RootData has outlined a fresh set of token unlock schedules ahead of the fourth quarter of 2026, with ALLO and HUMA set for first major insider-related releases in November, DBR and ZRO continuing on recurring schedules, and ENA moving remaining investor allocations into a one-time release on Oct. 5. The review combines RootData data with project disclosures and also tracks how tokenomics have changed over the past two years.
Major token unlocks coming in Q4
According to the report, the upcoming ALLO and HUMA events are cliff unlocks, meaning the first concentrated release after a lockup period ends. DBR and ZRO, by contrast, remain on fixed quarterly and monthly schedules. The table referenced in the article uses percentages of maximum supply, while the body text also lists ratios against circulating supply at the time of verification. Because circulating supply changes over time, those figures may differ from the ratio on the actual unlock date.
Allora (ALLO): roughly 160.2 million tokens in the first internal unlock
Allora is described as a decentralized AI network. Investors and core contributors were allocated 31.05% and 17.5% of total supply, respectively. After a one-year lockup, each group unlocks 33% of its allocation, for a combined total of about 160.2 million ALLO.
Using the roughly 250 million circulating tokens shown on the calendar platform, that batch equals about 64% of current circulating supply. Including ecosystem and other tranches released in the same period, the calendar total is about 163.9 million tokens.
The report says these newly transferable tokens are mainly held by investors and core contributors, and the size is large relative to existing circulation. Allora already has a mainnet and financing base, but the materials reviewed for this piece do not provide continuous data on paid demand or revenue, making it difficult to quantify how much business activity can absorb the added supply. Actual selling volume will also depend on how those holders choose to act. The source cited is ALLO’s official token rules.
Huma (HUMA): first internal unlock delayed by six months
Huma focuses on PayFi, providing financing and liquidity for real-world payments. The first unlock for the team, advisors, and major investors was pushed back from May 26, 2026 to Nov. 26, 2026.
Those allocations account for 39.9% of total supply. Based on an even release over the following 12 quarters, the first internal batch is estimated at about 332.5 million HUMA. Including other categories unlocking in the same period, the calendar total is about 459 million to 479 million tokens, or roughly 4.59% to 4.79% of the 10 billion maximum supply.
The report notes that Huma’s business is tied to real payments, and the six-month delay pushes back the point at which internal allocations enter circulation. At the same time, current payment volume cannot be directly translated into buying demand for HUMA, and how much value the token captures from business growth still depends on usage and value-distribution mechanisms. The change only affects part of the internal allocations. Ecosystem and treasury categories continue under their own schedules. The source cited is HUMA’s token rules.
deBridge (DBR) and LayerZero (ZRO): recurring quarterly and monthly releases
DBR’s upcoming quarterly unlock is about 618.3 million tokens, equal to about 10.44% of circulating supply based on the calendar platform’s figure at the time. Similar quarterly batches remain ahead. deBridge provides cross-chain trading and asset transfer matching, and because funds do not need to stay parked in the protocol for long periods, TVL does not fully capture business scale. The protocol already has fee revenue and buybacks, so ongoing unlocks and buyback demand will both shape supply and demand. The source cited is DBR’s official rules.
ZRO’s monthly unlock is about 23.63 million tokens, or about 6.69% of circulating supply based on the platform figure at the time. LayerZero provides cross-chain messaging infrastructure. The project has disclosed buybacks and relocking for part of investor allocations, along with buyback arrangements tied to Stargate revenue. The first change delays when some tokens can be sold, while the second adds token purchase demand. The materials reviewed here are not enough to confirm whether buybacks fully offset the monthly release. The source cited is ZRO’s official explanation.
What RootData’s sample shows
In RootData’s front-end export, there were 90 deduplicated token samples. Of those, 87 had a valid next unlock value ratio, and 16 were at or above 10%, representing about 18.4%. The article says this field is close to the ratio of unlock value to circulating market capitalization. It is meant to reflect supply size, not an expected price drop. It also notes that the “next batch” shown in a snapshot may fall on a different date from the large internal unlocks discussed in the article.
