Boundless Kaito allocation and TGE outlook: 0.25% of supply in rewards
Quote500 words
Bullish call$PROVE−81%since listing, moved against the callHow it played out ↓Puts Boundless' 0.25% Kaito allocation in dollar terms ($2.5M at $1B FDV) and sketches expected TGE structure: sale, 10-20% initial unlock and 5-10% airdrop. Expects Succinct's PROVE to set a $1B-$2B FDV precedent.
Key claims
0.25% of supply equals $2.5M at $1B and $7.5M at $3B
PROVE could print a $1B-$2B FDV
Initial unlock around 10-20% with 5-10% TGE airdrop
Boundless has announced 0.25% of token supply will be dedicated to reward Kaito yappers (spoiler: that means multiple million dollars).
So what might seem like a comparably small allocation in comparison to other campaigns (in % terms) has to be put into perspective.
Boundless will be worth billions, which means:
- 0.25% of $1 billion = $2.5 million
- 0.25% of $2 billion = $5 million
- 0.25% of $3 billion = $7.5 million
While the details around the distribution of this reward pool (number of yappers, timelines, etc) remain unknown, in monetary terms, this is definitely among the bigger opportunities on Kaito.
➤ Why I'm Watching PROVE TGE:
I think we'll also see Succinct's PROVE set a convincing precedent, likely as soon as next week (could easily see a $1B-$2B FDV happen).
Boundless will almost certainly see similar valuation levels, maybe even higher if they can sustain and increase both adoption levels and hype by TGE (and obviously depending on overall market sentiment at the time).
➤ The Community Sale:
Additionally, there will be a community token sale, and whitelist + token allocation boosts can be earned through task completion and actual network participation (where yapping also brings benefits tho).
The public sale could account for a decent portion of supply, and I also expect certain allocations to community (further airdrops, maybe even for yappers) and ecosystem (prover incentivization but also ecosystem grants, etc) in the long-term (alongside obviously team, investors, foundation, etc).
➤ The Bigger Picture:
The initial unlock upon TGE from community sale and first round of airdrop will likely be around 10-20% in total (depending on public sale size), with a total TGE airdrop of 5-10% (just based on assumptions derived from previous experience, and also dependent on public sale size, as well as what is allocated to liquidity provision, etc.).
Given the 0.5% of supply as initial prover incentives + 0.25% yapper rewards, that assumption also still leaves quite some room on the airdrop front.
Could see a big focus here on the project-level, rewarding integrating protocols, and distributing network ownership among the ones that actually use and/or rely on the infra, as well as ZK devs, and public goods initiatives, which should fill this gap. Maybe also some further participation opportunities for the community, rewards for discord roles, etc.
➤ Conclusion:
Overall, and while still waiting for the release of the full tokenomics, I'm quite bullish here, and will definitely keep yapping.
Proving infra is a multi-billion dollar market, understood by few, and proving markets like Boundless bear huge revenue potential understood by even fewer. If they nail the tokenomics, co-owning a piece of this "Uber for ZK proofs", could be among the best infra-level investment opportunities of the cycle.
Boundless imo also quite successful in not only bringing top tier tech to market, but also finding ways to build community, allow for broad participation and create hype around it. Something most infra projects fail at.
You're not too late (yet) anon.
gBerry 🍓
QUOTING @BoundlessHQ
Paving the path for abundant verifiable compute is our mission. We're partnering with @kaitoai to allocate 0.25% of the Boundless token supply to creators who help shape the narrative, educate with clarity, and elevate what Boundless makes possible. Boundless is building the
Paving the path for abundant verifiable compute is our mission. We're partnering with @kaitoai to allocate 0.25% of the Boundless token supply to creators who help shape the narrative, educate with clarity, and elevate what Boundless makes possible. Boundless is building the
How the call played out · since 29 Jul 2025
Prices as of 23 Oct 2026This piece takes a view on $PROVE, so that move is read against the call.
−81%
Moved against the call · since it listed on 06 Aug 2025, 8 days after this piece
- At listing
- $0.994
- Now
- $0.184
- vs BTC
- −74%
- After 1 month
- −12%
- After 3 months
- −41%
- After 1 year
- −84%
- High since
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- Low since
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Since then
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Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.