pressure
.
⚠️ Risks:
🔸 78% supply locked
🔸 Cliff vesting = price shocks
🔸 -80% from ATH
🔸 Token-product disconnect
👀 Next 72 Hours:
📉 Volume spike + selling → bearish
📈 Buyback absorbs supply → bullish
📊 $0.10 support holds → strong
🎯 Mid-July: cliffs end
🎯 Position:
Not adding yet. Watchlist, not a buy. Watching how supply absorbs in 72h.
💡 Lesson: Unlocks happen quietly. By the time CT writes, the move is in. Bookmark TokenUnlocks.app.
📌 72-hour update coming. Follow QuantumCred.
Not holding LMTS. NFA · DYOR.