Other projects on the unlock calendar
LAYER continues to release ecosystem allocations on a quarterly basis while team and investor allocations keep unlocking in parallel, leaving future supply spread across different tranches. VANA’s Vega upgrade affects product and technology, but did not change supply or emission rates, so the existing release schedule remains in place.
Humanity (H) went through a security incident and token migration in June 2026. The article says comparisons of price and circulating supply are more complicated because of the token mapping before and after migration and changes in trading depth. It cites the official white paper, calendar updates, and the official recovery page.
Adjustments to LISTA and STABLE are discussed separately in the second half of the report.
Ongoing release schedules and key dates
The article also cites JTO rules, the JUP plan, the APT calendar, the SUI plan, SUI plan data, and W’s official announcement as references for projects with continuing emissions.
It adds that the delayed unlock start date for the UNITE team is Sept. 30, 2026, while ENA’s accelerated release is scheduled for Oct. 5, 2026.
How tokenomics changed over the past two years
RootData says several projects have altered their original unlock schedules over the past two years. UNITE and Story delayed internal releases, BABY spread concentrated unlocks into monthly releases, and ENA brought part of investor supply forward. Burns, permanent locks, and buybacks changed total supply, circulating availability, or market purchase demand in different ways. The report separates changes that have already taken effect from those still pending.
Delays and longer lockups
UNITE passed a governance change in November 2025 that pushed investor, team, and advisor unlocks back by eight months. The new start dates are July 30, 2026 for investors, Sept. 30, 2026 for the team, and Aug. 30, 2026 for advisors. Release duration and total allocation size remain unchanged, so the supply is simply entering circulation later.
Story announced in June 2026 that it had rebranded as DATA Network and would migrate its token to DATA on a 1:1 basis. Internal holdings were first delayed from Feb. 13, 2026 to Aug. 13, 2026, and the board later approved another 18-month delay to Feb. 13, 2028. Those two changes altered the timing of internal circulation, while total amount, allocation, and ownership stayed the same.
HUMA moved its first internal unlock back by six months to Nov. 26, 2026, while ecosystem and treasury releases remain on separate schedules. SAHARA delayed investor allocations by three months to Sept. 26, 2026, and founder, core team, and advisor allocations by six months to Dec. 26, 2026. The change applies only to those recipients.
0G adjusted allocations representing about 44% of supply for the team and early investors in September 2026. The first release was pushed from Oct. 22, 2026 to Oct. 22, 2027, but the following release period was compressed from 36 months to 24 months, with the overall plan still ending in September 2029. If the total allocation remains unchanged and releases evenly, the monthly release pace after the delay would be 50% higher than under the original schedule.
WLD made an earlier change in July 2024, outside the two-year observation window used in the article. About 80% of TFH team- and investor-related holdings had their lockups extended from three years to five years. That 80% refers to that category of holdings, not total token supply. The same batch is therefore spread over a longer period.
Staggered and linear release structures
BABY changed locked allocations for early investors, the team, and advisors into monthly releases of 1/36 starting on May 10, 2026 and ending in April 2029. The original concentrated batches were spread into a monthly schedule, while the total amount stayed the same. Ecosystem incentives and staking inflation remain separate sources of supply.
Wormhole launched W 2.0 in September 2025, shifting multiple allocation categories from annual concentrated releases to releases every two weeks, while also extending some lockup periods. That spreads out the amount released on any single date. Some tokens first move into foundation custody, but the final recipients’ ability to sell still depends on their own lockup terms, so custody receipt dates and sale dates do not fully match.
Accelerated release schedules
ENA changed the remaining monthly releases for certain original investors into a single-batch release starting on Oct. 5, 2026. Market estimates put the amount at about 1.4 billion tokens, though the final net figure still needs to be checked against buybacks and the release list. The change does not mean all VC, team, and foundation allocations unlock at once. Supply that would have been spread over later months is being brought forward, while buybacks provide purchase demand for part of it. The actual net release size has not been confirmed.
