February’s $2B token unlock is here – ZRO, ASTER, BERA in the lead

ambcrypto2026-02-04 tarihinde yayınlandı2026-02-04 tarihinde güncellendi

Özet

February is set to see over $2 billion in token unlocks, presenting a major supply test for the crypto market. While some tokens face selling pressure, others are showing resilience. Rain (RAIN) leads with a $359 million unlock, followed by Zama (ZAMA), LayerZero (ZRO), and Aster (ASTER). Mid-cap tokens like Berachain (BERA) also have significant unlocks relative to their market size. Notably, Hyperliquid (HYPE) defied expectations by surging nearly 30% despite its large unlock, driven by strong demand from new perpetual markets and exchange listings. In contrast, Story (IP) delayed its unlock by six months to reduce sell pressure and align long-term incentives. The market is beginning to differentiate projects based on fundamentals, timing, and team discipline.

February is bringing a supply test to crypto.

More than $2 billion in token unlocks are scheduled this month, but some price actions say the market is starting to differentiate. Some tokens are struggling, while others are holding firm.

Here’s the rundown.

A crowded unlock calendar

February is set to be a heavy month for token supply, with roughly $2 billion worth of unlocks scheduled across major projects.

According to CryptoRank data, Rain [RAIN] leads the list with over $359 million in tokens set to enter circulation, followed by Zama [ZAMA], LayerZero [ZRO], and Aster [ASTER].

Several mid-cap tokens are also set for meaningful unlocks relative to their market size, including Berachain [BERA] and Stable [STABLE].

With multiple tokens unlocking within days of each other, traders will be closely watching to see how prices react.

Hyperliquid, the standout

Despite recording the largest unlock by dollar value this week, Hyperliquid [HYPE] surged nearly 30%, defying typical supply-driven pressure.

The launch of HIP-3 opened the door to permissionless perpetual markets, pushing trading volume and OI to record highs near $1.1 billion.

Demand was also supported by a Kraken listing and HYPE’s addition to Coinbase’s listing roadmap.

Importantly, the team also reduced near-term sell risk, confirming that only a small portion of team tokens will be claimed in the coming months.

And as for what didn’t happen...

While some projects are pushing through unlocks as scheduled, Story [IP] has taken a different route.

The decision to delay the IP token unlock by six months takes the event from February to August, without changing ownership, allocations, or total supply.

By postponing the unlock, Story reduces sell pressure while the network scales. It keeps team and investor incentives aligned with users for longer, giving the protocol more room to build.

It seems like the newcomer is prioritizing long-term health over all else.

Final Thoughts

February’s $2B token unlock wave is separating the best from the rest.
HYPE’s rally and Story’s delayed unlock prove that timing, revenue, and discipline matter.

Trend Kriptolar

CitreaCTR

wrapped stUSDTWSTUSDT

İlgili Sorular

QWhat is the total value of token unlocks scheduled for February according to the article?

AMore than $2 billion in token unlocks are scheduled for February.

QWhich token leads the list with the highest value of tokens set to enter circulation in February?

ARain [RAIN] leads the list with over $359 million in tokens set to enter circulation.

QDespite having a large unlock, which token surged nearly 30% and what were the key reasons for its price increase?

AHyperliquid [HYPE] surged nearly 30%. The price increase was driven by the launch of HIP-3 enabling permissionless perpetual markets (boosting trading volume and open interest), a Kraken listing, addition to Coinbase's listing roadmap, and reduced near-term sell risk as the team confirmed only a small portion of tokens would be claimed soon.

QHow did the Story [IP] project handle its scheduled token unlock, and what was the rationale behind this decision?

AStory [IP] delayed its token unlock by six months, moving it from February to August. The decision was made to reduce sell pressure while the network scales, keep team and investor incentives aligned with users for longer, and give the protocol more room to build, prioritizing long-term health.

QWhat does the article suggest is the key factor separating the best performers during the unlock wave?

AThe article suggests that timing, revenue, and discipline are the key factors, as demonstrated by HYPE's rally and Story's delayed unlock.

