Discussing the $Sol unlocking issue from my personal perspective

Recently, many friends have asked me whether the unlocking issue will have any impact.

I think there are two parts to this. One is the emotional impact, which is undoubtedly significant. A large amount of SOL will be unlocked on March 1st, and it's not just at this fixed time; in fact, linear unlocking has already started since February, and the average cost of these tokens is around $70. (Among them, Galaxy Digital's cost is $64, while other institutions are at $94, but Galaxy Digital bought two-thirds.)

However, it's important to note that only about 35% is being unlocked this time. So, in reality, if these institutions were to sell all their SOL, it could indeed create a significant drop in the price. But for the institutions, it is very likely to be a loss. If they really want to sell, they can easily do so through OTC methods rather than directly dumping on the market. Therefore, I personally feel that this concern is somewhat overblown. Even if OTC transactions will have an impact on the market, institutions are not foolish; they aim for maximum profit, not to dump everything at once, especially since there are more tokens that are not unlocked.

As for the second part regarding the potential dumping, my personal judgment is that the likelihood of a market sell-off is very low. It's worth noting that even $MSTR's purchases were done through OTC to avoid overly impacting market trends; these institutions are not foolish. Moreover, it is evident that the recent drop in SOL primarily occurred during the main trading hours in Asia, while it actually stabilized once the U.S. trading hours began.

This post is sponsored by @ApeXProtocolCN | Dex With ApeX

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