For ENA held by StablecoinX, a contractual lockup exemption also takes effect on Oct. 5, 2026. Even after that exemption, sales still require prior written consent from the foundation. Certain financing-related sales also require five business days’ notice, and the foundation retains a purchase option. Those contractual restrictions continue to affect when and how that portion can be sold.
STABLE rewrites its lockup rules
STABLE’s new white paper proposes placing 82 billion tokens, or 82% of total supply, under a Universal Lock structure. The plan is scheduled to take effect on Oct. 5, 2026, with the first release moved to Dec. 8, 2027, followed by seven overlapping release phases. The new arrangement pushes back near-term supply shown on the old calendar, but it had not yet taken effect at the time of the research.
The new rules include a price-protection clause that can delay some releases under certain conditions, but it does not guarantee token price. That protection ends on Dec. 8, 2029, when any remaining tokens are released according to the rules. This ties part of the release schedule to price conditions while preserving a final maturity date for the remaining supply. Voting rights and sale rights during the lockup period follow different rules. The source cited is STABLE’s new white paper.
Permanent locks and burns
Jupiter burned 3 billion JUP in January 2025, cutting the supply cap from 10 billion to 7 billion, a 30% reduction. Those tokens have been removed from supply and are no longer part of future unlocks.
LISTA permanently locked 200 million tokens through LIP021 and adjusted multiple allocation categories. Tokens under permanent lock no longer enter available supply, but the total supply shown in the contract may not decline at the same time. The article notes that this treatment differs from a burn. Official pages still show both old and new descriptions, and the old allocation ratios do not yet fully line up with future release arrangements.
Paused emissions and buybacks
Under JUP’s Net-Zero arrangement following a DAO vote in February 2026, 700 million Jupuary tokens were deferred, on-chain emissions from team reserves were paused, and Mercurial-related allocations were set up with a mechanism to offset actual sales. The existing buyback mechanism using 50% of on-chain revenue remains in place. The deferred 700 million tokens are still held in a community multisig wallet and can be reallocated by governance in the future. They were not burned. As a result, JUP now reflects three separate changes at once: completed supply reduction, delayed distribution, and ongoing buybacks.
ENA’s fee-based buyback mechanism has already been approved by vote, with the first threshold tied to USDe reaching $7.5 billion in scale. The size of any buyback still depends on whether that threshold is met and how execution proceeds afterward. The materials reviewed here do not confirm the actual amount purchased.
In LISTA’s Tokenomics 2.0 update in spring 2026, the project removed the veLISTA lockup model and shifted value distribution toward buybacks. Previously staked allocations can now exit, making existing tokens easier to trade, but no new minting was added. Unlock-related exits and buyback demand will both affect market supply and demand, and the final effect depends on their relative size and how durable the buyback funding is.
Inflation and supply-cap changes
Aptos pushed supply reform in 2026. Its official dashboard shows a 2.1 billion token cap and a 2.6% annualized staking reward rate. At the time of verification cited in the article, monthly issuance was about 1.6 million tokens, around 164,000 tokens had been burned over the previous 30 days, and net issuance was still about 1.4 million tokens. Based on those figures, APT remained in net inflation, with new supply from staking rewards coexisting with unlocks from previously allocated tokens.
One sample, very different supply paths
Across the cases reviewed, RootData drew from a sample of 1,537 projects with unlock plans. ALLO and HUMA stand out for relatively concentrated first internal unlocks, while DBR and ZRO continue across multiple cycles. Tokenomics changes are moving in different directions as well: Story pushed internal unlocks back, 0G delayed releases but shortened the later release window, ENA brought supply forward into a concentrated batch, and JUP combined burns, paused emissions, and buybacks. The report’s central point is that even when projects are all “changing the unlock schedule,” the future amount and pace of supply can look very different.