Every Zipp story tagged #TokenUnlocks, newest first.
KGEN’s team, adviser and investor allocations make it the largest unlock relative to market value, while ADI leads the week by dollar value.
Qureshi points to strategic investors selling every batch across a four-year vesting schedule, a pattern that scares off secondary buyers and can lock a token into a down-only trajectory.
Large one-time releases and recurring vesting schedules put added altcoin supply in focus, though an unlock does not itself mean holders will sell.
The team and investor allocation equals 131.6% of Monad's current market cap, making it the largest release on a six-project Q4 watchlist.
The listed unlocks total more than $470M in value, while 2Z stands out for the scale of new supply relative to its market capitalization.
XPL’s release equals 63.2% of its market cap, while FOGO’s unlock reaches 39.8%, making relative size the key risk for token holders.
HOLO carries the worst dilution ratio in the cohort: its $12M cliff equals 51.9% of market cap, a supply expansion that historically precedes multi-week drawdowns in already-thin altcoin books.
Combined with buying out early sellers and ending monthly investor unlocks, the proposal compresses ENA's supply overhang and gives holders a direct claim on USDe revenue.
Seven altcoins face scheduled vesting releases totaling more than $56M, with H and GRVT alone accounting for over half the combined sell pressure.
Beyond the macro calendar, TON's $54M unlock and a stacked slate of DAO votes add on-chain friction, while IREN's earnings put crypto-mining equity in focus.
The delay limits near-term sell pressure, while renewed VC funding may be setting up the next $97B unlock wave across crypto markets.
The concentration puts RAIN at the center of dilution risk, while six smaller events add a broader altcoin supply overhang.
Supply pressure stacks across mid-cap alts, with one $641M cliff-event dwarfing the rest and setting up textbook dilution risk into thin books.
Seven tokens unlock over $115M this week, with BEAT alone accounting for more than the other six combined and resuming supply-side pressure on SUI and ENA.
Median allocations lost 70-99% across UNI, APT, OP, ARB, APE, STRK, and DYDX within months. Hyperliquid's HYPE is the lone outlier, up roughly 35x since claim day.
Seven altcoin cliffs worth a combined ~$79M hit the market this week, with LayerZero, KAITO, and Humanity Protocol at the top of the stack.
Regulatory deadlines, macro releases and governance votes converge as exchange spot volume rebounds and RWA perpetual trading reaches a record.
Six early-stage allocations release in coming months, with XPL alone accounting for $74.8M of fresh supply that lands on an already thin altcoin bid.
PUMP's $138.85M cliff alone is more than the other six unlocks combined, concentrating this week's supply pressure on a single freshly launched token trading well below its post-TGE peak.
Pump.fun's PUMP alone accounts for roughly 75% of the week's $183.9M unlock slate, with $124M of that coming from team and investor tokens that have been locked since launch.
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