Anyone who experienced the last round of AI agent hype surely knows about $ai16z. It was Shaw who ignited this sector, followed by explosive growth in projects like Swarms Arc. Saw this news: ElizaOS is increasing the total supply of ELIZAOS tokens from 660 million to 1.1 billion, with circulating supply rising from 660 million to 740 million. So that's an additional 440 million tokens. Here's the allocation breakdown: ➤ 60% (660 million) for swapping with original holders to ensure the value of old users' holdings isn't diluted. ➤ 5.5% (60.7 million) for liquidity provision and token listing to enhance trading depth. ➤ 4.5% (49.5 million) allocated to the foundation to support project governance and long-term development. ➤ 2.5% (27.5 million) for ecosystem incentives to support partners and developers. ➤ 2.5% (27.5 million) for protocol liquidity to further stabilize the market. ➤ 15% (165 million) reserved for the future Simple Token Protocol, potentially for secondary issuance or incentives. ➤ 10% (110 million) allocated to the team and contributors as long-term incentives. What do you think about this? Old $ai16z holders can swap their old tokens for new ones to maintain their holding value. But the total supply is increasing by about 66%, and the circulating supply is rising by 74 million (around 11%), most of which will directly enter liquidity pools or protocol holdings, which will definitely bring selling pressure. The project team is clearly aiming to gain liquidity and market exposure in the short term through large-scale issuance. Otherwise, why would they only talk about token issuance without any actual product updates? Once the new tokens are out, the price is bound to drop. Have the smart players already started shorting the old tokens? Here’s the logic behind shorting: ➤ Supply shock: Total supply surging by 66%, with a clear dilution effect. ➤ Concentrated liquidity: Newly issued liquidity tokens entering the market quickly, causing greater selling pressure. ➤ Incentive structure: 15% reserved for future protocols, which could mean further issuance or allocation later, increasing long-term dilution expectations. ➤ Lack of clear demand growth: The announcement doesn’t mention ecosystem expansion or increased use cases—just pure issuance to squeeze retail investors. What’s your take? What’s your move?