ekharchenko

$KITE has a ~1.11B token unlock coming up. Trackers disagree on the exact date (somewhere between Nov 1 and Nov 3), so I won’t pretend to know the hour. Here’s a back-of-the-napkin look at what it means.

That’s roughly +43-46% on top of what’s already circulating. At ~$0.12 it’s about $131M. Daily volume on Kite is $11-17M, so the unlock is 8-12x a normal trading day.

Obviously not all of it gets sold. If 10% hits the market, that’s 111M tokens, ~$13M, about one day of volume. The market can absorb that. At 30% it’s ~$40M, or 2-4 days of total volume with no new buyers, and that’s where price can get shaken properly.

So “pump or dump” isn’t the interesting question for me. What I care about more is whether @KITE AI 中文 gets real usage that doesn’t depend on the unlock calendar. ATH was $0.32 in March, now we’re around $0.12, almost a 2.7x gap, and only demand closes that, not headlines.

I’m not adding before the unlock. Want to see how day one reacts first. Not financial advice.

#KiteBBW

Please do not short $LIT let your ten points drain normally 😁