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When 90% of the chips are on the table, are you feeling anxious?
When 90% of the chips are on the table, are you feeling anxious?
In the cryptocurrency circle, the scariest thing is not the price drop, but that before you even have a chance to rise, the project party suddenly unlocks a massive amount of chips, burying the entire market.
After getting used to those 'vampire' projects with only 10% circulation, seeing Vanar, which has 'full circulation', feels quite different.
As of January 2026, the circulation of $VANRY has approached 90%. The market capitalization and fully diluted valuation (FDV) are almost 1:1. This is actually an anomaly in the L1 public chain space, as most projects prefer to hold back and gradually release to control the market.
In the cryptocurrency circle, the scariest thing is not the price drop, but that before you even have a chance to rise, the project party suddenly unlocks a massive amount of chips, burying the entire market.
After getting used to those 'vampire' projects with only 10% circulation, seeing Vanar, which has 'full circulation', feels quite different.
As of January 2026, the circulation of $VANRY has approached 90%. The market capitalization and fully diluted valuation (FDV) are almost 1:1. This is actually an anomaly in the L1 public chain space, as most projects prefer to hold back and gradually release to control the market.
XPL Are You Brave Enough to Catch the Bottom?
Before trying to catch the bottom at XPL $0.12, make sure to circle July 28 on your calendar.
Today, let's talk about something very realistic—money.
Now the price of XPL is around $0.12, having dropped significantly from its ATH, many people are starting to get restless, feeling it's a 'value dip.'
But if you really want to get in, you can't bypass this level of token economics.
@Plasma The timing is crucial.
Today is January 26.
Just yesterday, on January 25, the market released about 88 million linear unlocking quotas.
But this is just a warm-up.
The real Boss level is on July 28, 2026.
Today, let's talk about something very realistic—money.
Now the price of XPL is around $0.12, having dropped significantly from its ATH, many people are starting to get restless, feeling it's a 'value dip.'
But if you really want to get in, you can't bypass this level of token economics.
@Plasma The timing is crucial.
Today is January 26.
Just yesterday, on January 25, the market released about 88 million linear unlocking quotas.
But this is just a warm-up.
The real Boss level is on July 28, 2026.
Cross-chain to Base, is it a retreat or an expansion?
@Vanarchain I really can't bear to look at the token price.
Vanar has reached out to Base. Is this move just to gain traffic, or is it playing a larger game?
In late January, Vanar officially opened its cross-chain connection with Base. Looking at it from this stage, this matter is actually quite intriguing.
Blockchain is no longer isolated islands. As an AI native chain, Vanar actively connects with high-activity ecosystems like Base, essentially wanting to "output" its capabilities.
This also exposes Vanar's true positioning:
It doesn't necessarily have to be the only king, but it wants to become the plugin that cannot be ignored in the AI era.
Whoever has the larger traffic, I will connect my capabilities to you, making it hard for you to leave me.
Who do you think Vanar should connect with next?
Solana, or some Ethereum L2?
Is there still a chance for the token price to return?
#vanar $VANRY
@Vanarchain I really can't bear to look at the token price.
Vanar has reached out to Base. Is this move just to gain traffic, or is it playing a larger game?
In late January, Vanar officially opened its cross-chain connection with Base. Looking at it from this stage, this matter is actually quite intriguing.
Blockchain is no longer isolated islands. As an AI native chain, Vanar actively connects with high-activity ecosystems like Base, essentially wanting to "output" its capabilities.
This also exposes Vanar's true positioning:
It doesn't necessarily have to be the only king, but it wants to become the plugin that cannot be ignored in the AI era.
Whoever has the larger traffic, I will connect my capabilities to you, making it hard for you to leave me.
Who do you think Vanar should connect with next?
Solana, or some Ethereum L2?
Is there still a chance for the token price to return?
#vanar $VANRY
You must keep an eye on XPL's "life-and-death line" on July 28
Don't just drool over the 25 billion dollar TVL; take a good look at XPL's 'major unlock' schedule before taking action.
Currently, XPL's price is hovering around 0.13 dollars, and many people think it’s a golden opportunity. But as an observer, I have to pour a bucket of cold water: its circulation rate is only about 20% right now.
