Moving to Tokenomist

Tokenomist Research is moving to one home

insights.unlocks.app is winding down at the end of April 2026. All research — free and paid — is moving to tokenomist.ai/research. Subscribe there to keep receiving updates. If you're a paid subscriber, check your email for your complimentary Pro upgrade code.

Go to tokenomist.ai/research →
Sign in
Chawapat Peechapat
Chawapat Peechapat
Tokenomist

Insights from Author

Ethena Bought Out Its Large Sellers and Deleted the Investor Unlock Calendar. The Buyback That Follows Arms at $7.5B USDe

On August 27, 2026, the Ethena Foundation published an ecosystem update that does four things at once: it bought the unvested tokens of all but one of the large early investors who had sold since the market peak, it ended ENA's monthly investor unlock schedule with one final release on Oct
 • 14 min read

Monad Offered Its Early Investors $60M to Leave. Almost Nobody Took It

On August 18, 2026, the Monad Foundation said it had finished a programme offering to buy locked MON from certain early investors at a discount, with up to $60 million set aside. Almost everyone approached declined. That has been read across crypto media as a conviction signal, and it migh
 • 23 min read
Research Insight

How to Read the Market Maker Performance Index

There are 49 market maker firms on the leaderboard, which went live on Tokenomist this month. Ask any of them for references and you will get references. Ask for performance data and you will get a deck.
 • 15 min read
Research Insight

Crypto's $19B Buyback and Burn Meta, 2025-2026: 11 Tokens, Only 2 Actually Shrink Supply

A supply-side deep dive on the 2025-2026 buyback and burn trend: what the mechanisms are, who runs them (BNB, ETH, HYPE, PUMP, ASTER, JUP, PENDLE and more), and whether they actually work, tested three ways (net emission, price reaction vs BTC, and valuation). Data from tok, CoinGecko and DefiLlama.
 • 26 min read

Lighter (LIT) Tokenomics: Robinhood Hype, a Real Burn, and the December 2026 Cliff

 • 14 min read

PUMP Tokenomics: The $125M July 2026 Insider Unlock, on Solana's Top Memecoin Launchpad

 • 14 min read
Token Unlocks

Tokenomics Insight: When Token Unlocks Actually Move Price

A 236-event study: token-unlock price drops are real but conditional — concentrated in early-stage, thin-float tokens, and mostly priced in before the unlock.
 • 15 min read

Trump’s WLFI Had Already Lost Half Its Value Then Private Sales and a New Supply Overhang Came to Light.

 • 13 min read