- $4.5B in tokens scheduled for September release, split between cliff and linear unlocks.
- Sui, FTN, Aptos, Arbitrum lead major token unlocks, impacting market supply.
- Investors now prioritize project fundamentals over short-term unlock anxiety.
Crypto markets are preparing for a significant supply event in September, as blockchain projects are set to unlock around $4.5 billion in vested tokens, according to Tokenomist. This unlock includes both cliff and linear releases, impacting investors, project teams, and other stakeholders.
Cliff vs. linear unlocks: Understanding the market impact
Tokenomist data shows that approximately $1.17 billion will come from cliff unlocks, one-time releases that often create short-term market volatility. Meanwhile, $3.36 billion will be unlocked through linear releases, which distribute tokens gradually, smoothing the effect on supply and market prices.
Cliff unlocks, occurring at the end of a lockup period, can lead to sudden supply shocks and price swings. Linear unlocks, by contrast, provide a more predictable supply increase, helping investors and markets adjust more gradually.
Top projects leading September unlocks
Some of the largest projects releasing tokens this month include:
- Sui (SUI) – Leading with over $153 million unlocked; only 35.1% of its total supply has been released to date.
- Fasttoken (FTN) – Unlocking $90 million, though more than 96% of tokens are already in circulation.
- Aptos (APT) – Nearly $50 million scheduled for release.
- Arbitrum (ARB) – About $48 million added to circulating supply.
Other notable unlocks include Starknet ($16.85M), Sei ($16.49M), ZK ($10.7M), and Immutable ($13.4M).
Shifting market perspective on token unlocks
Vincent Kadar, CEO of Polymath, notes that investors are moving beyond “unlock anxiety.” Sophisticated market participants now focus on project economics, adoption, governance, and long-term value rather than short-term price shocks. This maturation signals a more constructive approach as blockchain projects increasingly intersect with public markets.
Also Read: Google Mandates Developer Verification for All Android Apps to Boost Security
September’s token unlocks highlight both potential market risks and opportunities. While cliff unlocks may trigger short-term volatility, linear distributions and investor focus on fundamentals suggest a more stable market environment for long-term growth.
Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of CoinBrief.io. Before making any investment decisions, you should always conduct your own research. Coin Brief is not responsible for any financial losses.
