$noid went $0.19 → $0.598 since my oct 9 post and its still a $3.9m mc pow l1. the supply map shows who can sell next
> tl;dr dev funds: 1m locked till january. safetrade: 4.58m, 42% of all noid. the $0.598 top printed the same day +345k landed on that wallet
pic 1, the price (
safetrade.com/exchange/NOID-…):
- $0.19 at my post, $0.598 top on oct 15, $0.357 now
- 10.8m net supply x $0.357 = ~$3.9m mc. even at the top it was ~$6.4m
- for scale,
$qtc's liquid float on the same quantum narrative is ~$33m (
x.com/Checker1crypto/status/…)
pic 2, who holds the 10.8m (
noidexplorer.org/richlist):
- safetrade: 4,575,848 = 42.4%
- two dev fund vaults: 1,000,000 = 9.3%
- one wallet that pulled ~566k off safetrade on oct 4-5: 500,000 = 4.6%
- everyone else, ~2,180 addresses: ~4.72m = 43.7%
pic 3, the dev side (
github.com/ignotusnemo/paran…). on oct 9 i flagged the 10% dev cut with no reports (
x.com/Checker1crypto/status/…). a week later:
- 1,059,840 noid received, 25,278 spent on bug bounties, no sales listed
- 1,000,000 locked in 2 vaults until block 490,000 (~jan 16), checkable in your own wallet via f7 (
x.com/ignotus_nemo/status/21…)
> the exchange wallet is the tell. oct 14-15 it took in +653k net, 7x what the chain mined, and the top came right in that window. the last 24h flipped to -83k net out (
noidexplorer.org/address/o1h…)
props to
@ignotus_nemo for answering a supply critique with a vault contract instead of a thread, and for shipping v2.0.4 with the legacy matrices gone, exactly as he told me in replies (
x.com/ignotus_nemo/status/21…)
the risk:
- new fund payouts land unlocked, 4,608 noid a day, ~418k more by block 490,000
- 42% on one cex is one custody risk and most of the sell side
- thin book: ~$4.6k of asks and ~$1k of bids within 10% of mid
> so when you see "one pool makes ~85% of
$noid blocks", now you know: over the last 3,000 blocks the top miner address made 30.4%, the top two 53% (
noidexplorer.org)
3x in 8 days, open source, contracts live on mainnet, and still a $3.9m mc. so whose is the 500k wallet?