Zora

Allocation Structure & Vesting Schedule
ZORA’s tokenomics are relatively straightforward, with the total supply divided among six primary buckets: Investors (26.1%), Treasury (20%), Ecosystem (20%), Team (18.9%), Airdrop (10%) and “Other” (5%). The repeated entries in the source data confirm these percentages and suggest no hidden allocations. However, the public documentation does not disclose specific token amounts, cliff periods, or vesting durations for any category. In particular, the team and investor allocations—typically the most liquidity‑sensitive segments—lack any disclosed linear or graded vesting schedule, which makes it difficult to model future supply dynamics with precision. The absence of granular vesting terms is a notable omission that tempers confidence in the supply‑side analysis.

Upcoming Unlocks, Risks & Confidence
Because the dataset does not provide concrete unlock dates or tranche sizes, we cannot pinpoint exact future supply influxes. The lack of a transparent vesting roadmap means that any upcoming unlock events remain speculative, and market participants must rely on on‑chain monitoring to detect large‑scale transfers from the investor, team, or treasury wallets. This opacity introduces several risks: (1) potential concentration risk—over a quarter of the supply resides with investors, who could sell on market‑wide bullish sentiment; (2) team‑related sell pressure, given the 18.9% allocation without a lock‑up; (3) ecosystem and treasury funds that may be deployed for grants or protocol upgrades, which could either bolster utility or dilute token value if released abruptly. Given these uncertainties and the limited granularity of the vesting data, our overall confidence in ZORA’s token supply outlook is assessed as Medium. The rating reflects a balanced view: while the allocation percentages are clear, the missing vesting specifics and undisclosed unlock schedule constrain the robustness of any forward‑looking supply analysis.