Infinex's Token Unlock Strategy: A $99.99M Valuation Pivot and Market Pushback

Infinex has made a significant move to restructure its upcoming Sonar token sale, slashing the valuation from the originally proposed $300 million down to $99.99 million. Founder Kain Warwick disclosed that the platform is introducing a dual token unlock mechanism to give investors flexibility while managing supply dynamics.

Two Paths for Token Holders

The revised approach offers participants a strategic choice between two unlock options. The first pathway presents an immediate liquidity option at $0.03 per token with full unlock at Token Generation Event (TGE). Alternatively, investors can opt for a longer commitment with a $0.0099 per token entry price coupled with a one-year lock-up period. This tiered structure aims to balance early liquidity access against discounted acquisition costs for patient capital.

Market Reaction and NFT Volatility

The announcement has triggered notable market turbulence, particularly among existing stakeholders. Patron NFT holders—early supporters of the project—have witnessed their holdings depreciating, with floor prices sliding approximately 10% within a 24-hour window. This volatility reflects market skepticism about the revised valuation metrics and the extended token unlock timeline imposed on certain investor classes.

Infinex’s Broader Vision

As a comprehensive DeFi infrastructure platform, Infinex continues positioning itself to narrow the divide between centralized finance (CeFi) and decentralized finance (DeFi) ecosystems. The platform emphasizes user accessibility through an intuitive interface design, attempting to lower barriers for mainstream adoption.

Timeline and Allocation Details

The token sale is slated to commence on January 3, 2026, with Infinex allocating 5% of its total token supply for public distribution. The token unlock structure will play a critical role in determining post-launch price discovery and community sentiment through the initial distribution phase.