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Home Analysis

SOPH token drops 24.97% after $900M airdrop, regardless of sturdy TVL progress

May 29, 2025
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SOPH token drops 24.97% after 0M airdrop, regardless of sturdy TVL progress
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Binance utilized a “seed tag” and launched futures buying and selling with as much as 75x leverage.
On-chain TVL reached $20.28 million with DEX quantity peaking at $47.44 million.
An extra 20% provide unlock is scheduled to start in three months.

Sophon’s utility token, SOPH, fell by 24.97% inside 24 hours of its market debut on Binance and several other different exchanges, shedding over $80 million from its market capitalisation.

The steep decline adopted a large-scale airdrop occasion during which 900 million tokens—9% of SOPH’s whole 10 billion provide—have been unlocked and distributed to early contributors, farmers, zkSync customers, and NFT holders.

Whereas airdrops are a typical technique to drive preliminary curiosity, they usually result in aggressive profit-taking, particularly when token utility remains to be restricted.

Binance started SOPH buying and selling at 13:00 UTC on 28 Could, shortly after asserting its itemizing through an X submit on 23 Could.

Different exchanges, together with OKX, KuCoin, Upbit, Bitget, and MEXC, additionally launched buying and selling assist on the identical day.

SOPH initially peaked at $0.11 earlier than tumbling to $0.06 inside the similar day, recording a 24.97% drop.

Market volatility is fuelled by restricted utility and excessive leverage

SOPH’s early volatility isn’t just a results of the unlocked provide. Binance assigned a “seed tag” to SOPH, categorising it amongst high-risk tokens vulnerable to volatility.

These tags usually warning buyers about potential worth fluctuations, significantly in new initiatives.

As well as, Binance Futures listed SOPH with leverage of as much as 75x, creating an setting that incentivised speculative buying and selling and amplified worth swings.

The buying and selling quantity surged by 2,724.8% within the final 24 hours, in response to CoinGecko, as early recipients of the airdrop rushed to promote their allocations.

This created a big provide overhang that the present market demand failed to soak up, exacerbating the value decline.

Sophon is constructed as a Layer 2 blockchain utilizing Validium expertise and is a part of ZKsync’s Elastic Chain roadmap. It goals to function a decentralised infrastructure for leisure functions.

Nonetheless, for now, SOPH’s sensible utility stays slender, primarily restricted to protecting gasoline charges and contributing to the community’s sequencer decentralisation course of.

The dearth of rapid use circumstances seems to have contributed to the weak market assist in the course of the sell-off.

Investor curiosity stays excessive regardless of short-term dip

Regardless of the value drop, on-chain metrics level to rising consumer engagement.

In accordance with DefiLlama, Sophon’s whole worth locked (TVL) climbed to $20.28 million on launch day, up 14.1% from the day prior to this.

Decentralised trade (DEX) volumes reached $47.44 million, indicating strong participation in token swapping actions.

Whereas speculative exercise dominated the launch, the on-chain information reveals that curiosity within the protocol stays sturdy.

The mission has raised over $70 million from buyers, together with Binance Labs, and has positioned itself as a key Layer 2 participant inside the zkSync ecosystem.

Trying forward, the following provide unlock looms giant. One other 20% of SOPH’s whole provide, designated as node rewards, will start unlocking on a weekly foundation beginning three months from the Token Technology Occasion.

If present market sentiment doesn’t enhance or if new utility use circumstances should not rolled out in time, this inflow might set off additional draw back strain.

Roadmap guarantees extra utility, however outlook stays cautious

Sophon has indicated that it intends to broaden SOPH’s use circumstances within the coming months.

Whereas no particular dates have been given, the crew plans to broaden the community’s leisure functions and decentralised instruments.

In a latest submit, the mission crew said that further services can be launched as a part of its long-term roadmap.

For now, although, the token’s efficiency is being intently watched by buyers, significantly given its sharp debut correction.

Airdrops have traditionally confirmed to be a double-edged sword—driving early adoption, however usually at the price of worth stability.

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