1 · They dump
78–94%
of airdrop wallets sell the majority of their tokens within 90 days.
Sell pressure accelerates. The treasury funds its own sell wall.
Delphi Digital · 3.7M wallets / 5 years
Community allocation
Farm the growth.Keep the believers.
Viral growth. Real loyalty. Less spend.
Community-allocation tooling for token launches. Points become tokens on a declining curve, so the members who stay are the ones the allocation pays.
- 1%
- of every pool
- None
- MEV on a closed curve
- Any
- chain, via NEAR Intents
Conversion instrument
closed curve
Three windows. The rate steps down. The earliest, most committed members clear the best conversion. The team never spends the whole allocation at once.
01 / The problem
Legacy airdrops pit the community against the project.
Every token-based growth push ends one of two ways. Both cost you the community you just paid for.
2 · They resent you
$2.4M
compensation pool Binance had to fund after the zkSync backlash. Starknet and Sei alienated core users too.
The campaign attracts airdrop hunters. The people who care about the mission are the ones left angry.
Dump or resent — either way you lose the community. There is a third option.
02 / The third option
A planned series of point-to-token conversions.
Maximum community engagement per token spent. Viral growth that stays loyal.
01
A series, not a single drop
A recurring, configurable program. Members earn points for real engagement. Each event converts on a declining curve that rewards the earliest and most committed first.
02
Harness farmers, keep believers
You still get the top-of-funnel spike farmers create. The biggest rewards flow to members who keep showing up — growth upside, without overpaying for churn.
03
Capital-efficient by design
Non-dilutive, deferred until the product has found its market, and far cheaper than continuous direct marketing or a CEX listing campaign. Your own token or stablecoins, so pre-token teams qualify.
This is already the winning playbook.
We systematize it
Hyperliquid
~$2 → $30+
in a month. About 31% of supply to ~94k wallets — no VCs, no CEX campaign.
EigenLayer
$0 → $15B
TVL in 6 months via restaking points. 280k+ users in season one.
Ethena
$0 → $3B+
supply in months, airdrop to 2M+ wallets — fastest-growing stablecoin.
These were bespoke campaigns only elite teams could run. Token Orbit is the Hyperliquid playbook, as a product.
03 / How it works
Repeated conversions. One deterministic curve.
The community learns what earns rewards. The team never blows its whole allocation at once, and never meets an angry mob at the end of a single drop.
Event 1
Small tranche, learn the signal
The first window is deliberately small. Both sides learn what real engagement looks like before a larger allocation is in motion.
Event 2
Engagement rises, tune the curve
The second event uses what the first one revealed. The curve tightens around members who came back.
Event 3
Larger tranche, loyal base compounds
A bigger conversion lands on a community that already understands the rules. Loyalty is the thing that compounds.
Token-per-point curve
MEV-immune
Closed curve. No oracles, no swap pools.
Any chain
Rewards land where users already are, via NEAR Intents.
Pre-funded
Contract-secured distribution, set before the window opens.
04 / Positioning
One job: the safe conversion.
Galxe and friends run the whole funnel and own the data. Token Orbit does the points-to-token conversion, and plugs into the stack you already run.
01
Acquire
You
02
Engage / points
You
03
Convert
Token Orbit
04
Deliver
Where users are
You keep the users and their data · Token Orbit handles the conversion
You own your data
Token Orbit never hosts quests or touches user PII. Profiles stay in-house. No third-party silo, no platform lock-in.
Deterministic and MEV-safe
A closed curve, with no oracle and no bridge risk. The distribution step, done with the failure modes already designed out.
Any chain
Rewards deliver where your users already are, via NEAR Intents. This is an any-chain tool.
