Today, February 2, 2026, the week with significant token unlocks begins.
The total volume of unlocked assets for the week may exceed $200-300 million (depending on prices), focusing on mid-cap projects. This is less than in peak weeks, but key events like BERA and TRIBL will create local pressure. Here are the top 10 by volume (based on current schedules, prices at 07:30 EET):
BERA (Berachain): ~63.75 million tokens, ~$30.8 million (41.7% of circulating supply) — February 6.
TRIBL (Tribal Token): ~$29.98 million (6.1% M.Cap) — February 3.
XDC (XDC Network): ~$29.3 million — February 5.
COCA: ~$23.61 million (3.8% M.Cap) — February 2 (today!).
ENA (Ethena): ~40.63 million tokens, ~$5.7 million (0.55%) — February 2.
KTA (Keeta): ~$4.58 million (3.7%) — February 4.
HYPE (Hyperliquid): ~2.59% of supply (estimated ~$4-5 million) — February 6.
RNBW (Rainbow): 180 million tokens (18% supply) — February 4.
SXT (Space and Time): ~$684K (1.54%) — February 8.
Other minor: JTO, FLR, LA, etc. — totaling <$5 million, spread throughout the week.
Total weekly unlock: ~$250 million+ (CryptoRank: $44.5 million on Feb 2, $54.1 million on Feb 3, peaks on Feb 4-6). Many are from vesting for teams, investors, and ecosystems (cliff/linear, like with BERA and ENA).
3. Real effect
— Effect: Moderate (strong for BERA due to +41.7% to supply; moderate for TRIBL/XDC; weak for ENA/KTA).
— Short-term impact: Volatility + selling pressure in 24-72 hours after unlock (today ENA/COCA — possible dump 5-15%; Feb 6 BERA — up to 20-30% drop if VC/team sell).
— Medium-term impact: Pressure will ease in 1-4 weeks if tokens go into staking/LP (as with ENA and their incentives); for BERA, the overhang will last due to size, but the ecosystem (TVL >$1B) can absorb it.
— What has changed in the market structure: Supply of BERA will increase by 40%+, diluting holders; the overall alt-market will gain +$250 million liquidity, but without a shift in BTC/ETH dominance (BTC ~55%). Locally, it will strengthen the bearish bias in DeFi/L2 sectors.
4. News risks
— What could go wrong: Mass dump from VC/teams on CEX (especially BERA/TRIBL in a weak market — altcoins already -5-10% for the week).
— Impact on major players: Whales/MM short pre-unlock or accumulate on dips; VCs rebalance into BTC/stable, increasing outflows.
— Where volatility may arise: BERA (Feb 6, large % supply), TRIBL (Feb 3), ENA (today, as the day's trigger). Volume spikes + dumps in the first hours.
— Where the market may gather liquidity: At dips post-selloff — strong hands enter; a rebound is possible if fundamentals (TVL, usage) are strong and BTC is stable (>60K).
5. Summary on news
The news creates moderate pressure on supply in DeFi and mid-cap altcoins this week, but without a radical break in market structure.
6. Summary of ALL news of the day
— Overall vector of the day: Lightly bearish (clustered unlocks + geopolitics/macroeconomics, as in Tokenomist reports; altcoins under pressure, BTC/ETH holding).
— What matters: BERA as the main risk (41%+ supply shock); ENA/COCA today — early triggers; ignore minor <$5 million.
— What doesn't matter: Minor unlocks (SXT, FLR) — noise without catalysts.
— What traders should watch today: On-chain inflows to exchanges (BERA/ENA via Nansen/Arkham), OI in perpetuals (Binance/OKX), order book depth. If BTC >$60K — altcoins will rebound post-dump.
— Key market behavior logic: The market will absorb supply through dips + rotation into strong narratives (AI/DeFi); monitor correlation with majors — bearish if ETH <2.4K.
@INVESTIDEAUA — monitor exchange inflows for BERA and ENA in real-time, it's a signal for entry/exit. Good luck, don't FOMO! 📉🚀
#CryptoUnlocks #BERA #ENA #TokenVesting #DeFi
