Over the coming week, roughly $16.9 billion worth of tokens are slated for distribution into the market, combining cliff unlocks with linear vesting. The cliff portion stands at about $300 million, with linear unlocks planned at a similar scale within the same period. These unlocks amount to roughly 13% of total adjusted supply and 28% of circulating supply, potentially delivering a significant near-term shock to supply and demand. TRUMP, the meme coin tied to President Trump, and the DeFi project ONDO are among the primary targets of this release.
Investors are advised to focus on exit strategies and hedging as these unlocks unfold, since this week will test actual buying interest rather than speculative demand. Even in a broadly bullish market backdrop, such large unlocks tend to accompany heightened price volatility, underscoring the need for careful consideration of position size and entry timing for assets subject to cliff or high linear unlocks. Analysts suggest this large unlock could serve as a liquidity litmus test for the current strength of demand and overall trading activity within the crypto market.
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