Feasible Plan for WLFI: Liquidity Against Tokens Locked Until May 2028
Who it is for: Early supporters who opted into the official schedule, with the remaining 80% still locked
Hard constraints: no early unlock, no extra circulating supply, no shifting risk onto ordinary holders or protocol depositors
Schedule: After the 6 May 2026 vote, remaining early-supporter tokens sit behind a 2-year cliff + 2-year daily linear unlock. They cannot be transferred until about 7 May 2028, then unlock daily through about May 2030.
That is roughly 20 months with no transferability. The cash need is real. Reusing the April 2026 Dolomite / WLFI Markets pattern — pledging WLFI inside a shared pool and draining stablecoin deposits — is not acceptable.
The only structure that can work
An isolated credit facility against the vesting claim, not against freely transferable WLFI, and not inside the existing shared WLFI Markets pool.
Borrowers: only activated Early Supporter unlock addresses. Team / founder / advisor / partner locks stay out in phase one.
Collateral: the right to future daily unlocks inside the official vesting contract, not tokens that can trade today.
Loan asset: USD1 or USDC only.
LTV: 10%–15% of spot value. Warning at 20%, workout at 25%. Price drops must be cured with stables, not with locked WLFI.
Caps: tight per-wallet and system caps (illustrative: $0.5–1.0m per user; $30–50m for phase one).
Funding: a ring-fenced book of institutions or a capped treasury USD1 line. Do not take liquidity from ordinary Dolomite / WLFI Markets depositors.
Default: no spot dump. Transfer the remaining vesting claim to the lender; from May 2028, daily unlocks repay the debt first; leftover returns to the holder. Open-market sales of unlocked tokens only if governance already authorized a limited path.
Voting power on pledged locked tokens should be frozen or parked in a neutral module. Monthly public reporting is mandatory. Stop at 70% of the cap and review.
Do not do these
Put unvested WLFI into the current shared Dolomite / WLFI Markets pool.
Allow high LTV or looping.
Include team locked tokens in phase one.
Unlock early in the name of liquidity.
Officially bless discounted OTC sales of locked inventory.
Bottom line
A small, isolated, low-LTV bridge against the official vesting stream is feasible and is the only version that does not damage the project or other holders.
It helps people who need cash before May 2028.
It does not let anyone cash out most of a locked position at spot. Anyone asking for that is asking to sell future supply, which this proposal should refuse.