In September, approximately $4.5 billion worth of locked Tokens will be unlocked, including $1.17 billion via cliff mechanism and $3.36 billion via linear mechanism, according to Tokenomist data.
A number of large projects like Sui, Fasttoken, Arbitrum, and Aptos are among the highest unlocks. Market impacts vary depending on distribution mechanisms, liquidity levels, and context, while investors increasingly emphasize fundamental and long-term factors (Source: Tokenomist, Cointelegraph).
MAIN CONTENT
September is expected to unlock $4.5 billion in Tokens: $1.17 billion cliff, $3.36 billion linear (Source: Tokenomist).
Sui leads with ~$153 million; followed by FTN ~$90 million; Aptos ~$50 million; Arbitrum ~$48 million; many other projects are also participating.
The market is less 'anxious' about unlocks, shifting to evaluate Token economics, adoption levels, transparency, and long-term incentives (Source: Cointelegraph).
What is the total amount of Tokens to be unlocked in September?
About $4.5 billion worth of Tokens will be unlocked in September, including $1.17 billion from cliff unlocks and $3.36 billion from linear unlocks, according to Tokenomist.
Data from Tokenomist shows that these Tokens will become available to investors, project teams, and stakeholders when vesting agreements expire. Cliff allocations tend to cause supply shocks, while linear helps smooth the supply impact over time. Source: Tokenomist.
What is cliff unlock and how does it affect?
Cliff unlock is a one-time, large volume release at the end of the lock period, often creating supply shocks and potentially having a stronger impact on prices.
With cliffs, recipients are released a significant portion immediately, increasing the immediate circulating supply. The actual impact still depends on liquidity, market sentiment, and macro conditions. Therefore, it's essential to track the recipients of Tokens (investors, teams, communities) and the listing schedule to assess potential sell pressure.
What is linear unlock and how is it different from cliff?
Linear unlock distributes Tokens over time, helping to increase supply steadily, reducing the risk of immediate supply shocks compared to cliff unlock.
Linear distribution creates a 'time cushion' for the market to gradually absorb. However, in periods of thin liquidity, accumulated sell pressure can still affect prices. Investors should monitor trading volume, on-chain cash flow, and ecosystem activity to assess supply-demand balance.
Which project unlocks the most in September?
Sui leads with over $153 million, followed by Fasttoken ~$90 million, then Aptos nearly $50 million and Arbitrum around $48 million (Source: Tokenomist).
Additionally, Starknet is expected to unlock ~$16.85 million, Sei ~$16.49 million, Immutable ~$13.4 million, and ZK ~$10.7 million. The unlocking schedule varies in scale, vesting mechanisms, and release levels, so the impact of each project will differ according to context and market liquidity.
How much will Sui unlock and what is the percentage of supply released?
Sui is expected to unlock over $153 million in September while only having released 35.1% of the total supply, according to Tokenomist.
A low percentage of released supply indicates that many locked Tokens will continue to unlock in future periods. This makes Sui's future unlock schedule worth closely monitoring, especially regarding the structure of recipients and the ecosystem's supply absorption measures.
How much will Fasttoken (FTN) unlock and what does it mean?
FTN is expected to add ~$90 million to the supply, with over 96% of the total supply already released, according to Tokenomist.
A high percentage of released supply implies that this unlock is a relatively small increase in ratio. Price impact often depends on organic demand, Token utility, and market absorption capability. Transparency regarding use cases and liquidity support is also crucial.
How much will Aptos (APT) unlock?
Aptos is expected to unlock nearly $50 million in Tokens in September, according to Tokenomist.
For Layer-1 blockchains, ecosystem activity, the number of developers, and TVL are important variables to assess health. Investors need to monitor who receives Tokens and the actual allocation speed into circulation after unlocking.
How much will Arbitrum (ARB) unlock?
Arbitrum is expected to unlock about $48 million in Tokens, according to Tokenomist.
With a rollup network having a dense DeFi ecosystem, the demand for Tokens (governance, staking, incentives) and user growth can help alleviate supply pressure. However, volatility may still occur around significant milestones in the unlock schedule.
Which other projects are noteworthy?
Starknet ~$16.85 million, Sei ~$16.49 million, Immutable ~$13.4 million, and ZK ~$10.7 million are expected to unlock in September (Source: Tokenomist).
Each project has specific tokenomics and development cycles. Investors should examine the details of vesting, allocation schedules, and ecosystem incentive plans to assess the likelihood of net selling after unlocking.
How does the market respond to recent unlock events?
According to Cointelegraph citing an exchange with Vincent Kadar, CEO of Polymath, the market has shifted from 'unlock anxiety' to a deeper assessment of fundamental and long-term factors.
Kadar stated that savvy investors focus on Token economics, adoption levels, governance transparency, and incentives tied to long-term value, rather than just short-term impacts. He views this as a positive shift as blockchain projects mature and connect more closely with the public market. Source: Cointelegraph.
Why is this shift considered positive?
Because the market is less emotionally reactive, focusing more on project quality and sustainable cash flow.
When investors consider on-chain data, actual usage levels, and governance mechanisms, pricing tends to reflect intrinsic value more. This helps reduce volatility caused by pure unlock schedule effects.
What should investors monitor before, during, and after the unlock?
Please monitor the unlock schedule, Token recipients, exchange liquidity, trading volume, and on-chain activity.
Along with that, checking staking programs, airdrops, or liquidity incentives may absorb the supply. A public source worth referencing: Tokenomist to track the unlock schedule and mechanisms.
Summary table of major unlock events in September
Below is a quick summary of estimated unlock values by project, based on Tokenomist data.
Project Estimated Unlock Value (USD) Notes Sui (SUI) ~$153 million Released ~35.1% of total supply Fasttoken (FTN) ~$90 million Released >96% of total supply Aptos (APT) ~$50 million — Arbitrum (ARB) ~$48 million — Starknet ~$16.85 million — Sei ~$16.49 million — Immutable ~$13.4 million — ZK ~$10.7 million —
What are the risks and opportunities from the September unlock wave?
The main risk is increased supply pressure, especially with large cliff unlocks and thin liquidity.
On the other hand, this is also an opportunity to verify the health of the ecosystem: if actual demand increases, products are widely used, and governance is transparent, the market may absorb well. Experienced investors often combine unlock history data with on-chain analysis and product adoption levels to make decisions.
Frequently Asked Questions
What is Token unlock?
Token unlock is the process of releasing Tokens from the lock period, allowing circulation. There are two common forms: cliff (one-time, large volume) and linear (gradual allocation over time).
Why won't the unlocking of $4.5 billion necessarily cause a price drop?
The linear mechanism helps even out supply, different Token recipients, and investors are currently evaluating fundamental factors more deeply, according to Cointelegraph.
Which project unlocks the most in September?
Sui leads with over $153 million, followed by FTN ~$90 million, then Aptos and Arbitrum (Source: Tokenomist).
Where should I track the unlock schedule?
Can be publicly tracked on Tokenomist: https://tokenomist.ai/emission/crypto-market?interval=month.
How is cliff unlock different from linear unlock?
Cliff is a one-time unlock, easily causing supply shocks; linear distributes gradually, reducing immediate volatility.
Source: https://tintucbitcoin.com/september-token-unlock-45-billion/
Thank you for reading this article!
Please Like, Comment, and Follow TinTucBitcoin to stay updated on the latest news in the cryptocurrency market and not miss any important information!
