The short version
- Token unlocks this week add up to about $56 million in one-off tranches, led by Allora’s 160.2 million ALLO ($24.1 million) on November 11 at 13:00 UTC.
- The $72.9 million on tracker summaries counts Allora’s whole insider allocation; its own tokenomics post says only 33% unlocks after year one.
- Pump.fun adds 6.875 billion PUMP ($25.1 million) a month, but trackers disagree on whether it lands at once or daily, and Aztec’s tranche is unconfirmed.
- Next: Wednesday afternoon, when ALLO sits just above $0.1388 support going into its first cliff.
Allora’s backers and core contributors get their first ALLO on Wednesday, about $24.1 million, the largest one-off tranche among the token unlocks this week. The trackers’ headline figure for it, $72.9 million, counts tokens that won’t vest until 2028. Here is what actually changes hands from November 9 to 15:
1. About $56 million in one-off tranches across 14 tokens, led by Allora’s ALLO at $24.1 million. 2. Pump.fun’s monthly $25.1 million slice of PUMP, which the trackers can’t agree how to count. 3. One tranche we couldn’t confirm at all: Aztec’s, listed at both $10.6 million and $76.7 million.
So the honest number is $56 million, or $81 million if you count PUMP. Below: every date, where the trackers disagree, and how these tokens traded after their last unlock.
Token Unlocks This Week: Every Date at a Glance
Share is the tranche as a percentage of the tokens already released, on Tokenomist’s count. Values use prices at the time of writing. The table keeps the tranches over $2 million; the smaller ones are listed further down.
Every number from Tokenomist was checked against a second source this week: DefiLlama’s unlock schedules, the project’s own documents, or both. Where they still disagree, the text says which one we went with and why.
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How Did These Tokens Trade at Their Last Unlock?
Four of the five fell in the seven days after their October tranche, and all four did worse than Bitcoin. PUMP and STRK lost about a quarter each.
October was a bad month for altcoins in general, so the unlock is only one suspect. SEI is the useful outlier: flat over the week while Bitcoin rose 3.0%. A token can lag Bitcoin without falling.
ALLO has no row because it has never had an insider token unlock. Wednesday is its first.
Allora: Where the $72.9 Million Comes From
Allora releases about 160.2 million ALLO on November 11 at 13:00 UTC, worth $24.1 million at $0.1506. That is the first year’s share for its early backers and core contributors, exactly one year after ALLO started trading on November 11, 2025.
The bigger number is easy to trace. Backers hold 31.05% of the billion-token supply and core contributors 17.5%, 485.5 million ALLO together. Tokenomist’s page summary puts all 485.5 million on Wednesday, $72.9 million. But Allora’s own tokenomics post says both groups are locked for 12 months, then 33% unlocks, and the rest vests over the following 24 months. 33% of 485.5 million is 160.2 million, and that is also the figure on Tokenomist’s own unlock-events page. Same site, two numbers; the project’s document settles it.
Tokenomist itself shows how often these schedules move:
Point-in-Time Tokenomics shows any token's unlock schedule as it stood on any date. 2,700+ versions across 650+ tokens, every change saved.
Take $JUP. On Dec 1, 2025, 842M JUP was scheduled to unlock over the next 12 months. Today's version shows 238M.
• 6 tokenomics versions
Even the correct number is large for ALLO. It is 65.6% of the tokens Tokenomist counts as released, or 38% of the 420.9 million that CoinGecko counts as circulating. ALLO traded $1.71 million across all exchanges in the past 24 hours, so the tranche equals about two weeks of volume. After Wednesday, the same two groups keep vesting about 13.5 million ALLO a month until November 2028.
SIDE TRAIL: Market Cap, Supply and Why “Cheap” Coins Aren’t Cheap
Pump.fun: Same Size, Different Shape
Both trackers agree on the size: 6.875 billion PUMP a month for the team and existing investors, about $25.1 million at $0.003651. They disagree on how it arrives. DefiLlama books it as one block around 12:45 UTC on November 11, as it did on October 12. Tokenomist says PUMP has no cliff left and that the same amount drips out daily. There is no official Pump.fun vesting document to settle it, so we list it once, as a monthly figure, and don’t call Wednesday a cliff.
Either way, sellers are already active:
Whale FGjDGz dumped 674.32M $PUMP for 2.59M $USDC 7 hours ago, taking a $409K loss.
arkm.com/explorer/addre…
Aztec: The Tranche Nobody Agrees On
Aztec is the one we couldn’t confirm. Tokenomist’s summary lists 5.8 billion AZTEC for the foundation on November 13, about $76.7 million. Its own unlock-events page shows about 798 million, $10.6 million, and marks it “pending verification.” Tokenomics.com has no November unlock at all. Three sources, three answers, so Aztec stays out of the total until the tokens move onchain.
Starknet, YZY, Sei and the Smaller Ones
Starknet (STRK), November 15. 127 million STRK, about $5.0 million, for early contributors and investors, the same monthly amount since April 2024. DefiLlama counts 226 million because it adds the foundation’s own pools on the same day; we use the 127 million that Tokenomist and Starknet’s published schedule share.
YZY, November 14. 29.2 million YZY, about $8.4 million, from three Yeezy Investments LLC vesting wallets. Only Tokenomist tracks it, so treat the size as unconfirmed.
Sei (SEI), November 15. 55.6 million SEI, about $2.5 million, on Tokenomist. DefiLlama shows 119.9 million because it adds private-sale, strategic and staking streams that Tokenomist no longer lists. No official schedule is online to break the tie, so the table takes the lower figure and the gap stays open.
Aptos (APT), November 11. 4.5 million APT, $2.7 million, to the community pool and foundation. DefiLlama adds one last investor and contributor tranche, which would make it $6.7 million.
peaq (PEAQ), November 12. 82.1 million PEAQ, $2.4 million, to investors and core contributors. Both trackers match.
Below $2 million: Bitkub (KUB) $1.8 million, io.net (IO) $1.6 million, Espresso (ESP) $1.5 million, Babylon (BABY) $1.5 million, Solayer (LAYER) $1.4 million, Linea (LINEA), Onyxcoin (XCN) and Movement (MOVE) about $1.0 million each. Arbitrum’s 92.7 million ARB, about $15.6 million, lands on November 16, a day after this list ends.
TRAIL MAP: Indicators Worth Knowing: Moving Averages, RSI and Volume
ALLO Price Analysis: Can $0.14 Hold Through the Cliff?
ALLO goes into Wednesday close to support, at $0.1506 at the time of writing. It has fallen 38.6% in 30 days and sits 90.6% below its $1.60 launch-day high.
The trend is plain on the daily chart. The 50-day moving average crossed below the 200-day on October 19, a death cross, and ALLO has not closed above either line since October 11. They sit at $0.2247 and $0.2544. Overhead, $0.168 is the November 4 high and the first level to reclaim.
Below, $0.1388 is the November 5 wick that buyers bought back the same day. Losing it on a daily close leaves no support on the chart until the May low near $0.081. A close back above $0.168 after the unlock would say the market had priced in the first tranche. Not much in between counts; the chart has been doing one thing since late September.
What decides it is who holds the 160.2 million ALLO on Wednesday afternoon, and whether any of it reaches an exchange wallet.
TANG has been trading crypto since 2017. The focus is technicals, DeFi and onchain data. On the chart, that means high-timeframe support, moving averages and momentum divergences. Onchain, it means regular checkups on where the data puts the cycle. TANG once ran CryptoJungle, a free community for researching and trading together, and brings that same spirit to Base Camp as one of its co-founders.
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