🧠I want to share my small research on the Etherex project (@etherexfi):
Start: 7 August; Emission: 350 m $REX; Price: $0.5; FDV: $175 million.
After three months (today): 10 November; Emission: 400 m $REX; Price: $0.1; FDV: $40 million.
👀How many tokens do Kingdom DAO + Consensys have today?
0x3f6177ca0b041b1a469f11261f8a8b007633ed48 – 97,658,000 $xREX
0xde4b22eb9f9c2c55e72e330c87663b28e9d388f7 – 39,762,361 $xREX; USDC/REX33 = $860,222 / 6,687,000 ≈ $1,720,000
0x007e783be0f271510ef919357466c122fd539cce – wstETH/REX = 129.6790 / 5,073,334 ≈ $1,094,000; ETH/REX = 153.18 / 4,914,479 ≈ $1,060,000
0x9f03bfbdf1e026cedb7f606e740a0b3aa16044e8 – 2,914,000 $REX33
0xea5a7634337405970cbd70646ec94c7821cdccf0 – 6,878,000 $REX33
0xffbbeacb47b404340b43c806f2f1fc02c7179aad – 3,249,225 $REX33
0x944f7c1454909eb40689b32c173eb2869e6b4cbe – 1,441,000 $REX33
0x7d66a2e916d79c0988d41f1e50a1429074ec53a4 – 4,404,000 $REX33
0x972698bf61e2377b5c45b3038d85d04981ddb48c – 544,000 $REX33
0xb3bfb32977cfd6200ab9537e3703e501d8381c9b – 1,167,000 $REX; 28,000 $REX
💥Total ≈ 200,000,000 $REX💥
I may have missed some wallets, but you get the idea. Most liquidity from pools with $REX and $REX33 was removed just before the end of Linea Ignition so that farmers who decided to dump the rewards they were holding would lose huge sums to slippage, and the token price would drop very sharply.
🧩What conclusions can I draw?
- At the moment, Kingdom DAO and Consensys are deliberately not meeting the sell‑side demand for tokens and are slowly, in small amounts, continuing to accumulate $REX and $REX33 through their transit wallets.
- Neither the Etherex team nor Consensys are selling their tokens.
- I think liquidity will be returned to the pairs right before some important events, such as liquidity infusions from Sharplink or listings of $INFURA, $MASK and so on.
After liquidity is added back to the pairs, they will start urgently buying everything on the market, and once there are practically no tokens left, they will remove liquidity again to engineer a cheap price pump.
- Over the next two months there is nothing planned on the Linea network that could change the situation on Etherex.
- Right now it’s a great idea to enter the CL pool USDC/REX33 and set a fee lower than the main pool’s so you can gradually move from stablecoins into REX33 as the price falls over the next one to two months while nothing is happening on Linea, and farm pool fees.
❗️I see potential downside to $0.03 per $REX.
- For me it’s an obvious decision to continue buying and accumulating $REX and $REX33 tokens. The token will easily reach at least $1 when aggressive network development begins after all the retail leaves and dumps their rewards into $Linea and $REX. This fits into that one‑to‑two‑month window.
- At the moment they are trying to generate activity through Linea Exponent, but globally it won’t change anything and it won’t affect the price of $REX.
- Right now Consensys is more concerned with supporting the $Linea token price because that’s the face of the network. That’s why they launched incentives in the MetaMask wallet to increase the effectiveness of $Linea burns through additional swap fees in MetaMask on the Linea network. Linea Exponent might help a bit, but I don’t think very much.
A bit of information to compare Etherex vs Aerodrom (@aeroxyz). It isn’t entirely appropriate to compare them, but the essence is similar:
Start: 11 September; Emission: 500 m $AERO; Price: $0.036–0.08; FDV: $18 million–43 million.
After six months: 8 April; Emission: 540 m $AERO; Price: $2.3; FDV: $1.25 billion.
🟢Conclusion:
For about six months Aerodrome accumulated tokens before putting the price into a new range.
💡I think there is no scenario in which Etherex rugs or fails. Its backers have enough capital to do whatever they want with it for many years…
❗️The only question is whether you will have the patience to wait for that moment - perhaps while everything else is going up and you are still waiting, losing hope and not rotating into another “potential gem.”
🧠🚀👌That’s why we always do our own research - to make sure no nonsense knocks us off track or distracts us from the plan, because we have a clear plan and understand how things should be, how they could be, and what is not worth fearing.
🎯You also need clear targets for where you will sell; otherwise everything will be less effective than it could be, because DEXs of this kind deflate just as easily when the news catalysts and commission spikes and local narratives dry up.
@etherexfi@Trantor2140@ethereumJoseph@DeclanFox14@lechiffre@0xWhizMiz@0xAero8@0xcyp@crypto_yuvi
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今日财富密码串=以太坊开发公司 Consensys/ 以太坊官方二层Linea /Metamask将会发币/Linea官方dex,串起来=REX go to moon $rex #etherex#Linea
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