Sui

Allocation Structure & Vesting Schedule
Sui (SUI) exhibits a highly centralized token distribution, with the Foundation alone accounting for 52.2 % of the total supply. Community allocations are fragmented across several buckets, collectively representing roughly 33 % (10.6 % + 10 % + 6.13 % + 4.5 % + 1.38 % + 0.4 %). Investors receive 14.09 % (7.14 % + 6.95 %), the Team holds 6.13 %, Ecosystem incentives are set at 5.82 %, and the Treasury retains a modest 1.63 %. The data source does not provide explicit vesting terms, cliff periods, or duration for any category, which is atypical for projects of this scale. Consequently, while the allocation percentages are clear, the timing of token releases remains opaque, limiting precise forecasting of supply‑side dynamics.

Upcoming Unlocks, Risks & Confidence
Given the absence of disclosed vesting schedules, the most salient risk is uncertainty around future token unlocks—particularly for the Foundation and Team pools, which together comprise over half of the supply. Should these allocations follow a standard multi‑year linear vesting (e.g., 4‑year with a 1‑year cliff), significant market pressure could materialize as early as 2025‑2026. Investor allocations, typically subject to shorter lock‑ups, may see incremental releases within the next 12‑24 months, potentially adding modest upward pressure on circulating supply. The fragmented community allocations mitigate concentration risk but also lack clear incentive timelines, raising questions about long‑term engagement. Overall confidence in the tokenomics assessment is Medium: the allocation breakdown is well‑defined, yet the lack of transparent vesting details introduces moderate uncertainty into supply‑side risk modeling.