3/🧯The Bottleneck
At current prices, that 173M+ monthly unlock equals ~$2.6M in raw selling pressure. Compare that to current on-chain retail revenue of ~$1.8M @DefiLlama, and the protocol faces a clear capital deficit.
Is $ZK a VC dump or a hidden institutional gem?Early tokenomics were heavily criticized for a low float, massive FDV, and a punishing vesting schedule. But a massive structural pivot is underway to save the token. Here is the step-by-step breakdown. 👇🧵
8/🏆 THE VERDICT
With the 100% Fee Flow burn, $ZK is fighting its supply overhang with real revenue. If corporate and interop volumes scale, this flywheel will swallow the VC dilution and $ZK becomes an institutional value monster. 🚀
Is $ZK a VC dump or a hidden institutional gem?Early tokenomics were heavily criticized for a low float, massive FDV, and a punishing vesting schedule. But a massive structural pivot is underway to save the token. Here is the step-by-step breakdown. 👇🧵
7/ When you stack $1.8M in retail fees, $0.5M in corporate ARR, and $0.4M in interop tolls, total revenue hits ~$2.7M. This successfully flips the 2.6M unlock wall, turning $ZK structurally deflationary.
@7figuredreams2@gluk64 👎 The Initial Trap: "Low Float, High FDV"
The Valuation Disconnect
Lack of Initial Utility
👎 Very bad Vesting Schedule
The Cliff Mechanics
👍Pivot
Value Capture: $ZK shifting to utility asset
Deflationary Mech: A new proposed buyback and burn program
Let's see
@0x_orkun@citrea_xyz Only 26,200 unique wallets hold ₿apper. You shouldn't squeeze out the testers. It will be fare if you add a separate retroactive reward for pure testnet.
Breaking: There is now speculation and rumors of Kevin Warsh replacing Governor Stephen Miran and Miran being nominated for Federal Chair which would align with my thesis that Miran would replace Powell.
Miran is Trumps architect of the Mar-Alago Accords, the tarriff initiative to force countries to trade in a weaker dollar, and to support rate cuts and expansion to re-industrialize the US.
This is an ongoing story. Im on it. This directly contradicts the previous announcement.