According to @secondswap_io, approximately 40.6M ENA valued around $25M unlocks today, which can introduce near-term supply overhang and price pressure on ENA trading pairs. Source: @secondswap_io. @secondswap_io notes that token unlocks often add short-term selling pressure even when sentiment is constructive, while Ethena Labs enters this event with momentum. Source: @secondswap_io. Based on the figures provided, the unlock implies a reference of roughly $0.62 per ENA (25M divided by 40.6M), which traders may use as a contextual benchmark for intraday price reaction. Source: @secondswap_io. No additional details on recipient categories or precise timing windows were provided in the post, limiting further flow modeling for this unlock. Source: @secondswap_io.

According to @secondswap_io, Ethena’s upcoming token unlock may drive short-term price swings while August results indicate sticky fundamentals supported by infrastructure-level adoption and active risk management, source: @secondswap_io. The source also notes that locked token holders can access liquidity without waiting years and can inquire directly for solutions, source: @secondswap_io.

According to @secondswap_io, today's Ethena (ENA) unlock introduces roughly $25M of new supply while an existing $260M buyback program is already absorbing circulating tokens, which they say cushions near-term market impact and keeps adoption velocity in focus. Source: SecondSwap on X, Sep 2, 2025. Based on SecondSwap's figures, the unlock size is about 9.6% of the buyback capacity, indicating buyback firepower materially larger than today's issuance. Source: SecondSwap on X, Sep 2, 2025.

According to @OnchainDataNerd, wallet 0xFAc deposited 5.4M WLFI (about $1.35M) to Binance roughly 4 hours ago (source: @OnchainDataNerd). According to @OnchainDataNerd, the entity sold the full 20% unlocked tranche of approximately 50.22M WLFI, realizing about $8.78M in profit with a 226% ROI (source: @OnchainDataNerd). According to @OnchainDataNerd, the address still has around 202M WLFI locked, representing the remaining 80% of the allocation (source: @OnchainDataNerd).

According to @ai_9684xtpa, a wallet the source links to crypto KOL DonAlt deposited 12.97 million WLFI to Binance around two hours ago, valued at approximately $3.2 million; the wallet link was shared via Arkham’s intel explorer domain provided by the source, source: @ai_9684xtpa. According to @ai_9684xtpa, the same address previously participated in WLFI’s second-round public sale with 1,000 ETH, estimated at about $3.25 million, source: @ai_9684xtpa. According to @ai_9684xtpa, the address withdrew 12.97 million unlocked WLFI from a Lockbox before the Binance deposit; if the tokens are sold, the realized profit could be about $2.555 million, source: @ai_9684xtpa. According to @ai_9684xtpa, there is no corresponding hedge record for this address on HL, while the source notes hedging via other addresses or exchanges cannot be ruled out, source: @ai_9684xtpa.

According to @ai_9684xtpa, Ethena points leaderboard top account AndreIsBack bought 38.71 million WLFI eight months ago for 170 ETH (about $580,000), implying a $0.015 cost per token, source: @ai_9684xtpa on X, Sep 2, 2025. According to @ai_9684xtpa, the account received 7.74 million unlocked WLFI yesterday and had not sold them as of the post, with a marked value around $1.85 million that implies an approximate spot price near $0.239, source: @ai_9684xtpa on X, Sep 2, 2025. According to @ai_9684xtpa, the trader holds a 3x hedge short on Hyperliquid with an unrealized gain of about $585,000, source: @ai_9684xtpa on X, Sep 2, 2025. According to @ai_9684xtpa, based on these reported figures, the marked price versus the stated $0.015 cost implies roughly a 15.9x gain on the unlocked tranche before hedge effects, source: @ai_9684xtpa on X, Sep 2, 2025.

According to @EmberCN, wallet @moonmanifest47 claimed an unlock of 200,000,000 WLFI valued at approximately $59.45 million last night, source: @EmberCN on X. About five hours later, the same wallet sold 10,000,000 WLFI for $2.1 million USDT at an execution price of $0.21, source: @EmberCN on X. The sale address is provided in the post: https://t.co/bYAZ0W5JYv, source: @EmberCN on X. For traders, $0.21 is a realized sell level that can serve as a short-term reference for liquidity and order flow tracking, source: @EmberCN on X. Traders can monitor the referenced address for subsequent on-chain transfers to track flows related to WLFI, source: @EmberCN on X.

