You're not in ZKsync airdrop? I know who took your tokens.
The information in this tweet is taken from different sources, and I just decided to put it all together.
1) Let's start with the fact that one of the strongest criteria was "Deposited liquidity into DeFi protocols." This multiplier added tens of thousands of $ZK tokens.
So, on November 19, 2023, the TVL of the zkSync Era network surprisingly increased by $44M ($106M -> $150M). Then over the next 3 months, it increased by only $17M. On Jan 9, 2024, the TVL decreased by that $40M ($167M -> $127M). Is this a coincidence?
ZKsync TVL - https://t.co/bigw4MJCyQ.
Info by @Andrey_10gwei.
2) The next complaint about the airdrop is that wallets without transactions on ZKsync are eligible. In total, users found 12,725 such wallets. Some of them meet ridiculous criteria like "Holds a Pudgy Penguin or Milady Maker NFT" and "Claimed $BONSAI season 1 airdrop", while some wallets were completely empty without any transactions (0x65f8dfc419b418ae82f289059d038428d038cd9a).
Dune Dashboard - https://t.co/fk4ysqozVf.
3) Finally, a chapter called "Decentralization." Lately, ZKsync has mentioned words like "community" and "decentralization" more often than others. However, 71,538 wallets received 15.6% of the total supply of tokens (a total of 17.5% is allocated to airdrop). That is, there is no decentralization in question here. A significant amount of tokens will be in the hands of a small group of people.
In addition, the distribution of tokens was so strange that the exchange address @Bybit_Official received 52,816 tokens, @Orbiter_Finance - 5151 tokens. And the largest ecosystem projects - @_WOOFi, @Element_Market, @zk_apes, @Rollup_Finance, @zkpepereal, have no allocation for ecosystem projects at all.
----------------------------------------------------------
zkSync had enough time to do some quality wallet checker, but instead they decided to do things their own way and even refused @nansen_ai help.
In the end, the most anticipated project of the last two years made distribution worse than any startup without investment.
Some people spread rumors that influencers got a big airdrop, but for my activity since the period of the first testnet I got 1155 tokens, and for more than 50 threads, I was offered to participate in ZK Success program in Discord, where the main reward is a role (no boosts it didn't give).
The best solution in this case would be to reschedule the date of claim and revise all lists completely correcting all your mistakes. With good and fair distribution the project will remain in demand even after airdrop (like Arbitrum).
And also the team should answer all questions. What are these wallets without activity on ZKsync? What would happen if they were not found by users? Who deposited $40M into the network? And to my main question - how many eligible wallets does @gluk64 have, I think I found the answer myself - 12,725.