Insights from Author

Weekly Unlock Digest: Nov 2-8, 2026 | KITE’s First Cliff Lands as Markets Absorb the Binance Breach

KITE's $75.5M Founder/Team and Private Investors cliff equals 26.76% of circulating supply, its first insider release since the November 2025 TGE. Predict.fun will unlock 16% of PREDICT supply at its delayed TGE, and Zcash and NEAR weigh proposals that would slow new supply.

Nov 2, 2026  • 5 min read

Weekly Unlock Digest: Oct 26-Nov 1, 2026 | FF's $20.7M Unlock Lands in Fed Week

$FF unlocks $20.68M (6.62% of unlocked supply) on October 29, with team and investor allocations now in monthly vesting after their one-year cliff. GMX pairs a revenue-funded buyback with a 180-day unstaking timelock, Aave outlines buybacks, staking and a burn, and JUST upgrades its buybacks.

Oct 26, 2026  • 5 min read

Weekly Unlock Digest: Oct 19-25, 2026 | LayerZero Releases 3.83% of Unlocked Supply

$ZRO's October 20 cliff releases $43.54M, 3.83% of unlocked supply, to Private Investors and Founder/Team. NeoSoul's $DNA launched with 13% of its 1B supply circulating, and Osmosis proposed ending OSMO inflation by funding staking from protocol revenue.

Oct 19, 2026  • 4 min read

Weekly Unlock Digest: Oct 12-18, 2026 | deBridge Releases 10% of Cir. Supply

$DBR's Oct 17 cliff adds about 10% of circulating supply, the largest relative release among next week's top unlocks. Ethena pulled all remaining investor unlocks forward to Oct 5, and a NEAR governance proposal would cut maximum issuance to 1.6%.

Oct 12, 2026  • 4 min read

Weekly Unlock Digest: Oct 5-Oct 11, 2026 | HYPE's Team Payout Goes OTC

Hyperliquid's October 6 team unlock, a committed 3.75M HYPE worth $336.75M, is going to one institutional buyer over the counter. Blast is winding down its L2, and Cronos voters approved a 228M CRO burn and a revenue-to-burn model.

Oct 5, 2026  • 4 min read

Weekly Unlock Digest: Sep 28-Oct 4, 2026 | $2Z faces a $114M cliff worth 47% of float

DoubleZero's October 2 cliff releases about 1.66B 2Z, worth $113M and 47.7% of circulating supply, and starts a weekly linear stream of roughly 31M 2Z through 2029. Variational published $VAR tokenomics, and Polygon and Streamflow both burned supply.

Sep 28, 2026  • 4 min read

Weekly Unlock Digest: Sep 21-27, 2026 | $XPL Unlocks 63% of Circulating Supply

Bitcoin dipped below $75K after the CLARITY Act stalled, then recovered above $80K by the weekend despite the Fed's first rate hike since 2023. $XPL's September 25 cliff puts team and investor allocations into circulation for the first time and starts a 24-month stream of monthly releases.

Sep 21, 2026  • 5 min read

Weekly Unlock Digest: Sep 14-20, 2026 | Unlocks meet an 87% hike probability

Over $94M in scheduled token releases become eligible over September 14-20, led by ZRO's $26.4M unlock, equal to 4.22% of unlocked supply. BR's is smaller in dollars but far larger against float. The September 15-16 FOMC dominates, with roughly an 87% chance of a 25 bps hike priced.

Sep 14, 2026  • 5 min read

Weekly Unlock Digest: Sep 7-13, 2026 | LINEA's community cliff

Sep 7, 2026  • 4 min read

Weekly Unlock Digest: Aug 31-Sep 6, 2026 | Ethena's fee switch

Aug 31, 2026  • 5 min read

Weekly Unlocks Digest

Weekly Unlock Digest: Aug 24-30, 2026 | Bitcoin's best week in two years

$H releases $19.20M on August 25 across four allocation buckets, including Founder/Team and Private Investors $HUMA's $10.07M release represents 16.70% of unlocked supply, the largest proportional expansion of the week.

Aug 24, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: Aug 17-23, 2026 | ZRO's $19.97M cliff

$ZRO unlocks 4.40% of circulating supply on August 20, spread across Private Investors, Founder/Team, and Community allocations. $DATA extended its Early Backers and Core Contributors unlock from August 13, 2026 to February 13, 2028.