According to @EmberCN, the largest active WLFI investor claimed 200,000,000 WLFI today (20% of his allocation) worth $59.45 million, 10 minutes before the post time; source: @EmberCN on X https://twitter.com/EmberCN/status/1962520601559753180. According to @EmberCN, the same investor subscribed to 1,000,000,000 WLFI in the first public sale using 15,000,000 USDC at a price of $0.015 per token, establishing a clear cost basis; source: @EmberCN on X https://twitter.com/EmberCN/status/1962520601559753180. According to @EmberCN, the reported valuation implies an approximate WLFI price of $0.297 for the claimed tranche ($59.45M / 200M), representing about a 19.8x multiple versus the stated cost basis; source: @EmberCN on X https://twitter.com/EmberCN/status/1962520601559753180. According to @EmberCN, the on-chain address to monitor is provided here: https://t.co/qKo7LAjsqd, allowing traders to track potential exchange-bound transfers that could affect short-term liquidity and slippage; source: @EmberCN on X https://twitter.com/EmberCN/status/1962520601559753180. According to @EmberCN, the post is sponsored by Bitget, highlighting increased visibility among exchange-focused market participants; source: @EmberCN on X https://twitter.com/EmberCN/status/1962520601559753180.

According to @secondswap_io, the headline 16.27% unlock overstates near-term float because at TGE only 20% of the presale allocation unlocks and the presale equals 25% of total supply, yielding just 5% of total supply available in the short term (source: @secondswap_io on X, Sep 1, 2025). This means initial circulating supply expansion at TGE should be modeled at 5% rather than 16.27% for float-based trading calculations and liquidity planning (source: @secondswap_io on X, Sep 1, 2025).

According to @ai_9684xtpa, citing @0xDylan_, the $WLFI token generation event targets an 8% circulating supply, equivalent to 8.0B tokens (source: @ai_9684xtpa on X; @0xDylan_ on X). However, only 16.88B tokens have been deposited into the Lockbox so far, implying a 20% unlock of 3.37B tokens and an effective TGE float around 6.37%, with the final figure dependent on the contract balance at 20:00 local time (source: @ai_9684xtpa on X). With less than five hours to the open at the time of posting, traders should monitor the Lockbox and contract balances at 20:00 to size orders and plan liquidity and slippage around initial price discovery (source: @ai_9684xtpa on X).

According to @EmberCN, citing allocation details shared by @0xDylan_, WLFI’s initial circulation is described as 5% from investors plus 3% from liquidity (source: @EmberCN; @0xDylan_ on X). According to @EmberCN, the investor allocation currently has 16.9B WLFI activated with 20% unlocking, equating to about 3.4B WLFI, and adding 3% liquidity implies an estimated initial circulating supply of roughly 6.4% or about 6.4B WLFI (source: @EmberCN; @0xDylan_ on X).

According to @EmberCN, 16.4B WLFI from the public sale have been activated, and 20% (about 3.3B WLFI) will unlock into circulation tomorrow, Sep 1, 2025. Source: @EmberCN (X, Aug 31, 2025). At the stated price of $0.35, the unlock equates to roughly $1.15B worth of WLFI entering circulation. Source: @EmberCN (X, Aug 31, 2025). The post adds that public-sale whale addresses are sitting on 7x to 23x gains ahead of the claim event. Source: @EmberCN (X, Aug 31, 2025). Traders can time liquidity and order-book monitoring to the unlock window given the size and timing reported. Source: @EmberCN (X, Aug 31, 2025).

According to @ai_9684xtpa, WLFI has a 100B total supply, and only 20% of Phase 1 and Phase 2 public-sale tokens unlock at TGE with the public-sale allocation totaling 25B tokens — implying limited immediate float. source: @ai_9684xtpa on X, Aug 31, 2025. On the assumption all participants transferred to Lockbox and activated, the TGE float is estimated at 5B WLFI, or 5% of total supply. source: @ai_9684xtpa on X, Aug 31, 2025. At a Binance contract price of $0.3858, the author estimates this translates into roughly $1.93B of potential sell pressure into TGE. source: @ai_9684xtpa on X, Aug 31, 2025.

According to @AggrNews, WLFI token claims and trading will begin on the Ethereum (ETH) mainnet on September 1. According to @AggrNews, early supporters will have 20% of their token allocation unlocked at launch. According to @AggrNews, the post did not include further details on total supply, vesting schedule, exchange listings, or the claim process.

