Navigating Token Unlock Risk: Identifying the Top 5 Tokens Best Positioned to Absorb Sell Pressure in Q4 2025

In Q4 2025, the crypto market faces a wave of token unlocks totaling approximately $2.1 billion, with major projects like Solana (SOL), Hyperliquid (HYPE), Worldcoin (WLD), LayerZero (ZRO), and the Official Trump Token (TRUMP) set to release significant portions of their token supply. These events, while potentially destabilizing, also present opportunities for investors to identify tokens with structural advantages in liquidity resilience. By analyzing unlock sizes, circulating supply impacts, and liquidity dynamics, we can determine which tokens are best positioned to absorb sell pressure and maintain price stability.

1. Solana (SOL): The Market Cap Behemoth

Solana's Q4 2025 unlock of $374.52 million represents a 0.37% increase in its circulating supply, the smallest relative impact among the five tokens. Despite this modest expansion, Solana's structural advantages are formidable. The network's staking rate remains around 75%, with liquid staking tokens (LSTs) like jitoSOL and laineSOL enabling capital efficiency. Additionally, Solana's decentralized exchange (DEX) ecosystem demonstrated resilience in October 2025, recording $8 billion in trading volume during a market downturn. While the token's price has declined 29% in 2025, its deep liquidity and institutional-grade staking infrastructure suggest it can absorb unlocks without significant price dislocation.

2. Hyperliquid (HYPE): Deflationary Mechanisms and Market Share Dominance

Hyperliquid's $370.98 million unlock in November 2025 adds 3.66% to its circulating supply. However, the project's deflationary model-where 99% of protocol revenue funds HYPE buybacks and burns-creates a counterbalance to supply expansion. As of Q3 2025, Hyperliquid's TVL reached $3.5 billion, with decentralized perpetual futures trading volume averaging $47 billion weekly. The platform's order book depth has even surpassed centralized exchanges (CEXs) in certain tokens, such as PUMP, during high-liquidity events. These structural advantages, combined with its 73% market share in decentralized derivatives, position HYPE as a strong contender to absorb unlock-driven sell pressure.

3. LayerZero (ZRO): Strategic Buybacks and Cross-Chain Synergies

LayerZero's Q4 2025 unlock of $43.7 million-representing a 23.13% increase in circulating supply-is the largest relative expansion among the five tokens according to market analysis. However, the project has implemented aggressive buybacks, with 50% of Stargate's revenue initially allocated to ZRO purchases, rising to 100% after six months according to LayerZero reports. In September–November 2025, $1.2 million was spent on open-market ZRO buybacks according to LayerZero data. Additionally, the LayerZero Foundation executed a 5% buyback of the total ZRO supply from early investors to stabilize the token's price according to unchainedcrypto reporting. Cross-chain staking and snapshot incentives further enhance ZRO's utility, making it a compelling case for resilience despite its large unlock.

4. Worldcoin (WLD): High Staking APYs and Privacy Risks

Worldcoin's $145.47 million unlock in November 2025 increases its circulating supply by 7.19%. While this is a significant expansion, WLD's structural advantages include staking rewards of up to 791% APY according to medium analysis. These high returns incentivize token holders to lock up their WLD rather than sell, mitigating short-term sell pressure. However, regulatory scrutiny around biometric data privacy and macroeconomic headwinds could dampen demand according to market analysis. Investors must weigh the project's utility against its regulatory risks, but the staking mechanism provides a buffer against unlock-driven volatility.

5. Official Trump Token (TRUMP): Staking and Volatility

The TRUMP token faces a $124.92 million unlock in November 2025, adding 10.48% to its circulating supply. Staking platforms like StakingRewards offer boosted APYs and non-custodial options for TRUMP holders according to research from Galaxy. However, the token's price history is marked by volatility, with its value dropping from over $10 billion to $1.15 billion before a recent rebound. While staking mechanisms provide some resilience, TRUMP's reliance on speculative demand and its association with a polarizing figure make it the most vulnerable to unlock-driven sell-offs.

Conclusion: Ranking the Resilience

1. Hyperliquid (HYPE): Deflationary buybacks and market share dominance create a robust counterbalance to unlock pressure.
2. Solana (SOL): Deep liquidity and institutional staking infrastructure mitigate its modest supply expansion.
3. LayerZero (ZRO): Strategic buybacks and cross-chain utility offset its large relative unlock.
4. Worldcoin (WLD): High staking APYs provide resilience, though regulatory risks persist.
5. Official Trump Token (TRUMP): Staking mechanisms offer limited protection against its inherent volatility.

Investors navigating Q4 2025's unlock events should prioritize tokens with structural advantages like deflationary models, deep liquidity, and utility-driven demand. While no token is immune to sell pressure, the above analysis highlights those best positioned to weather the storm.