飞凡|10月 03, 2025 05:20
I have organized the unlocking of high market value tokens for October,
Comes with unlocking flow and trading strategies, recommended to bookmark
October 1st: SUI
Unlock scale: 44 million SUIs (approximately $145 million)
Main flow: B-round investors, community reserves, early contributors
A large unlocking at the beginning of the month, with a focus on observing whether the project party/investor address has made large transfers to the exchange.
Before and after unlocking, prices are usually under pressure, but if the market can effectively absorb this wave of selling pressure, prices often rebound
October 1st: EIGEN (EigenLayer)
Unlock scale: 36.82 million EIGEN (approximately $65-69 million)
Main flow: investors, early contributors
Due to the main flow to early investors, the short-term trend is bearish. We need to pay attention to whether the fundamental progress of the agreement itself can offset this selling pressure.
October 2nd: ENA (Ethena)
Unlock scale: 40.63 million ENAs (approximately 14-15 million US dollars)
Main flow: All belong to the foundation
The shares of the foundation are usually used for market making or ecological incentives, and the probability of directly smashing the market is relatively small. It is only necessary to be vigilant about whether there are large and concentrated transfers to the exchange
October 3rd: IMX
Unlock scale: 24.5 million IMX
Main Flow: Ecology and Project Development
The fixed 28 day unlocking has been anticipated by the market, and there are positive ecological announcements before and after unlocking. Prices are usually not greatly affected
October 11th: APT (Aptos)
Unlock Scale: Approximately 11.3 million APTs
Main flows: foundations, communities, core contributors, investors
A typical monthly linear unlocking involves reducing positions or hedging appropriately about a week before unlocking, and observing the movement of on chain addresses
October 15th: STRK (Starknet)&SEI
STRK unlocking scale: approximately 127 million STRKs, flowing to early contributors and investors.
SEI unlocking scale: 55.56 million SEIs, flowing to ecology, teams, and investors.
Both are long-term, regular monthly releases that the market has already anticipated
October 16th: ARB (Arbitrarum)
Unlock Scale: Approximately 93.65 million ARBs
Main Flow: Teams/Advisors, Investors
For investors who are optimistic about the L2 track but concerned about the impact of ARB unlocking, the fixed monthly unlocking of L2 leaders can consider using paired trading in the same track to hedge risks, such as long OP and short ARB
October 18th: ONDO
Unlock Scale: Approximately 184.5 million ONDOs (in the range of approximately $170 million to $180 million)
Main Flow: Ecological and Development Quotas
As a hot project in the RWA track, the unlocking amount this time is huge. It is necessary to closely monitor whether the foundation/multi signature address has made large transfers to the exchange, and observe the liquidity carrying capacity of the secondary market. Suoha ONDO is no longer a wise move.
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