How should you assess a token unlock?
When judging the size of a one-time unlock, its share of the current circulating supply is more useful than the number of tokens unlocked.
A one-time unlock and a linear daily release affect the circulating supply differently: a concentrated unlock happens at a single point in time, while the latter is spread across each day.
The key thing to keep in mind when managing funds: when calculating the size of an unlock, dividing the number of tokens unlocked by the current circulating supply is more informative than looking only at the total number.
$ARB 0.1669(-1.07%)