CAUTIOUS HOLD

UNUS SED LEO (LEO)

Bitfinex/iFinex exchange token. Monthly buyback & burn from profits.

Ranked 53rd of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
126/250
53rd of 251
Percentile
79.3%
of the rated universe
Circulating
93.4%
6.6% of value still to vest
Off all-time high
-8.1%
1.1x to recover
EthereumERC-20+126 since last pass
01

What the numbers say

LEO scores 126 of 250 across the 25-variable framework, which places it 53rd of 251 rated tokens and inside the top quartile of the set. The framework verdict is CAUTIOUS HOLD.

LEO is a top-10 name in the set on 3 variables. The score rests on Buyback and Burn 8/10, 7th of 251, Supply Inflation 8/10, 8th of 251, Circulating / FDV Ratio 9/10, 10th of 251 and Treasury Runway 7/10, 11th of 251.

Against the same universe, LEO sits in the bottom third on Regulatory Safety 4/10, 213th of 251 and Holder Concentration 3/10, 197th of 251. These are the variables that would have to move for the verdict to change.

93.4% of eventual supply is already circulating, so vesting is not a live risk for LEO. Price has to be justified by demand rather than absorbed against a cliff.

LEO is 8.1% off its all-time high of $10.61, a 1.1x round trip from here.

The framework score gained 126 points against the previous pass (0 to 126). Revisions of this size follow a change in the underlying variables, not a change in price.

02

25-variable breakdown

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Cash flow

Cash flow variables for LEO, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
621st of 251
Revenue Trend
532nd of 251
P/S Multiple
538th of 251
Real Staking Yield
3143rd of 251

Supply

Supply variables for LEO, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
88th of 251
Vesting Schedule
821st of 251
Circulating / FDV Ratio
910th of 251
Buyback and Burn
87th of 251

Ownership

Ownership variables for LEO, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
493rd of 251
Insider Selling
621st of 251
Holder Concentration
3197th of 251

Traction

Traction variables for LEO, scored 1 to 10 and ranked against 251 tokens
TVL Trend
465th of 251
Active Users
538th of 251
Developer Activity
4158th of 251
Network Growth
3156th of 251

Position

Position variables for LEO, scored 1 to 10 and ranked against 251 tokens
Market Share
552nd of 251
Competitive Moat
557th of 251
Institutional Adoption
471st of 251
Exchange Depth
4157th of 251
Social Mindshare
3157th of 251

Risk

Risk variables for LEO, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
4213th of 251
Catalyst Calendar
3158th of 251
BTC Alpha Potential
513th of 251
Team Execution
574th of 251
Treasury Runway
711th of 251

The vertical tick on each bar marks the median score across all 251 rated tokens, so a bar ending left of the tick is below the universe on that variable.

03

Catalyst and risk

Catalyst on the scorecard

Bitfinex share buyback program using 27% of LEO revenue pool, accelerating token burn from Q3 2025.

The Q3 2025 item has already passed. This was written as forward-looking at the 11 Jun 2026 scoring pass, so read those parts as history. Anything else listed may still be ahead.

Principal risk

DOJ indictment of Bitfinex/Tether executives for bank fraud or sanctions violations.

04

Market and supply

Price$9.76
Market cap$8.98Brank 14
All-time high$10.614 May 2026
Circulating supply920,035,802
Eventual supply (total supply)985,239,504
Dilution to full supply1.07x
Listed onBitfinex, Gate.io

Price, market cap, supply and all-time high from CoinGecko, fetched 6 Aug 2026. The 25 scores come from the research pass dated 11 Jun 2026 and don't move with price.

05

Tokens with a similar profile

These are the closest matches to LEO measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

07

Common questions

What is the Early Thunder score for UNUS SED LEO (LEO)?
LEO scores 126 out of 250 on the 25-variable framework, ranking 53rd of 251 rated tokens (top quartile). The framework verdict is CAUTIOUS HOLD.
What are LEO's strongest fundamentals?
LEO ranks highest on Buyback and Burn 8/10, 7th of 251, Supply Inflation 8/10, 8th of 251, Circulating / FDV Ratio 9/10, 10th of 251 and Treasury Runway 7/10, 11th of 251. Ranks are measured against all 251 tokens in the same scoring pass.
What are the weakest parts of the LEO thesis?
LEO scores in the bottom third of the universe on Regulatory Safety 4/10, 213th of 251 and Holder Concentration 3/10, 197th of 251. The single risk carried on the scorecard is: DOJ indictment of Bitfinex/Tether executives for bank fraud or sanctions violations.
How much LEO supply is still to enter circulation?
93.4% of eventual LEO supply is circulating today, leaving 1.07x the current float still to arrive. At a flat price per token that is 6.6% of fully diluted value ahead of current holders.
How far is LEO from its all-time high?
LEO trades 8.1% below its all-time high of $10.61. Returning to that high requires a 1.1x move from the level used in this scoring pass.
Which tokens have a similar profile to LEO?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to LEO are GT (123), BGB (135), HT (98) and OKB (145). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What catalyst was LEO scored against?
Bitfinex share buyback program using 27% of LEO revenue pool, accelerating token burn from Q3 2025. This was written as forward-looking when the scoring pass ran. The Q3 2025 item has since passed, so read that part as history. Anything else listed may still be ahead.

Keep reading

Research and analysis, not investment advice. Scores are one framework applied consistently across 251 tokens, not a prediction of price.