Set your alerts for 03:00 UTC on 16 August 2026. That’s when a cliff tranche of YZY is slated to hit circulation. It’s a chunky one.
Roughly 120,833,333 YZY are scheduled to unlock at that time, an amount equal to about 22.8% of the current circulating supply according to event listings and calendars that track vesting schedules. Both the timing and the size are drawing attention ahead of the weekend.
At prevailing prices, the batch comes out to roughly the mid-thirty millions in USD terms. Some trackers peg it closer to $35.6 million right now. Prices move, so the dollar figure will wiggle a bit into the event.
Here’s what’s on the tape: a cliff unlock of 120.83 million YZY landing in one shot. Multiple calendars show the same timestamp and size, with the amount framed as about 22.83% of what’s already circulating. For traders and treasuries who track supply overhang, this is the week to actually do the math.
Large cliff unlocks are less about the headline number and more about how prepared the market is to absorb new inventory. Depth, distribution, and timing do most of the damage or none at all.
The unlock is listed on the CoinMarketCal feed carried by TradingView, which details the exact figure and UTC time, calling it a cliff release sized at 22.83% of the circulating float. That mirrors what CryptoDiffer’s unlock calendar shows. CoinGecko’s asset page is also flagging the same tranche and cites an estimated USD value north of $35 million at recent prices. Tokenomist’s tokenomics entry rounds out the picture with a total supply of around one billion and a circulating count just under 300 million YZY, giving the ratio some backbone.
What is YZY and how we got here
Supply map, in brief
YZY runs a typical vesting structure: a fixed total supply, a portion already circulating, and scheduled unlocks for various allocations. If you’re thinking in supply and demand terms, the unlock doesn’t change the total pie. It changes how much of it can move day to day.
According to Tokenomist’s tokenomics page, the total supply sits near 1,000,000,000 YZY, with a circulating supply around 298,963,636 YZY, roughly 29.9% of the total. The same page tags the upcoming event as a Yeezy Investments vesting allocation unlock due on August 16, 2026. That aligns with what the event calendars are publishing.
| Item | Figure | Notes / Source |
|---|---|---|
| Total supply | ≈ 1,000,000,000 YZY | Tokenomist.ai |
| Circulating supply | ≈ 298,963,636 YZY | Tokenomist.ai |
| Unlock amount | 120,833,333 YZY | TradingView/CoinMarketCal, CryptoDiffer |
| Share of circulating | ≈ 22.83% | TradingView/CoinMarketCal, CryptoDiffer |
| Planned time | 16 Aug 2026, 03:00 UTC | TradingView/CoinMarketCal |
| Est. USD value | ≈ $35M to $36M | Price dependent; CoinGecko shows ≈$35.6M near time of writing |
Why a cliff matters
Linear unlocks drip. Cliff unlocks arrive. That simple difference changes how traders position. A cliff is a timing shock. If recipients sell quickly, the market has to digest a lot of supply at once. If recipients stage OTC distribution or hold, the event can pass with a shrug.
How the Aug 16 unlock works
Cliff, recipients, and routing
The postings describe a cliff release to a vesting allocation tied to Yeezy Investments, scheduled for 03:00 UTC on August 16. Calendars typically reflect the on-chain vesting logic or public team schedules, then track the vesting address flows. The precise internal distribution plan is rarely public down to the tab, so plan around scenarios rather than certainties.
- Unlock time hits on-chain and the vesting contract releases the tranche to the designated wallet(s).
- Initial movements are often internal: consolidation to treasury, routing to a cold wallet, or splitting across addresses.
- If any portion is earmarked for market operations, tokens may flow to market-making partners or exchange deposit addresses.
- Market makers may build or refresh inventories to quote tighter spreads and support pairs around the event.
- If recipients intend to hold, you’ll often see minimal exchange deposit activity and tokens parked in long-term wallets.
- The first 24 to 72 hours tend to set the tone: either price absorbs with depth or you see cascading bids get tested.
What is confirmed vs inferred
Confirmed: the size, date, and rough share of float are publicly listed across multiple trackers. The allocation is labeled a Yeezy Investments vesting unlock on Tokenomist’s overview. Also public: CoinGecko’s dollar estimate for the tranche at current prices. Inferred: whether recipients will sell immediately, the mix of spot versus OTC distribution, and the exact pace at which these coins reach exchanges.
Those unknowns are the ones that drive the trade.
Market setup, liquidity, and the order book
Depth is the difference
Not all unlocks bleed the same. Two variables usually decide whether a chart bends or breaks around a cliff: How many coins hit exchanges fast, and how much two-sided depth is waiting to catch them.
Here’s a practical way to think about it. If exchange deposit activity stays muted and market makers are actively quoting, the book can absorb new inventory. If large holders aim to cash out right away into thin weekend depth, you can see sharp air pockets. That’s the classic unlock whipsaw most traders fear.
Derivatives can amplify or soften the move
Perp basis and funding flip fast around unlocks. If funding is rich into the event, the market sometimes leans too aggressively short, and a light flow of actual sell-side tokens can be countered by short covering. If funding turns negative and open interest builds on short positioning, you can get the opposite: a clean continuation if sell pressure is real. The point is not to predict. It’s to avoid being surprised by leverage dynamics that are public and visible in real time.
