Sui

Allocation Structure & Vesting Schedule
Sui (SUI) exhibits a heavily front‑loaded allocation, with the Treasury accounting for roughly 52 % of the total supply and the Team receiving about 22.5 %. Community‑focused allocations appear in several line items (10.6 %, 6.13 %, 4.5 %, 1.38 %, 0.4 % and an additional 10.6 %), collectively representing ≈33 % of the token pool, while the Ecosystem is earmarked at 10 %. Investors are split between two tranches of 7.14 % and 6.95 %, together amounting to ≈14 %. The data source flags the Treasury and Team percentages with only medium confidence, whereas the community, ecosystem, and investor figures carry high confidence. Crucially, the public documentation does not disclose detailed vesting terms for most categories; the only reliably reported schedule is the Team’s standard four‑year linear vesting with a one‑year cliff (commencing after the main‑net launch in April 2023). For the Treasury and community incentive pools, vesting periods are either absent or ambiguous, adding uncertainty to the supply‑side dynamics.

Upcoming Unlocks, Risks & Confidence
Assuming the canonical four‑year Team vesting, the first tranche of ≈5.6 % of the total supply (one‑twelfth of the Team allocation) is slated to unlock in Q2 2024, followed by monthly releases thereafter. No concrete dates have been published for Treasury or community incentive releases, but industry practice suggests a staggered rollout over 2–3 years, implying additional supply influxes through 2025‑2026. The concentration of over half the token supply in the Treasury poses a liquidity risk; any large‑scale sell‑off could exert downward pressure on price. Moreover, the lack of transparent vesting for community and ecosystem allocations heightens uncertainty around future unlock volumes. Given the mixed confidence levels—medium for the largest buckets and high for the smaller ones—the overall assessment remains medium confidence. Investors should therefore weigh the potential upside of Sui’s high‑throughput, Move‑based smart‑contract platform against the supply‑side opacity and the risk of significant token releases that could affect market dynamics.