Unlocks over the next 14 days—don’t rank by amount; rank by whether there are things that can hedge the sell-pressure. Large amount doesn’t necessarily mean bad news; the danger is unlocking only after the price has already risen.
Only a few can be hedged. CRO (10-17) is strategic reserves, about $80 million, representing 2.4% of circulating supply—not a VC token. On 10-04, the burn exceeded 228 million coins, and some revenue is used to buy back and burn as well. The buyback contract hasn’t been completed yet. SEI (10-15) is about $8.6 million, less than 30% of daily trading value. The staked ETF (effective 10-23) is up 56% in the last 30 days—see if it can hold 0.0667. CC (10-05) is less than 0.4% of circulating supply, plus a Canton tokenization and a burn proposal. HYPE (10-06) is about $340 million OTC sold to institutions; the lock-up isn’t publicly disclosed, so it only counts as conditional positive news.
Wait to see after the unlocks—don’t jump in early. ENA (10-05) the event calendar shows it’s 1.7% of circulating supply; external sources say it could be around 14%, but the project hasn’t confirmed. Over the past 7 days it’s underperformed BTC by 14 percentage points; OKX positions have dropped 23%. Watch for 0.2279. ARB (10-15) regular unlock of about $18.6 million; the funding rate is already negative. To look like a rebound/repair, it needs to hold 0.1884 and for the funding rate to turn positive. JTO, POWER, PIVERVERSE, and LAYER are small in size, but the latter two have a bigger chunk in November.
Avoid them or only observe—don’t short early. RAIN (10-10) is $300–$400 million, about 15 days of trading volume; there’s no perpetuals. UB (10-12) is 12.5% of circulating supply. PUMP (10-14) is up 21% in 7 days—private placement has already sold. STRK (10-15) is up 110% over 30 days—don’t chase. KGEN, DBR, STABLE, C, and AGT aren’t ones where liquidity unlocked vastly exceeds trading volume—either there’s no positive catalyst and they rose first, or the unlock is far larger than the trading activity.
Only a few can be hedged. CRO (10-17) is strategic reserves, about $80 million, representing 2.4% of circulating supply—not a VC token. On 10-04, the burn exceeded 228 million coins, and some revenue is used to buy back and burn as well. The buyback contract hasn’t been completed yet. SEI (10-15) is about $8.6 million, less than 30% of daily trading value. The staked ETF (effective 10-23) is up 56% in the last 30 days—see if it can hold 0.0667. CC (10-05) is less than 0.4% of circulating supply, plus a Canton tokenization and a burn proposal. HYPE (10-06) is about $340 million OTC sold to institutions; the lock-up isn’t publicly disclosed, so it only counts as conditional positive news.
Wait to see after the unlocks—don’t jump in early. ENA (10-05) the event calendar shows it’s 1.7% of circulating supply; external sources say it could be around 14%, but the project hasn’t confirmed. Over the past 7 days it’s underperformed BTC by 14 percentage points; OKX positions have dropped 23%. Watch for 0.2279. ARB (10-15) regular unlock of about $18.6 million; the funding rate is already negative. To look like a rebound/repair, it needs to hold 0.1884 and for the funding rate to turn positive. JTO, POWER, PIVERVERSE, and LAYER are small in size, but the latter two have a bigger chunk in November.
Avoid them or only observe—don’t short early. RAIN (10-10) is $300–$400 million, about 15 days of trading volume; there’s no perpetuals. UB (10-12) is 12.5% of circulating supply. PUMP (10-14) is up 21% in 7 days—private placement has already sold. STRK (10-15) is up 110% over 30 days—don’t chase. KGEN, DBR, STABLE, C, and AGT aren’t ones where liquidity unlocked vastly exceeds trading volume—either there’s no positive catalyst and they rose first, or the unlock is far larger than the trading activity.