@Plasma The real stress test will be on July 28, 2026—when the one-year protection period ends, the massive chips held by the team and investors will start to be released in large quantities.
The project party is now desperately pushing for Staking and EIP-1559 destruction, which is essentially trying to build a "reservoir" to hedge against selling pressure.
If by the time of the unlock in July, its transaction volume hasn’t outpaced the release volume, the price pressure will be very high.
So, the current XPL is more like a high-stakes gamble on the speed of ecological explosion.
If you are a holder, will you choose to cash out before the unlock in July, or stake and gamble on the national fortune with the big players?
#plasma $XPL
Don't just drool over the 25 billion dollar TVL; take a good look at XPL's 'major unlock' schedule before taking action.
Currently, XPL's price is hovering around 0.13 dollars, and many people think it’s a golden opportunity. But as an observer, I have to pour a bucket of cold water: its circulation rate is only about 20% right now.
@Plasma The real stress test will be on July 28, 2026—when the one-year protection period ends, the massive chips held by the team and investors will start to be released in large quantities.
The project party is now desperately pushing for Staking and EIP-1559 destruction, which is essentially trying to build a "reservoir" to hedge against selling pressure.
If by the time of the unlock in July, its transaction volume hasn’t outpaced the release volume, the price pressure will be very high.
So, the current XPL is more like a high-stakes gamble on the speed of ecological explosion.
If you are a holder, will you choose to cash out before the unlock in July, or stake and gamble on the national fortune with the big players?
#plasma $XPL
What does everyone think about the recently launched Vanar?
Let's talk about the increasingly prominent @Vanarchain Chain in the Web3 space recently.
In today's crypto world, it seems that just adding an AI label can get you a 'boarding pass' to take off, but everyone actually has doubts: is this true hardcore innovation, or yet another PPT marketing?
Why do big companies love to dive into this $20M 'small temple'?
If you look at its market cap, the current #Vanar is indeed not a giant, but in its list of validators and partners, you can see Web2 giants like NVIDIA, Google Cloud, and WorldPay.
In today's crypto world, it seems that just adding an AI label can get you a 'boarding pass' to take off, but everyone actually has doubts: is this true hardcore innovation, or yet another PPT marketing?
Why do big companies love to dive into this $20M 'small temple'?
If you look at its market cap, the current #Vanar is indeed not a giant, but in its list of validators and partners, you can see Web2 giants like NVIDIA, Google Cloud, and WorldPay.
Say goodbye to 'unlock panic'; it's all about the transparency.
Are you scared by those 'vampire' projects with only 10% circulation? Take a look at Vanar, an alternative chip.
Currently, the circulation rate of $VANRY is close to 90%, and its market value is nearly the same as the fully diluted valuation (FDV).
In a market filled with 'unlock bombs', the fully circulating state of @Vanarchain is a breath of fresh air. Without the shadow of massive institutional unlocks, the market's game becomes more transparent and purer.
This 'transparent' strategy provides a relatively reassuring base for long-term builders.
Would you prefer to choose a high-heat new coin with 10% circulation, or a transparent old brand with 90% circulation?
Now, it's all about the price trend of the coin; it has been continuously declining, so pay more attention.
#vanar $VANRY
Are you scared by those 'vampire' projects with only 10% circulation? Take a look at Vanar, an alternative chip.
Currently, the circulation rate of $VANRY is close to 90%, and its market value is nearly the same as the fully diluted valuation (FDV).
In a market filled with 'unlock bombs', the fully circulating state of @Vanarchain is a breath of fresh air. Without the shadow of massive institutional unlocks, the market's game becomes more transparent and purer.
This 'transparent' strategy provides a relatively reassuring base for long-term builders.
Would you prefer to choose a high-heat new coin with 10% circulation, or a transparent old brand with 90% circulation?
Now, it's all about the price trend of the coin; it has been continuously declining, so pay more attention.
#vanar $VANRY
USDT is really "arbitraging", checked XPL's application.
On @Plasma , it may be supplying power to a power plant on the other side of the Earth.
