How much more will ARB issue in the future? Is the market value after the additional issuance high? Do we have any investment opportunities?
Arbitrum will unlock 1.11 billion ARB tokens on March 16, 2024
Calculated based on the current total amount of arb, it is currently 100%
On March 16, 2024, approximately 85% more arb will be issued on that day
After that, the issuance will increase by about 10% every month until March 2027, which will increase by about 400%.
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Although there are so many additional issuances, it is a negative
However, arb's overall data, number of users, and reputation are still relatively good. The biggest risk when we invest in it is its additional issuance.
So here comes the question. If there are so many additional issuances, if calculated based on the current currency price, how cost-effective is the market value of arb after the additional issuance compared with the market value of other virtual currencies?
The current unit price of arb is 1.113, the total market value is 1.444 billion, and the market value ranks 36
Next year on March 16, 2024, after an 85% increase in issuance, the market value will reach 2.67 billion. The market value at that time is equivalent to the current fil (2.526 billion) and etc (2.814 billion).
Then continue to issue an additional 10% every month
By the end of next year, 2024, the market value will reach 4.115 billion, which is equivalent to the current uni (39.96) and bch (45.65)
By the end of 2025, the market value has reached 5.848 billion, which is between the current LTC (53.98) and AVAX (63.97).
When the additional issuance is completed in March 2027, the market value will be increased to 7.8698 billion, which is equivalent to the current DOT (7.2 billion) matic (8.063 billion)
During the entire unlocking cycle, you will also travel through bulls and bears, there are many stories, and there are many opportunities to get on and off the bus. There are definitely dangers and opportunities!
In fact, the market value of ARB is really low. If you buy ARB at the current price, even if it is fully unlocked, its overall market value will not be high.
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After all, the data and popularity are there. It is not a big problem for arb to surpass some old chains.
Many old chains with high market value do not have many real users, so arb can still win.
The biggest problem at present is that because of the deterministic unlocking expectations, no one dares to pull the trigger before the unlocking comes!
Another problem is that there are too many new chains in L2 and they are too complex. It is conceivable that competition will be fierce in the future.
In fact, the market value of arb is really very low now. Whether it is before unlocking or after it is fully unlocked, the market value is very low, and it is possible to achieve great results again.
And all other projects are also issuing additional shares.