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I have organized some projects that will be unlocked this week 👇
Key Projects:
OP unlocks 116 million tokens (6.9% circulation, approximately $93.4 million)
ARB unlocks 92.65 million tokens (2.0%, approximately $49.2 million)
SEI unlocked 110 million tokens (1.2%, approximately $18.9 million)
STRK unlocks 127 million tokens (6.0%, approximately $17.1 million)
ZK unlocks 173 million coins (3.6%, approximately $10.7 million)
The reason these projects are worth taking a closer look at is because of 👇
🔹1. High market enthusiasm
They are all in the Ethereum Layer 2 / new public chain / ZK track, which belongs to the hottest narratives in the market this year, and each project's community activity is quite good.
🔹2. Listing Exchanges & Strong Liquidity
OP, ARB, SEI, STRK, and ZK have all been listed on leading exchanges like Binance, and there is an active perpetual contract market.
This means: it is easier for funds to be utilized for shorting/hedging, and unlocking events can directly trigger significant price fluctuations.
🔹3. The unlocked amount is relatively large
OP this time unlocks $93.4M, ARB unlocks $49.2M, SEI $18.9M, STRK $17.1M, ZK $10.7M.
In contrast, while amounts like BANANA ($11.6M), CONX ($35.1M), and KAITO ($10.7M) are not small, their impact is limited due to weak liquidity and low market attention.
🔹4. Institutional Holdings & Top 10 Concentration High
These projects generally have 50–70%+ of the Top 10 addresses, which means that most of the unlocked tokens are in the hands of teams/VCs, and once they flow out, it will create direct pressure on the secondary market.
⚠️Observation: Most tokens are still controlled by the top 10 addresses, which hold 50–90%+, and the risk of selling pressure during the unlock period cannot be ignored.
It depends on whether you are ready to short the contract or wait to buy the dip.
Keep following Bin Ge talks about coins