$321 million in token unlocks scheduled over the next week…concerns grow over altcoin supply overhang

Suehyeon Lee

Summary

Token unlocks totaling $321 million are scheduled over the next seven days, raising the possibility of increased volatility as circulating supply rises in the near term.
Large-unlock names including LayerZero (ZRO), EasyMoney (YZY), Arbitrum (ARB) and Kaito (KAITO) could be released to the market in a single lump-sum event.
With linear unlocks under way for major altcoins such as Solana (SOL), Dogecoin (DOGE) and Worldcoin (WLD), analysts said large unlocks amid slowing demand could act as a near-term supply-demand headwind.

Token unlocks totaling $321 million (about KRW 430 billion) are scheduled over the next seven days, according to compiled data.

According to data from Tokenomist cited by WuBlockchain on the 15th (local time), the schedule for single large unlocks (over $5 million per event) includes LayerZero (ZRO), EasyMoney (YZY), Arbitrum (ARB) and Kaito (KAITO). Because these tokens are released to the market in a lump sum at a specific point in time, concerns have been raised about the potential for higher volatility driven by a near-term increase in circulating supply.

The schedule for large linear unlocks (over $1 million per day) includes Rain (RAIN), Solana (SOL), Canton (CC), Official Trump (TRUMP), River (RIVER), Worldcoin (WLD), Dogecoin (DOGE) and Aster (ASTER). Linear unlocks are released in tranches over a set period, meaning cumulative supply pressure is reflected more gradually.

With the market already facing broad demand softness and heightened volatility, investors are watching closely to see how additional circulating supply will affect price action. In particular, analysts say that for major altcoins, if large unlocks coincide with weakening buying interest, they could become a near-term supply-demand headwind.