A fresh batch of VC unlock data flags elevated supply-side pressure across several crypto infrastructure and AI projects, with the largest single unlock belonging to SAHARA at $16.21 million — carrying a 19.75% VC Dominance ratio. ZRO leads on VC Dominance at 32.2% with a $15.04M unlock, followed closely by ES at 31.0% ($15.18M) and ID at 28.0% ($1.09M). EIGEN sits at 27.45% ($4.28M) and XION rounds out the top five at 26.8% ($1.77M).
Why it matters
VC Dominance — the ratio of VC-held supply to circulating supply — is a direct measure of how much of a token's float is controlled by early investors with low cost basis. When that ratio is high and an unlock window opens, the market absorbs sell pressure that retail buyers cannot easily offset. Projects in infrastructure, L1/L2, cross-chain, and AI dominate this sample, meaning the pressure is concentrated in sectors that have attracted the most speculative capital over the past two years.
Market impact
For traders, high VC/D tokens approaching unlock dates historically underperform peers in the weeks surrounding the event as early backers rotate out. ZRO and ES, carrying the two largest absolute dollar unlocks alongside the highest dominance ratios in the sample, are the names to watch most closely. SAHARA's $16.21M unlock is the single largest in dollar terms, and even at a lower dominance ratio, the raw size makes it a meaningful overhang for a project still building liquidity.
Source: [source](http://telegraph.controller.bot/files/8336652911/AgACAgIAAxkBAAI3N2of55RY2qCXbDkgCQME1sXzcpAEAAIDG2sb1jIBSbl3zOhRcnXnAQADAgADeQADOwQ)
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