Token Unlocks Exceed $1.5B Led by ONDO’s $780M Release

• Token unlocks exceeded $1.5 billion this week, with ONDO leading at $780 million.
• TRUMP faces the second-largest unlock at $269M entirely allocated to team wallets.
• LIT launches with 25% initial float carrying 2-4x higher inflation versus peers.

Scheduled token unlocks for the week of January 12-18 will exceed $1.5 billion in total value across multiple projects. ONDO, TRUMP, RAIN, SOL, and ETH face vesting events as markets remain range-bound amid macro uncertainty.

HYPE continues experiencing downward pressure following team allocation unlocks. The token has declined steadily since its first cliff unlock in November 2025. Nearly 50% of the current circulating supply is scheduled to unlock over the next twelve months. This creates an overhang that may challenge price stability without renewed usage growth or market momentum.

ONDO Posts the Largest Unlock by Dollar Value and Percentage

ONDO records this week’s largest unlock at $780 million, accounting for 57.23% of the released supply. The January 18 event splits allocations between insider and community holders, including protocol development, ecosystem growth, and private sales investors.

Since the first cliff unlock in early 2025, ONDO has fallen over 60% from peak levels. Additional releases ahead include private investor and team allocations. Supply mechanisms remain a critical factor for near-term price performance as the token goes through ongoing vesting events.

TRUMP and New Token Launches Add Supply Pressure

TRUMP faces the second-largest unlock by dollar value at $269 million on January 11. The release accounts for 11.95% of the current supply, with all tokens allocated to the team.

This marks the second major insider cliff unlock since TGE, followed by an extended phase of linear vesting. Over the next year, cumulative releases will surpass 90% of the adjusted circulating supply, all tied to founder allocations.

LIT launched as the native token of the Lighter perpetual trading protocol. The TGE featured a 25% airdrop fully unlocked at launch, distributed to Point Seasons 1 and 2 participants. LIT carries a 2-4x higher inflation rate compared to peers like HYPE and ASTER due to its low initial float of 25%.

FOGO is set to launch on January 13 as the native token of a high-performance SVM-based Layer 1 blockchain. The project raised $8 million via an ICO on Echo at a $100 million valuation. It is also one of the notable token unlocks to watch in the coming days.

Related: LIT Rallies on Buyback Speculation Tied to Lighter Treasury