Unlock Watch — Tokenomics Desk

The desk tracks major dated token unlocks. Each Unlock Watch edition is a dated brief built from the desk's own engine output: what unlocks, who receives it, how large it is against circulating supply and market cap, and what the audit engine flags around the event. An edition publishes against its event — figures are re-verified the morning it lands, never carried over from a stale calendar.

Unlock Watch is economic triage from public data — not a smart-contract security audit, not financial advice, no price predictions. An unlock is a supply fact, not a forecast.

How an edition works

Every edition follows the same four parts:

The event — token, date, and the tranche or recipients the release goes to.
The size — amount unlocking, its share of circulating supply, and its dollar value at publication.
The engine read — holder concentration, locked overhang and red flags around the event, linked to the token's full audit where one exists in the portfolio.
The offer — what a full audit covers for a team facing its own unlock, below.

Editions

Edition 001 — Ethena (ENA) — Nov 2 & Nov 5, 2026

Status: covers the Nov 2 and Nov 5, 2026 tranches — figures re-verified before publication.

No Nov 1 cliff exists: investor unlocks ended Oct 5, 2026 (accelerated, per the Ethena Foundation). November's scheduled unlocks are two monthly tranches — 40,625,000 ENA to the Foundation on Nov 2 and 93,750,000 ENA to Core Contributors on Nov 5 — 134,375,000 ENA in total, no cliff. The edition grades the events against Ethena's supply, holder concentration and overhang as they land.

Token page: Ethena (ENA) unlocks — dates, sizes, source status

Subscribe to Unlock Watch — free

On the watch calendar

LayerZero (ZRO) — next dated cliff Nov 20, 2026

Cliff releases to insider tranches run on a monthly cycle. Full audit: Tokenomics Audit — LayerZero (verdict Needs work, red-flag score 44.5/100 — Elevated).

Token page: LayerZero (ZRO) unlock — date, size, engine read

Jito (JTO) — final scheduled unlock Nov 7, 2026

The closing event of Jito's original multi-year vesting schedule. Full audit: Tokenomics Audit — Jito (verdict Needs work, red-flag score 31/100 — Guarded).

Token page: Jito (JTO) unlock — date, size, engine read

Get yours

Your token's unlocks, analysed — the Unlock Risk Report, $199. The verified schedule for the next 180 days, recipients, cliff and clustering analysis, sell-pressure context, and the red-flag score with its drivers — PDF report plus the schedule as CSV, delivered within 48 hours after confirmed payment and complete intake. Order by card, or exactly 199 USDC on Base (email for the receiving address). The $199 is a full credit toward a $500 full audit of the same token within 30 days.

Full tokenomics audit — supply, unlocks, holders, value accrual, comparative analysis, red flags. PDF report in 48 hours. $500, paid in USDC on Base.

Order or ask: audiauditdesk@gmail.com — payment instructions and a delivery slot come back by reply. The audits are also on GitHub: github.com/yungsuper16-eng/tokenomics-audit-desk

Unlock Watch also publishes on Substack — subscribe free: tokenomicsauditdesk.substack.com

Tokenomics Desk — audit portfolio · GitHub · contact: audiauditdesk@gmail.com