Everyone else is a questing tool, a P2P market, or a yield toy.
| Token Orbit | Galxe / Enable3 | Whales Market | Pendle | |
|---|---|---|---|---|
| Core | Contract-secured, pre-funded reward distribution | Loyalty questing and tasks | P2P pre-market OTC | Yield tokenization |
| Delivery | Auto-release via curve, any chain through NEAR Intents | Manual or off-chain claims | P2P escrow at TGE | Custom AMM |
| MEV risk | None — closed curve | n/a | Speculative | Market-exposed |
| Setup | Web UI, minutes, no dev team required | Integrations | Trader-facing | Advanced |
The moat is DAOcubator. Hundreds of launches advised become a failure-mode database encoded into the product, plus the institutional trust brands need before wiring a smart contract into a loyalty program.
05 / Business model
We take 1% of every pool. The token captures it.
1%
A flat protocol fee on each deposited pool. Stress-tested, and a single number — launchpads take several percent of the raise plus a token allocation.
Beside it: B2B consulting for custom curve modeling, at high margin.
The Hybrid token
A tradeable governance token — liquid, with a DEX exit — plus a conversion-window exit on our own platform. Extraction is capped and funded by protocol revenue. The raise itself is a live demo of the product.
Holders vote on what percent of each fee is distributed versus retained. We practice the disciplined extraction we sell. Supply: 100M.
Three-year revenue
Illustrative
Year 1
15 campaigns
$225K
Year 2
50 campaigns
$1.0M
Year 3
150 campaigns
$3.5M
Assumptions: pool sizes from $500K to $1.5M, flat 1% fee. Swap in the real pipeline to finalize. A take-rate business on a growing wave of token launches.
Pool value converted
The core volume metric — what flows through each conversion window.
Blended take rate
1% protocol fee on every pool, plus high-margin curve-modeling consulting.
Campaigns / ARPU
15, then 50, then 150 campaigns across the three-year illustration.
Day-90 retention
Holders still holding. The anti-dump proof the product is built to produce.
06 / Go to market
A captive pipeline from day one, then out to Web2 loyalty.
01
Captive pipeline
Embed as the default distribution component for every DAOcubator-incubated project. No cold start — a client base from day one.
02
Open Web3 self-serve
Embeddable SDKs and widgets drop into any dApp frontend. Campaigns are created self-serve for the broader market.
03
Web2 loyalty
Integrate CRM and loyalty platforms — Salesforce, Shopify — to tokenize retail points. The largest market, gated by the trust DAOcubator already supplies.
Built-in virality: milestone-unlocked tranches open only when a percentage of the community participates. Top members onboard the rest.
07 / Team
Art and tech community builders. Hundreds of launches.
JG
Jordan Gray
Co-Founder & CEO
Co-Founder and MD, CODAME ART+TECH. Fifteen-plus years at the San Francisco art, tech, and community intersection. Vision, distribution, ecosystem.
AB
Ankit Buti
Co-Founder & CTO
Founder, StartupEd.AI. AI SaaS product and engineering leader. Product, dashboard, Points API and SDK, contracts.
AA
Asya Abdrahman
Co-Founder & CMO
Artist and curator. Co-ops, community, and DAO social impact with Primordia, Kindao, and NEAR. Community, brand, fair-launch ethos.
Backed by DAOcubator’s network of launch operators and its failure-mode database.
08 / The ask
$500K seed at $5M FDV.
Validated design. Working prototype. Ready to build. Farm the growth. Keep the believers.
Use of funds
- Audits
- Engineering
- Business development
- Legal
- DEX liquidity
Token: Hybrid model, 100M supply. Entry at a $5M FDV sits below Galxe’s own $20M seed. A 20× path to $100M would land near where Galxe trades today — about 3% of its ~$3.7B peak. Kaito peaked near $2.9B. That is the raise thesis, modeled from public comps.
Where we are
Working prototype: React and TypeScript. Project wizard, dashboard, distribution manager, compliance module. Next is wiring it to audited contracts and the Points API.
12–18 month milestones
- 01Audited v1 contracts
- 02Points API and SDK
- 03Live conversion windows
- 04First cohort of campaigns
- 05First enterprise pilot