Who might sell, who might hold
Incentives matter more than headlines
Recipients vary. A vesting allocation tied to investment or treasury functions may have runway needs or strategic reasons to distribute gradually. Some tokens head to market makers under controlled programs. Some get parked for months. The same unlock can mean wildly different flows depending on the mandate behind it.
Think in personas:
- Treasury or strategic investors: more likely to plan staged sales or OTC blocks to avoid slippage.
- Market makers: typically receive inventory to support liquidity, not to dump it. They’ll recycle inventory within spreads.
- Employees or early contributors (if included in future tranches): behavior is mixed, often correlated with market momentum.
If the Yeezy Investments allocation is treasury-like, expect slower and more deliberate movement than a retail airdrop. The tracker labels point that way, but final behavior only shows up on-chain.
Signals to watch into unlock
Keep the dashboard tight
There’s no need to guess. You can watch a handful of feeds and get a clean read on whether the market is about to absorb a lot of inventory or not.
- Exchange deposit spikes for YZY wallets associated with the vesting address or treasury paths.
- Spot order book depth on major venues relative to average daily volume.
- Perp funding, basis, and liquidation clusters shortly before and after 03:00 UTC.
- Any public comments from the project or associated entities about distribution plans.
- Realized volatility vs implied volatility in options markets, if available for YZY.
As for the factual scaffold around this event: the unlock details and ratio are posted on the CoinMarketCal feed carried by TradingView, including the exact 03:00 UTC timestamp and the 22.83% of float note. CryptoDiffer’s calendar repeats the same amount and ratio. CoinGecko shows the scheduled unlock and a dollar estimate around $35.6 million at the displayed price. Tokenomist’s page provides the total and circulating supply numbers and tags this unlock as a Yeezy Investments vesting release. Those four together give you the who, what, when, and scale without guesswork.
Links again for clarity: TradingView/CoinMarketCal, CryptoDiffer, CoinGecko, and Tokenomist.ai.
Scenarios and what to watch
Three paths the market could take
Price outcomes tend to rhyme across unlocks. Not always, but often enough to plan around them.
| Scenario | What you might see | Market read |
|---|---|---|
| Fast absorption | Minimal exchange deposits, strong bids, tight spreads | Distribution likely staged or held; overhang muted |
| Wave of sell pressure | Large deposits, shallow bids get walked, volatility jumps | Short-term drawdown risk; liquidity providers widen quotes |
| OTC heavy | On-chain transfers without matching exchange flow | Price impact limited; supply moves off-screen |
None of these are predictions. They’re guardrails so you can recognize the track the market chooses in real time.
Risks & What Could Go Wrong
- Liquidity air pockets if a large portion hits exchanges during off-peak hours.
- Unexpected wallet routing that spooks the market even if actual selling is light.
- Market makers stepping back temporarily, widening spreads right when supply increases.
- Data drift across calendars causing confusion about the exact figure or timing.
- Regulatory or listing-related headlines that coincide with unlock timing and compound volatility.
- Smart contract or technical hiccups that delay or bunch transfers unpredictably.
Big unlocks don’t have to break price, but poor liquidity, sloppy communication, or surprise flows can turn a routine vesting event into a weekend mess.
Frequently Asked Questions
When exactly is the YZY unlock?
The event is scheduled for 16 August 2026 at 03:00 UTC. That timestamp appears on the CoinMarketCal feed relayed by TradingView and in CryptoDiffer’s calendar as well. Always double check close to the date in case the project posts a last-minute update.
How big is it relative to circulating supply?
The tranche is 120,833,333 YZY, described as about 22.83% of the circulating supply on the event trackers. Tokenomist lists circulating supply near 298,963,636 YZY, which lines up with that ratio. The total supply remains around one billion YZY.
What’s the dollar value of the unlock?
It floats with the token price. CoinGecko’s YZY page shows the scheduled unlock and recently estimated the batch at roughly $35.6 million. If price moves, the estimate changes. Treat the dollar figure as a live number, not a fixed one.
Who receives these tokens?
Tokenomist’s tokenomics entry attributes the next unlock to a Yeezy Investments vesting allocation. That typically implies treasury or strategic control over distribution. Public calendars don’t always disclose the exact downstream wallets or any OTC deals.
Does this increase total supply?
No. Total supply stays the same. An unlock moves tokens from locked to unlocked status, which means they can trade or be used. Circulating supply can rise once unlocked tokens are actually in the market, but the total cap does not expand.
Should I expect immediate selling?
It depends on the recipients’ plans. Some teams distribute slowly or route OTC to avoid slippage. Others let a portion hit exchanges right away. Watch exchange deposit flows and market maker activity around the unlock for the real signal. Nothing here is financial advice.
What’s the best way to monitor the event live?
Keep an eye on the on-chain vesting address, exchange deposit tags, and the major calendars publishing updates. The TradingView CoinMarketCal post, CryptoDiffer, CoinGecko’s asset page, and Tokenomist’s tokenomics entry are a good starting bundle, then layer on your usual market data tools.
