Millions are staked, but emissions are flooding supply. To understand where conviction holds and where dilution risk is rising, we compared 30-day net staking flows vs. token unlocks across 8 major tokens (as of June 25th). 👇
📊 Why this matters: •Net staking shows holder confidence, capital flowing in or out. •Unlocks increase liquid supply, adding sell pressure. •Insider unlocks amplify that pressure. Together, these signals reveal how much value is being retained or leaked.
First, here’re all the 30-day data: $ZETA: +2.15% staked ($2.5m) → 5.5% unlocked ($8.8m) $APT: +1.38% staked ($60.2m) → 2.6% unlocked ($83.3m) $DYM: +0.64% staked ($0.7m) → 5.8% unlocked ($0.4m) $SAGA: –0.25% unstaked ($0.5m) → 4.37% unlocked ($2.6m) $SUI: –0.9% unstaked ($200m) → 1.7% unlocked ($164.6m) $TIA: –1.7% unstaked ($17m) → 4.5% unlocked ($50m) $HYPER: –3.0% unstaked ($46m) → 0.0% unlocked $EIGEN: –13.0% unstaked ($75m) → 1.66% unlocked ($5.9m)
Staking Powerhouses: Capital Inflows 🔥🔥 Tokens with positive staking flows show resilience against dilution: • $ZETA: +2.15% staking inflow vs 5.5% unlocks. → But price down –26%. Holder conviction is there, but emissions outweigh demand. • $APT: +1.38% staking vs 2.6% unlocks. → Price down just –1.7%. Market is absorbing supply relatively well. • $DYM: +0.64% staking vs 5.8% unlocks. → Price dropped –30%. Staking supports structure, but sentiment is weak. These tokens attract capital, but unlocks and market sentiment are weighing on prices.
Heavy outflows + emissions = dilution risk: • $EIGEN: –13.0% outflow, 1.66% unlocks, –12% price. → Capital is rotating out. Unlock pressure not the driver — trust may be. • $TIA: –1.7% outflow, 4.5% unlocks, –34.5% price. → Dilution likely hit hard. One of the steepest price reactions. • $HYPER: –3.0% outflow, 0% unlocks, +1.0% price. → Price holding up — an outlier with strong trading support.
Insider unlocks = key volatility driver (past 30D) • $DYM: 4.5% ($3.3M) insider unlock → –30% • $SAGA: 4.37% ($2.6M) insider unlock → –36% • $TIA: 3.6% ($40.6M) insider unlock → –34.5% • $SUI: 0.86% ($81M) insider unlock → –20% • $HYPER & $EIGEN: 0% insider unlocks → diverging price paths
Takeaways: • Positive staking flows don’t always hold up prices if unlocks are heavy. • Insider unlocks are consistently linked to sharper price drops. • Capital outflows (like $EIGEN’s –13%) signal deeper concern than dilution alone.
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