Edgy - The DeFi Edge 🗡️
Edgy - The DeFi Edge 🗡️|Oct 10, 2026 13:17
$1.3B in tokens unlocks in October. Here are the 5 I'm watching, and the 4 things that tell you whether an unlock actually dumps: - PUMP (Oct 11): ~$41.5M unlocking, around 1.5% of supply. Up roughly 12% over the 7 days after its previous unlock on Sep 11. - APT (Oct 11): ~$8.5M unlocking, around 0.6% of supply. After its previous unlock on Sep 11, APT fell roughly 7% over the next 7 days. - STRK (Oct 15): ~$6.2M unlocking, around 3.4% of supply. The ironic part? STRK gained roughly 73% in the 7 days after its Sep 14 unlock. - ARB (Oct 16): ~$17M unlocking, around 1.6% of supply. ARB was up roughly 69% in the week after its Sep 15 unlock. - ZRO (Oct 20): ~$54M unlocking, around 4% of supply. Its Sep 19 unlock was followed by roughly a 45% gain over the next 7 days. The obvious mistake here would be looking at those September returns and assuming the same thing happens again. A lot of that was the market. BTC went from ~$63k in mid-August to the high $80s by Mid-September, sentiment flipped bullish, and alts caught the wave right as these unlocks were hitting. The better question is what actually happens to the new tokens. HYPE is the best example from this week. Its unlock looked huge on paper, but a large part of the team allocation being claimed was sold OTC to a single institutional buyer instead of immediately hitting the open market. That’s why I’d care more about: 1. how big the unlock is vs supply 2. who receives it 3. whether those tokens move to exchanges 4. what the market is doing at the same time For most of these, the tokens go to the team, core contributors, and strategic partners, so that part doesn't separate them much. Size does, which is why ZRO and STRK get most of my attention at 4% and 3.4% of supply. Which upcoming unlock are you watching most closely?
+5
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads