I’m speculating @kinetiq_xyz points will be worth somewhere in the $4~$12 range. Assumptions: - TGE at the end of q4 - 30% airdrop (similar to Hyperliquid’s initial 31%) - fdv at tge: $500M (biggest + most hyped liquid staking on HyperEVM, but could be lower given Lido’s tvl and current fdv) By tge (~24 weeks of farming), we’ll have ~19.2m kpoints distributed (800k/week starting Jul 15). If Kinetiq opens at a $500m fdv, 30% airdrop allocation = $150m value, and $150m/19.2m points = $7.81 per kpoint. fdv scenarios: - $250m fdv = $3.91/kpoint - $500m fdv = $7.81/kpoint - $750m fdv = $11.72/kpoint
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