While browsing the TBV testnet transaction records, I noticed one HTLC can accommodate up to 10 outputs. My first instinct was that it’s simply about saving transaction fees. $QUID
Only after going parameter-by-parameter through the Vault script did I realize: this design isn’t meant to merge liquidity pools. The ten outputs correspond to independent UTXOs, their exit paths are not bound to each other— they’re merely packaged into the same on-chain transaction, with risks isolated from one another. $BSB

While at it, I also mapped out the data for BABY unlocks: there are six days left until 136 million tokens are released. If you break it down by shares, the biggest portion comes from early investors and team advisors. Based on a rough comparison with recent成交 (sales/executions), the amount scheduled for release that month is close to about 30% of the daily transaction volume. #baby

Don’t assume everything is fine just because the sell-pressure order book can handle it. Monthly releases must continue for a full 36 months— the problem of long-term incremental supply is a hard issue. @BabylonLabs_io
On the project side, they’re pushing for joint staking, in conjunction with Aave V4. Many people expect the unlocked tokens to be staked immediately and locked. I pulled the numbers manually from the income statement: the staked position’s apparent annualized return looks quite good, but with 5.5% ongoing inflation constantly diluting holders, early token holders may not be willing to lock up their coins.

To change the sell-pressure dynamic, we’ll need to wait for TBV to generate real business revenue and for clear catalysts like a buyback to actually materialize.
Let’s chat—what do you think about what comes next, $BABY ?
1.短期抛压可控,质押承接得住,可以继续持有
34%
2.按月解锁长期供给压力大,反弹择机离场
33%
3.等待TBV真实收益/回购落地,再考虑入场
0%
4.看不明白,先观望
33%
3 votes • Voting closed