Analytics
August 2025 Token Unlocks Analysis
In August 2025, over $115M in tokens will unlock across five major crypto projects adding serious sell pressure and testing how well the market can absorb new supply.
Quick Overview
- Five token unlocks in August will release over $115 million in supply, equal to nearly 10% of total market cap.
- LayerZero unlocks ~$45M to team and partners on Aug 20; previous unlocks triggered ~8% price drops.
- Plume unlocks ~$23M on Aug 21, but team and investor allocations are delayed to 2026, easing short-term pressure.
- Huma Finance unlocks ~$19M on Aug 26, increasing float by 30% — a key test for market absorption.
- Sophon and Kamino will add ~$11M each in late August; both have ongoing emissions that contribute to dilution.
LayerZero (ZRO) – August 20 Unlock
What’s Happening with ZRO Tokens
On August 20, 2025, LayerZero will unlock 24.68 million ZRO tokens, or 2.47% of the total supply. That’s worth around $45–50 million. The tokens will go to the project team and partners, including 1.6M tokens that were previously bought back.
Right now, only 30% of all tokens are in circulation. This unlock will increase the circulating supply by about 22%, which could push the price down if holders decide to sell. Over 23 million tokens will go to people inside the project. 56% of all tokens are still locked, and more unlocks will continue each month until 2027.
How the Market Is Reacting
LayerZero already had similar unlocks in June and July. After the July 20 unlock, the price dropped 8–9%, from $2.05 to $1.87, even though the project also announced a $55M funding round.
Blockchain data shows that tokens were sent to exchanges like Binance, OKX, and Bybit, likely for selling. So far, there haven’t been any major dumps — things have stayed stable. The price has held above a $1.75 support level.
If the new tokens aren’t staked or held, the price may drop again. But thanks to new integrations and strong developer activity, LayerZero still has long-term potential.
Plume (PLUME) – August 21 Unlock
What’s Happening
On August 21, 2025, Plume will unlock 239.65 million tokens, which is 2.4% of its total supply. These tokens are worth about $22–25 million. At first, the unlock was going to include tokens for the team and early investors, but those were delayed until January 2026. So, this unlock only includes tokens for the foundation, community, and ecosystem projects.
Specifically, 35.14 million tokens will go to the Foundation, and 72.26 million will go to the community and ecosystem. These are meant to help grow the network through things like user rewards, grants, and liquidity support. This unlock adds about 9% more to the total tokens currently in circulation.
The delay helped reduce pressure on the market in 2025, but it means more tokens will unlock in 2026.
What to Expect
Since team and investor tokens are still locked, this unlock likely won’t lead to big sell-offs. The tokens are going to wallets used by the foundation and ecosystem, and blockchain data shows these wallets have mostly sent tokens to partners or community programs—not exchanges.
In July, PLUME’s price stayed steady between $0.09 and $0.10. The announcement about delaying team tokens gave the price a small boost, showing that people liked the decision.
The big question now is how the unlocked tokens will be used. If they help the project grow, demand for the token might increase. But if the tokens slowly get sold off by the community, the price could go down.
Overall, this unlock seems well-managed, but investors are already watching for the larger unlocks coming in 2026.
Huma Finance (HUMA) – August 26 Unlock
What’s Happening
On August 26, 2025, Huma Finance will unlock 536.13 million HUMA tokens, which is 5.36% of the total supply. These tokens are worth around $18–19 million. This is HUMA’s first big unlock since launch and equals 21–34% of its market cap, depending on the price.
The unlocked tokens will go to the Protocol Treasury and possibly to ecosystem rewards. Tokens for the team and investors are on a different release schedule over 33 months and were not included in the first batch of circulating tokens (~17% at launch). When HUMA launched in May 2025, about 18% of the supply was released, including a 5% airdrop. The treasury only got a small part of its tokens at launch, with the rest scheduled over two years.
This August unlock likely marks the first quarterly release from the treasury and maybe part of a pre-sale batch. It will cause a big increase
What to Watch
Because HUMA has a small market cap and not much trading volume, this unlock is getting close attention. So far, the treasury wallet has only sent small amounts to other wallets and hasn’t moved any big amounts to exchanges.
