Tokenomist Insight

📢 Weekly Token Unlocks Digest | Feb 9–15, 2026 Markets remain fragile as risk-off sentiment lingers across crypto and equities. Liquidity is thin, making supply events matter more than ever. Here’s what stood out in unlocks 🔓 🚀 Last Week $HYPE: price held above $30 despite market stress, supported by strong protocol upgrades and reduced team claims ➡️ Upcoming Unlocks $PUFFER: Highest unlock by % of circulating supply → early rally failed to sustain, price continues to struggle near lows 🌈 New TGEs on the Radar $RNBW: New TGE from Rainbow Wallet → >60% supply TBD, with airdrop-led initial float 🚨 Tokenomics Update MegaETH ( $MEGA ): KPI-gated TGE introduces a new model for aligning product-market fit with token launch timing. Polymarket ( $POLY ): Trademark filings hint at a potential future token or airdrop. Read More : https://tokenomist.ai/insights/weekly-token-unlocks-digest-feb-9-15-2026-risk-off-market

📢 Weekly Token Unlocks Digest | Feb 2–8, 2026 Markets stayed under pressure as concerns grew over a potential shift to a more hawkish Fed under Kevin Warsh. Here’s what stood out in unlocks 🔓 • $HYPE: Largest unlock by $ value, yet price surged +30% WoW. HIP-3 launch, ATH volume & OI, plus Kraken listing helped offset supply concerns. • $BERA: Highest unlock by % of circulating supply → weak post-TGE demand makes this a key downside risk. More than 177% of current supply set to unlock over the next year. 🧩 Tokenomics Update • $OP: Optimism governance approved using 50% of Superchain revenue for $OP buybacks starting February, adding a new supply-offset narrative. 📅 Market Watch • Next Fed Chair • US Government Shutdown Risk Read More : https://tokenomist.ai/insights/weekly-token-unlocks-digest-feb-2-8-2026-hawkish-fed-fears-hype-unlock-pressure

🔥 Latest Buyback & Tokenomics Upgrades Across Protocols 🔥 🔓Upcoming Token Unlocks • $SIGN : $10.87M unlock on Jan 28 (17.68% of circulating supply). • $TREE : $8M unlock on Jan 29 (39.4% of circulating supply). • $BGB : $500M unlock on Jan 26 (10.5% of supply). • $KMNO : $9.11M unlock on Jan 30 (3.55% of supply). • $EIGEN : $12M unlock on Feb 1 (8.88% of circulating supply). ⏳Emission & Supply Changes • $VVV : Annual emissions reduced 25%, from 8M → 6M tokens. • $PART : Network hardfork lowers emissions to ~3.5%, declining 0.5% per year until stabilizing at 1%. • $DHN : 85% of treasury supply (~$1.6B) unlocks on Feb 14, 2026 after a 12-month lock. • $GRASS : Core contributor lock-up cliff ends Feb 28, 2026. 🔥Buybacks & Revenue Routing • $IP : Buyback program confirmed to run through Feb 1, 2026. • $ME : Revenue share goes live; ~7.5% of total platform revenue allocated to ongoing open-market buybacks. • $SYRUP : Aims to extend the current SSF buyback and allocation framework for 6 months.

📢 Weekly Unlock Digest: Jan 26 - Feb 1, 2026 | Geopolitical Tensions and $BGB’s Unlock Geopolitical tensions are resurfacing, adding pressure to risk assets and keeping crypto markets cautious. Here’s what stood out in unlocks 🔓 Post-Unlock Impact • $ONDO: Continued weakness after major unlocks → price remains under pressure, showing how large cliffs can weigh heavily when sentiment is fragile. Upcoming: • $BGB: Entering a late-stage unlock with a sizable release ahead → market focus on how much supply is already priced in. • $TREE: Highest unlock by % of circulating supply → more emissions ahead could keep pressure on price. 🧭 Now Tracking • $ME (Magic Eden) is now live on Tokenomist, with its next major cliff unlock on June 10, 2026, set to release 33%+ of circulating supply. Read more : https://tokenomist.ai/insights/weekly-token-unlocks-digest-jan-26-feb-1-2026-geopolitical-tensions-and-bgbs-unlock