According to @boldleonidas, when large accounts suddenly start mentioning a coin they previously barely discussed, it often flags an upcoming investor token unlock that traders can treat as a potential supply event, source: @boldleonidas on X, Aug 10, 2025. Based on this signal, traders can pre-check a project's investor unlock schedule and consider adjusting or hedging exposure into the unlock window, source: @boldleonidas on X, Aug 10, 2025.

According to @KobeissiLetter, traders should monitor Federal Reserve Chairman Jerome Powell's upcoming testimony and the core Personal Consumption Expenditures (PCE) price index for potential market-moving signals. Dovish commentary from Powell could fuel risk-taking and benefit Bitcoin (BTC), which has shown resilience by holding above $100,000 despite geopolitical tensions, a strength QCP Capital attributes to ongoing institutional adoption. While markets anticipate two rate cuts this year, analysts at ING suggest only one 50bp cut may occur in December. In the altcoin market, Jeff Anderson of STS Digital notes that the widening spread between Ether (ETH) and BTC implied volatilities creates yield opportunities for ETH holders selling options. However, a newsletter service, LondonCryptoClub, warns of significant selling pressure from large upcoming token unlocks for Arbitrum (ARB), ZKsync (ZK), ApeCoin (APE), and Sui (SUI).

According to @FarsideUK, Bitcoin (BTC) surged past the $110,000 mark, propelled by over $407 million in net inflows into U.S.-listed spot ETFs on a single day, bringing the cumulative total to over $49 billion as per SoSoValue data. This rally has lifted the broader market, with memecoins like BONK and FARTCOIN gaining over 20%, indicating a rise in investor risk appetite. However, traders should remain cautious. The recent move produced a bearish outside day candle on the BTC chart, which can signal a renewed bearish trend. This comes after a period of range-bound trading attributed to profit-taking from long-term holders, who realized $2.4 billion in gains on one day. Furthermore, the third quarter is historically Bitcoin's weakest, and significant upcoming token unlocks for SUI ($122.75M), APT ($52.7M), and ARB ($30.33M) in July could introduce significant selling pressure. Key market-moving data, including the U.S. nonfarm payrolls report, is also highly anticipated.

According to @FarsideUK, Bitcoin (BTC) achieved a record monthly close above $107,000 in June, but its 2.5% gain was overshadowed by the euro's 4% surge against the US dollar. On-chain data indicates persistent profit-taking from long-term holders, with realized gains reaching $2.4 billion on Monday. From a technical perspective, BTC formed a bearish 'outside day' candle, which often signals a renewed downtrend. Analysts like Valentin Fournier from BRN remain constructive long-term, citing institutional adoption, but have slightly reduced exposure to protect capital. Traders are advised to be cautious, as the third quarter is historically Bitcoin's weakest, and lower summer liquidity could lead to exaggerated price moves. Upcoming significant token unlocks for Sui (SUI), Ethena (ENA), Aptos (APT), and Arbitrum (ARB) could also introduce market volatility.

According to @lookonchain, Bitcoin (BTC) has pulled back from its recent high of over $108,000, but underlying bullish sentiment remains strong, supported by significant institutional developments and market dynamics. The director of the Federal Housing Finance Agency, Bill Pulte, ordered Fannie Mae and Freddie Mac to prepare for counting cryptocurrency as a mortgage asset, a potentially major catalyst for adoption, as cited in the report. Spot BTC ETFs have recorded 12 consecutive days of positive net inflows, with a recent daily inflow of $548 million, according to Farside Investors data. FxPro analyst Alex Kuptsikevich noted that the total crypto market capitalization is approaching a key volatility threshold between $3.40 and $3.55 trillion. In altcoin news, SEI has rallied 50% in a week, driven by its selection for Wyoming's state-backed dollar pilot and strong spot-led buying, as highlighted by Shaurya Malwa. Upcoming token unlocks to watch include Optimism (OP) on June 30 and Sui (SUI) on July 1, which could introduce volatility.

According to Lookonchain, Chainlink noncirculating supply wallets deposited 17.875 million LINK tokens, valued at $149 million, into Binance today. Historical data from 11 previous major LINK unlocks reveal that most events were followed by price increases, suggesting a notable trading opportunity for market participants. Traders should monitor LINK price movements closely on Binance and consider historical post-unlock trends as part of their trading strategy. This significant on-chain activity could impact short-term volatility and liquidity for LINK, with potential implications for broader crypto market sentiment. Source: Lookonchain via Twitter, etherscan.io.