Plasma's most exciting aspect is the RWA (Real World Assets) implementation. For example, it collaborates with Daylight to inject stablecoin liquidity into new energy infrastructure.
This makes USDT not just a string of numbers in exchanges, but it has real productive capacity. This transformation from virtual to real is what supports its TVL to a solid 25 billion.
RWA is a good story, but the waters are deep. Regulation and clearing of cross-border assets remain significant challenges.
If this model can withstand the first wave of legal disputes in large-scale applications, then Plasma may become a true payment king.
Besides energy, what real-world assets (real estate, copyrights, collectibles) would you most like to bring on-chain?
XPL's potential looks considerable, but the selling pressure is too great. Is there still a chance for it to rise?
#plasma $XPL
On @Plasma , it may be supplying power to a power plant on the other side of the Earth.
Plasma's most exciting aspect is the RWA (Real World Assets) implementation. For example, it collaborates with Daylight to inject stablecoin liquidity into new energy infrastructure.
This makes USDT not just a string of numbers in exchanges, but it has real productive capacity. This transformation from virtual to real is what supports its TVL to a solid 25 billion.
RWA is a good story, but the waters are deep. Regulation and clearing of cross-border assets remain significant challenges.
If this model can withstand the first wave of legal disputes in large-scale applications, then Plasma may become a true payment king.
Besides energy, what real-world assets (real estate, copyrights, collectibles) would you most like to bring on-chain?
XPL's potential looks considerable, but the selling pressure is too great. Is there still a chance for it to rise?
#plasma $XPL
Don't just look at $25 billion TVL, let's talk about that 'July thunder' with XPL.
Stablecoins are currently very popular, and traditional markets are also speculating on stablecoins. WEB2 has already started to be widely applied, and many government agencies and countries are also developing their own digital stablecoin systems.
There aren't many projects working on stablecoin public chains, and the one made by @Plasma is doing quite well, with zero transfer fees attracting a large number of institutional applications. The FDV has consistently been growing, and many people want to buy the dip, but be aware of some points:
Are you eyeing the XPL at $0.13 to buy the dip? First, take a look at the 'big unlock' on July 28, and don't become the fuel for big players cashing out.
<t-6/>#Plasma $25 billion TVL is indeed impressive, but as a rational investor, you need to understand its ledger. Currently, only about 20% of the circulating tokens are available, and the remaining 80% are locked up with large holders and the team.
There aren't many projects working on stablecoin public chains, and the one made by @Plasma is doing quite well, with zero transfer fees attracting a large number of institutional applications. The FDV has consistently been growing, and many people want to buy the dip, but be aware of some points:
Are you eyeing the XPL at $0.13 to buy the dip? First, take a look at the 'big unlock' on July 28, and don't become the fuel for big players cashing out.
<t-6/>#Plasma $25 billion TVL is indeed impressive, but as a rational investor, you need to understand its ledger. Currently, only about 20% of the circulating tokens are available, and the remaining 80% are locked up with large holders and the team.
In the era of 'unlock panic', seeking certainty
Investors in 2025 have been hurt by various 'massive unlocks'. Many coins have a circulation rate of less than 20%, and while their market value seems to be in the billions, it is actually all a bubble that could be crushed by institutions at any time.
In this context, looking at @Vanarchain with a circulation rate close to 90% surprisingly brings a sense of security?
Talking about money doesn't hurt feelings; discussing chip distribution is true concern. The token model of #vanar is considered an outlier in the current L1 race.
Most new public chains lock up a large amount of chips to maintain high valuations and release them slowly. This results in a sword always hanging over retail investors and builders. VANRY's current state is more like a 'clear hand'.
In this context, looking at @Vanarchain with a circulation rate close to 90% surprisingly brings a sense of security?
Talking about money doesn't hurt feelings; discussing chip distribution is true concern. The token model of #vanar is considered an outlier in the current L1 race.
Most new public chains lock up a large amount of chips to maintain high valuations and release them slowly. This results in a sword always hanging over retail investors and builders. VANRY's current state is more like a 'clear hand'.
Keep an eye on July 28, the countdown for XPL's 'Great Flood' has already begun.