🚀 Why did $RIVER rally +140% (7D) heading into its unlock? $RIVER surged ~140% over the past 7 days despite a large unlock scheduled today, an unusual setup during a high-dilution window. 🔥What changed? • Early January: Maelstrom investment marked the start of upside momentum • Today: Justin Sun led an $8M strategic investment • Expansion into the TRON ecosystem via chain-abstracted stablecoin infrastructure 🔓Token Unlock context (Today) • 1.678M $RIVER unlocked (8.5% of circulating supply) • Unlock value: ~$89M at current prices • ~89% of the unlock allocated to private investors What Next? • ~$249M in additional $RIVER linear emissions (~28.2% of circulating supply) are scheduled over the next 30 days setting up a key test for recent price strength. See $RIVER tokenomics : https://tokenomist.ai/river/

$ZRO and $PLUME continue their insider vesting schedules, with little sign of price stabilization. Performance since TGE: • $ZRO: -50.9% • $PLUME: -88.5% Persistent insider supply and weak secondary demand keep pressure on price — a familiar pattern for high-valuation launches where most value was captured in private investment pre-TGE. See $ZRO tokenomics : https://tokenomist.ai/layerzero

🔥 Latest Buyback & Tokenomics Upgrades Across Protocols 🔥 🔓 Unlocks & Emissions • LayerZero ( $ZRO ) — $43M unlock on Jan 20 (6.36% of circulating supply). • Plume ( $PLUME ) — $20M unlock on Jan 21 (39.75% of circulating supply). • Sign ( $SIGN ) — $10.87M unlock on Jan 28 (17.68% of circulating supply). 🔥 Buybacks & Burns • Aster ( $ASTER ) — Automatic buybacks activated, using up to 40% of daily protocol fees. • Orca ( $ORCA ) — Doubles xORCA buybacks by allocating 40% of protocol fees. • BNB ( $BNB ) — Binance completes its 34th quarterly burn, removing $1.277B worth of BNB. • Pendle ( $PENDLE ) — Major tokenomics upgrade: up to 80% of revenue routed to buybacks, all redistributed to PENDLE stakers. 🆕 Token Launches & Others • Optimism ( $OP ) — Governance vote on Jan 22 to activate OP token buybacks. • Jupiter ( $JUP ) — Final Jupuary airdrop expected this month. • SummerFi ( $SUMR ) — TGE scheduled for Jan 21. • Zama ( $ZAMA ) — Public auction opens Jan 21

📢 Weekly Unlock Digest | Jan 19-25, 2026 Market sentiment turned cautiously positive last week, led by BTC +5%, helping soften near-term unlock pressure. Here’s what stood out in unlocks 🔓 Last 30D: • $RIVER: Despite the highest emissions over the past 30 days, price surged 6x+. Notably, 96% of supply is held by the top 5 wallets, raising manipulation risk as liquidity remains thin. Upcoming: • $ZRO: Largest unlock this week by $ value, with the majority allocated to insiders. • $PLUME: Largest unlock by % of circulating supply, with 100% team allocation entering circulation. 📅 Market Watch: Short-term momentum may cushion volatility, but insider-heavy unlocks remain a key risk — especially if broader liquidity fades or sentiment reverses. Rad full article : https://pro.tokenomist.ai/0126-official-weekly-unlock-jan19

📢 Weekly Unlock Digest | Jan 12-18, 2026 Markets remain ranged bound last week Here’s what stood out in unlocks 🔓 ⬅️ Last week: • $HYPE: Team allocation unlock overhang continues → price has been slowly bleeding since the first cliff in Nov 2025, with ~50% of circulating supply set to unlock over the next year ➡️Upcoming: • $ONDO: Largest unlock this week by $ value and % of released supply → price is already down >60% since Jan 2025 cliff, with more team & investor unlocks ahead • $TRUMP: Second-largest unlock by $ value, 100% team allocation 🚀New TGE: • $LIT (Lighter Perp DEX) launched with 25% airdrop unlocked, lowest initial float among peers → inflation rate 2–4x higher than $HYPE & $ASTER, with heavy cliff unlocks starting next year. • $FOGO is the native token of a high-performance SVM-based Layer 1 blockchain and recently raised $8M via an ICO on Echo at a $100M valuation. Set to go live on January 13 Read More : https://pro.tokenomist.ai/0126-official-jan12-weekly-unlock

🔓 This Week Cliff Unlocks: Jan 5 - Jan 11, 2026 🔥 $385.97M+ 🔥 ⭐️ Unlock Highlights ⭐️ $HYPE (5.23%) - $322.78M 🚨 $ENA (2.16%) - $41.62M 🚨 $LINEA (8.13%) - $9.87M 🚨 $MOVE (5.32%) - $5.66M $W (0.97%) - $1.92M $BB (6.67%) - $1.74M $OP (0.23%) - $1.41M $IOTA (0.23%) - $971.99K See full dashboard : https://pro.tokenomist.ai/0126-official-weekly-unlock-jan05

