Weekly Data Report Sep 14 – 20, 2026 WoW edition ~12 min read

Token Airdrop Weekly Data Report — Week of September 14 – 20, 2026

1. Week-over-week: the third comparison, and the first reversal

Two prior editions established the baseline and the first comparison; this third edition adds a data point where a series finally moved against its own direction. Each figure below names its source, and where a metric's definition shifted between weeks, the shift is stated rather than hidden.

MetricSep 7 – 13Sep 14 – 20ChangeSources
Binance Alpha claim events2 (CNPY Sep 7; BSB Wave 3 Sep 10)3 (DGAI Sep 16; APM Sep 17; KII competition Sep 18–25)+1BlockBeats, TechFlow, Binance Wallet
Opening threshold of the week's Alpha events235 (CNPY) then 246 (BSB)240 (DGAI) then 235 (APM)Down — first decline in the seriesBlockBeats (Sep 16)
Major mainnet launches01 (ARC, Sep 16) — tokenless, no confirmed airdropLaunch without a distributionCircle
Tracked protocol rows with a printed end date2 of 52 of 5Stable — same list (see §3)Crypto World Headline, CryptoTicker W38
Largest dated unlock inside the window~$8.0M est. (APT, Sep 12; PUMP ~1.3% of mcap)~111.5M SEI, ~1.5% of mcap, ~$5.5M est. (Sep 15)Comparable — mid-month cadenceBitrue, Tokenomics.com
WLFI: commitment converted to measurementFirst distribution due Sep 11; values unpublished at Sep 14 checkSecond distribution due Sep 18; values still unpublished at Sep 21 checkMeasurement gap persists — two datesBinance announcement

2. The Alpha threshold series: the first non-rising week

Event (date)Opening thresholdClaim amountClaim costSource
Series reference points per BlockBeats (Jul → Jan)180 → 200 → 230 → 240 → 241 → 246varies15 pointsBlockBeats
DGrid AI DGAI (Sep 16)24044 DGAI15 pointsBlockBeats, TechFlow
apM Fashion APM (Sep 17)2355,000-token claim pool15 pointsBinance Wallet
KiiChain KII trading competition (Sep 18–25)n/a — volume-rankedTop 2,000 split 1,250,000 KII (625 each)n/aBinance
Block Street BSB Wave 3 (Sep 10, prior week)246342 BSB15 pointsBlockBeats

Every reference point in BlockBeats' series rose until this week. On September 16 the threshold opened at 240, and on September 17 it opened at 235 — both below the 246 that opened the prior week's Block Street wave. That is the first non-rising observation in the sequence we track. It is one week, and one week is not a trend, but it is the first crack in a monotonic story. The invariants held throughout: the fixed 15-point claim cost, the 5-points-per-5-minutes decay, and the 24-hour confirmation rule. The KII competition is a different shape entirely — a volume contest with early-bird and emerging-trader multipliers rather than a claim event, which is why its column is a structural n/a rather than a number.

3. Deadlines: the ratio holds, the composition is unchanged

EventDateWhat happenedSource
Kraken Beldex / Humanity withdrawalSep 25, 14:00 UTCEntered its final full week; auto-credited replacement tokens must be withdrawn or the exchange liquidates Sep 28 – Oct 2, possibly at minimal valueCryptoTicker W38
Plume (Season 2)None publishedClaim open; registration closed May 27, 2026; no end date publishedCrypto World Headline W38
Grass (Stage 2)Jan 22, 2027Hard date; roughly two of six months elapsed (corrected figure)CryptoTicker W38
GRVT30 days per trancheTranche clock continues; next date unpublishedCryptoTicker W38
dappOS (DOS)None publishedPhase 2 open; Phase 3 still without a dateCryptoTicker W38
XDAOExcludedNewly added to the exclusion list — aggregator "live" label without a project-published snapshot or claim windowCryptoTicker W38

Counting note: the Week 38 edition lists the same five protocol rows as Week 37 — Beldex/Humanity (Sep 25, hard), Grass (Jan 22, 2027, hard), Plume (no end date published), dappOS (no end date published), and GRVT (30 days per tranche, next date unpublished) — of which two carry a printed end date. That is the same two-of-five ratio as the prior two weeks, on the same list, which is itself the finding: the claim landscape has stopped moving. What moved this week was the reporting around it — the edition corrected its own earlier Humanity wording (a project-run portal does exist) and its Grass elapsed-months figure, and added XDAO to exclusions.

4. Unlocks: Sei's mid-month release

ItemFigureDateSource
Sei (SEI)~111.5M SEI, ~1.1% of total supply, ~1.5% of mcap, ~$5.5M est.Sep 15Bitrue, Tokenomics.com
Sei recipientsPrivate investors ~49.8% · Insiders/team ~37.9% · Community ~12.3%Sep 15Bitrue
Sei historical post-unlock drawdownAverage ~12.9% across the last seven events (range −0.9% to −19.7%)Jan–Jul 2026Tokenomics.com
SOON (next week)~20.24M SOON, ~3.5% of market capSep 23Bitrue

The mid-month cadence held: Sei's release landed on the 15th, as its monthly schedule implies, at roughly the same 1.1–1.5% of supply the prior months carried. The figure we present most cautiously is the historical drawdown average, and the caution is the point — a 12.9% mean drawn from seven events is a describing statistic, not a predicting one. Different recipient classes sell differently, markets absorb supply differently across regimes, and a quarter in which every number is negative is exactly the kind of sample that tempts readers to treat a mean as a law.

