Assessing the upcoming major $ARB unlock phase
- $2.2 billion worth of 1.1 billion ARB tokens will be paid to the team, advisors, and investors on March 16-17
- Subsequent monthly payments over the next 3 years
- Circulating supply will increase by 76%
$ARB $145.1 million $ARB $256 million
If the current price remains at $2, the market capitalization will surpass $MATIC in Layer2 and will be second only to $OP
predict:
- Let's take $OP as an example. If we take time into account, the situation will be different.
- $OP will be unlocked on May 31, 2023 and the circulation will double
- By then, OP's market value will increase from 450 million to 950 million
- The price reacted negatively before the announcement, falling from 1.5 to 0.8, which has since become the lowest price for OP, currently close to $5. Despite market volatility, it remains stable.
- The team and the fund will receive tokens multiple times a month. One advantage of OP is the market price trend, and a small number of high-quality funds work together to promote
- The market can reverse, and prioritize holding the next wave of hot projects, including $OP
Although the timing may be different, you can imagine what the ARB needs to do based on the OP.
For a foundational project like $ARB, a $10 billion market cap is within reach pretty quickly.
- If you decide to hold the currency, there is no need to optimize volatility.
- If the profit is too much, you can reduce the capital position and wait for subsequent opportunities.
- If you haven't bought it yet, I think you should wait, especially in the FOMO market, you need to be more patient. Because if you have already entered the market, no matter what you do, you will be affected by the 76% inflation.
- For projects with a large amount of unlocking, it is mainly the influence and reaction of the community before the announcement, most of which are negative. If I were a developer, I would also choose to release slowly. Now is not the time to sell ARB.
- As for the monthly unlocking, it is better for the team and reputable funds than for users and multiple funds that lack a common direction. In this regard, $ARB is slightly inferior to $OP.
- I also really like the way ARB builds its ecosystem and community. I also hope to continue to move forward according to the above plan to increase my confidence and then enter the market. 1-1.5 will be a pretty good price.
