# Townhall #23 Date: March 9th, 2026\ Focus: Tokenomics Framework, TGE Launch Paths & GTM Strategy. {% embed url="" %} TownHall #23 was the first full tokenomics-focused deep dive. Team presented 3 token launch paths each with its own trade-off for community feedback towards an aligned launch. *** ## Market Reality Check The team spent significant time explaining why the launch strategy needed to be reconsidered. #### Core observations shared: * The broader DePIN sector has not produced enough clear market winners recently to inspire strong retail enthusiasm * Trading volume appears to be driven more by volatility-seeking traders than by long-term believers in infrastructure projects * Market conditions today are very different from the earlier phase when the “launch big everywhere immediately” strategy looked more attractive **Takeaway:** While the market will eventually reward strong fundamentals, but this cycle may require more patience, better execution, and a more adaptive launch structure than earlier DePIN projects pursue *** ### Network Growth & Fundamentals * 120,000+ hotspots deployed * Largest DeWi by actual data transferred * Strong Fiat Revenue placing the project in top 5 of DePIN leaderbaord * Projected \~20% month-on-month growth this year **Takeaway:** The thesis with which we began has been successful on ground and scaled faster than initially positioned, with half a million D.A.U generating revenue from every connection *** ### 3 Paths to TGE The team presented 3 launch stratergies with evaluations based off market and network conditions. * **A**: Aggressive Day-1 visibility with major CEXs (high cost, high volatility). * **B**: DEX-first + gradual smaller ("long-tail") CEX listings (recommended for stability + sustainable momentum). * **C**: Pure DEX-only organic growth (maximum runway preservation, slower start). The goal: Choose the path that best aligns with Dabba's mission; team identified Option B strikes the ideal balance. | Decision Factor | Option A: Day-1 DEX + Tier 1/2 CEX | Option B: DEX + Gradual CEX Ladder (Recommended) | Option C: DEX-Only Organic Growth | | -------------------------------------- | ----------------------------------------------------- | ------------------------------------------------------- | ---------------------------------------------------------- | | Visibility & Attention | Highest (strong trader hype from major exchanges) | Medium (builds organically + phased listings) | Lowest (community-driven only) | | Capital / Runway Efficiency | Low (halves effective runway due to high costs) | High (preserves most capital for network build-out) | Maximum (zero concessions to exchanges) | | Token Supply Given Up | High (3–8% across exchanges + large deposits) | Low–Modest (phased, 1.5-3%) | Zero | | Lockup/Cliff Impact on Genesis/Presale | Severe (additional 6-month cliffs common) | Minimal (avoids heavy restrictions on existing holders) | None | | Initial Volume & Liquidity | Highest (but often dominated by volatility traders) | Balanced & more sustainable (organic price discovery) | Lowest (depends fully on DEX + community) | | Day-1 Volatility Risk | Highest | Low (gradual exposure) | Lowest | | Alignment with Current Market & DePIN | Misaligned (expensive/restrictive in soft conditions) | Best fit (capital-efficient, supports long-term growth) | Most protective but slower momentum | | Long-Term Network Growth Fit | Restrictive (diverts resources early) | Strongest balance for real adoption & incentives | Pure organic (full control, but higher risk of slow start) | | Day 1 Circulating Supply | \~8% | \~3.5% | \~1.5% | Percentages are approximately based on exchange discussions; final figures subject to negotiations and market conditions. Option B recommended to minimize dilution while building sustainable momentum via DEX + long-tail CEX approach. *** ### Token Supply & Distribution #### Total supply structure * Max supply: 10B DBT * Preminted / locked initially: 4.84B * Epoch emissions over time: 5.16B #### Stakeholder allocations (this changes slightly based off path to TGE) * Seed investors: 8.46% * Private presale: 2.95% * Exchanges: 7.3% under the full tier-one scenario * Foundation: 6%(If Option B is pursued, unused exchange allocation roll into Foundation-controlled growth resources) * Team: 15% * Community Genesis pool: 8.4% * Emission rewards: 51.6% *** ### Revenue Flow & Buyback Structure A major section of TownHall #23 focused on how fiat revenue actually moves through the protocol. This foundational understanding is key to grasp the shift from a DC burn mechanism to a cleaner revenue based burn that scales with the network sustainably **Per $1 of revenue:** * 45% goes toward acquiring LCO tokens → then burned * 30% goes toward acquiring bandwidth provider tokens → then burned * 5% goes to hotspot-owner liquidity support * 20% goes to Dabba Inc for operations **This ties in the core utility of the token to:** * Buying bandwidth on the network * Supporting hotspot related participation and expansion * Eventually powering service access and broader developer integrations Token is tied to real network demand and real bandwidth purchases (aka Revenue over Data use), with value accruing as the network grows. *** ### Mainnet Rewards Current network metrics * \~125,000 hotspots deployed * \~25,000 sold * Roughly 1.6M tokens emitted daily for active hotspots Based on the numbers above, daily emission of \~320K daily rewards is distributed to claimed hotspots by the community, while the rest goes to unclaimed. This sets up an unique condition we plan to solve using a growth incentive pool. From the unclaimed pool of tokens, this will be redistributed to the community along 2 paths * 70% for future hotspot buyer incentives / post-TGE growth campaigns * 30% for staking rewards ### Staking * Collect idle owner‑share from unclaimed hotspots (the 60% that would normally go to an owner) * Route 30% as staking incentive (remaining 70% funds community growth). * Distribute pool rewards pro‑rata to stakers , bigger stake = bigger rewards. With zero net new emissions, this creates sustainable rewards that flow back to long‑term supporters. *** ### GLP Update Based off current market conditions, a public token presale does not look like the best path to pursue at the moment which would effectively shelv the idea of a Genesis Liquidity Pool.\ With lower appetite for token sales across the market, the reduced liquidity will not allow meaningful GLP return for Hotspot Owners.\ Team is still pursuing the best solution to execute on this.\ \ Note: All vaultpass/lootbox particpation will be honored as expected, giving full allocation to all participants, *** ### Closing Notes & Takeaway 2026 may be a rough year for many projects, team is prepared for launching in what might be considered a bear market, with network growth as the north star.\ The idea is to launch in a way that protects the network’s future, not just its first week of trading.\ \ This townhall opens up for feedback from all community members over the coming week on their expectation, concern suggestions and more to finalize the direction to TGE.