Falcon Finance to Unlock 210M Tokens, Over 6% of Circulating Supply

Falcon Finance's unlock stands out less for its dollar value than for its scale relative to float: releasing more than 6% of circulating supply in a single week is a meaningful dilution event for a token this size, and the comparison to Kamino and EigenLayer — larger nominal unlocks but smaller proportional impact — is the relevant lens. Holders of Falcon's float face the clearest supply overhang in this schedule, while Collector's undisclosed amount leaves a gap in the picture. Whether the market absorbs the Falcon supply without a sustained shift in liquidity is the open question worth watching.