Token Unlocks Erode Market Confidence, Dragonfly VC Warns
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.
Every Zipp story tagged #Vesting, newest first.
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.
Combined value is small against majors like Bitcoin or Ethereum, but $3-21M unlocks against thin altcoin order books routinely show up as concentrated sell-side pressure on lower-cap names.
The delay limits near-term sell pressure, while renewed VC funding may be setting up the next $97B unlock wave across crypto markets.
The first tranche of a three-year vesting cycle just hit 121 wallets, a measured start to supply pressure that will run at roughly the same scale every month for 36 months.
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.
Render, CRV, Pendle, CFX and COW already crossed the line, while APT, SQD and GRASS sit weeks away from the final investor unlock that often redraws supply.
H leads the schedule at $46.3M, with six mid-cap names from AI, infra, and infra-tooling sectors following. The cliff events for NEWT and SAHARA are the first to hit public floats.