If you are holding XPL or are eyeing that $250B TVL, you must circle this date in red in July 2026. This is not an ordinary fluctuation; it is a 'tsunami' at the chip level.
1. How many coins are going to be released?
Let's not talk hypothetically; let's look at the accounts. In the token distribution of @Plasma , there are two major chunks that will be collectively unlocked on July 28:
Unlock for public sale in the U.S.: American investors who participated in last year's public sale will see a large portion of tokens (a total of 1 billion in public sale) fully released on this day due to a 12-month compliance lockup period.
The 'Deepwater Bomb' from the team and investors: This is the most severe. The team and investor share, which accounts for 50% (5 billion tokens) of the total, has a one-year cliff (lockup period). On July 28, 1/3 of this 5 billion (approximately 1.66 billion tokens) will be instantly unlocked.
2. Numerical comparison: From 'dripping water' to 'opening the floodgates'
Currently, XPL has a routine monthly unlocking of about 88.89 million tokens, which the market can barely absorb. But by the end of July, the daily unlocking amount could jump directly to over 2 billion tokens.
This means: the current circulation rate of XPL, which is only around 20%, will see nearly a doubling of supply in one day.
What does everyone think about the subsequent trend?
#plasma $XPL
If you are holding XPL or are eyeing that $250B TVL, you must circle this date in red in July 2026. This is not an ordinary fluctuation; it is a 'tsunami' at the chip level.
1. How many coins are going to be released?
Let's not talk hypothetically; let's look at the accounts. In the token distribution of @Plasma , there are two major chunks that will be collectively unlocked on July 28:
Unlock for public sale in the U.S.: American investors who participated in last year's public sale will see a large portion of tokens (a total of 1 billion in public sale) fully released on this day due to a 12-month compliance lockup period.
The 'Deepwater Bomb' from the team and investors: This is the most severe. The team and investor share, which accounts for 50% (5 billion tokens) of the total, has a one-year cliff (lockup period). On July 28, 1/3 of this 5 billion (approximately 1.66 billion tokens) will be instantly unlocked.
2. Numerical comparison: From 'dripping water' to 'opening the floodgates'
Currently, XPL has a routine monthly unlocking of about 88.89 million tokens, which the market can barely absorb. But by the end of July, the daily unlocking amount could jump directly to over 2 billion tokens.
This means: the current circulation rate of XPL, which is only around 20%, will see nearly a doubling of supply in one day.
What does everyone think about the subsequent trend?
#plasma $XPL
The 'Clear Card' Game at a Market Value of 20 Million
What does an L1 with a market value of 20 million look like, when current public chains easily reach market values in the billions?
Objectively speaking, the current market value and TVL of @Vanarchain are still at a very early stage. Interestingly, its circulating chip rate has approached 90%, with basically no 'unlock bomb' hanging over its head.
This 'clear card' state is friendly to builders, but it also means that it cannot rely on releasing expectations to drive up prices; it must rely on projects within the ecosystem to genuinely fill the valuation space.
If you're tired of those highly valued, low circulation 'vampire' projects, this low-threshold infrastructure base is indeed worth tasting.
Can such a high circulation infrastructure project be boarded? Is the market value referenceable, and what do you brothers think?
#vanar $VANRY
What does an L1 with a market value of 20 million look like, when current public chains easily reach market values in the billions?
Objectively speaking, the current market value and TVL of @Vanarchain are still at a very early stage. Interestingly, its circulating chip rate has approached 90%, with basically no 'unlock bomb' hanging over its head.
This 'clear card' state is friendly to builders, but it also means that it cannot rely on releasing expectations to drive up prices; it must rely on projects within the ecosystem to genuinely fill the valuation space.
If you're tired of those highly valued, low circulation 'vampire' projects, this low-threshold infrastructure base is indeed worth tasting.
Can such a high circulation infrastructure project be boarded? Is the market value referenceable, and what do you brothers think?
#vanar $VANRY
Does the AI project still have a future?
?
In today's Web3 circle, as soon as the words 'AI' come up, everyone's first reaction is usually:
Are we going to tell stories again? After all, anyone can write a PPT. However, after researching the recent dynamics of @Vanarchain , I found that this guy is taking a 'hardcore infrastructure' approach, and he's making solid strides.
