Token unlocks in September are concentrated and could add meaningful sell-side pressure; TRUMP and SVL show the highest one-month unlock risk while BTC and SOL report minimal percentage unlocks, making mid-September the key window for potential volatility.
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Major supply wave mid-September: ~350M tokens on peak days, cumulative 30-day unlocks ≈ $838.5M.
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TRUMP and SVL carry the largest percentage risk; BTC and SOL have structurally small 1-month unlock percentages.
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Monitor vested flows, exchange inflows, and Fed-driven macro risk for potential amplified selling pressure.
Token unlocks September: watch clustered mid-September supply waves and TRUMP/SVL risks — monitor flows and act early. Read our analysis.
What are token unlocks and why do token unlocks matter in September?
Token unlocks September refers to scheduled vesting events that release locked token supply into circulation. These unlocks can increase sell pressure and liquidity flows; September’s calendar shows clustered unlocks that could amplify volatility, especially around mid-month when the largest batches arrive.
How large are the upcoming unlocks and which tokens are highest risk?
Data mapped by DefiLlama shows weekly unlocks are moderate at roughly $227.8M, but 30-day cumulative unlocked value jumps to about $838.5M. The largest single-day spikes approach ~350M tokens, concentrated in early-to-mid September.
Key high-risk tokens include TRUMP (6.83% of supply unlocking, ≈ $178.67M in value) and SVL (significant percentage unlocks). Blue-chip assets—Bitcoin (BTC) and Solana (SOL)—have minimal 1-month unlock percentages (BTC 0.07%, SOL 0.36%), so their structural supply risk is limited despite large nominal values.
Frequently Asked Questions
How do token unlocks translate into price pressure?
Unlocked tokens increase circulating supply and, if a meaningful share is sold, can push prices down. Exchange inflows and holder intent are the main determinants of whether unlocked supply becomes immediate sell pressure.
Which on-chain sources provide unlock schedules?
On-chain trackers such as DefiLlama and Tokenomist publish unlock calendars and estimates; treat these as baseline data and cross-check with exchange inflows and token-specific vesting disclosures.
Key Takeaways
- Clustered supply risk: Major unlocks concentrate in early-to-mid September, raising short-term liquidity risk.
- High-percentage tokens: TRUMP and SVL have the largest one-month percentage unlocks and should be monitored for exchange inflows.
- Blue-chip stability: BTC and SOL show low percentage unlocks, reducing systemic supply shock risk.
- Macro overlay: Fed events (FOMC) coincide with the unlock window and can amplify market moves.
- Action: Track DefiLlama schedules, watch exchange deposits, and set position-management rules for peak unlock days.
Conclusion
Token unlocks in September are a concentrated liquidity event that could test token support levels, particularly for TRUMP and SVL. While BTC and SOL remain structurally stable from a percentage-unlock perspective, mid-September’s larger batches and concurrent macro risks merit active monitoring and prudent risk management by traders and institutional holders. Stay updated on on-chain schedules and exchange flows to prepare for potential repricing.
Market data and sources
Unlock schedule and cumulative values referenced from DefiLlama. Token percentage and value figures referenced from Tokenomist. Publication date: 2025-08-26. Author/Organization: COINOTAG.
Source: DeFilLlama
Token unlocks are a key liquidity event. Traders should monitor vested supply timing and exchange flows to anticipate short-term volatility.
DefiLlama’s latest schedule maps upcoming flows, showing the first minor unlocks on 25 Aug (~40M tokens) and a larger ~280M spike on 29 Aug. September begins with ~180M unlocking, peaks near ~350M on key days, and tapers below 50M by 21 Sep.
In the near term, weekly unlocks are moderate at $227.8 million, while 30-day cumulative unlocks total roughly $838.5 million. Markets should absorb next week’s flows but mid-September clusters could drive selling pressure and test support.
High-impact token unlocks
Key tokens unlocking this month bring short-term market impact. Official Trump [TRUMP] leads with 6.83% of supply unlocking (~$178.67M), signaling potential seller activity. BTC and SOL report 1-month unlocks of 0.07% and 0.36% respectively; nominal values are large but percentage risk is small.
Source: Tokenomist
Late August and mid-September unlocks create clustered liquidity. TRUMP and SVL carry the highest supply risk, while BTC and SOL remain structurally stable. Weekly flows are manageable now, but mid-September’s larger unlocks could prompt significant market repricing.
