Attention, brothers! The crypto world is about to explode this week! Two major projects, LAYER and APT, are simultaneously welcoming an epic token unlock, with a total value exceeding 140 million USD about to flood the market! Especially Solayer (LAYER) this time is releasing 12.87% of its circulation, equivalent to throwing a time bomb into a powder keg!
1. LAYER: The ghost of 27 million liquidation reappears
On May 11th at 10 PM, Solayer (LAYER) will unlock 27.02 million tokens, worth up to 78.35 million USD, directly accounting for 12.87% of the circulation! This ratio is equivalent to handing half a life over to the market!
1. The double-edged game of market makers
Wintermute just transferred 5.19 million LAYER to OKX, ostensibly to support liquidity, but it may actually be paving the way for a sell-off. The 27 million liquidation from when it launched in February 2025 is still fresh in memory, and if market makers lead the way to flee, the price could be directly halved!
2. The death spiral of high inflation
The total supply of LAYER is 1 billion tokens, with the community and ecosystem accounting for 51.23%. However, the ecological applications are lagging behind, with staking rewards dropping from 18% to single digits, and transaction fees can't even cover inflation. If this unlock triggers a panic sell-off, it could really lead to a 'death spiral'!
2. APT: The top student in a weak ecosystem
On May 13th at 2 AM, Aptos (APT) will unlock 11.31 million tokens, worth approximately 55.87 million USD, accounting for 1.82% of the circulation. Although the ratio is not high, the underlying issues are worth paying attention to!
1. The butterfly effect of halved staking rewards
The community has just passed a proposal to reduce the staking yield from 7% to 3.79%, which effectively cuts off many nodes' income. Small nodes can only earn 13,000 USD a year, which is not enough to cover electricity costs, potentially triggering a network centralization crisis!
2. High trading volume but no warmth
Aptos can handle 3.7 million transactions daily, but its social dominance is only 0.04%, with developer activity plummeting by 86%. It's like a robot with muscles but no soul; no matter how high the performance, it can't support the token price!
3. Market environment: Bitcoin's double-edged sword
Bitcoin is currently stuck around 94,000 USD, and the Federal Reserve's interest rate decision will be announced tomorrow. If interest rate hike expectations return, these three projects might collectively 'dive'! But if Bitcoin breaks 100,000 USD, it may offset some selling pressure.
Operational suggestions:
- Short-term players: Don't touch the contract on the day of the LAYER unlock, close the position immediately if the funding rate soars!
- Onlookers: Get your popcorn ready, this unlock drama is more thrilling than a Hollywood blockbuster!
A final reminder: In the crypto world, never guess where the bottom is. Preserving capital is more important than anything else! In this operation, are you preparing to go all-in or run away? See you in the comments!