According to @adriannewman21, investors commonly haircut at least 80 percent on vested token rounds over two to four years when modeling PnL, using a terminal average selling value around 10 to 20 percent of the current trading valuation to target breakeven (source: @adriannewman21, Nov 17, 2025). For a token trading at 1 billion, this framework implies entry pricing must be below 100 to 200 million to breakeven, providing a practical benchmark for private round bids and secondary-market fair value during unlocks and FDV repricing (source: @adriannewman21, Nov 17, 2025).

According to @adriannewman21, recent crypto funding flows and ICO narratives are rewarding expectation-driven projects like Monad and MegaETH with multi-billion valuations despite limited shipped product, while delivery-focused Abstract has raised roughly 10+ million and continues building (source: @adriannewman21). According to @adriannewman21, this sets up a hype-versus-execution valuation gap that traders can price by benchmarking pre-ICO FDV against verifiable deliverables and traction to avoid overpaying for unproven roadmaps (source: @adriannewman21). According to @adriannewman21, actionable tactics include favoring execution-led ecosystems for relative value, tightening risk around hype ICOs at token generation and early unlocks, and prioritizing positions backed by measurable progress over expectations (source: @adriannewman21).

According to @secondswap_io on X, SecondSwap stated New week. Locked tokens are in on Nov 10, 2025, indicating a weekly locked-token status update for its users, source: SecondSwap on X (Nov 10, 2025). The post includes a link to an official Solana account post at x.com/solana/status/1987730099651703280, source: SecondSwap on X (Nov 10, 2025). No token amounts, schedules, contract addresses, or price-impact details were disclosed in the SecondSwap post, source: SecondSwap on X (Nov 10, 2025). Given the timing at the start of the week, SOL ecosystem traders can align monitoring of DEX liquidity, pool depth, and borrow rates around this weekly cycle while noting the post provides no metrics, source: SecondSwap on X (Nov 10, 2025).

According to PANewsCN, zkPass unveiled ZKP tokenomics with a 1,000,000,000 total ERC-20 supply and utilities spanning settlement medium, validator collateral, network credits, service access, cross-system verifiability, and governance; source: zkPass on X: x.com/zkPass/status/1983583969867383193. Allocation totals are Community 48.5% (485,000,000), Early Investors 22.5% (225,000,000), Core Contributors 14% (140,000,000), DAO Treasury 10% (100,000,000), and Liquidity 5% (50,000,000); source: zkPass on X: x.com/zkPass/status/1983583969867383193. Unlocks: Community releases 12.5% at TGE and an additional 6% linearly over the first 3 months, followed by further monthly releases over the next 5 years as stated; Early Investors are locked 12 months then vest over 18 months; Core Contributors are locked 24 months then vest over 24 months; DAO Treasury vests linearly over 5 years; Liquidity is 100% unlocked at TGE; source: zkPass on X: x.com/zkPass/status/1983583969867383193. At TGE, circulating supply has a floor of at least 110,625,000 tokens from Community TGE (60,625,000) plus Liquidity (50,000,000), excluding any DAO linear emissions; source: zkPass on X: x.com/zkPass/status/1983583969867383193. Post-cliff supply overhangs: Early Investors vest ~12,500,000 tokens per month after month 12 (225,000,000 over 18 months), Core Contributors vest ~5,833,333 tokens per month after month 24 (140,000,000 over 24 months), and DAO Treasury emits ~1,666,667 tokens per month over 60 months, all of which are key supply catalysts for price discovery; source: zkPass on X: x.com/zkPass/status/1983583969867383193. Near term, traders should monitor the first 3 months’ Community drip (~9,700,000 tokens per month from the 6% tranche) and the 12-month and 24-month cliffs for potential liquidity and volatility impacts around unlock events; source: zkPass on X: x.com/zkPass/status/1983583969867383193.

According to the source, SUI leads this week’s largest token unlocks at USD 146.24M, followed by GRASS at USD 77.58M, ENA at USD 48.88M, and EIGEN at USD 41.63M; source: X post dated Oct 28, 2025.

According to @PANewsCN, Token Unlocks data indicates roughly USD 327 million of scheduled token unlocks next week across SUI, GRASS, EIGEN, JUP, ZORA, KMNO, OP, IMX, and SIGN, providing a high-impact supply calendar for traders. Source: PANews; data: Token Unlocks. SUI will unlock 43.96 million tokens, equal to 1.21% of current circulating supply, at 08:00 on November 1 Beijing time, worth about USD 113 million. Source: PANews; data: Token Unlocks. GRASS will unlock 181 million tokens, equal to 72.4% of current circulating supply, at 21:30 on October 28 Beijing time, worth about USD 79.3 million. Source: PANews; data: Token Unlocks. EIGEN will unlock 36.82 million tokens, equal to 12.10% of current circulating supply, at 12:00 on November 1 Beijing time, worth about USD 41.6 million. Source: PANews; data: Token Unlocks. JUP will unlock 53.47 million tokens, equal to 1.72% of current circulating supply, at 22:00 on October 28 Beijing time, worth about USD 23 million. Source: PANews; data: Token Unlocks. ZORA will unlock 167 million tokens, equal to 4.55% of current circulating supply, at 08:00 on October 30 Beijing time, worth about USD 15.9 million. Source: PANews; data: Token Unlocks. KMNO will unlock 229 million tokens, equal to 5.99% of current circulating supply, at 20:00 on October 30 Beijing time, worth about USD 14.2 million. Source: PANews; data: Token Unlocks. OP will unlock 31.34 million tokens, equal to 1.71% of current circulating supply, at 08:00 on October 31 Beijing time, worth about USD 14.2 million. Source: PANews; data: Token Unlocks. IMX will unlock 24.52 million tokens, equal to 1.24% of current circulating supply, at 08:00 on October 31 Beijing time, worth about USD 13.3 million. Source: PANews; data: Token Unlocks. SIGN will unlock 290 million tokens, equal to 21.48% of current circulating supply, at 18:00 on October 28 Beijing time, worth about USD 12.1 million. Source: PANews; data: Token Unlocks. All times are Beijing time as reported. Source: PANews; data: Token Unlocks.

