Markets stayed muted last week as a September rate cut is now fully priced in.
BTC edged higher, ETH slipped, and DATs saw a minor pullback.
The unlocks story stood out:
• $APT faces a $48.5M insider-heavy release (2.2% supply) → persistent sell pressure risk.
• $BB unlocks 6.3% of supply into weak BTCfi sentiment → likely harder to absorb.
• $ENA defied the script: largest unlock by value, but price +14% as insiders didn’t dump.
> New TGEs: $WLFI grabbed attention but sparked confusion after a surprise 25% supply unlock vs 4–5% expected. Selling pressure followed, despite strong pre-market demand.
> Macro: flat prices, but with Fed cuts looming, token unlocks remain the sharper risk to watch.
PS: This is a summary of the weekly report from @Tokenomist_ai, much recommended!
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