"Up to 30% New Supply Expected—Top 5 Tokens Ready to Handle Short-Term Selling Pressure."

Unlock Events as Stress Tests: Unlock events serve as liquidity stress tests for ecosystems, indicating their ability to manage emissions without structural failures, with a focus on liquidity depth and active usage.

Market Dynamics and Emission Alignment: The market is shifting its focus from the size of token unlocks to how emissions align with actual protocol demand, with a cautious approach as supply expansion events can create temporary imbalances.

Network-Specific Observations: Networks like Optimism, Aptos, Celestia, LayerZero, and Ethena are evaluated based on their unique characteristics, such as transaction throughput, liquidity depth, modular demand, and yield mechanics, which influence their resilience during unlock events.

On-Chain Metrics Over Headline Percentages: Current assessments of unlock narratives prioritize on-chain flows, staking behavior, and protocol activity over simple percentage metrics, reflecting a more nuanced understanding of market dynamics.