Upcoming Crypto Unlocks to Bring $4.5 Billion in Supply

The crypto market is anticipating a significant influx of tokens in September, with over $4.5 billion worth of vested tokens scheduled to unlock, according to data from Tokenomist.

This new supply will be released in two ways:

• Cliff unlocks: Roughly $1.17 billion will be released in large, one-time events. These can cause a sharp, immediate increase in supply.
• Linear unlocks: The remaining $3.36 billion will be distributed gradually over time, which tends to have a smoother impact on the market.

Top Projects with Upcoming Unlocks:

• Sui: Leads the list with over $153 million in tokens set to be released. This is a significant event as only 35% of its total supply is currently in circulation.
• Fasttoken: Will release $90 million in tokens, although the impact is expected to be minimal since 96% of its supply is already circulating.
• Aptos and Arbitrum: Have unlocks valued at approximately $50 million and $48 million, respectively.
• Other notable projects include Starknet ($16.8M), Sei ($16.5M), Immutable ($13.4M), and ZK ($10.7M).

Historically, token unlocks have caused fear and selling pressure among traders. However, analysts like Vincent Kadar of Polymath note that the market is maturing. Investors are now moving beyond short-term supply concerns and are increasingly focused on fundamental factors like a project's adoption, governance, and long-term viability. This shift suggests the market is becoming more sophisticated and aligned with traditional finance. The September unlocks will be a crucial test of the market’s ability to absorb this new supply without major disruptions and will show whether this new, fundamental-focused approach is here to stay.

August 2025, Cryptoniteuae