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Project Overview
Unlock is a DeFi protocol built on top of Maverick , offering various services ranging from governance power optimization, to yield optimization. It can enhance yield through optimizers that automatically rebalance liquidity across Maverick pools to provide risk-adjusted and optimized yield.
Serenity: Small Wafer Allocation Could Support Hundreds of Millions in Gross Profit; CPO Volume Expansion May Further Unlock Growth Potential
"White Hair Stock God" Serenity published an analysis stating that if Sivers obtains approximately 10% of wafer capacity allocation from foundry Win Semi through an asset-light model, under the assumptions of 65% yield and an ASP of $50 to $75, the annual revenue from its optical array products could reach $341 million to $512 million. Based on management’s gross margin target of 50% to 60%+, the corresponding annual gross profit would be approximately $205 million to $307 million.At Sivers' current market cap of around $1.1 billion, the market cap-to-gross profit multiple in this scenario would be only about 3.6x to 5.4x. If the capacity allocation increases to 15%, annual gross profit could rise to between $307 million and $461 million, correspondingly reducing the valuation multiple to 2.4x to 3.6x.Serenity pointed out that Sivers' CEO has previously confirmed the company is cooperating with more wafer fabs to expand capacity, and since 2024, the scope of its supply chain certifications has been continuously expanding. With the accelerated development of the co-packaged optics (CPO) market, future revenue guidance and capacity plans may be further revised upward.On the demand side, supply of continuous wave (CW) lasers remains tight. Lumentum’s financial report indicates the company has begun purchasing CW lasers from the open market to fulfill EML orders. TrendForce data shows that AMD is securing related capacity through long-term agreements. Serenity believes that as Sivers enters mass production with partners such as GlobalFoundries, Jabil, Ayar Labs, POET, and O-Net, any newly added and certified independent capacity could be quickly absorbed by the market.Additionally, a recent report from Morgan Stanley has listed Sivers, with a market cap of approximately $1.1 billion, as one of the three core players in the CPO laser field, alongside Coherent and Lumentum, which each have market caps exceeding $55 billion. Serenity believes that beyond its existing business, Sivers—having listed on Nasdaq—may also expand its TAM through future M&A, replicating the growth path of Lumentum's acquisition of Cloud Light to enter the complete optical module and optical engine market.
ArkStream Founding Partner: Discussed Investment with Li Bojie, But Later Found the Contract Extremely Amateurish and Unclear on Unlock Terms
Ye Su, Founding Partner of ArkStream Capital, posted on X: "Li Bojie also approached us during the fundraising stage. At the time, we thought the project had a solid background and expressed interest. Later, during the due diligence phase, we found that Li Bojie deliberately conflated interested funds with those that had already invested. The contract he sent over was extremely amateurish, and the team hadn't even figured out how to unlock the tokens. One moment they said 'we'll decide then', and the next 'we can set a term for now', so we decided to pass."Ye Su also mentioned: "Having been in primary investments for 8 years, my deepest insight is that a founder's character has nothing to do with their talent. When founders are down and fundraising, they are very humble. But when they start to gain something, that is the true test of a person's integrity. Li Bojie is a perfect example. The fact that he dares to come out and respond shows he is brazenly cheating people out of their money."
