[Analysis] WLFI burn & buybacks — fee accrual window confirmed (Sep 1–26, 2025) + daily fee dashboard

General
1

Disclosure: I’m an early WLFI investor.

TL;DR
• Fee accrual window for the Sep 26 burn + buybacks = Sep 1–26, 2025.
• Burned: 3,109,320.66 WLFI from LP fee claims (ETH + BSC).
• Bought: 3,814,095 WLFI using fee stables (USD1/USDC/USDT) at avg $0.209312/WLFI.
• All transactions linked below. Methodology included.

Why this matters
Clear window → lets holders extrapolate avg daily fees and assess sustainability of future burns/buybacks.

Methodology (summary)

  1. LPs opened on Sep 1 (Uniswap V3 on ETH; Pancake V3 on BSC).
  2. On Sep 26 positions were transferred and fees were claimed across pairs.
  3. Stablecoin legs of fees (USD1/USDC/USDT) were swapped to WLFI; some BSC proceeds bridged to ETH.
  4. Totals match the team’s announcement.

Selected on-chain links
• Team post: https://x.com/worldlibertyfi/status/1971681571716366790
• Position transfer (ETH, Sep 26 17:50): Ethereum Transaction Hash: 0xbb57b2a0da... | Etherscan

Claims
• BSC WLFI/USD1: Bsc Transaction Hash: 0x11c26311b4... | BscScan
• ETH WLFI/USDT: Ethereum Transaction Hash: 0x2b45a89776... | Etherscan
• ETH USDC/WLFI: Ethereum Transaction Hash: 0x9fc83c543b... | Etherscan
• ETH USD1/WLFI: Ethereum Transaction Hash: 0x06b3d5d490... | Etherscan

Swaps / Bridge
• BSC USD1→WLFI: Bsc Transaction Hash: 0xeb744e1d0b... | BscScan
• Bridge WLFI→ETH: Ethereum Transaction Hash: 0x44b8d393aa... | Etherscan
• ETH USD1→WLFI: Ethereum Transaction Hash: 0xbcadaff1e5... | Etherscan
• ETH USDC→WLFI: Ethereum Transaction Hash: 0x1eb6f62932... | Etherscan
• ETH USDT→WLFI: Ethereum Transaction Hash: 0x19f941c022... | Etherscan

Numbers recap
• WLFI from claims: 3,109,320.6570 WLFI
• WLFI from swapping fee stables: 3,814,095.5764 WLFI
• Spent: 401,165.93 USD1, 196,146.40 USDC, 201,026.75 USDT
• Avg purchase price: $0.209312 / WLFI

Open questions for governance
• Should future fee claims/buybacks follow a fixed cadence (weekly/biweekly) for predictability?
• Would publishing a rolling 7/30-day fee dashboard help governance decisions (emissions, liquidity mgmt)?

Daily updates
I post daily WLFI fee analytics and the full write-up here: Telegram: View @WLFI_Fees_and_Burns
Happy to mirror a minimal dashboard thread in this forum if helpful.

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