According to the source, DefiLlama reports more than USD 220 million of token unlocks scheduled this week based on its unlock tracker, citing DefiLlama. The largest single event is an USD 80 million unlock by Toncoin (TON) on October 23, according to DefiLlama. DefiLlama’s schedule details the timing and amounts, enabling traders to track upcoming circulating supply changes for TON and other assets, per DefiLlama.

According to @MilkRoadDaily, EtherFi is evolving from a restaking protocol into a crypto neobank with newly launched cash cards and yield vaults. According to @MilkRoadDaily, the platform generates more revenue than most Layer 2s and operates one of the largest validator networks on $ETH, highlighting strong on-chain cash flow and infrastructure scale. According to @MilkRoadDaily, the next phase focuses on staking, restaking, and consumer finance, positioning the product suite for broader user adoption. According to @MilkRoadDaily, despite ongoing buybacks, $ETHFI trades below its revenue potential, and monthly token unlocks are keeping a lid on price. According to @MilkRoadDaily, the token is lagging behind the product, creating a divergence that traders should monitor for supply overhang versus fundamentals.

According to @secondswap_io, the project is building real secondary markets for locked tokens and RWAs to unlock value embedded in on-chain vesting schedules, cliffs, and structured distributions (source: @secondswap_io). The initiative states it will move assets from locked to liquid by broadening access, asserting that liquidity grows through inclusion (source: @secondswap_io). For trading relevance, the target scope explicitly includes vesting schedules and cliffs, indicating a marketplace focused on transacting locked-token and RWA exposures rather than only unlocked spot assets (source: @secondswap_io). The positioning emphasizes access and liquidity as the core outcome for participants engaging with locked-token and RWA markets (source: @secondswap_io).

According to Miles Deutscher, this is finally a window to start DCAing into the strongest altcoins, citing BNB, MNT, and SOL as examples, with an emphasis on relative strength and structural resilience post-drawdown; source: Miles Deutscher on X, Oct 11, 2025. He recommends selecting coins that demonstrated relative strength before the dip and are structurally unaffected by the leverage wipeout, explicitly excluding perpetual DEX tokens due to potential business model risk from the leverage flush; source: Miles Deutscher on X, Oct 11, 2025. He advises focusing on flow support, prioritizing assets with an external bid from buybacks, DATs, and token sinks, while avoiding heavy supply overhang by targeting minimal unlock schedules; source: Miles Deutscher on X, Oct 11, 2025.

According to the source, the top seven token unlocks scheduled this week total $144 million, led by APT at $61.41 million, source: original social post provided by the user. Token unlocks increase circulating supply and have historically coincided with short-term underperformance and wider spreads around the event window in altcoins, source: Binance Research and Kaiko Research. Traders typically hedge unlock risk via perp shorts or options and monitor funding rates, borrow utilization, and order book liquidity into and after the release, source: Kaiko Research and major exchange market data. Key watch for APT is whether perpetual funding turns negative and borrow rates rise near the unlock time, signaling positioning and potential volatility, source: Kaiko Research and exchange funding pages.

According to the source, Forbes reports Barron Trump’s net worth at $150 million, including an estimated $80 million from token sales and a further $2.3 billion in locked tokens. Source: Forbes. For traders, large locked allocations can create future supply overhang when lock-ups expire, which often pressures prices around unlock events. Source: Binance Academy (Token Unlocks explainer). Actionable takeaway: track any forthcoming lock-up/vesting disclosures and incorporate potential unlock timelines into position sizing and liquidity planning to mitigate slippage and volatility risk. Source: Binance Academy (risk management and tokenomics guidance).

According to the source, over $296 million worth of tokens are scheduled to be unlocked this week, with the largest tranche being $181.8 million for SUI on Oct 1, source: X post dated Sep 29, 2025. Based on the source figures, SUI accounts for roughly 61 percent of the week’s total unlock value, concentrating potential supply overhang around the Oct 1 window for SUI markets, source: calculation from the source data.

