Crypto Market Faces $13 Billion Token Unlock Over Next Six Months

Over the next six months, the cryptocurrency market is poised for a significant shift as approximately $13 billion worth of tokens are set to be unlocked. This massive influx of tokens is expected to impact various sectors within the crypto ecosystem, including AI, meme coins, and Layer 2 solutions.

The AI sector is anticipated to see the largest token unlock, with $3.4 billion in tokens set to be released. This unlock is expected to peak in October, with the WLD token making up a substantial portion, approximately 37% of the total AI unlocks. Other notable AI tokens, such as TAO and GRASS, will also see significant releases, with TAO unlocking about 11.6% and GRASS unlocking around 68.2% of their tokens. The release of these AI-related tokens is likely to have a profound impact on the broader market, potentially driving increased interest and investment in AI technologies.

Meme tokens are also set for a significant unlock, with $2.8 billion in tokens scheduled for release. The peak of this unlock is expected in July, with the $TRUMP token accounting for 72.5% of the total meme token unlocks. While other meme tokens like DOGE and MELANIA will also see releases, the $TRUMP token is expected to garner the most attention. This influx of meme tokens could lead to heightened market volatility and increased speculation within the meme coin sector.

The DePIN sector is forecasted to see over $1.38 billion in token unlocks, with October being the month of the highest unlocks. The majority of these unlocks will come from TAO and GRASS, with TAO unlocking $427 million and GRASS unlocking about $410 million. The release of these tokens is likely to cause market swings, particularly in October, as investors react to the increased supply of DePIN tokens.

In the RWA sector, $304 million worth of tokens will be unlocked, with ZBCN, USUAL, and OM expected to dominate. The month with the highest demand is forecasted to be November. Liquid Restaking is anticipated to see a $665 million increase in November, primarily driven by ETHFI’s release of $302 million. This significant unlock could lead to increased liquidity and activity within the liquid staking sector.

Layer 2 solutions are set to unleash $1.27 billion in tokens, with ARB and OP leading the way. The SocialFi sector is also on track for a significant release of $1.26 billion, with CHEEL and CONX at the forefront. Additionally, the gaming sector is expected to see a $520 million drop in game sales, led by IMX. The unlocking of these tokens across various sectors is likely to introduce both opportunities and risks, shaping the future trend of the crypto market over the next few months.