Humanity Foundation announces adjustments to the H token vesting plan and sets a deadline, with institutions publicly disclosing choices for discounted immediate unlocks.

ME News Report, April 24 (UTC+8), Humanity Foundation recently made significant adjustments to the $H token vesting plan, requiring investors to make a final choice between two options by 09:00 UTC on April 26: one, extend the distribution, with the Cliff pushed to September 25, 2026, and distributed equally over 12 quarters; the other, immediate unlock at a 3:10 discount, replacing the original 16,666,666 $H tokens with 5,000,000 (a 70% reduction), to be fully distributed in a one-time payout on June 25, 2026. It is understood that Humanity Foundation has sent adjustment notices to over 100 investors. Currently, early-stage investment firm Trix Ventures has publicly disclosed choosing the discounted immediate unlock. The firm invested during the project’s approximately $60 million valuation stage, and even after the 3:10 discounted swap, it can still realize about a 7x return. Notably, Humanity Protocol previously reached in-depth cooperation with payments giant Mastercard, with the project’s fundamentals endorsed by traditional financial institutions. The on-chain identity verification sector it operates in is still in the early stages of market development, but as AI-generated content and automated accounts continue to expand, the demand for on-chain real identity verification is widely believed to grow exponentially. This sector has long-term potential to become a leading project in the Web3 infrastructure field. The project is about to face a significant unlock pressure from a one-time large release, and whether it can grow alongside the explosive development of the AI sector is crucial. Some analysts point out that choosing a one-time unlock on June 25 is a safer decision. In the current market cycle, “certain liquidity” far outweighs the nominal figures. The extension plan prolongs the cycle to three years, with significant unknowns regarding protocol sustainability and team stability. From a market structure perspective, June 25 faces obvious concentrated sell pressure: Sablier contract release points are transparent on-chain, and quant and short-selling funds will precisely target this node; institutions may hedge and lock in profits within the two-month window; market makers may withdraw buy-side depth early, causing actual realized value to be less than 10% of the nominal value. Historically, large-scale concentrated unlocks of Starknet (STRK) and ApeCoin (APE) have triggered severe sell pressure, with the former dropping over 95% from its peak, and the latter falling 77% within seven months. (Source: ChainCatcher)