Analysis: Bitcoin-Backed Lending May Unlock a Trillion-Dollar Market, Yet a Vast Gap Persists Between Potential Demand and Actual Usage
that, according to the latest report from crypto lending platform Ledn, the global market for Bitcoin-backed consumer lending could grow nearly 300 times over the next decade, reaching $1 trillion, while a significant amount of potential demand remains untapped.The report cites a survey conducted by consumer research firm Protocol Theory among 1,244 cryptocurrency holders in the United States and Australia. It shows that approximately 88% of respondents are willing to consider using crypto-backed loans or credit products, but only 14% have actually used such services, creating a so-called "6:1 interest-to-adoption gap."Ledn estimates that the current global market size for Bitcoin-backed consumer lending is around $3 billion. In comparison, Galaxy Research previously estimated the entire crypto lending market peaked at $73.6 billion in the third quarter of 2025. Ledn co-founder Mauricio Di Bartolomeo stated: "The demand-side problem has been solved. What the industry is truly missing right now is the trust infrastructure that allows borrowers to build confidence."The survey indicates that the core factors hindering user adoption of crypto-backed lending are not a lack of awareness, but concerns over price volatility, forced liquidation risks, and regulatory uncertainty. When choosing a lending platform, users prioritize platform reputation, custody security, transparency, and risk management over simple interest rates. The report argues that crypto-backed lending is essentially similar to "stock-backed financing" or "home equity loans" in traditional finance, allowing users to obtain liquidity without selling their long-term holdings. (CoinDesk)
Gate to Launch First Pre-IPOs Project SpaceX (SPCX), Supporting USDT/GUSD Dual-Currency Subscription with 100% Unlock
Odaily News Digital asset trading platform Gate will launch the first Pre-IPOs project, SpaceX (SPCX), opening a channel for pre-listing asset subscriptions. This product supports participation with both USDT and GUSD. Upon completion of the subscription, SPCX asset vouchers will enter the pre-market trading market in a 100% unlocked form.The subscription period for this round is from 18:00 on April 20, 2026, to 18:00 on April 22, 2026 (UTC+8). SPCX is expected to be distributed before 18:00 on May 6 (UTC+8). The total subscription amount is 33,900 SPCX, with a total value of approximately $20.001 million, a unit price of $590, corresponding to an implied valuation of about $1.4 trillion.In terms of mechanism, Pre-IPOs adopts an "average hourly locked amount" for allocation, emphasizing the weight of early participation. After obtaining the asset vouchers, SPCX supports pre-market trading or subsequent delivery. Furthermore, the minimum participation threshold for this round is only 100 USDT, with no hidden costs such as handling fees, custody fees, or profit commissions.Gate Pre-IPOs focuses on early participation opportunities in high-quality projects before their listing, opening a new gateway for individual investors to access global premium assets. In the future, the platform will continue to expand more high-quality targets and product forms, promoting the industry towards a more open and efficient direction.
YZY Token Faces Largest Unlock Tomorrow, Chainlink Continues LINK Buybacks
According to on-chain analyst Onchain Lens (@OnchainLens), Kanye West's YZY token will see its largest unlock on August 16, with an unlock amount of 120.83 million YZY (approximately $35.26 million), accounting for 12.08% of the total supply of 1 billion tokens.
Pump.fun Team and Investor Tokens Complete Monthly Unlock, 4.94 Billion PUMP Distributed to 125 Wallets
According to on-chain analyst Ember (@EmberCN), Pump.fun team and investor tokens completed their monthly unlock 5 hours ago, unlocking a total of 4.94 billion PUMP (approximately $13.6 million) distributed to 125 wallets, averaging approximately $108,800 per wallet.
Bitget CandyBomb: Trade Any Token to Unlock 150,000 DOS
Odaily Odaily: Bitget has launched a new round of CandyBomb with a total prize pool of 150,000 DOS. This event is exclusively for new futures users and runs from August 11 to August 18. During the event period, users who complete net deposit and futures trading tasks can unlock corresponding candies, with a maximum of 1,000 DOS per person. Detailed rules have been published on Bitget's official platform. Eligible users must click "Join Now" to complete registration before they can participate in the event.
Bitget PoolX: Lock Up XAUT and QUID to Unlock 860,000 QUID Airdrop
Squid (QUID) launches on Bitget PoolX. Users can stake XAUT and QUID to share an airdrop of 860,000 QUID. Among them, the XAUT staking pool has a total airdrop of 780,000 QUID, with a per-user staking limit of 300 XAUT; the QUID staking pool has a total airdrop of 80,000 QUID, with a per-user staking limit of 5,000,000 QUID. The staking period runs from August 5 to August 12. Additionally, users with a positive net XAUT deposit amount during the event can receive a 3% XAUT Earn interest rate boost voucher after the event concludes. Users participating in PoolX for the first time who also meet the net deposit condition can also receive a 12% APR XAUT interest rate boost voucher. For more details, please refer to the official Bitget platform.
