Tokenomist|Sep 21, 2026 13:41
📢 Weekly Token Unlocks Digest | Sep 21-27, 2026
The Fed raised rates 25bp to 3.75-4.00% on Sep 16, its first hike since 2023.
🔓 Unlock Spotlight
XPL - $152.88M unlock on Sep 25, 63.20% of circulating supply. Circulating and unlocked supply are the same 2.78B for XPL, so the figure holds on either basis.
• One-year cliff: the first third of team and investor allocations becomes transferable, the first insider tokens to do so.
• The remaining two-thirds vest monthly through Sep 2028, so this starts a schedule rather than ending one.
🆕 TGE on the Radar
Arc (ARC) - Circle's L1 went live Sep 16; the 10B initial supply was minted Sep 14, with decaying inflation after that.
• Indicative split per the May whitepaper: 60% ecosystem, 25% Circle, 15% long-term reserve.
• Circle says the mint is not a commitment to a public offering. No ARC token has launched and it is not tradable.
🔄 Notable Tokenomics Updates
• Balancer (BAL) - wind-down proposal would cancel the buyback and distribute the treasury, which the proposal puts at no less than $9M, to holders who burn BAL.
• Cronos (CRO) - signalling vote open to Oct 3 on routing 100% of Ult and Cronos Launch revenue into CRO buyback and monthly burn.
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