İlgili Okumalar

Apple's Q3 Results Largely Meet Expectations, Supply and Memory Pressure Drive After-Hours Drop of 6%

Apple's Q3 (FY2026) earnings largely met expectations, but weak guidance and rising costs drove the stock down 6.3% after hours. Revenue of $109.42B slightly beat estimates, and EPS of $2.02 was boosted by a $0.11 tariff refund. Core EPS was $1.91, aligning with forecasts. iPhone and Mac sales were strong, but iPad and Services revenue fell short. Greater China growth slowed. The outlook for the next quarter is concerning. Apple guided for 9-11% revenue growth, below the ~12% consensus, citing significant supply constraints for iPhones, Macs, and iPads due to advanced chip shortages. Gross margin guidance of 47-48% includes a 1-point tariff benefit, implying a core margin of 46-47%, down from 48.1% this quarter. Management highlighted rising memory costs as a major pressure point. While Apple's AI initiatives like Siri are progressing, monetization remains early. With the stock near all-time highs, the combination of in-line results, segment weaknesses, and a cautious outlook triggered significant profit-taking. The focus has shifted from resilient demand to supply chain execution and cost management.

marsbit5 dk önce

Apple's Q3 Results Largely Meet Expectations, Supply and Memory Pressure Drive After-Hours Drop of 6%

marsbit5 dk önce

Platform Token Soars 15x in Half a Month, Pons Tops Robinhood Chain Charts for Both Token Launches and Trading

In just half a month, the Pons platform token (PONS) surged over 15x in value as Pons solidified its position as the leading token launch and trading platform on Robinhood Chain, capturing both the highest daily token creation volume and transaction volume. Following the exit of previous leader NOXA, competition initially favored Flap before Pons emerged dominant around mid-July. By July 26th, Pons accounted for 77.1% of total trading volume across all Robinhood Chain launchpads. Pons's success is attributed to its streamlined, one-transaction process for deploying a token contract and its corresponding Uniswap V3 liquidity pool simultaneously, eliminating the need for bonding curves or complex migrations. This simplicity, combined with low creation costs and immediate tradability, attracted significant creation activity and speculative trading. The meteoric rise of its native token, PONS, further fueled platform growth. A tokenomics model directing 80% of protocol fees to buy back and burn PONS created a reinforcing cycle: platform usage boosted PONS value, which in turn attracted more users. Looking ahead, Pons V2 aims to expand beyond meme tokens by integrating support for paying fees in stablecoins (USDG) and RWA assets, aligning with Robinhood Chain's broader focus on on-chain finance and stock tokens.

Odaily星球日报6 dk önce

Platform Token Soars 15x in Half a Month, Pons Tops Robinhood Chain Charts for Both Token Launches and Trading

Odaily星球日报6 dk önce

Qualcomm Chip Price Hike Deals a Blow to Android Phones

Qualcomm has officially announced a new round of price increases for its entire chip portfolio, effective September 1. The hikes, reaching up to 18% for the flagship Snapdragon 8 Elite Gen 6 Pro, follow similar moves by MediaTek, intensifying cost pressures on the already strained smartphone industry. CEO Cristiano Amon confirmed the plan, citing the need to offset rising industry-wide costs and restore declining profit margins. Qualcomm's Q3 FY2026 results showed a 25% drop in net profit, with mobile revenue plunging 20% year-over-year, hitting its lowest level since 2021. The surge in AI computing demand has led memory manufacturers to prioritize HBM production, creating a shortage in general-purpose DRAM and NAND Flash chips. Their prices soared by 93%-98% and 55%-60% respectively in Q1 2026, causing the memory cost share in smartphones to jump from 10%-15% to over 30%. Coupled with the soaring cost of advanced nodes like TSMC's 2nm and packaging, overall chip costs have reached historic highs. These upstream pressures are forcing downstream smartphone brands like Xiaomi, OPPO, and vivo to cut orders for mid-to-low-end models by up to 20% and use cost-saving measures like older chipsets. Reportedly, the Snapdragon 8E5 will be repurposed as a "long-lasting" chip for sub-brand phones in H2 2026. Amid this cost crisis, the Android market remains sluggish. Q2 2026 smartphone shipments in China fell 4.3% year-over-year, marking five consecutive quarters of decline. Major Android brands saw market share drop, while Huawei and Apple, with their in-house chip advantages, gained share. Qualcomm is diversifying into automotive and IoT sectors to reduce reliance on smartphones, but these new segments cannot yet fill the mobile revenue gap. Industry observers warn that the full impact of component cost hikes will hit in the second half of 2026, likely leading to higher-than-expected price increases for Android flagships and a further contraction in the Chinese smartphone market.