Bitget CandyBomb: Trade Any Coin to Unlock 20,000 USDT
Bitget has launched a new round of CandyBomb, with a total prize pool of 20,000 USDT. This event is exclusive to new futures users, and the participation period is from August 4 to August 14. During the event, users can unlock corresponding candies by completing net deposit and futures trading tasks, with a maximum of 150 USDT per user. Detailed rules have been published on the Bitget official platform. Eligible users must click "Join Now" to complete registration before participating.
Tom Lee: SpaceX Lockup Unlock is a Good Opportunity to Build Positions, Not Advised to Chase Highs in the Short Term
Tom Lee, Chairman of BitMine, said in an interview that he will not set a specific price target for SpaceX because the company's growth is primarily focused on the future. Setting a target now would be equivalent to discounting 20 years of future growth into the present, which amounts to speculation.Tom Lee specifically mentioned the upcoming share unlock. He suggested that original investors are likely to create selling pressure by hedging their positions, but this selling pressure could turn into a good buying opportunity. Tom Lee believes that one should not chase high prices for SpaceX in the short term, and that using the pullback triggered by the unlock to build positions is a suitable strategy.
Bitget PoolX: Lock KAITO to Unlock 30,000 KAITO Airdrops
Bitget PoolX 上线项目 KAITO，用户可锁仓 KAITO 参与瓜分 30,000 枚 KAITO 空投，个人锁仓上限为 600,000 枚 KAITO。锁仓通道开放时间为 8 月 21 日 18:00 至 8 月 26 日 18:00（UTC+8）。更多详情可参阅 Bitget 官方平台。
Hyperliquid Expected to Unlock $589 Million Worth of HYPE on September 6
Odaily News: Hyperliquid ecosystem project team HyperLabs has unlocked 433,025 HYPE, worth approximately $23.46 million, and has been continuously depositing tokens into trading platforms, including Flowdesk and OKX. Tracking data shows that an additional 9.92 million HYPE is expected to be unlocked on September 6, worth approximately $589 million based on a price of $59.39. The Hyper Foundation publishes the claim amounts around the 6th of each month. In March, only 173,217 HYPE were actually claimed, lower than the planned 99,200 tokens. Tokenomist data shows that the aid fund has repurchased 11.9 million HYPE from the unlock schedule, accounting for approximately 14%. The repurchased tokens will be burned, reducing the current total supply to 955.3 million HYPE. Certified Public Accountant Dat Ngo stated that tax liabilities typically arise upon token vesting, and some holders may sell tokens to cover taxes. TMGM CPA Ashley Akin stated that if the market is not overly leveraged, the $581 million unlock can still be absorbed, but combined with margin requirements, it would increase trading difficulty. On-chain perpetual contract trading platform Hyperliquid does not restrict users from trading during certain news events. Market data shows that liquidation volume has dropped 71%, trading volume has fallen 50%, and open interest continues to decline. Bitcoin remains below $65,000, and the Federal Open Market Committee (FOMC) meeting minutes will be released ahead of the Federal Reserve's September 15-16 meeting. (Forbes Digital Assets)
Bitget PoolX: Stake BGBTC to Unlock 9,200 UNI Tokens
Odaily News – Bitget PoolX has launched the BGBTC project. Users can stake BGBTC to participate in the distribution of a 9,200 UNI airdrop, with a personal staking cap of 30 BGBTC. The staking window will be open from 20:00 on August 18 to 20:00 on August 23 (UTC+8). For more details, please refer to the official Bitget platform.
Bitget CandyBomb: Trade Any Coin to Unlock 20,000 USDT
Bitget launches a new CandyBomb round with a total prize pool of 20,000 USDT. This event is exclusive to new futures users. The participation period is from 20:00 on August 17 to 20:00 on August 27 (UTC+8).
Bitget PoolX: Lock XAUT to Unlock 70,000 EVAA
EVAA Protocol (EVAA) lists on Bitget PoolX. Users can lock XAUT to share 70,000 EVAA airdrop, with an individual locking limit of 300 XAUT. The locking period is from August 12 22:00 to August 18 22:00 (UTC+8).
