Worldcoin's token unlocks, worth around $100 million a month, need that much exit liquidity every month, and the buyers to absorb them have been drained. x.comÂ
LANGERIUS
Founder of Hunters of Web3, Attorney/Adviser, Investor & Trader
World Chain's tiny on-chain fees and WLD's continuing unlocks leave the token facing vesting pressure. Daily fees are only hundreds of dollars, while roughly 2.9 million WLD unlock each day after July's cut; about 3.8 billion of the 10 billion cap circulates. x.comÂ
Injective faces no large early-investor unlock that could add selling pressure over the long term. All of its token supply is already circulating, with market cap equal to fully diluted value; that makes holding it a healthier long-term proposition than RWA layer-1 tokens with an unlock cliff. x.com x.comÂ
Worldcoin's $52.5m capital raise and today's 43% emissions cut should materially reduce sell pressure on the WLD token. WLD has traded as an OpenAI IPO beta asset, and Worldcoin is quietly making material progress on business development and growth. The token sits right around support levels, making for an interesting setup. x.comÂ
Worldcoin is worth $2 at most; calls for a return to $12 misread why it got there long ago, which was a low float against a high fully diluted valuation. x.comÂ
Weak liquidity and insufficient buying pressure leave altcoins vulnerable to another liquidation wave. Many sit near support while selling pressure persists, so even a small selloff could trigger liquidations; a bounce is still possible, but the bottom is not convincing yet. A further major drop would offer better entries in bitcoin, ether, Pendle and Bittensor, whose long-term potential remains intact. x.comÂ
Plasma's time has finally come: a big token unlock has happened, and the chart is coiling nicely after bottoming out. x.comÂ
World Liberty Financial's WLFI token is a governance token with no claim on revenues, and 67% of its supply has yet to be released. The price is already down 18% in 48 hours. x.comÂ
Plasma's pumps are likely to be smothered for a while because a lot of float and supply remains in holders' hands. Many accounts promoting the product release disclose they are investors, much of the timeline seems to have been in a seed or angel round, and after the drop there are enough marginal sellers at bands all the way up. The product is reportedly decent and tokenomics may be changing for the better, but holders look keen to cut underwater positions. x.com x.comÂ
Scheduled insider unlocks leave TRUMP holders exposed to continuing selling pressure. Around 80% of the memecoin is held by insiders, while retail supplies the exit liquidity; the token is already down about 98% from its high. x.com x.com x.comÂ
Plasma's token could follow Pump's path, where a heavily shorted unlock became a clearing event that forced shorts to buy back. Both launched on hype, sold off at once and became hated, with the unlock dump priced in for months. About 1.67B team and investor XPL tokens unlock at the September one-year cliff, and the selling may already be front-run. Unlike Pump, which used half its revenue to buy its token, XPL lacks a revenue engine buying underneath, so it has only the setup. x.comÂ