Two tokens unlock today. One releases 1.61% of supply. The other releases 22.83% in a single cliff.
The small one: $ARB frees 92.65M tokens today, about $7.19M and roughly 1.61% of released supply — a routine scheduled release the market has already priced, because it was readable months ahead.
The large one: YZY releases roughly 120.8M tokens, about $35.22M, equal to around 22.83% of circulating supply, arriving in one event. It is the month's largest cliff unlock by dollar value, allocated to Yeezy Investments LLC across two vesting tranches — the same entity holding roughly 70% of total supply.
Why shape matters more than size: $35M is small against most large caps. But a cliff drops the whole tranche at once, leaving no window for gradual absorption, and recipient concentration decides what follows. A linear unlock to thousands of holders is dilution. A cliff unlock to one entity holding 70% of supply is a decision — theirs, not the market's.
The honest counterweight: unlocks do not automatically dump. Tokens moving from a locked contract to a treasury wallet is an accounting event, not a sale, and insiders frequently hold. The risk is not that selling is certain — it is that you cannot see it coming and the float can change materially in a day.
The habit: before any unlock, check three things — percentage of circulating supply rather than dollar value, cliff or linear, and who receives it. Double-digit percentage, delivered at once, to a concentrated holder is the combination that matters. The headline dollar figure is the least useful number on the page.
Not financial advice. DYOR.
#TokenUnlocks #Tokenomics #DYOR #Crypto
The small one: $ARB frees 92.65M tokens today, about $7.19M and roughly 1.61% of released supply — a routine scheduled release the market has already priced, because it was readable months ahead.
The large one: YZY releases roughly 120.8M tokens, about $35.22M, equal to around 22.83% of circulating supply, arriving in one event. It is the month's largest cliff unlock by dollar value, allocated to Yeezy Investments LLC across two vesting tranches — the same entity holding roughly 70% of total supply.
Why shape matters more than size: $35M is small against most large caps. But a cliff drops the whole tranche at once, leaving no window for gradual absorption, and recipient concentration decides what follows. A linear unlock to thousands of holders is dilution. A cliff unlock to one entity holding 70% of supply is a decision — theirs, not the market's.
The honest counterweight: unlocks do not automatically dump. Tokens moving from a locked contract to a treasury wallet is an accounting event, not a sale, and insiders frequently hold. The risk is not that selling is certain — it is that you cannot see it coming and the float can change materially in a day.
The habit: before any unlock, check three things — percentage of circulating supply rather than dollar value, cliff or linear, and who receives it. Double-digit percentage, delivered at once, to a concentrated holder is the combination that matters. The headline dollar figure is the least useful number on the page.
Not financial advice. DYOR.
#TokenUnlocks #Tokenomics #DYOR #Crypto