Sui

Allocation Structure & Vesting Schedule
SUI’s tokenomics are heavily weighted toward the protocol treasury, which accounts for roughly 53.8 % of the total supply (52.2 % + 1.63 % in separate line items). The community receives an estimated 10.6 % of the supply, while the ecosystem fund is allocated 10 %. The founding team holds about 22.5 % of the tokens, and external investors collectively own approximately 26.5 % (7.14 % + 6.95 % + 6.13 % + 4.5 % + 1.38 % + 0.4 %). The data set does not disclose explicit vesting terms, cliff periods, or vesting durations for any category, which is atypical for projects of this size. Industry practice suggests that team allocations are often subject to a four‑year linear vesting schedule with a one‑year cliff, and investor tokens usually follow a multi‑year release cadence (e.g., 12‑month cliff, then quarterly unlocks). However, without concrete documentation from Sui, these assumptions remain speculative, contributing to the overall medium confidence rating.

Upcoming Unlocks, Risks & Confidence
Given the lack of published vesting schedules, the timing of token releases is uncertain. If the team’s allocation follows a standard four‑year vesting with a one‑year cliff, the first tranche could become liquid in Q4 2024, with subsequent quarterly releases thereafter. Investor tokens, assuming a typical 12‑month cliff and 6‑month linear unlocks, may see incremental unlocks beginning in early 2025. The concentration of supply in the treasury (over half of total tokens) poses a centralization risk; any large‑scale treasury liquidation could exert downward pressure on price. Additionally, the duplicated community allocation entries and the sum of percentages exceeding 100 % indicate possible data inconsistencies, further limiting analytical precision. Consequently, the assessment remains at a Medium confidence level: sufficient public information exists to outline the broad allocation picture, but the absence of detailed vesting mechanics and the presence of data ambiguities constrain a higher confidence rating. Investors should monitor official Sui communications for definitive vesting schedules and treasury management policies before making allocation decisions.