Even if the tokens are sold slowly, this large amount could still put pressure on the price. In July, HUMA’s price went up about 23%, helped by the launch of version 2 on Solana and new partnerships. That growth now faces a 30% supply increase.
Tokens released from Launchpool projects often lead to short-term price swings. But there are some positives: HUMA offers a high staking APR (~75%), which may encourage people to hold instead of sell. Also, key backers like Circle and ConsenSys are likely on long-term lockups. The main risk is if treasury tokens are used in a way that leads them to exchanges.
Keep an eye on exchange inflows around August 26. If there’s a spike, it could mean tokens are being sold. But if handled well, this unlock might actually build trust in how HUMA manages its token supply.
Sophon (SOPH) – August 28 Unlock
What’s Happening
On August 28, 2025, Sophon will unlock 294.63 million SOPH tokens, or about 2.95% of its total supply, worth around $11–12 million. These tokens are part of the project’s regular monthly release and go to Node Operators and the Ecosystem Reserve.
Sophon launched in May 2025. At the start, 300 million tokens were given away in an airdrop, and 600 million were used for liquidity mining. This caused the price to drop around 68% shortly after launch. Since then, tokens for investors and the team have been unlocking every month. Right now, about 20.5% of all SOPH tokens are in circulation. After this unlock, that number will rise to about 23%.
Node rewards are spread out over 31 months, and the Ecosystem Reserve over 5 years. This unlock increases the number of tradable tokens by about 15%, which is a noticeable jump.
What It Means for the Market
In the past, large token releases caused some people to sell, pushing prices down. But lately, the smaller monthly unlocks have helped keep things steady. In July, SOPH traded between $0.03 and $0.04. Most of the trading happens on Binance, where many users received SOPH during the launch airdrop.
Some holders move their tokens to Binance when unlocks happen, which may mean they’re planning to sell. If Node Operators need to sell tokens to cover costs, we might see light sell pressure around August 28. Still, most tokens are locked, and staking rewards encourage people to hold.
This unlock isn’t huge, but since SOPH doesn’t have deep liquidity yet, any increase in available tokens could affect the price. If nothing unexpected happens, the effect should be small—likely slowing down price growth more than causing a big drop. In the long run, what matters more is how well Sophon’s zk technology and user base grow—not just these scheduled token releases.
Kamino (KMNO) – August 30 Unlock
What’s Happening
On August 30, 2025, Kamino Finance will unlock 229.16 million KMNO tokens, or about 2.29% of all tokens, worth around $11–12 million. These tokens go to the core team and early supporters. A similar unlock happened in July, when 220 million tokens were released (~$13.6 million).
Together, the July and August unlocks bring about $25 million in new tokens to the market during Q3. By early August, about 25% of KMNO tokens were already in circulation, and each unlock adds another 1–2%. The August release alone is about 9–10% of the market cap.
The tokens aren’t all going to one wallet—they’re split between categories, like Core Contributors (20% allocation) and others. This spreads out selling risk and helps avoid price shocks.
What It Means for Price
In July, KMNO’s price stayed steady around $0.058–$0.060, even with the large unlock. Most of the tokens went into staking or were released slowly, not dumped all at once. Since the token doesn’t have super high liquidity, big holders likely prefer not to crash the price.
As August 30 approaches, investors are watching for three things: how many tokens go to exchanges, whether price trends shift, and how much buying interest is in the order books. So far, KMNO has traded in a narrow range, and many holders are long-term stakers. That means some of the new supply might get locked up again.
If the team sells and there’s no good news to balance it out, the price might dip. But if Kamino announces something positive—like new features or partnerships—it could keep sentiment strong.
Overall, monthly unlocks like this haven’t hurt KMNO so far. If things go the same in August, the price may stay steady. But if too many tokens hit the market too fast, it could drag prices down into early September.
Always fresh info on vesting schedules here: https://dropstab.com/vesting