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Elysium goes live tomorrow, but the KNTQ date I'd mark is Nov 27 kinetiq:native is ~$0.50, $160M mcap, $500M FDV. On Nov 27 the team and investor cliff ends and ~12.9M KNTQ unlock every month for 2 years, ~$6.5M a month at today's price Kinetiq buys back ~$130K of KNTQ a month right now. Elysium adds half its sequencer fees on top. Base-size Elysium covers ~20% of the unlocks, Arbitrum-size ~6%. Covering all of it takes ~$425K a day in fees, 5x Base IMO the burn alone won't soak that up, Elysium has to bring actual buyers

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