# Token Unlock Treasury

Token unlock schedule analysis and project treasury tracking, vesting cliffs, linear...

- Repository: https://github.com/HKUDS/Vibe-Trading (37375 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add HKUDS/Vibe-Trading --skill token-unlock-treasury -g -a claude-code -y`
Codex: `npx skills add HKUDS/Vibe-Trading --skill token-unlock-treasury -g -a codex -y`
Cursor: `npx skills add HKUDS/Vibe-Trading --skill token-unlock-treasury -g -a cursor -y`
Gemini CLI: `npx skills add HKUDS/Vibe-Trading --skill token-unlock-treasury -g -a gemini-cli -y`

## Description

Token unlock schedule analysis and project treasury tracking, vesting cliffs, linear unlocks, team/investor/ecosystem token releases, treasury diversification, and sell pressure forecasting.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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)

### 3. Unlock Impact Assessment

The rest: https://github.com/HKUDS/Vibe-Trading/blob/HEAD/agent/src/skills/token-unlock-treasury/SKILL.md