Aslında @mustafap0ly yaklaşık olarak 4 ay önce bizlere $poly airdrobu hakkında bir tüyo vermişti. Önümüzde bu öngörülen zamanın dolması için 2 aylık bir zaman var. Bu tarz büyük projeler marketin durumunu önemsemez çünkü içerideki kullanıcı her şeyden daha önemlidir. Bu yüzden @Polymarket tam da Arbitrum'un yaptığı gibi herkesin en umutsuz olduğu piyasada TGE yapıp marketi domine edebilir. Dünya kupası öncesi ben bunun olabileceğini düşünüyorum. Bir gece ansızın bir checker page görebiliriz!
Polymarket token airdrop could become the largest in history
the polymarket team confirmed the $POLY token airdrop
let's forecast the value of the $POLY airdrop based on the biggest token distributions crypto has seen
here's the top:
➤ Hyperliquid (2024): ~$1.6B (~$9-10B FDV)
➤ Uniswap (2020): ~$1.2B (~$5-6B FDV)
➤ ENS (2021): ~$500-600M (~$2-4B FDV)
➤ Arbitrum (2023): ~$1.5-2B (~$11-12B FDV)
➤ Apecoin (2022): ~$1B+ (~$10B FDV)
➤ dYdX (2021): ~$200-300M (~$10B FDV)
➤ Jito (2023): ~$225M (~$1B FDV)
➤ Jupiter (2024): ~$600M (~$3-4B FDV)
so the real range for big drops on distribution day is $0.5B to $2B. the record holder is hyperliquid with ~$1.6B handed out instantly, no vesting
polymarket has raised ~$2.3-2.8B in investor capital, current valuation is $15B. that's higher than arbitrum and hyperliquid were at their TGE. and the token isn't even out yet
the math
airdrop value on distribution day = (valuation) × (% of supply allocated to the drop)
take a $15B fdv. even a modest 7% allocation is ~$1B on distribution day. that's uniswap and arbitrum territory right away. closer to 10% gets you $1.5B, matching hyperliquid's record. and if the token does 2-5x after listing, like UNI, ARB and HYPE did, total distributed value climbs to $3-6B. that's above anything we've seen
and polymarket starts from a valuation 3x higher than uniswap at TGE. at a comparable % of supply, the drop is simply bigger by math
.@Polymarket just dropped another banger
@mustafap0ly announced:
“Sponsoring market rewards is now open to all user😛
Add rewards to any market and instantly get the liquidity size you actually want to trade.”
And then he teased the next two massive upgrades:
→ Permissionless market deployment
→ Creator fees
This is straight up building the full creator economy on Polymarket.
Creator fees + permissionless = every market maker and power user can now earn real yield from their markets… and with the fee migration to $POLY already on staging, this screams native token utility.
Who’s ready for fully permissionless prediction markets?👀
$POLY loading…
The leaked screenshot from @mustafap0ly regarding the $POLY @Polymarket token already suggests that the token will have Day 1 utility 🧐
Possible revenue share for $POLY holders 👀
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