Tokenomist|Sep 28, 2026 09:52
📢 Weekly Token Unlocks Digest | Sep 28 – Oct 4, 2026
Bitcoin tagged an eight-month high above $87K on Monday, then drifted back as the 10-year yield pushed to 5.18%.
🔓 Unlock Spotlight
$2Z – $113.23M unlock (47.7% of cir. supply) on Oct 2
• One-year cliff covering Founder/Team (incl. Jump Crypto, Malbec Labs), Private Investors, Community and Public Investors.
• Linear vesting for the same groups except Public Investors starts the same day at 0.9% of circ. supply/week.
🆕 TGE on the Radar
Variational (VAR) – Arbitrum perp DEX, TGE set for Q4 2026.
• 32% genesis airdrop fully unlocked at TGE; 50% team/investors locked 12 months, then ≥3-year vest.
• 100% of treasury revenue intended for VAR buyback-and-burn.
🔄 Notable Tokenomics Updates
• Polygon – 100M POL (1% of total supply) burned Sep 23
• Streamflow – Foundation burned 70% of STREAM supply (1B → 300M) on Sep 23
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