marsbit17 dk önce

Qualcomm Chip Price Hike Deals a Blow to Android Phones

marsbit17 dk önce

Breaking: GPT-5.6 Prices Slashed Effective Today

OpenAI has announced significant price cuts for its GPT-5.6 model API, effective immediately. The entry-level **GPT-5.6 Luna** sees the most drastic reduction, with input prices dropping 80% to $0.20 per million tokens and output prices falling to $1.20 per million tokens. The mid-tier **GPT-5.6 Terra** is reduced by 20%, now costing $2.00 (input) and $12.00 (output) per million tokens. The flagship **GPT-5.6 Sol** maintains its original price but introduces a new **Fast mode**, offering speeds up to 2.5 times faster for double the cost. The company attributes these price reductions to efficiency gains achieved through **GPT-5.6 Sol's own involvement in optimizing its production systems**. The model assisted in rewriting GPU kernels and improving speculative decoding, leading to a 20% reduction in end-to-end service costs and over 15% improvement in token generation efficiency. OpenAI emphasizes this process remained human-led. A key focus of the降价 is to lower the barrier for running **AI agent workflows**. By making the capable, tool-calling Luna model significantly cheaper, OpenAI aims to enable more frequent use in cost-sensitive, high-volume tasks like code review and monitoring. This creates a potential feedback loop: model-assisted efficiency gains lead to lower costs, which enables broader agent deployment, which in turn drives further optimization. The new pricing and features will also apply to Codex and ChatGPT Work subscriptions. The changes intensify competition in the large language model market, with OpenAI directly challenging rivals like Anthropic to respond.

marsbit46 dk önce

Breaking: GPT-5.6 Prices Slashed Effective Today

marsbit46 dk önce

South Koreans' 'Gambling Nature' is Actually Forced by Life

This article explores how systemic pressures in South Korea, rather than inherent "gambling" tendencies, drive widespread speculative financial behavior. It begins by noting the high frequency of flights from South Korea to Macau, symbolizing the search for outlets beyond domestic restrictions. The core argument is that ordinary life goals—stable employment, home ownership, and financial security—have become increasingly tied to asset markets due to structural economic factors. South Korea's development model, historically reliant on corporate leverage (chaebols), has evolved into a society where household debt and personal leverage are normalized as pathways to social mobility. Key mechanisms discussed include: * **Housing Policy:** Government measures to improve affordability, like extending mortgage terms to 50 years and the unique *jeonse* (key money) rental system, embed high leverage into the housing market. * **Financial Products:** The recent approval and explosive popularity of single-stock 2x leveraged ETFs (e.g., on Samsung and SK Hynix), easily accessed via mobile apps, lowered barriers to high-risk trading. * **Social Pressure:** Media narratives around soaring corporate profits (e.g., SK Hynix) and employee bonuses create a fear of missing out, pushing individuals to use leverage to "catch up." The article concludes that this "leveraged life" is a product of institutional history and policy choices. When traditional paths to success feel constrained, and policy facilitates debt-based solutions for housing and investment, speculative behavior becomes a rational, if risky, strategy for many. The rapid cycle of regulatory approval for leveraged ETFs followed by a market crash and official apology in mid-2026 exemplifies the system's inherent contradictions. Ultimately, the "bet" is not just on assets, but on using future earnings to secure a place in the present society.

marsbit46 dk önce

South Koreans' 'Gambling Nature' is Actually Forced by Life

marsbit46 dk önce

İşlemler

Spot

Popüler Makaleler

BERA Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Berachain (BERA) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında Berachain (BERA) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: Berachain (BERA) Varlıklarınızı SaklayınBerachain (BERA) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: Berachain (BERA) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Berachain (BERA) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

371 Toplam GörüntülenmeYayınlanma 2025.02.07Güncellenme 2026.06.02

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların BERA (BERA) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.