Bitget CandyBomb: Trade Any Token to Unlock 150,000 DOS
Odaily Odaily: Bitget has launched a new round of CandyBomb with a total prize pool of 150,000 DOS. This event is exclusively for new futures users and runs from August 11 to August 18. During the event period, users who complete net deposit and futures trading tasks can unlock corresponding candies, with a maximum of 1,000 DOS per person. Detailed rules have been published on Bitget's official platform. Eligible users must click "Join Now" to complete registration before they can participate in the event.
Related news
Bitget PoolX: Lock KAITO to Unlock 30,000 KAITO Airdrops
Bitget PoolX 上线项目 KAITO，用户可锁仓 KAITO 参与瓜分 30,000 枚 KAITO 空投，个人锁仓上限为 600,000 枚 KAITO。锁仓通道开放时间为 8 月 21 日 18:00 至 8 月 26 日 18:00（UTC+8）。更多详情可参阅 Bitget 官方平台。
Hyperliquid Expected to Unlock $589 Million Worth of HYPE on September 6
Odaily News: Hyperliquid ecosystem project team HyperLabs has unlocked 433,025 HYPE, worth approximately $23.46 million, and has been continuously depositing tokens into trading platforms, including Flowdesk and OKX. Tracking data shows that an additional 9.92 million HYPE is expected to be unlocked on September 6, worth approximately $589 million based on a price of $59.39. The Hyper Foundation publishes the claim amounts around the 6th of each month. In March, only 173,217 HYPE were actually claimed, lower than the planned 99,200 tokens. Tokenomist data shows that the aid fund has repurchased 11.9 million HYPE from the unlock schedule, accounting for approximately 14%. The repurchased tokens will be burned, reducing the current total supply to 955.3 million HYPE. Certified Public Accountant Dat Ngo stated that tax liabilities typically arise upon token vesting, and some holders may sell tokens to cover taxes. TMGM CPA Ashley Akin stated that if the market is not overly leveraged, the $581 million unlock can still be absorbed, but combined with margin requirements, it would increase trading difficulty. On-chain perpetual contract trading platform Hyperliquid does not restrict users from trading during certain news events. Market data shows that liquidation volume has dropped 71%, trading volume has fallen 50%, and open interest continues to decline. Bitcoin remains below $65,000, and the Federal Open Market Committee (FOMC) meeting minutes will be released ahead of the Federal Reserve's September 15-16 meeting. (Forbes Digital Assets)
Bitget PoolX: Stake BGBTC to Unlock 9,200 UNI Tokens
Odaily News – Bitget PoolX has launched the BGBTC project. Users can stake BGBTC to participate in the distribution of a 9,200 UNI airdrop, with a personal staking cap of 30 BGBTC. The staking window will be open from 20:00 on August 18 to 20:00 on August 23 (UTC+8). For more details, please refer to the official Bitget platform.
Bitget CandyBomb: Trade Any Coin to Unlock 20,000 USDT
Bitget launches a new CandyBomb round with a total prize pool of 20,000 USDT. This event is exclusive to new futures users. The participation period is from 20:00 on August 17 to 20:00 on August 27 (UTC+8).
Bitget Launches Exclusive Futures Campaign for New Users, Trade to Unlock USDT Rewards
Bitget launches the "New User Double Gift" event, running from 11:00 on August 17 to 10:00 on August 24 (UTC+8). During the event, if a new user's first futures trading volume reaches 10,000 USDT and the trade incurs a loss, they will receive a 10 USDT subsidy. Additionally, the event features a trading volume sprint program. Users who reach the specified cumulative futures trading volume threshold can receive an additional reward of up to 66 USDT. For more details, please refer to the official Bitget platform.
YZY Token Faces Largest Unlock Tomorrow, Chainlink Continues LINK Buybacks
According to on-chain analyst Onchain Lens (@OnchainLens), Kanye West's YZY token will see its largest unlock on August 16, with an unlock amount of 120.83 million YZY (approximately $35.26 million), accounting for 12.08% of the total supply of 1 billion tokens.