*Apologies to everyone, we missed the unlock activity in Jan which should've been posted in December. All data referenced here is as of December 2024.
Alert, crypto strategists! January 2025 kicks off with a game-changing dual unlock event that's turning heads across the market. Solana ($SOL) leads the linear releases with a massive unlock value, while Ondo Finance ($ONDO) is set to execute one of the most substantial supply expansions we've seen, exceeding its current circulating supply. Whether you're watching the heavyweight champions or scouting for hidden gems in the mid-cap arena, this month's unlock report unveils critical events that could reshape your Q1 2025 strategy. Ready to explore the moves that might define next month's trading landscape? Let's dive in! 🚀
Top 15 Unlock Value in January 2025
January's unlock unveils a remarkable shift in token supply dynamics, with several major projects scheduling significant releases that could reshape market landscapes.
- $ONDO emerges as January's heavyweight, with a massive $3.25 billion unlock representing an eye-catching 135% of its circulating supply. This unprecedented release could fundamentally transform ONDO's market structure.
- $SOL schedules a substantial $373.4 million unlock, though its large capitalization leads this represents just 0.43% of circulating supply.
- $SUI plans a notable $356.8 million release, impacting 2.79% of its circulating tokens.
Beyond the top three, several strategic unlocks deserve attention. $TIA's $152.5 million release affects 6.69% of its circulating supply, while $DOGE maintains steady growth with a $134.1 million unlock. $AVAX and $APT both show significant dollar values but modest percentage impacts, with $115.9M (0.76%) and $107.4M (2.03%) respectively.
Top 15 Cliff Unlocks by Value in January 2025
Let's examine the significant cliff unlocks scheduled for January 2025, where several projects are preparing to release substantial portions of their token supply.
- $ONDO headlines January with a most significant unlock of $3.25 billion, representing 134.95% of its circulating supply and 19.40% of its total supply.
- $SUI follows with a $279.72 million unlock, amounting to 2.19% of its circulating supply and 0.64% of total supply.
- $APT presents a $107.41 million unlock, accounting for 2.03% of circulating supply and 1.00% of total supply.
- $NEON features a substantial unlock at 44.92% of circulating supply, though with a more modest value of $20.51 million.
- $ALT shows a significant unlock with 10.39% of circulating supply worth $27.74 million.
Market participants should particularly watch the Ondo unlock, as it represents the largest supply expansion event of the month. The scale of this unlock – exceeding the current circulating supply – could create unique market dynamics and trading opportunities.
Other notable moves include ZETA (9.35% of circulating supply) and STRK (2.83%). While these unlocks represent smaller dollar amounts, their relative size to circulating supply warrants attention from traders focusing on these tokens.
All Cliff Unlocks in January 2025
Looking beyond the top 15 largest unlocks, several other notable events are scheduled for January 2025:
- $MAV will unlock 36.2 million tokens (7.86% of circulating supply) on January 1st, valued at $6.995 million.
- $CLOUD plans to release 48.92 million tokens (27.18% of circulating supply) on January 18th, worth $8.850 million.
- $AI (Sleepless AI) schedules an unlock of 23.21 million tokens (17.85% of circulating supply) on January 1st, valued at $11.455 million.
- $PIXEL will release 54.37 million tokens (7.05% of circulating supply) on January 19th, worth $8.574 million.
These secondary unlocks pack considerable punch despite their lower dollar values. Particularly noteworthy are CLOUD's and AI's high percentage unlocks, which could create notable market movements in these emerging tokens. Traders should mark these dates for potential volatility in these specific markets.
Longer timeframe for cliff unlocked tokens in January 2025
Analyzing unlock trajectories through June 2025 unveils key supply dynamics:
- $ONDO sets a historic unlock mark with 1.94B tokens (134.95% circulating supply) in January - notably, this massive $3.25B release will maintain its position as the single largest unlocking event through Q2 2025.
- $NEON crafts an ambitious release schedule, launching with 53.91M tokens (44.92% circulating supply) in January, escalating to 161.73M tokens by March (16.17% total supply), and peaking at 323.45M tokens (32.35% total supply) by June.
