Tokenomist|Aug 31, 2026 16:01
📢 Weekly Token Unlocks Digest | Aug 31-Sep 6, 2026
BTC reclaimed $80K for the first time in 3+ months.
🔓 Unlock Spotlight
HYPE – $825M unlock (2.13% of circulating supply) on Sep 6.
• Historically only a small fraction of scheduled HYPE unlocks has been claimed into circulation, and there is no announcement yet on whether this tranche follows the same pattern.
ENA – $34M unlock (2.39% of circulating supply) on Sep 2 & 5.
• Lands after the token roughly doubled from its Aug 19 low.
• The Foundation and lead investors have agreed to eliminate future overhang from monthly VC investor unlocks by releasing the unvested tokens on Oct 5.
🔄 Notable Tokenomics Updates
Ethena – Foundation announces four-part overhaul:
1. a buyout of all but one of the large seed investors who had sold,
2. all remaining original-investor unlocks accelerated to Oct 5,
3. protocol IP to be assigned to the ENA-governed Foundation, agreed in principle with the document due in October,
4. a fee-switch vote that would route 95% of net revenue from three new business lines to ENA buybacks, once USDe supply reaches $7.5B (it is $4.07B today).(Tokenomist)
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