Let's be honest, there are already so many L1 public chains that it's exhausting to keep track; if there aren’t any standout features, why would anyone remember them? Vanar's answer is: to embed AI into the very core.
Is this 'brain' really working?
The most core technology modules of Vanar—Neutron and Kayon—address two of the most painful points.
In today's Web3 circle, as soon as the words 'AI' come up, everyone's first reaction is usually:
Are we going to tell stories again? After all, anyone can write a PPT. However, after researching the recent dynamics of @Vanarchain , I found that this guy is taking a 'hardcore infrastructure' approach, and he's making solid strides.
Let's be honest, there are already so many L1 public chains that it's exhausting to keep track; if there aren’t any standout features, why would anyone remember them? Vanar's answer is: to embed AI into the very core.
Is this 'brain' really working?
The most core technology modules of Vanar—Neutron and Kayon—address two of the most painful points.
"Charging fees for transfers? This does sound a bit like a cold joke from the last century in 2026."
If you have been following the crypto space recently, you must have come across that giant beast that attracted 25 billion USD in TVL in just three short months @Plasma .
While everyone is still caught up in jargon like 'modular' and 'zero-knowledge proofs' that sound daunting, #Plasma this 'regular army' turned the table and focused on one thing: making USDT transfers cost zero.
1. Is it really doing practical things, or is it just another 'pie'?
To be honest, the Plasma project, which comes from a 'noble family' (the core team consists of elites from Goldman Sachs, Apple, and Microsoft, backed by the CEO of Tether and a former US Treasury Secretary), has a very pragmatic approach.
While everyone is still caught up in jargon like 'modular' and 'zero-knowledge proofs' that sound daunting, #Plasma this 'regular army' turned the table and focused on one thing: making USDT transfers cost zero.
1. Is it really doing practical things, or is it just another 'pie'?
To be honest, the Plasma project, which comes from a 'noble family' (the core team consists of elites from Goldman Sachs, Apple, and Microsoft, backed by the CEO of Tether and a former US Treasury Secretary), has a very pragmatic approach.
Transfer "Zero-Cost Purchase" USDT transfer 0 fees, how long can this wool be harvested?
Now everyone is looking at the Gas fee when making a transfer, @Plasma is good, directly transferring USDT for free.
This is indeed a necessity for cross-border payments, especially for friends in Southeast Asia and Africa who are making small remittances; it is simply a dimensionality reduction blow.
But from a neutral perspective, this kind of "subsidy" logic is more like the early internet era's money-burning customer acquisition.
Technically, it is indeed fast, with a 1-second arrival time. But "free" is often the most expensive; it actually wants to use this traffic entry to keep everyone engaged in its lending and RWA.
Whether this model can last depends on whether its non-stablecoin business can fill the gap of this subsidy.
For cross-border remittances, do people prefer to use traditional banks, or are they willing to try this 0-fee public chain?
Can XPL still take off?
#plasma $XPL
Now everyone is looking at the Gas fee when making a transfer, @Plasma is good, directly transferring USDT for free.
This is indeed a necessity for cross-border payments, especially for friends in Southeast Asia and Africa who are making small remittances; it is simply a dimensionality reduction blow.
But from a neutral perspective, this kind of "subsidy" logic is more like the early internet era's money-burning customer acquisition.
Technically, it is indeed fast, with a 1-second arrival time. But "free" is often the most expensive; it actually wants to use this traffic entry to keep everyone engaged in its lending and RWA.
Whether this model can last depends on whether its non-stablecoin business can fill the gap of this subsidy.
For cross-border remittances, do people prefer to use traditional banks, or are they willing to try this 0-fee public chain?
Can XPL still take off?
#plasma $XPL
Is AI blockchain really an intelligence tax? @Vanarchain We just submitted the paper this week, and we need to take it apart and see.
Many projects are still making empty promises in PPTs, but #vanar Vanar has officially run the AI native protocol layer on January 19th.
This time, the foundation directly integrates machine learning into the protocol, no longer just a ledger for saving money, but a foundational infrastructure that can 'think'.
