👀 $HUMA : Someone Is Absorbing the Float — After 100% Unlock & Before 21.5% Prime Yield Kicks In
Season 3 is live. Prime offers up to 21.5% APY. PayFi narrative is building. But right after the full unlock on Feb 26 — exchange supply started shrinking.
So the question is simple: Who is absorbing the float before yield demand expands?
📊 $HUMA Supply Breakdown
- Circulating Supply: 2.59B
- On Exchanges: 926M (BNB + SOL)
⇒ Net Circulating (ex-exchange): ~1.66B
🤔On-chain Flow
1/ Since Dec 16, exchange balance dropped 1.56B → 1.06B HUMA ⇒ 631M net outflow
2/ Liquidity didn’t expand after unlock — it contracted.
- BNB: 4 wallets withdrew 91.36M from Binance (~$0.027 avg)
- SOL: 10 fresh wallets accumulated 1.064B HUMA from multiple CEXs.
3/ Combined off-exchange balance: 1.155B HUMA (~125% of current exchange supply & ~70% of net circulating supply)
More tokens are now held off-exchange than remain liquid.
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