Humanity Foundation announced adjustments to its H token Vetting plan and set a deadline. Institutions have publicly disclosed that they choose to discount and unlock it immediately

The Humanity Foundation has recently made major adjustments to the $H token vesting plan, requiring investors to make a final choice between two options before 09:00 UTC on April 26: First, extend the issuance, and Cliff will push it to September 25, 2026. On the 25th, it will be issued in equal amounts in 12 quarters; second, it will be unlocked immediately at a discount of 3:10, replacing the original 16,666,666 with 5,000,000 $H tokens (a 70% reduction), and will be issued in full in one time on June 25, 2026.<br /> It is understood that the Humanity Foundation has simultaneously issued adjustment notices to more than 100 investors. At present, early investment institution TrixVentures has publicly disclosed that it chooses to unlock at a discount immediately.<br /> It is reported that the agency invested in the valuation stage of the project of approximately US$60 million, and can still achieve a return of approximately 7 times even after a 3:10 discount. It is worth noting that HumanityProtocol has previously reached in-depth cooperation with payment giant Mastercard, and the fundamentals of the project have been endorsed by traditional financial institutions. The current market size of the on-chain identity track where it is located is still in its early stages, but with the continuous expansion of AI-generated content and automated accounts, the demand for on-chain true identity verification is generally expected to grow exponentially. The track has the long-term potential to become a leading project in the Web3 infrastructure space.<br /> The project is about to face a one-time selling test of huge unlocking. Whether it can grow explosively with the AI track is crucial. Some analysts pointed out that choosing to unlock it once on June 25 is a safer decision. In the current market cycle, determined liquidity is far better than book figures. The extension plan lengthens the cycle to three years, and there are huge uncertainties about the viability of the agreement and team stability.<br /> At the market structure level, on June 25, we will face obvious risks of concentrated selling pressure: the Sablier contract release node is transparent on the chain, and quantitative and short funds will accurately attack this node; institutions may hedge and lock in profits in advance during the two-month window period; Market makers may withdraw the depth of buying in advance at that time, causing the actual realized value to be less than 10% of the nominal value. Historically, large-scale concentrated unlocking by Starknet (STRK) and ApeCoin (APE) has triggered severe selling pressure, with the former falling more than 95% from its high, and the latter falling 77% in seven months.