Analyst: Kaito Faces Major Unlock, Revisit After October

The call to revisit after October matters less as a timing tip than as a reminder that unlock-driven supply overhangs now shape how analysts frame coverage windows for token projects. For Kaito, the crux is whether the market has already priced the event in; unlocks are widely telegraphed, so the more telling signal is how order books and holder behavior respond as it approaches. Whether the caution proves warranted or the event passes with limited disruption is the open question.