Monad faces a $521 million team and investor allocation unlock in Q4 2026, equal to 131.6% of its current market cap. It is the largest release on a watchlist of six projects approaching their first major post-cliff unlocks.
Why it matters
Post-cliff unlocks make previously restricted allocations available to investors, teams and other early contributors. That creates potential supply pressure, though an unlock does not mean every recipient will sell.
Market impact
The other listed releases are STABLE at $353 million, KITE at $119 million, LIT at $52 million, PIEVERSE at $46 million and ALLO at $43 million. Traders tracking MON and the other projects will be watching how much of that newly available supply reaches the market during Q4.
Source: [source](http://telegraph.controller.bot/files/8336652911/AgACAgIAAxkBAAJTaGq_0gdM9NIzYzMGEPpP1a3dkiLnAAKeIGsbq3QAAUrj8IoLZucXkQEAAwIAA3kAAz0E?sig=6T4KasRQqgGB29gQo-TVrqshIrd6fRvbCJCn1LF8tIE)
Frequently asked questions
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How large is Monad's unlock relative to its market cap?
The $521 million team and investor allocation equals 131.6% of Monad's current market cap.
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Which other projects have the largest releases on the Q4 watchlist?
STABLE is listed at $353 million and KITE at $119 million, followed by LIT at $52 million, PIEVERSE at $46 million and ALLO at $43 million.
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Does a post-cliff unlock mean recipients will sell?
No. An unlock makes previously restricted allocations available, but it does not mean every recipient will sell.
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Who receives the allocations covered by these unlocks?
The watchlist covers allocations to investors, teams, backers and other early contributors. Monad's $521 million release is allocated to its team and investors.
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When are these post-cliff unlocks expected?
The listed projects face their first major post-cliff unlocks in Q4 2026.