5. The WLFI second distribution: the gap becomes a pattern

The campaign commitment is unchanged: 150 million WLFI across four weekly distributions (September 11, 18, 25, October 2) to eligible USD1 holders, calculated from daily lowest-hourly-balance snapshots with a 1.2× multiplier above 300 USD1 of daily futures open interest and a 70% haircut on USD1 borrowed against other stablecoins. What changed this week is that a second distribution date passed — September 18 — without the announcement's value columns being filled. At our September 21 check, the accessible version of the announcement still showed placeholder fields ("to be updated") for both the first and second distributions' effective APR and WLFI token value.

We therefore again publish the commitment (unchanged, token-denominated) and the gap (unmeasured), and nothing in between: no estimated payout, no assumed APR, no converted dollar figure. For context only, and clearly labeled as such: the campaign's pool has shrunk across the year's extensions — 235 million WLFI in a February–March round, 178 million in a June–July round, and now 150 million — and third-party coverage of recent rounds has referenced a boosted APR near 6.33%. Neither figure is a published outcome of the September 11 or 18 distributions to us, and neither substitutes for the missing value.

6. What we do not count

  • Tokenless launches as distributions. ARC's September 16 mainnet is logged as an infrastructure event and as a zero in every distribution column. A $74-billion-stablecoin settlement layer launching with no native token is the week's largest event and contributes nothing to airdrop supply — which is exactly the data point.
  • Self-reported metrics. Project-site figures — users, developers, testnet volume — appear only as self-reported claims, never as market data, and are excluded from every table on this page.
  • Unlock projections as flows. The Sei drawdown average and next week's SOON figure are models and history, not measurements of realized flows. We report the date as fact and the size as an estimate.
  • Claim events as completed outcomes. DGAI and APM claims opened and their confirm windows ran, but neither Binance nor the projects has published pool-exhaustion or payout-distribution data. We count the events; we do not count the results.

7. Methodology — how this report is built

Every figure in this report is traced to a named source in the Sources list, and each comparison column states a metric's definition so a reader can verify the change rather than trust it. Three rules keep the series comparable week to week. First, the Alpha claim-cost invariants — 15 points per claim, 5 points lost per 5 minutes of delay, 24-hour confirmation — are treated as constants; when one moves, the move is the headline, not a footnote. Second, distributions that publish no value are logged as a commitment and a gap, never as an estimate: a placeholder field in an official announcement is read as "not yet measured," and we will not fill it with a guess. Third, tokenless launches and self-reported project metrics are kept out of the measurement columns — Arc appears as a zero in every distribution row precisely because it launched with no token to distribute, and project-site adoption figures never enter a table we present as market data.

Sources

  1. DGrid AI (DGAI) Alpha airdrop terms — BlockBeats (Sep 16, 2026), TechFlow (Sep 16, 2026)
  2. apM Fashion (APM) Alpha listing and claim — Binance Wallet (Sep 17, 2026)
  3. KiiChain (KII) Alpha trading competition — Binance announcement (Sep 18, 2026)
  4. Alpha threshold series — BlockBeats (Sep 10, 2026); DGAI threshold — BlockBeats (Sep 16, 2026)
  5. ARC mainnet launch and USDC-gas, tokenless design — Circle press release (Sep 16, 2026)
  6. Binance USD1→WLFI campaign terms and pending distribution fields — Binance announcement; pool history and boosted APR context — CoinDesk
  7. Kraken Beldex/Humanity deadline, tracker rows, and Week 38 corrections — CryptoTicker W38, Crypto World Headline W38
  8. Sei September unlock and historical impact — Bitrue, Tokenomics.com
  9. SOON unlock timing — Bitrue

FAQ

1. Did Binance Alpha thresholds rise again this week?

No — for the first time this cycle they opened lower. The week's two claim events opened at 240 points (DGAI, September 16) and 235 (APM, September 17), both below the 246 that opened Block Street's third wave on September 10. One week is not a trend, but it is the first non-rising data point in the series we track.

2. Is the WLFI distributed amount published yet?

No. At our September 21 check, the accessible version of Binance's campaign announcement still showed placeholder fields for the first (September 11) and second (September 18) distributions' effective APR and WLFI token value. We publish the 150M commitment and the unmeasured gap, and nothing in between.

3. How does the deadline count read this week?

Two of five tracked protocol rows carry a printed end date — Beldex/Humanity September 25, 2026 and Grass January 22, 2027 — the same ratio as the prior two weeks, on the same five-row list (Beldex/Humanity, Grass, Plume, GRVT, dappOS). The Week 38 edition added XDAO to its exclusion list.

4. How large was this week's largest dated unlock?

Sei released approximately 111.5 million SEI on September 15 — about 1.1% of total supply, roughly 1.5% of market cap, and around $5.5 million at the reference price. Private investors received about 49.8%, insiders and team 37.9%, and community 12.3%.

5. What does a tokenless mainnet mean for the data tables?

It gets logged as an infrastructure event, not a distribution. Circle's Arc launched on September 16 with fees paid in USDC, no native token, and no confirmed airdrop. It appears in this report as the week's largest launch and as a zero in every distribution column, which is itself the data point.

6. Is this financial advice?

No. AirdropStat publishes research and commentary for informational purposes. Nothing here is a recommendation to buy, sell, or farm any token.

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