cut the losers early, let the winners fly, always have cash, dream bigger.
Hard place
Joined June 2013
- Tweets3.1K
- Following279
- Followers496
- Likes13.4K
Quick Saturday napkin maths for @TxFlow_L1 Airdrop Valuation
assuming Season 1 runs until the end of Q1 2027, followed by a hypothetical Season 2 of equal length.
Points Distribution Assumptions
Weekly distribution: 1.34M points
Season 0 points distributed: 10.76M
Season 1
Oct 12, 2026 – Mar 31, 2027
~24 weekly distributions
24 × 1.34M = 32.16M points
Season 2 (Hypothetical)
Apr 1 – Sep 18, 2027
Same duration and weekly emissions
24 × 1.34M = 32.16M points
Projected Total Points Supply
10.76M + 32.16M + 32.16M = 75.08M points
Potential Airdrop Valuation ($/Point)
FDV: $150M | $200M | $250M
20%: $0.400 | $0.533 | $0.666
25%: $0.499 | $0.666 | $0.832
30%: $0.599 | $0.799 | $0.999
My base case: $150M FDV with a 20% allocation = ~$0.40/point.
A $250M FDV with a 30% allocation would put us at almost $1/point, even after two full seasons.
Of course, Season 2 isn’t confirmed, and neither are the final airdrop allocations.
These are purely projections based on current emissions and assumed tokenomics
At the moment I am ranking Txflow behind extended which is currently trading at 250M pre tge. So I’d rather be conservative than optimistic.
Are you still happy with your weekly points at $0.40/point?
idk about @hufhaus9 but this is exactly how I look like when i check my copytrade acc.
Flow state.
Really Really Really want BNB to go down, but relative strength needs to be respected even if full of crime.
Also Idk what you're doing if you're not on crayoncharts milking the last few weeks of variational.
Just doubled down 2 days ago actually.
🍐🍐🍐
New vault ATH 🍊🍐
Some choppiness right after launch led to the explosive move of $SPC, thanks to $HYPE overperformance
$SPC is the highest return vault on @pear_protocol
Join it now 👇
vaults.pear.garden/0xd38a67a…
This Pepe strength needs to be studied. Also might be getting too cute with the market. Walking away for a bit.
It’s much easier to be early than anything else.
I’m prepared for 70m points total and TGE at 250mil FDV. That’s around $1/pt.
Would you still be happy with your points at that ratio?
HIghest points/week so far.
Please invent another new platform this week also so I can pocket more $var.
Did you short the open interest double-tap rejection, anon?
$BTC
shorted the sweep, we tapped the gap above but haven't fully filled it
what we were watching is that open interest is back at the level where price got rejected in the 87ks, and we're seeing another rejection after sweeping the liquidity above the marginal highs
82k is the line in the sand here, lose it and we're likely rotating back into 79k–78k
