Tomorrow is the first major unlock $ALLO , and someone has already put “485.5 million tokens, worth about $72 million” in the headline on the unlock calendar.
I dug up Allora’s official tokenomics and ran the numbers myself.
The numbers didn’t add up—the difference was exactly 3x.
**The market’s take: all 485.5 million tokens are being released**
Early investors hold 31.05% of the total supply, and core contributors hold 17.50%. Together, that’s 48.55%.
The total supply is 1 billion tokens, so 48.55% comes to 485.5 million tokens.
Tokenomist’s summary counts all 485.5 million tokens as being released in a single event tomorrow.
At today’s price, that’s this much in dollars: $ALLO current price $0.1488 (pulled today at 14:12, based on Binance spot prices); 485.5 million × 0.1488 ≈ **$72 million**.
That’s where the headline came from.
**Official figures: 33% unlocked first, about 160.2 million tokens**
The official documentation says the vesting structure isn’t a full release at maturity. It happens in three stages:
Locked for 12 months, with not a single token moving;
33% released at maturity;
The remaining 67% released gradually and linearly over 24 months.
Based on this structure, only 33% can actually move tomorrow:
485.5 million × 33% ≈ **160.2 million tokens**, worth about **$24 million**.
Same tokens, same day, but one figure is three times the other.
**Even the denominator is disputed**
I found two different figures for the circulating supply: 255 million and 420.8 million tokens.
Using the 255 million figure, the market-reported 485.5 million is almost twice the entire current circulating supply. If more tokens are released tomorrow than are already in circulation, that alone should raise questions.
Using the official figure of 160.2 million, that’s either 63% or 38% of the circulating supply, depending on which denominator you believe. There’s no consensus on the proportion, so there’s even less consensus on how much selling pressure there could be.
**First, let’s be clear about what hasn’t been verified**
The official documentation only provides the vesting structure; it doesn’t give a specific unlock date or time.
The time “November 11 at 13:00 UTC” was inferred by a tracking site based on the one-year anniversary of the November 11, 2025 launch. It wasn’t in an official announcement.
The structure is solid; the date is an estimate. Those are two separate things.
There’s one more important point: **unlocking ≠ selling**.
Unlocking just means these tokens go from “unable to move” to “able to move.” Whether they’re sold, and whether that happens on or off exchanges, is something we’ll have to check on-chain at the time. Headlines that treat the unlocked amount as the amount being dumped skip a step—and get it wrong.
**What really matters isn’t just tomorrow**
After the 33% unlock, the remaining 325.3 million tokens will be released linearly over 24 months—about 13.55 million per month, worth around $2 million at the current price.
That may not look like much in a single month, but it keeps coming.$ALLO The selling pressure isn’t about whether there’s a huge dump tomorrow; it’s that for the next two years, a tranche of insider tokens will arrive like clockwork every month. That schedule is more worth keeping in mind than a single day’s figure.
So when you see a headline tomorrow about the $ALLO unlock, don’t rush to believe the bigger number—or take my smaller number entirely on faith.
Look up the official vesting schedule and work it out yourself. It takes five minutes.
When you see news about token unlocks, do you just trust the figure on the calendar, or do you check the official vesting structure yourself?
#TokenUnlock