Jupiter Unlocks 1.78% Supply in July 2025 Amid Major Crypto Token Releases

Jupiter (JUP) is set to unlock 53.47 million tokens on July 28, 2025, representing 1.78% of its circulating supply and valued at $32.19 million at current prices. This release follows the project’s monthly cliff distribution pattern, with tokens allocated to the team (38.89 million) and mercurial stakeholders (14.58 million). The unlock, combined with similar events from Optimism and Kamino later in July, could amplify market volatility as increased supply interacts with existing demand dynamics [1].

The July 2025 unlock schedule includes Optimism (OP) releasing 31.34 million tokens (1.79% of supply, $26 million value) on July 31 and Kamino (KMNO) unlocking 229.17 million tokens (9.5% of supply, $14 million value) on July 30. Collectively, these three projects will deploy over 314 million tokens worth more than $72 million in the final week of July. Jupiter’s unlock, while smaller in percentage terms than Kamino’s, still represents a meaningful supply shock for a token with a market capitalization that could face short-term price pressure from increased liquidity [1].

Jupiter’s role as a Solana-based decentralized liquidity aggregator complicates the market impact analysis. The unlocked tokens could enhance ecosystem liquidity by incentivizing trading activity across decentralized exchanges. However, the sudden availability of a large token block—especially if sold or liquidated—could create downward pressure. Analysts note that token unlocks often correlate with temporary price declines, particularly when they involve large percentages of circulating supply [1].

Optimism’s unlock aligns with its Ethereum Layer 2 scaling strategy, distributing tokens to core contributors and investors to sustain development. Kamino’s larger release, meanwhile, reflects its Solana-focused lending protocol’s need to reward stakeholders and advisors. The combined effect of these unlocks, alongside smaller but notable releases from projects like Renzo (REZ), Gunz (GNZ), and Undeads Games (UDS), creates a concentrated risk of market instability in late July [1].

Investors are advised to monitor token distribution recipients and unlock schedules to assess potential risks. For Jupiter, the team’s allocation of 38.89 million tokens may raise concerns about insider selling pressure, while mercurial stakeholders’ share could influence market sentiment through strategic liquidity management. Historical data suggests that projects with high percentages of unlocked tokens often experience price corrections in the immediate aftermath [1].

The broader crypto market’s resilience to supply shocks will depend on macroeconomic conditions and investor confidence. If market participation remains strong, the increased supply could be absorbed without significant price declines. Conversely, in a bearish environment, these unlocks could exacerbate downward trends. Jupiter’s token unlock serves as a case study in how project-specific supply events intersect with broader market dynamics.

Source: [1] [Jupiter (JUP) Token Unlock in July Could Influence Market Amid Major Crypto Supply Releases](https://en.coinotag.com/jupiter-jup-token-unlock-in-july-could-influence-market-amid-major-crypto-supply-releases/)