Deep Dive
1. First Vesting Unlock (November 2025)
Overview:
30% of YZY’s supply (300M tokens) allocated to Yeezy Investments LLC faces a 3-month cliff post-launch (August 2025), followed by 24-month linear vesting starting November 2025. This tranche is managed via Jupiter Lock, an audited Solana protocol, ensuring transparency but introducing potential sell pressure.
What this means:
This is bearish for YZY because gradual unlocks could dilute token value if insiders sell. However, disciplined holding might signal long-term confidence. Monitor on-chain vesting activity for early signals.
2. Ye Pay & YZY Card Rollout (Long-Term)
Overview:
YZY Money’s ecosystem includes Ye Pay (a crypto payment processor targeting lower merchant fees) and the YZY Card (for global spending of YZY/USDC). No technical details or timelines are confirmed, but integration with Yeezy’s retail ventures could drive utility.
What this means:
This is neutral-to-bullish for YZY because real-world adoption hinges on execution. Success could attract merchants and users, but delays or vague updates may reinforce skepticism about celebrity token sustainability.
3. Second Vesting Tranche (February 2026)
Overview:
20% of tokens (200M) reserved for “team” allocations unlock after a 6-month cliff (post-August 2025), with vesting through February 2028. These tokens are subject to centralization risks, as 70% of supply remains under insider control.
What this means:
This is bearish for YZY due to concentrated ownership, but staggered unlocks mitigate immediate sell-offs. Watch for wallet movements post-February 2026 to assess insider sentiment.
Conclusion
YZY’s near-term roadmap is dominated by vesting unlocks, while long-term viability depends on delivering Ye Pay and YZY Card utilities. The project’s hyper-volatile launch and insider-heavy structure amplify risks, but incremental product milestones could stabilize its narrative. Will vesting discipline and ecosystem execution outweigh speculative trading patterns?