Vesting schedule of Three Arrow Capital's primary holdings
Anticipating potential 3AC dump
Hello anon,
we saw a lot of interest on the unlock schedule of the assets of 3 Arrow Capital, which is now in liquidity shortfall and might need to fire sell some of their assets
Here the list.
[ To note, we avoided large caps such as $AVAX, $BTC, $ETH, $DOT, $SOL, $LUNA (Obviously), and $AAVE as the exercise does not make sense on them ]
Kusama (@kusamanetwork, $KSM)
Unlock dates are not really relevant as most of the supply is already circulating
Mina Protocol (@MinaProtocol, $MINA)
3AC allocation should be included in the “backers” allocation (200m tokens): this should unlock linearly until June 2023 with c.5% inflation per month (calculated on circ. supply)
Seed price range: $0.07-0.15
Source: https://minaprotocol.com/blog/mina-token-distribution-and-supply
Near Protocol (@NEARProtocol, $NEAR)
3AC allocation should be included in the “prior backers” allocation (230m tokens): this should unlock linearly until October 2022 with c.1% inflation per month (calculated on circ. supply)
Backers / Seed / Private price range: $0.0375-$0.32
Source: https://near.org/blog/near-token-supply-and-distribution/
MEANfi (@meanfinance, $MEAN)
Unlocks linearly until September 2022 with c.1% inflation per month (calculated on total supply as the circulating one is not available on Coingecko)
Source: https://docs.meanfi.com/dao/governance/mean-token
Ardana (@ArdanaProject, $DANA)
3AC allocation should be included in the “seed / private” allocation: this should unlock linearly until February 2024 with c.5% monthly release
Seed / private price range $0.24-0.3
Source: https://docs.ardana.org/dana-token/tokenomics
Balancer (@BalancerLabs, $BAL)
No info on fundraising allocation unlock
Seed price: $0.6
Source: https://balancer.gitbook.io/balancer/core-concepts/bal-balancer-governance-token
Multichain (@MultichainOrg, $MULTI)
Website mentions: “Non circulating coins are locked in smart contracts. There will be governance voting for ANY / MULTI utility in the future. Until then, the tokens will not unlock”
Source: https://medium.com/multichainorg/any-tokenomics-from-inflation-to-deflation-a2ca2b482051
Bonfida (@bonfida, $FIDA)
3AC allocation should be included in the “seed sale” allocation (90m tokens): this should unlock linearly until December 2024 with c.4% inflation per month (calculated on circ. supply)
Source: https://bonfida.org/static/media/bonfida-white-paper.360be8c4.pdf
Derivadex (@DDX_Official, $DDX)
Should be fully unlocked
Source: https://medium.com/derivadex/derivadex-token-economics-7344d8fe73c6
Orca (@orca_so, $ORCA)
3AC allocation should be included in the “fundraising” allocation: there is no precise info on the website but it should follow team’s allocation vesting schedule: linearly until August 2025
Source: https://learn.orca.so/token
Dhedge (@dHedgeOrg, $DHT)
3AC allocation should be included in the “seed / strategic” allocation: this should unlock linearly until December 2023 with c.2% inflation per month (calculated on circ. supply)
Source: https://docs.dhedge.org/dht/allocation
Perpetual Protocol (@perpprotocol, $PERP)
3AC allocation should be included in the “seed / strategic” allocation (28m tokens): this should be fully unlocked
Seed / private sale price: $0.08
Source: https://docs.perp.fi/getting-started/perp-tokens
Woo Network (@WOOnetwork, $WOO)
3AC allocation should be included in the “Seed / private” allocation (540m tokens): this should unlock linearly until August 2022 with c.3% inflation per month (calculated on circ. supply)
Seed / private price range $0.01-0.02
Source: https://learn.woo.org/token/wootoken
The rest of 3AC holdings are below