With the infrastructure in place, the next pressure is on the application side. If the developers in the ecosystem can leverage this 'brain' to create a few blockbuster AI applications, that would be a true qualitative change. Simply riding the hype is meaningless; being able to run the business is the hard truth.
Do you think in 2026, blockchain will prioritize transaction speed or 'intelligence'?
Can the token still take off?
#vanar $VANRY
Many projects are still making empty promises in PPTs, but #vanar Vanar has officially run the AI native protocol layer on January 19th.
This time, the foundation directly integrates machine learning into the protocol, no longer just a ledger for saving money, but a foundational infrastructure that can 'think'.
With the infrastructure in place, the next pressure is on the application side. If the developers in the ecosystem can leverage this 'brain' to create a few blockbuster AI applications, that would be a true qualitative change. Simply riding the hype is meaningless; being able to run the business is the hard truth.
Do you think in 2026, blockchain will prioritize transaction speed or 'intelligence'?
Can the token still take off?
#vanar $VANRY
Breaking news: The governance proposal for $INJ has been approved, with 99.89% of community members voting in favor.
A new chapter for INJ has begun, aiming to significantly reduce token supply, making $INJ ultimately one of the most deflationary assets.
$INJ
A new chapter for INJ has begun, aiming to significantly reduce token supply, making $INJ ultimately one of the most deflationary assets.
$INJ
Is AI blockchain really just 'playing with memes' or is it 'truly hardcore'?
Is AI blockchain really just 'playing with memes' or is it 'truly hardcore'?
Every day I hear people talk about 'smart contracts', but have you ever thought about whether today's contracts are really 'smart'? They can only execute fixed logic, and are still far from true AI. However, while looking at @@Vanarchain 's underlying architecture recently, I discovered some different ways to play.
Many blockchain projects just ride the AI hype by issuing a token, but #vanar is taking the 'infrastructure' route. Its two core technologies are Neutron and Kayon.
To put it simply, Neutron addresses the issues of 'memory' and 'storage'. Everyone knows that AI training requires massive amounts of data, but storing data on the chain is ridiculously expensive.
Every day I hear people talk about 'smart contracts', but have you ever thought about whether today's contracts are really 'smart'? They can only execute fixed logic, and are still far from true AI. However, while looking at @@Vanarchain 's underlying architecture recently, I discovered some different ways to play.
Many blockchain projects just ride the AI hype by issuing a token, but #vanar is taking the 'infrastructure' route. Its two core technologies are Neutron and Kayon.
To put it simply, Neutron addresses the issues of 'memory' and 'storage'. Everyone knows that AI training requires massive amounts of data, but storing data on the chain is ridiculously expensive.
Is XPL a potential stock?
'Opening the @Plasma employee roster, I thought I had walked into the annual meeting of the 'Fortune 500':
What do these big shots want to do when they play with cryptocurrencies?
If you're tired of those 'geek heroes' in hoodies hiding in basements coding, then the style of #Plasma will definitely make you shudder.
The core members of this project are all 'suit elites' from Goldman Sachs, Apple, Microsoft, and Bloomberg. Behind it stands Tether's CEO Paolo and former CFTC chairman, a big shot in the regulatory world.
These people play blockchain with a very 'orthodox' logic: they don't talk to you about stars and the sea, what they want is 'efficiency' and 'compliance'.
What do these big shots want to do when they play with cryptocurrencies?
If you're tired of those 'geek heroes' in hoodies hiding in basements coding, then the style of #Plasma will definitely make you shudder.
The core members of this project are all 'suit elites' from Goldman Sachs, Apple, Microsoft, and Bloomberg. Behind it stands Tether's CEO Paolo and former CFTC chairman, a big shot in the regulatory world.
These people play blockchain with a very 'orthodox' logic: they don't talk to you about stars and the sea, what they want is 'efficiency' and 'compliance'.
There are so many AI projects, how about the newly launched @Vanarchain ?
Ultimately, whether blockchain can succeed depends on how useful it is and whether it saves money.
Vanar has been quite pragmatic in this regard.
