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其中,僅三個項目就釋放了超過2.2億美元,交易者和投資者應特別注意。
Twelve cryptocurrencies will unlock nearly $300 million in previously non-circulating supply this week, raising concerns as sales could intensify. Among these unlocks, three projects alone will release over $220 million, to which traders and investors should give special attention.
本週,12 種加密貨幣將釋放近 3 億美元的先前非流通供應量,隨著銷售可能加劇,引發擔憂。其中,僅三個項目就釋放了超過2.2億美元,交易者和投資者應特別注意。
The cryptocurrency investing game has changed in the past few years, highly weighted toward venture capitalists (VCs) and vesting contracts. With that, scheduled token unlocks gained increased importance in this market’s dynamics as they can directly pressure prices downwards.
加密貨幣投資遊戲在過去幾年中發生了變化,高度重視創投家(VC)和歸屬合約。因此,預定的代幣解鎖在這個市場動態中變得越來越重要,因為它們可以直接壓低價格。
In the next seven days, twelve cryptocurrencies will unlock $291.59 million, of which 75% will come from three projects. Finbold retrieved this data on September 29 from the TokenUnlocksApp platform, actively monitoring scheduled and linear unlocks.
未來 7 天內,12 種加密貨幣將解鎖 2.9159 億美元,其中 75% 將來自三個項目。 Finbold 於 9 月 29 日從 TokenUnlocksApp 平台檢索了此數據,並積極監控計劃和線性解鎖。
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Notably, the three most significant unlocks will happen on Sui (SUI), Optimism (OP), and ImmutableX (IMX). Each unlock represents 2% to 2.5% of their circulating supply, potentially flooding the market with early investors’ exit liquidity.
值得注意的是,三個最重要的解鎖將發生在 Sui (SUI)、Optimism (OP) 和 ImmutableX (IMX) 上。每次解鎖代表其流通供應量的 2% 至 2.5%,可能會導致早期投資者的退出流動性充斥市場。
Sui (SUI) to unlock over $105 million in October
Sui (SUI) 10 月將解鎖超過 1.05 億美元
First, Sui contracts will unlock 64.20 million SUI on October 1, currently worth $105.28 million, at $1.63. This amount represents 36% of all unlocks this week and 2.4% of Sui’s circulating supply.
首先,Sui 合約將於 10 月 1 日解鎖 6,420 萬個 SUI,目前價值 1.0528 億美元,價格為 1.63 美元。這一數量佔本週所有解鎖量的 36%,佔 Sui 流通量的 2.4%。
According to the schedule, Series A and B private investors will receive 39.16 million SUI, worth $64.22 million. These entities are likely to strategically sell the unlocked vesting contracts in the following days to realize the earlier investment.
根據計劃,A輪和B輪私人投資者將獲得3916萬枚SUI,價值6422萬美元。這些實體可能會在接下來的幾天內策略性地出售未鎖定的歸屬合約,以實現早期投資。
The remaining 39% of all released SUI this week will be distributed to “Early Contributors,” the Mysten Labs Treasury, and a community reserve controlled by Mysten Labs.
本週發布的所有 SUI 的剩餘 39% 將分發給「早期貢獻者」、Mysten Labs Treasury 以及 Mysten Labs 控制的社群儲備。
Optimism (OP) and ImmutableX (IMX) unlocks this week
Optimism (OP) 和 ImmutableX (IMX) 本週解鎖
Next, Optimism and ImmutableX will each unlock approximately $57 million of 31.34 million OP and 32.47 million IMX.
接下來,Optimism 和 ImmutableX 將分別解鎖 3,134 萬個 OP 和 3,247 萬個 IMX,價值約 5,700 萬美元。
Optimism will be the first, with its unlock scheduled for September 30, while ImmutableX will do it on October 4. Both will distribute the tokens almost equally between two subgroups each. Namely, “Core Contributors” and “Investors” for Optimism, and “Ecosystem Development” and “Project Development” for ImmutableX.
Optimism 將是第一個,解鎖時間為 9 月 30 日,而 ImmutableX 將於 10 月 4 日解鎖。即 Optimism 的“核心貢獻者”和“投資者”,ImmutableX 的“生態系統開發”和“專案開發”。
Overall, cryptocurrency tokens have been used to fundraise startups and give early investors easy exit liquidity. This is a far different dynamic than first- and second-generation blockchains, which brings advantages and disadvantages.
總體而言,加密貨幣代幣已被用於為新創公司籌集資金,並為早期投資者提供輕鬆的退出流動性。這是與第一代和第二代區塊鏈截然不同的動態,它帶來了優點和缺點。
Justin Bons, for example, believes the crypto market is “dominated by predatory VCs,” as Finbold reported in June. The founder and CIO of Europe’s oldest cryptocurrency fund explained how it completely changed the game of investing in cryptocurrencies.
例如,正如 Finbold 在 6 月報導的那樣,賈斯汀·邦斯 (Justin Bons) 認為加密貨幣市場「由掠奪性風險投資公司主導」。歐洲最古老的加密貨幣基金的創始人兼首席資訊長解釋了它如何徹底改變了加密貨幣投資的遊戲規則。
So, while the exit liquidity is welcomed by highly capitalized institutional players who can participate in private rounds, retail investors are mostly punished by entering projects with plenty of incoming unlocks as they become the exit liquidity.
因此,雖然退出流動性受到可以參與私募融資的高資本機構參與者的歡迎,但散戶投資者大多會因為進入具有大量解鎖的項目而受到懲罰,因為它們成為退出流動性。
For this week, traders and investors should closely monitor SUI, OP, and IMX, ideally avoiding big exposures as sales occur.
本週,交易者和投資者應密切關注 SUI、OP 和 IMX,最好避免在銷售發生時出現大額風險。
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