Deep Dive: $LIT Tokenomics Analysis 🔥 Lighter is launching with a balanced allocation across community, ecosystem, team, and investors. 📊Allocation Snapshot • 25% Airdrop → No lockup; distributed to Point Seasons 1 & 2 participants • 25% Ecosystem (TBD) → Reserved for future seasons, partnerships & growth • 26% Team → 1Y cliff + 3Y linear vesting • 24% Investors → 1Y cliff + 3Y linear vesting Total supply: 1,000,000,000 🏆 How does $LIT compare to other Perpetual DEX tokens? $HYPE (post-team unlock): MoM: 2.66% → 1.22% over 2 years $ASTER (since TGE): MoM: 1.31% → 0.62% over 6 years $LIT ranks as the most aggressive 2-4x higher inflation than comparable perp DEX projects during the critical post-unlock phase. See full $LIT tokenomics : https://pro.tokenomist.ai/1225-official-lighter

🔓 This Week Cliff Unlocks: Dec 29, 25 - Jan 4, 26 🔥 $104.16M+ 🔥 ⭐️ Unlock Highlights ⭐️ $SUI (1.11%) - $59.94M $EIGEN (7.44%) - $14.13M $OP (1.61%) - $8.51M $SVL (10.94%) - $6.99M $ZORA (2.80%) - $5.14M $KMNO (2.33%) - $4.40M $GPS (17.28%) - $3.37M $FLOCK (6.18%) - $1.69M See full unlock data : https://pro.tokenomist.ai/1225-official-weeklyunlock-29-dec

🚨 UPDATE : Aster announces Stage 5 buyback program starting Dec 23, allocating up to 80% of daily platform fees toward $ASTER buybacks. Stage 4 recap (Dec 2-22): • ~$51M spent, representing 1.5% of released supply. Stage 5 structure: • 40% automatic daily buybacks • 20-40% strategic reserve Explore Aster Buyback : https://pro.tokenomist.ai/1225-official-asterbuyback

🔓 This Week Cliff Unlocks: Dec 22 - Dec 28, 2025 🔥 $55.47M+ 🔥 ⭐️ Unlock Highlights ⭐️ $H (5.09%) - $13.26M $XPL (4.49%) - $11.82M $MBG (12.15%) - $7.98M $UDS (2.86%) - $6.97M $SOON (4.49%) - $6.79M $SAHARA (5.40%) - $3.60M $ID (11.87%) - $3.14M $VENOM (2.08%) - $1.91M See full unlock data : https://pro.tokenomist.ai/1225-official-weeklyunlock

Rainbow $RNBW Tokenomics snapshot 👇 • Total supply: 1B | Initial float: 18% • TGE: Feb 5 | Sale price: $0.10 • Allocation: Treasury 47% | Airdrop 15% | Community 15% | Team 12.2% | Investors 7.8% | Pre-sale 3% • Vesting: 1Y cliff + 3Y linear for insiders • Funding: $21M Revenue flywheel: protocol fees → $RNBW buybacks → redistributed to users. Low float + revenue-backed buybacks define the setup. Checkout Tokenomics here : https://pro.tokenomist.ai/1225-official-rnbw

Rainbow $RNBW Tokenomics snapshot 👇 • Total supply: 1B | Initial float: 18% • TGE: Feb 5 | Sale price: $0.10 • Allocation: Treasury 47% | Airdrop 15% | Community 15% | Team 12.2% | Investors 7.8% | Pre-sale 3% • Vesting: 1Y cliff + 3Y linear for insiders • Funding: $21M Revenue flywheel: protocol fees → $RNBW buybacks → redistributed to users. Low float + revenue-backed buybacks define the setup. Checkout Tokenomics here : https://pro.tokenomist.ai/1225-official-rnbw

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Tokens Launched in Q1 vs Now (Price vs Emissions) Every Q1 launch below is down -86% to -99% while circulating supply has nearly doubled in just 3 months: • $TRUMP : Float 20% → 39% | Price -86% • $MELANIA : 25% → 55% | Price -98% • $LAYER: 21% → 31% | Price -99% • $PLUME: 20% → 33% | Price -86% • $GPS : 15% → 29% | Price -92% • $BMT : 25% → 49% | Price -90%