PASS

Harmony (ONE)

Sharded L1 permanently damaged by the $100M Horizon bridge hack; trust destroyed, network never recovered

Ranked 251st of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
48/250
251st of 251
Percentile
0.4%
of the rated universe
Circulating
100%
0% of value still to vest
Off all-time high
-99.67%
303x to recover
HarmonyNative L1-2 since last pass
01

What the numbers say

ONE scores 48 of 250 across the 25-variable framework, which places it 251st of 251 rated tokens and inside the bottom 10% of the set. The framework verdict is PASS.

The score rests on Regulatory Safety 6/10, 52nd of 251.

Against the same universe, ONE sits in the bottom third on Catalyst Calendar 1/10, 249th of 251, Social Mindshare 1/10, 248th of 251, Market Share 1/10, 245th of 251 and Developer Activity 1/10, 244th of 251. These are the variables that would have to move for the verdict to change.

100% of eventual supply is already circulating, so vesting is not a live risk for ONE. Price has to be justified by demand rather than absorbed against a cliff.

ONE trades 99.67% below its all-time high of $0.3790. Recovering that level is a 303x move, not a 99.67% one, which is the arithmetic most drawdown charts hide.

$1.5M sits in the protocol. Each dollar of value locked carries 12.32 dollars of token market cap.

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 ONE, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
1221st of 251
Revenue Trend
1231st of 251
P/S Multiple
1234th of 251
Real Staking Yield
3143rd of 251

Supply

Supply variables for ONE, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
3199th of 251
Vesting Schedule
4181st of 251
Circulating / FDV Ratio
688th of 251
Buyback and Burn
1205th of 251

Ownership

Ownership variables for ONE, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
1243rd of 251
Insider Selling
3201st of 251
Holder Concentration
2240th of 251

Traction

Traction variables for ONE, scored 1 to 10 and ranked against 251 tokens
TVL Trend
1229th of 251
Active Users
1243rd of 251
Developer Activity
1244th of 251
Network Growth
1242nd of 251

Position

Position variables for ONE, scored 1 to 10 and ranked against 251 tokens
Market Share
1245th of 251
Competitive Moat
1242nd of 251
Institutional Adoption
1238th of 251
Exchange Depth
3220th of 251
Social Mindshare
1248th of 251

Risk

Risk variables for ONE, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
652nd of 251
Catalyst Calendar
1249th of 251
BTC Alpha Potential
1240th of 251
Team Execution
1244th of 251
Treasury Runway
2240th 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

Next catalyst

None, bridge hack compensation was never fully addressed; reputational damage is permanent

Principal risk

$100M bridge exploit in June 2022 uncompensated, developer exodus complete, TVL essentially zero

04

Market and supply

Price$0.001242
Market cap$18.5Mrank 835
All-time high$0.379026 Oct 2021
Circulating supply14,870,211,426
Eventual supply (total supply)14,870,212,770
Dilution to full supply1x
Total value locked$1.5M
Listed onBinance, KuCoin, 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 ONE 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.

06

Sources

  • [Rekt News] Harmony Horizon bridge hacked for $100M in June 2022, largely uncompensated
  • [CoinGecko] ONE down 99.5% from ATH of $0.38; network TVL near zero
  • [Harmony Governance] Harmony ONE community proposed 4.97B token mint to compensate hack victims but plan rejected
07

Common questions

What is the Early Thunder score for Harmony (ONE)?
ONE scores 48 out of 250 on the 25-variable framework, ranking 251st of 251 rated tokens (bottom 10%). The framework verdict is PASS.
What are ONE's strongest fundamentals?
ONE ranks highest on Regulatory Safety 6/10, 52nd of 251. Ranks are measured against all 251 tokens in the same scoring pass.
What are the weakest parts of the ONE thesis?
ONE scores in the bottom third of the universe on Catalyst Calendar 1/10, 249th of 251, Social Mindshare 1/10, 248th of 251, Market Share 1/10, 245th of 251 and Developer Activity 1/10, 244th of 251. The single risk carried on the scorecard is: $100M bridge exploit in June 2022 uncompensated, developer exodus complete, TVL essentially zero
How much ONE supply is still to enter circulation?
100% of eventual ONE supply is circulating today, leaving 1x the current float still to arrive. At a flat price per token that is 0% of fully diluted value ahead of current holders.
How far is ONE from its all-time high?
ONE trades 99.67% below its all-time high of $0.3790. Returning to that high requires a 303x move from the level used in this scoring pass.
Which tokens have a similar profile to ONE?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to ONE are ZIL (63), QTUM (61), XTZ (88) and LRC (78). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What is the next catalyst for ONE?
None, bridge hack compensation was never fully addressed; reputational damage is permanent

Keep reading

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