- $SUI will unlock 64.19M tokens (2.19% circulating supply) in January, building to 192.58M tokens by March (1.93% total supply), and reaching 374.77M tokens (3.75% total supply) in June.
- $CLOUD executes a one-time unlock of 48.92M tokens (27.18% circulating supply, $8.85M) in January, with no further scheduled releases through June 2025.
- $AI charts a bold trajectory from 23.21M tokens (17.85% circulating supply) in January, advancing through 11.43% total supply in March, before establishing 17.16% total supply by June.
This period highlights contrasting unlock strategies: from single concentrated events ($ONDO, $CLOUD) to progressive releases ($NEON, $SUI, $AI). These varied approaches to token distribution present distinct market implications that investors should factor into their Q2 2025 strategies.
Top 15 Linear & New Issuance Unlocks by Value in January 2025
Let's examine the most significant linear unlocks scheduled for this period:
- $SOL maintains its market leadership with $373.4 million in unlocks, though this reflects just 0.49% of circulating supply and 0.3% of total supply.
- $TIA takes second position with $152.5 million, representing 6.7% of circulating supply and 2.8% of total supply.
- $DOGE rounds out the top three with $134.1 million, though with a minimal impact of 0.3% on both circulating and total supply.
- $AVAX follows with $115.9 million (0.8% of circulating supply).
- $TAO completes the top five with $101.7 million (3.0% of circulating supply).
Notable percentage unlocks include:
- $JTO at 6.8% of circulating supply
- $ARKM releasing 5.1% of circulating supply
- $ENS unlocking 4.1% of circulating supply
The linear unlock ratios remain relatively modest compared to some cliff unlocks, with most major tokens keeping their release percentages under 7%. Even market leaders like $SOL and $DOGE are maintaining conservative unlock schedules, suggesting a measured approach to supply expansion across the ecosystem.
Traders should note that while dollar values are substantial, the percentage impacts remain controlled, potentially indicating a maturing market approach to token distribution.
All Linear & New Issuance Unlocks in January 2025
Beyond the top tokens by value, several projects showcase noteworthy linear unlock events:
- $MC stands out with a dramatic 40.78% of circulating supply unlock (0.54% of total supply), though valued at just $0.985 million.
- $PORTAL exhibits a substantial 19.28% unlock of circulating supply (3.22% of total supply), amounting to $9.878 million.
- $HOP presents a significant 10.79% circulating supply unlock (0.81% of total supply), worth $0.129 million.
- $SWELL prepares to release 8.55% of circulating supply (1.46% of total supply), valued at $4.473 million.
- $EDU schedules a 7.38% circulating supply unlock (1.92% of total supply), representing $9.615 million.
- $STG releases 7.26% of circulating supply (1.48% of total supply), worth $4.344 million.
While these tokens may not lead in value, their high percentage unlocks relative to circulating supply suggest potential for notable market movements. Traders should particularly monitor $MC, $PORTAL, and $HOP, where the supply expansions could significantly influence trading dynamics.
Longer timeframe for linear & new issuance unlocked tokens in January 2025
The table below illustrates the extended timeframe for linear and new issuance unlocks through June 2025:
- $SOL initiates with $373.4M (0.43% of circulating supply) in January, expanding to $1.08B (1.01% total supply) by March, and reaching $2.18B (2.04% total supply) by June.
- $TIA commences at $152.5M (6.69% of circulating supply) in January, growing to $442.6M (8.23% total supply) by March, accumulating to $890.2M (16.56% total supply) by June.
- $PORTAL unveils a strategic release: starting at $9.9M (19.28% circulating supply) in January, progressing to $32.1M (10.49% total supply) by March, and reaching $56.6M (18.48% total supply) by June.
This diverse landscape of unlock strategies suggests varying approaches to supply management, with potential market implications extending well into mid-2025. The contrast between percentage-heavy unlocks like $MC and $PORTAL versus value-focused releases like $SOL merits close attention from traders.