On March 1, 112 million SOLS will enter the market, which is 23% of the total circulating supply. At current prices, this is $263 billion, but the figure may vary.
These tokens used to belong to FTX and were sold to Pantera Capital and Figure Markets funds at a discount. This means that there is a possibility that some of them will be fixed.
How will this affect the price?
— In the short term: rising volatility. If some of the SOL comes under selling pressure, we may see strong downward movements.
— Long-term: Solana remains one of the most powerful ecosystems, and the demand for it has not gone away. The institutions keep coming in, the network is growing, and the sellers will be bought out sooner or later.
What's the plan?
1. Monitor the liquidity — whether the market will absorb the supply or not.
2. Don't panic on volatility. Unlocking is a moment of opportunity, not just risk.
3. Wait for the reaction to the event. If the market holds up and the price holds up at the level of demand, this is a signal for accumulation.
Will the March unlock be a chance to enter? We are still waiting to see how the liquidity will play out. The market likes to overestimate risks — the main thing is not to do it with it.