Token Unlock Treasury
Token unlock schedule analysis and project treasury tracking, vesting cliffs, linear...
Install
npx skills add HKUDS/Vibe-Trading --skill token-unlock-treasury -g -a claude-code -y- Repository
- HKUDS/Vibe-Trading37.4k
- Category
- Engineering
- Updated
- 3d ago
- License
- MIT
- Context cost
- Mediumabout 2,746 tokens
- Runs scripts
- No, instructions only
What it does
Token unlock schedule analysis and project treasury tracking, vesting cliffs, linear unlocks, team/investor/ecosystem token releases, treasury diversification, and sell pressure forecasting.
Token Unlock & Treasury Analysis
Overview
Track token vesting schedules, upcoming unlock events, and project treasury holdings to forecast sell pressure and assess project sustainability. Token unlocks are one of the most predictable and high-impact supply-side events in crypto, large unlocks consistently create short-term selling pressure.
Core Concepts
1. Token Distribution Taxonomy
Standard allocation categories:
| Category | Typical % | Lock Period | Vesting | Sell Pressure Risk |
|---|---|---|---|---|
| Team / Founders | 15-25% | 12-24 months cliff | 2-4 year linear | High (sell to fund lifestyle / diversify) |
| Investors (Seed) | 5-15% | 6-12 months cliff | 1-2 year linear | Very high (VC fund lifecycle: must return capital) |
| Investors (Series A+) | 10-20% | 6-12 months cliff | 1-2 year linear | Very high |
| Ecosystem / Community | 20-40% | Variable | Ongoing emissions | Medium (depends on incentive design) |
| Treasury / Foundation | 10-20% | None (discretionary) | DAO-governed | Low-medium (depends on governance) |
| Public Sale / Airdrop | 5-15% | None | Immediately liquid | Initial dump, then stabilizes |
| Advisors | 2-5% | 6-12 months cliff | 1-2 year linear | Medium |
2. Unlock Event Types
Cliff unlock:
- Large one-time release after lock period expires
- Most impactful: 5-30% of supply unlocking in a single event
- Typical impact: -5% to -20% price decline in the 7 days around a cliff unlock
Linear / continuous unlock:
- Steady stream of tokens released over time (daily/weekly/monthly)
- Creates persistent but predictable sell pressure
- Impact depends on rate relative to trading volume
Milestone-based unlock:
- Triggered by protocol metrics (TVL target, user count, etc.)
- Less predictable but usually positive signal (means protocol is growing)
