With the completion of the v24 upgrade, the zksync project, which has been waiting for 4 years, finally officially announced the issuance of ZK tokens. The PUA king is here! Data analysis shows whether there is any insider trading and whether there are any related households.

Total ZK tokens: 21 billion

Community 66.7%

--29.3% of tokens for future development (token conference allocation)

--Ecosystem 19.9% ​​(allocated by Zksync Foundation)

--Airdrop 17.5%

Team and investors 33.3%

--Investors 17.2% (locked for one year, unlocked linearly over three years)

--Matter Labs team 16.1% (locked for one year, unlocked linearly over three years)

ZK airdrop token distribution (total airdrop amount: 3.675 billion)

--ZKsync users 89%

--ZKsync native project 5.8%

--On-chain community 2.8%

--Builders 2.4%

ZK Token Distribution Rules

Summarize:

1.6 million unique addresses, airdropped to only 695,232 addresses

2. Check the witch!!! We attach great importance to early users, such as the magic lamp NFT/Gitcoin donation/Lite test network interaction

3. Gas payment, number of transactions, number of contracts traded, and active trading time are still very important.

(Especially the number of Gas and interactive smart contracts. The more there are, the more hidden tokens there are. However, the official said that having points does not mean that you will get airdrops if you do it. This is outrageous!!!)

4. Value the contribution of liquidity providers

5. Paymaster Features

(USDC is used instead of ETH to pay for Gas. All major Swaps will integrate Paymaster in February-March 2024, but the snapshot is on March 24. The ecosystem originally uses ETH to pay for Gas, and 5 transactions are also delineated. The anomaly here can only be said to be a user fraud, which is simply an allocation rule for the platform's insider trading!!!)

6. Focus on the interaction between native projects, native NFTs, and native tokens

(Early List projects in Explorer, such as Mute, ZF, and HOLD, but have these projects made any significant contributions to the ecosystem? The liquidity was also poor in the early days, which is really incomprehensible!!!)

Summary of airdrops for native projects

--Airdrop ZKsync native project 5.8% (1.218 billion ZK)

It is not difficult to find the characteristics of the airdrop project:

1. Pay attention to the Ethereum basic staking protocol (but they are not deployed on ZKsync)

2. Pay attention to liquidity providers

3. Paying more attention to the relationship households (small projects)

(For example, KOI FINANCE's liquidity will not enter the top 10 until 2024, so how can it be allocated the same amount as SYNCSWAP?) (Other projects that I have never heard of, are not listed on Deflama, and do not establish connections with users can also be allocated so much. This is too much of a relationship-based project!)

ZKsync and other price analysis

The price of ZK is around $0.2-$0.4 which is quite reasonable!

The distribution rules have been questioned by a large number of community users. Through the analysis of the above data, we can also know the pattern of the ZK project. After the opening, there will be a large number of market crashes, and the market value and price will most likely fall. It is a long way to go to become the king of the second-layer network (ZK is the endgame)! They say that they are mainly for ecological users, but in fact they are doing the distribution tricks of the insider warehouse and related households, which is simply incomprehensible! In the short term, the market value is unlikely to exceed the status of ARB and OP.

Only by keeping the community users in mind and working hard to decentralize the ZK-Rollup (zero-knowledge proof) sequencer, this is the future of ZKsync! If the opposite is true, ZK is Over!