According to the source, an AMA replay with Aster_DEX on Sep 23, 2025 highlights Aster DEX’s post-TGE milestones, key features, and a vision for building open, resilient DeFi, signaling forthcoming roadmap catalysts relevant to early traders. Source: X post dated Sep 23, 2025 referencing the Aster_DEX AMA replay. For trading decisions, post-TGE roadmap disclosures and milestone timelines commonly drive early price discovery and liquidity formation in new DeFi tokens. Source: Binance Research 2023 report on token unlocks and liquidity dynamics; TokenUnlocks 2024 market primer on unlock events.

According to @CryptoKing4Ever on X on Sep 20, 2025, upcoming token unlocks are scheduled as follows: Sep 23 AVAIL 2.88% about $1.57M; Sep 25 VENOM 0.50% $3.49M and PARTI 2.91% about $1.22M; Sep 26 BLAST 1.90% about $2.31M; Sep 27 YGG 0.91% about $1.02M. According to @CryptoKing4Ever, these unlocks may influence short-term price action and warrant close monitoring around the release windows.

According to @akshat_hk, seed-stage VCs taking 100x profits and rotating to large-cap, lower-risk investors is a normal lifecycle and can be long-term bullish as the average cost basis rises, similar to BTC over the past two decades, source: X post by @akshat_hk on Sep 17, 2025 and the Lookonchain post he cited. For trading, treat VC distributions as event-driven supply and map upcoming volatility by tracking unlock and vesting cliffs, source: @akshat_hk on X for rotation context and TokenUnlocks for unlock calendars. To gauge near-term sell pressure, monitor labeled VC wallet transfers to exchanges and exchange netflows and wait for sustained net outflows and slowing distributions before scaling entries, source: Arkham and Etherscan wallet labels and CryptoQuant exchange flow dashboards. For confirmation that new higher-cost holders are absorbing supply, look for rising spot volume versus perp open interest and funding near neutral to lower liquidation risk, source: Kaiko spot market data and Coinalyze funding and open interest.

According to @santimentfeed, Polkadot DAO passed Referendum 1710 to cap DOT supply at 2.1 billion and reduce annual emissions, adding scarcity and emission predictability that may support price action, source: @santimentfeed. Markets are pricing a 93% probability of a major Federal Reserve rate cut on Wednesday, implying elevated crypto volatility around the decision, source: @santimentfeed. Galaxy Digital has accumulated more than 1.5 billion in SOL over five days, signaling strong institutional demand ahead of expected easing, source: @santimentfeed. Major token unlocks for OP, ARB, and SEI this week present potential supply overhangs and liquidity shocks to monitor, source: @santimentfeed. Activity in creator token markets such as PumpFun and whale accumulation in KIND, BUN COIN, and Bagwork are driving social momentum and short-term rotation, source: @santimentfeed.

According to @cookiedotfun, @VeloraDEX will split its Snaps campaign rewards into three phases tied to the upcoming Velora TGE to accelerate rollout, source: @cookiedotfun on X, Sep 12, 2025. Phase 1 runs until TGE and allocates 33 percent of rewards, equal to 93,333 dollars, with 25 percent unlocked immediately and the remaining 75 percent on a one-month vesting schedule, source: @cookiedotfun on X, Sep 12, 2025. Phase 2 starts one month after TGE with another 33 percent or 93,333 dollars under a one-month vesting, counting SNAPS from both Phases 1 and 2, source: @cookiedotfun on X, Sep 12, 2025. Phase 3 begins two months after TGE with the final 33 percent or 93,333 dollars under a one-month vesting, counting SNAPS from all phases combined, source: @cookiedotfun on X, Sep 12, 2025. Both Snappers and $COOKIE stakers will receive rewards on this same schedule, source: @cookiedotfun on X, Sep 12, 2025. The decision was made solely by the Velora team, and MAF details for the $COOKIE stakers Velora airdrop will be announced soon, source: @cookiedotfun on X, Sep 12, 2025.

According to @LexSokolin, weekly distributions to token holders now exceed $10 million for Hyperliquid and Pumpfun, highlighting that revenue-generating protocols have a meaningful advantage as DATs bring assets to market, source: @LexSokolin, Twitter, Sep 8, 2025. The main risk is an estimated 50% vesting overhang with early investor selling, which can create persistent sell pressure and cap rallies, source: @LexSokolin, Twitter, Sep 8, 2025. Traders should prioritize tokens with recurring holder distributions and clear revenue and avoid periods of heavy unlocks by tracking vesting schedules, source: @LexSokolin, Twitter, Sep 8, 2025.

According to @KookCapitalLLC, Hyper Labs clarified they will not sell team unlock allocations, implying no immediate supply from team wallets entering the market in upcoming unlocks, source: @KookCapitalLLC on X, Sep 6, 2025. The same source asserts a price target of HYPE at $100+ in 2025, which is an opinion and not verified guidance, source: @KookCapitalLLC on X, Sep 6, 2025. Reduced team selling during unlocks typically lowers near-term sell pressure and can be supportive for price liquidity dynamics around emission events, source: Binance Research on token emissions and unlock dynamics, 2023. Traders should verify any non-selling commitment via official Hyper Labs announcements and monitor team-designated wallets for on-chain flows before positioning, source: independent analysis.