SUI, AVAX, NEAR and More Have Cleared Full VC Vesting — What It Means for Supply Dynamics

A cohort of large-cap tokens — SUI, AVAX, NEAR, INJ, TIA, IMX, and AXS — have now passed through complete VC vesting cycles, meaning all investor allocations are fully unlocked and on the open market. For holders, that removes one of the most persistent structural overhangs in token markets: the scheduled, predictable sell pressure that comes with cliff and linear vesting schedules.

Two more tokens are approaching the finish line. APT completes its final VC unlock on September 12, 2026, while JTO follows on December 7, 2026. Both have already released the majority of their investor allocations, leaving only a tail of supply to clear.

The post-vesting period is a meaningful inflection point. Tokens that hold or grow their market cap after all VC supply hits the market are demonstrating genuine organic demand — price action is no longer competing against a known, time-stamped sell…