Not only has it managed to keep transaction fees as low as under $0.0005, but it has also brought in the payment giant WorldPay to ensure that we can use Web3 payments as easily as swiping a card in the future.
Additionally, with Google's renewable energy-driven 'green filter', whether it's large companies entering the space or individual developers tinkering, the barriers and psychological burdens are quite low.
This approach of hiding the technology in the background while keeping the experience front and center has indeed built up a lot of confidence for long-term development.
Since the token went live, it has been on a downward trend; do people think there is still a chance for it to rise?
#vanar $VANRY
Ultimately, whether blockchain can succeed depends on how useful it is and whether it saves money.
Vanar has been quite pragmatic in this regard.
Not only has it managed to keep transaction fees as low as under $0.0005, but it has also brought in the payment giant WorldPay to ensure that we can use Web3 payments as easily as swiping a card in the future.
Additionally, with Google's renewable energy-driven 'green filter', whether it's large companies entering the space or individual developers tinkering, the barriers and psychological burdens are quite low.
This approach of hiding the technology in the background while keeping the experience front and center has indeed built up a lot of confidence for long-term development.
Since the token went live, it has been on a downward trend; do people think there is still a chance for it to rise?
#vanar $VANRY
Let’s break down the upcoming unlocking nodes of XPL for everyone.
1. Ongoing 'Monthly Small Steps'
Currently, there are fixed new chips every month in the market.
Node: Around the 25th of each month (the most recent was on January 25)
Scale: Approximately 88.89 million XPL
Source: Mainly from the linear unlocking of the 'Ecosystem and Growth' part. This part has a total quota of 4 billion, and besides the initial release, 32% of the remaining amount is slowly flowing into the market over 3 years. This is within the expected 'drip', and the market has usually digested it.
2. July 28: The real 'Big Test'
This summer, Plasma will face the toughest impact.
US region unlocking: Last July during the public sale, the shares of American investors were locked for a year, and this part of the chips will be fully unlocked on July 28.
Team and investor 'unlocking': This is the main event. 25% of the team shares and 25% of the investor shares (a total of 5 billion) will end their one-year lock-up period (Cliff) and begin a two-year monthly linear release.
Impact: This means that starting from August, the monthly unlocking amount will jump from the current over 80 million directly to over 300 million.
3. The 'Buffer' for 2026
To cope with this selling pressure, the officials also have backup plans.
Q1/Q2 node: Validator staking is expected to go live in this phase. Although it will bring a 5% inflation, it can 'lock' the circulating chips into the nodes, offsetting some selling pressure.
In summary, the pressure in the first half of the year mainly comes from the monthly linear small samples, and the real test will be after July. @Plasma
What do you think about XPL? Can we get on board?
#plasma $XPL
1. Ongoing 'Monthly Small Steps'
Currently, there are fixed new chips every month in the market.
Node: Around the 25th of each month (the most recent was on January 25)
Scale: Approximately 88.89 million XPL
Source: Mainly from the linear unlocking of the 'Ecosystem and Growth' part. This part has a total quota of 4 billion, and besides the initial release, 32% of the remaining amount is slowly flowing into the market over 3 years. This is within the expected 'drip', and the market has usually digested it.
2. July 28: The real 'Big Test'
This summer, Plasma will face the toughest impact.
US region unlocking: Last July during the public sale, the shares of American investors were locked for a year, and this part of the chips will be fully unlocked on July 28.
Team and investor 'unlocking': This is the main event. 25% of the team shares and 25% of the investor shares (a total of 5 billion) will end their one-year lock-up period (Cliff) and begin a two-year monthly linear release.
Impact: This means that starting from August, the monthly unlocking amount will jump from the current over 80 million directly to over 300 million.
3. The 'Buffer' for 2026
To cope with this selling pressure, the officials also have backup plans.
Q1/Q2 node: Validator staking is expected to go live in this phase. Although it will bring a 5% inflation, it can 'lock' the circulating chips into the nodes, offsetting some selling pressure.
In summary, the pressure in the first half of the year mainly comes from the monthly linear small samples, and the real test will be after July. @Plasma
What do you think about XPL? Can we get on board?
#plasma $XPL
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