#om Community Insights & Market Sentiment

OM upgrade claims have now opened for the eighth batch, with a deadline of December 2. The most discussed question in the market is “What percentage has been claimed?” But that figure does little to explain the price. What really determines the supply curve is something else: how the unclaimed balance will ultimately be handled once the deadline passes.

First, let’s look at the nature of the event itself. Opening claims batch by batch essentially slices a one-time token release into smaller portions, spreading the impact over several weeks instead of concentrating it all on a single day. This is both a technical measure and a psychological one. But batching only changes the timing; it doesn’t change the total amount. How the process concludes is what matters.

The first thing to watch is the three possible paths for the unclaimed balance. It could be burned directly, reducing the circulating supply; returned to the treasury or an ecosystem pool, which would defer selling pressure rather than eliminate it; or made available through another claim window, which would simply postpone the issue and likely be read by the market as a sign of “insufficient demand.” These three paths imply very different valuations. So December 2 isn’t the end of this story—it’s the day the rules are revealed. Until those rules are announced, any bullish take based on “strong claim progress” is just speculation.

The second factor is the trust discount left by history. The nearly 90% single-day plunge on April 13 this year changed OM’s valuation narrative from a “narrative premium” to a “trust discount.” Since then, whenever anything happens at the token level, holders’ first reaction is to ask: Is this a recovery, or another distribution? Against this backdrop, transparency in the upgrade process is worth far more than speed. Clearly stating how the “unclaimed portion will be handled” would do more to stabilize expectations than opening three more claim batches.

The third factor is the changing token supply structure. Claiming doesn’t mean selling, but it does turn “nominally locked holdings” into “actual holdings that can be moved.” The opening of the eighth batch means allocations from the first seven batches have been reaching holders in succession, and the amount available to circulate is steadily growing. The real test of supply pressure won’t come on the deadline itself, but two to four weeks afterward. By then, the announcement about the unclaimed balance will be out, and the newly movable tokens will have gone through a round of absorption. Only then will the price give a genuine response.

The risk is straightforward: if the official team continues to say nothing about the unclaimed balance, that silence is information in itself. It usually means those tokens will be deferred or handled another way, and the market will directly discount the uncertainty around the circulating supply. In that scenario, no matter how impressive the on-chain “claim rate” looks, it isn’t bullish.

My view is simple: for now, prioritizing announcements about how the unclaimed balance will be handled is more important than watching the price action. Clear rules provide the basis for the discount to narrow; vague rules mean any rebound is just a recovery in sentiment, not in fundamentals. Don’t build a position on assumptions that no one has verified yet.

#MANTRA #OM #Crypto

wildcryptox

@MANTRA

#OM holders were not scammed once, but twice, and not by @MANTRA family, No,

By that monkey StarXu of OKX.

now, go to ask them your money stolen, because in spite of the fact we have been telling you for months you NEVER DID anything except to point your finger in the wrong direction .

Honestly speaking . YOU ALL NEVER CARED about TRUTH and about your money, or you would have done research and knock on #OKX doors

Eventually , everyone gets what they deserve...

Now let that monkey face to keep on laughing at your face, when after 1 year he did not released #OM Forced Liquidations Report.

wildcryptox

please note Piaf, contrary to what you always stated accusing MANTRA. You would have have been more helpful to the community to do research instead of blaming team and their ambassadors as you did for a very long time

👇
*TEAM wallets NEVER SOLD.

*STAR OKX did fool all of you because he knew YOU all would not care about the truth.

*That monkey set up a perfect trap, and YOU ALL , sheeps , without capacity to research or to doubt you believed eveeything.

*That monkey promised to Release the report. He never did release it.

And you all never asked for it. You all were so angry with your loss that could not allow you to think.

MANTRA had to be acquired by Inveniam' .

It is Tier1 tech. The project will grow, they don't need your money Piaf, keep it for yourself .

MANTRA is not a token It is Native Coin ( I guess many did not even understand the difference ). It is a platform that now, belongs partially to MUBADALA.
They don't need you.

OKX Created the perfect Scam. They deviated attention towards MANTRA. And they built their exchange partially with he money of #OM holders.

Now, I wish you good trades. Go trade in the exchange that stole your money and give them more of your money in fees.

I hope NOT tot see you again sir. 🤝

MANTRA-9.19%

om

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