2026-01-05 11:25:19

The token release schedule for January is quite intensive, with the unlocking of major projects accounting for the vast majority of the new circulating supply this month.

According to market data, over $5.5 billion worth of tokens are expected to enter circulation this month. About $2.5 billion will be unlocked all at once (cliff release), while the remaining $3 billion will be gradually released into the market through linear unlocking—this arrangement helps to avoid a sudden supply shock.

Token unlocking is essentially a routine supply management tool used by project teams. By setting lock-up periods and phased releases, it can both incentivize early participants and team members to realize their rewards and control market supply pressure. When liquidity is ample and market sentiment is stable, this mechanism operates smoothly. However, during more fragile market periods, large-scale unlocks can occasionally put short-term pressure on prices.

The main projects this month are four: ONDO, BGB, HYPE, and TRUMP. The combined unlocking amount of these four tokens is approximately $1.94 billion, accounting for about 35% of the total unlocks in January. This proportion is quite concentrated, indicating that market liquidity pressure will be relatively focused.

Ondo will...

ONDO-7,62%

HYPE-3,89%

TRUMP-3%

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Liquidated_Larry

· 01-05 11:45

5.5 billion poured in, is this wave going to blow up the market? ONDO holders are waiting to harvest the profits --- It's the same linear release again, the project team really knows how to put on a show --- 35% concentrated in four coins, isn't this someone planning to run away? --- Liquidity pressure? Ha, let's put it nicely --- A cliff-like release of 2.5 billion, I've already taken off my pants

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SocialAnxietyStaker

· 01-05 11:36

$5.5 billion pouring in, it's a miracle if it can withstand... The four monsters of ONDO are working together, directly suppressing the price by 1.9 billion, there's no escape Brothers bottom-fishing, take it easy this month This pace is really intense, how can liquidity withstand it? Linear release can't save it either, if your mindset is stable, just pretend you didn't see it

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MEVHunterNoLoss

· 01-05 11:35

5.5 billion USD poured in, how can ONDO handle this? --- Large unlocks during a bear market are really a nightmare, no wonder the recent market has been so volatile. --- 35% concentrated in four coins? Isn't this just testing liquidity depth, a typical move? --- Linear release is much better than cliff releases; at least it won't crash all at once. --- Can TRUMP stabilize? Feels a bit risky. --- It's really like a run on the bank; the project team must be feeling uncomfortable right now. --- January will be tough; let's wait and see who can't hold on and jumps ship. --- Once this data is out, there will definitely be arbitrage opportunities in the short term. Those looking to buy the dip should wait.

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