Community research · Posted article
Jumper: Token Allocation and Circulating Supply at TGE
One point I think deserves more attention is the difference between the published token allocation and the actual circulating supply at TGE. The public sale is only 4% of the 1B supply, and its scheduled TGE unlock is 50% of that allocation — approximately 20M JUMP, or 2% of total supply. However, the community allocation is 33.33% and the treasury is 21.90%, and their detailed release schedules are not fully specified. That means the 2% figure should not automatically be treated as the final TGE circulating supply. The final number depends heavily on how the community distribution is structured and what portion is claimable at TGE. I would therefore want to see three additional disclosures before treating the dilution model as complete: Final XP/community allocation and claim schedule. Exact treasury unlock/transfer restrictions. Final TGE circulating supply and contract addresses. This is also why I separated known scheduled unlocks from possible circulating supply in the dossier rather than assuming that every non-sale allocation remains locked.