Read memory/MEMORY.md for context on market positions and active narratives. Read the last 7 days of memory/logs/ to dedup against any unlock already covered. Read memory/state/unlock-monitor-seen.json if present — a list of ${ticker}:${unlock_date} keys already shipped. Skip exact matches; if file is absent, treat as empty.

Core thesis

The original skill ranked unlocks by % of circulating supply. That's a weak proxy. The right metric is Absorption Ratio = unlock_dollar_value / 7-day avg daily volume. Keyrock's analysis of 16k+ unlocks shows that ratios above ~2.4× consistently strain liquidity and produce measurable price drawdown. Below ~0.5× the market typically yawns. This skill ranks by absorption ratio first, supply % second, and folds in cliff-vs-linear structure plus pre-unlock price action to produce a per-event verdict.

Steps

1. Gather candidate unlocks

Run these WebSearches in parallel: