I’m speculating @kinetiq_xyz points will be worth somewhere in the $5~$15 range. Assumptions: - TGE around Nov 13, 2025 (aligns with Pendle program end) - 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 (~17.3 weeks of farming), we’ll have ~13.83m kpoints distributed (800k/week starting Jul 15). If Kinetiq opens at a $500m FDV, 30% airdrop allocation = $150M value, and $150m/13.83m points = $10.85 per kpoint. FDV scenarios: - $250m FDV = $5.42/kpoint - $500m FDV = $10.85/kpoint - $750m FDV = $16.27/kpoint
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