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Source: Liu Jiaochain
As we all know, Arbitrum is the representative of the Ethereum Two -layer Network (L2), which is the same as Optimism, is the leader of the second -level network, and the representative of the optimistic Rollup technical genre.
Originally, the Arbitrum of the academic background, compared to the direct competitors co -founded by Karl Florsch, who played closer to the founder of Ethereum Vitalik Buterin and urinated, urinated in a pants, and another optimistic Rollup leader Optimism.It was not optimistic at first, at least, not as optimistic about the latter Optimism.
However, Yin Yiyang is wrong, because in the speed competition of L2 in 2021, Optimism did not get EVM full compatibility at the beginning, resulting in a series of important DAPPs such as Karl Floersch’s good friend Hayden Adams.The sewing was migrated to Optimism, which made Arbitrum running a position unexpectedly.
With such a few months of difference, the ecological pattern is enough.For example, UNISWAP, the most ironic relationship, also had to give up the idea of ”relationship households first” under the pressure of DAO. He was determined not to wait for Optimism to make EVM full compatibility and first went to Arbitrum.It is conceivable that other ecological applications have also launched Arbitrum.
If you feel brain burning about the pile of complex relationships above, then look at the picture below.At the far left of the photo is Karl Floersch, the head of L2 network Optimism, in the middle is Vitalik Buterin, the founder of Ethereum, and Hayden Adams, the founder of the DEX leader Uniswap.
The so -called one step fast, step by step.Since then, Arbitrum has always pressed Optimism in the optimistic Rollup track.In the L2 technology track, optimistic ROLLUP is significantly better than the more powerful zero -knowledge Rollup in terms of practicality and landing.This is one of the thousands of cases of perfectionism.
For some reason, when the teaching chain played DEX in 2021, there were more arbitrum.
In this way, when Arbitrum finally issued a coin airdrop in late March last year (2023), the teaching chain was also stained and led by.
Considering that the recovery process of the entire market has opened, in order to maximize the income of airdrops, it is not rushing to sell the clearance as soon as possible.So he decided to reduce his holdings in batches, that is, against the eight characters.In the past few years, two waves have been reduced.One wave was just when it was just in the place (then it fell back 1 knife and copied it back), and the other wave was before the innovation high some time ago.
So he began to pay attention to the tokenomics model of Arbitrum (ARB).
Earlier, the author has simply compared the economic models of ARBITRUM (ARB) and Uniswap (UNI).
“From the perspective of Tokenomics, Uniswap has been unlocked for two years, and Arbitrum has just begun. The distribution model, the two are not half a catty eight or two, it is exactly the same:
1. Team+VC: 40% (UNI) vs. 44.4% (ARB)
2. DAO (community): 43% (UNI) vs. 42.8% (ARB)
3. Initial airdrop: 15% (UNI) VS. 12.7% (ARB, 11.6 Personal User Air Dutch + 1.1 Ecological Project Donation) “
The total amount of ARB is 10 billion.And UNI’s total creation is 1 billion.
In the figure, the redrop + daos of the red frame is the initial airdrop, which adds up to 12.7%, 11.6%is cast to the personal address, and 1.13%of the target sponsor the excellent projects in the ecology.12.7%is 1.27 billion.This part can be regarded as all entered the circulation.
The Team & amp; Advisors + Investors is a team, consultant and investor, which can be regarded as the project party.This part is now locked.Unlike many coin -issuing project parties and the community, Arbitrum does not know if it is to show the pattern or “wait for the bull market to keep fat and kill”. Anyway, the project party promises that the first year will not be unlocked.Start linear unlock again for 3 years.
The following picture clearly shows the timeline of the unlocking part of each frame:
The green frame Dao Treasury is the community vault.Although this part is available in name, because it is locked in a smart contract, the community voting can be used only. Therefore, the higher the consensus of community spending this budget, the easier it is to release this part faster and faster to release this part.Going to the market; otherwise, it is not easy to flow out of the market.
Therefore, it can be considered that the current volume of realization of market circulation is only 1.27 billion ARB of initial airdrops.
If we go to see some data websites such as CMC, we can also see similar numbers:
ARBITRUM DAO has just voted a “long -term incentive pilot program”.The plan will be distributed 41.815 million ARB in 12 weeks (about 3 months) to motivate ecological projects.
If you simply calculate, you will know that this will increase the current market circulation by about 3.3%.
The window at this time is just before the project party is unlocked.
Is this to test the pressure of the market?
After the project party is unlocked, the monthly unlock volume is as high as 120 million pieces.Time lasted from March 2024 to March 2027.
From the perspective of common sense, the project party will also take advantage of the bull market to release favorable timely and create an opportunity to get out of goods?