Aug 17, 2026  • 3 min read

Weekly Unlocks Digest

Weekly Unlock Digest: Aug 10-16, 2026 | $YZY faces its largest cliff

YZY unlocks $35.22M on August 16 — 22.82% of circulating supply and the largest cliff release of the month by dollar value, vested to Private Investors.

Aug 10, 2026  • 4 min read

Weekly Unlock Digest: Aug 3-9, 2026 | $PROVE's cliff unlock is set to double its float

$PROVE's August 5 unlock, at 104.17% of circulating supply, is one of the largest single-day supply expansions of 2026. Hyperliquid's August 6 release is structurally modest: the team's committed claim of $22.65M represents just 0.11% of unlocked supply, well below the full whitepaper schedule.

Aug 3, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: Jul 27-Aug 2, 2026 | $LAVA releases 41% of its float

$LAVA's July 30 release is small in dollar terms at $2.37M but represents 40.91% of circulating supply. $SUI's August 1 unlock of $9.76M adds just 0.34% to float, splitting across insider and ecosystem allocations in what remains a routine monthly cadence.

Aug 3, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: July 20-26, 2026 | $H unlocks 8.6% of supply post-hack

$ZRO's$20.48M unlock (4.60% of circulating supply) is partly counterweighted by LayerZero's ongoing buyback of ZRO funded with Stargate revenue. $H's $15.55M unlock (8.60% of circulating supply) is the week's largest release relative to float — and it lands on a token in a deep, post-hack drawdown.

Jul 20, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: July 13-19, 2026 | $LAB begins unlocking into a 90% drawdown

$DBR faces a $10M cliff unlock on July 17, adding 11.43% to circulating supply. GRVT confirmed a July 21 TGE, with its Season 2 allocation rising to 18% of a fixed 1B-token supply. BitTorrent introduced a revenue-funded BTT buyback-and-burn program, with its first burn set out for mid-October.

Jul 14, 2026  • 5 min read

Weekly Unlocks Digest

Weekly Unlock Digest: July 6-12, 2026 | Pump.fun's $127M insider cliff

$HYPE's committed release is just $31M (0.20% of float), a fraction of the $682M its whitepaper schedule implies. Lighter and Aster advanced their own buyback-and-burn programs, part of a broader shift toward tying token value to protocol revenue.

Jul 7, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: June 29 - July 5, 2026 | Aave's automated-buyback preview

SUI's July 1 release is a routine monthly community cliff. SPEC's unlock expands its circulating supply by roughly 17%. Aave previewed "Aavenomics 3.0" — an automated, non-discretionary buyback funded by 100% of protocol and GHO revenue.

Jul 1, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: June 22–28, 2026 | A hawkish Fed

$H unlocks $55M on June 25 into a fragile, post-hack market, though a forced investor election clouds how much actually hits the float. $NEWT releases 64% of current circulating supply, concentrated in a single Core Contributor cliff.

Jun 23, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: June 15-21, 2026 | SpaceX IPO

$ZRO releases $23M on June 20, a release that notably includes a slice of Strategic Partners and Core Contributors. SpaceX's $75B IPO locked up 95.8% of shares, creating a staggered $323B overhang that mirrors the cliff-and-vest mechanics crypto investors track every week.

Jun 17, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: June 8-14, 2026 | Strategy's first BTC sale

Strategy's first BTC sale since 2022 was tiny in size but outsized in signal, helping tip sentiment into extreme fear as BTC broke below $70K. $WET's June 9 unlock equals 111.59% of circulating supply, more than doubling the float in one event.

Jun 8, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: June 1-7, 2026 | $675M HYPE cliff shrinks to a $38M claim

$HYPE's headline cliff is largely on paper. Although $675M (2.54% of circulating supply) is scheduled to unlock on June 6, the team has committed to claiming only $38M US spot Bitcoin ETFs saw a prolonged streak of redemptions, the worst of 2026, with sentiment in Extreme Fear.

Jun 3, 2026  • 4 min read

Weekly Unlocks Digest

Weekly Unlock Digest: May 25-31, 2026 | HUMA's Lockup Extension

Humanity Protocol's ($H) $22M cliff on May 25 spans three allocation buckets, including identity verification rewards and ecosystem operations. Huma Finance's team and major investors voluntarily extended the May 26 investor cliff by six months to November 26, a rare proactive alignment signal.

May 25, 2026  • 4 min read

Weekly Unlock Digest: May 18-24, 2026 | PYTH's $95M Cliff

May 20, 2026  • 3 min read