Sei

Allocation Structure & Vesting Schedule
The SEI tokenomics are broadly divided among seven primary buckets, with the most reliable figures coming from high‑confidence sources. The ecosystem reserve commands the largest share at 48 %, followed by the team allocation at 22.5 %, the treasury at 18 %, and the foundation at 9 %. An airdrop program accounts for 12.8 %, while investors are reported to hold 16.25 % (low confidence) and “Other” categories together represent 6 % (high confidence). Summing the disclosed percentages exceeds 100 % (≈132.5 %), indicating overlapping or duplicated reporting and underscoring the incomplete nature of the data. Crucially, the token‑level details—absolute supply numbers, cliff periods, and vesting durations—are not publicly disclosed in the available documentation. As a result, the precise release schedule for each tranche remains opaque, and analysts must rely on typical industry practices (e.g., a 4‑year linear vesting with a 1‑year cliff for team tokens) as provisional placeholders rather than confirmed parameters.

Upcoming Unlocks, Risks & Confidence
Given the lack of an explicit vesting timetable, pinpointing exact unlock dates is speculative. The most recent on‑chain activity shows the airdrop distribution concluded in Q2 2023, and ecosystem grants are expected to be disbursed on a quarterly cadence, with the next tranche anticipated in Q4 2024. Team and investor holdings are presumed to follow standard multi‑year vesting, implying incremental releases throughout 2025‑2027. The primary risk stems from the concentration of nearly half the supply in the ecosystem bucket and the sizable, yet poorly defined, investor share, which could generate sell pressure if large allocations unlock simultaneously. Additionally, the overlapping allocation figures raise concerns about data reliability and potential hidden reserves. Overall confidence in the token’s allocation and vesting outlook is Medium: while high‑confidence percentages provide a useful framework, the absence of detailed vesting terms and the inconsistencies in total supply allocation limit the precision of any forward‑looking analysis. Investors should monitor on‑chain governance proposals and official token‑omics releases for clarification before making sizable exposure decisions.