Chainfeeds Summary:
It has been two years since the first Aptos airdrop. As the Aptos ecosystem becomes more complete and the frequency of events increases, the second airdrop should also be coming soon. This article will analyze the possibility, timing, and participation strategies of the Aptos second airdrop from multiple perspectives.
Source:
https://x.com/Ice_Frog666666/status/1855549084712800559
Author:
Ice Frog
Viewpoint:
Ice Frog: The first Aptos airdrop had a scale of 23,454,750 APT (3% share), the community token pool is 510M APT (51% share), and about 130M APT have been used, leaving about 380M APT available. The current token price is $9.6, with a market capitalization of $5 billion. From the token distribution, the project team is very focused on the community, with a high 51% airdrop ratio, and only 3% were airdropped in the first phase, with a large amount of airdrops waiting to be distributed in the future. Analysis of the possibility of the second airdrop: - Sufficient token reserves: Aptos Foundation and Aptos Labs still have about 380M APT tokens to be unlocked linearly on a monthly basis. The sufficient token reserves provide the basic conditions for the second airdrop, and it is worth noting that these tokens will be gradually unlocked within 10 years, indicating that the team has made long-term plans for the ecosystem. - Ecosystem development needs: From the current state of ecosystem development, Aptos is in a critical expansion period. Aptos' strategic leader Neil has mentioned on Twitter: "Aptos 2024 = Move + DeFi/RWA + AI", meaning that in 2024 they will focus on these four areas. Comprehensively, these areas have performed well this year, especially DeFi/RWA, and after achieving stage results, they may plan to carry out a second round of airdrops to further promote the prosperity of the entire ecosystem. Based on the existing data and signs, Aptos has many favorable conditions for carrying out the second airdrop: - The inauguration of Trump and the start of the bull market have brought the market sentiment to a peak. - Significant progress in key areas such as Move, DeFi/RWA, and AI, meeting the ecosystem needs for the second airdrop. Aptos is in a critical expansion period, and the second airdrop is expected to further promote ecosystem prosperity. - Factors such as the timing and the maturity of the infrastructure have created the right conditions for the airdrop, and the project team's frequent interactions also hint at the imminent second airdrop.
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