Posteo

$ZRO has a supply problem arriving on schedule. LayerZero is down roughly 8.5% in 24h, trading near $0.95, while a 25.71M ZRO unlock is scheduled for Sept. 20—about 4.22% of released supply. Strategic partners and core contributors receive most of the tranche. An unlock does not equal a sell-off. But when price weakness arrives before new supply, positioning matters more than narrative.