2Z · quiet today, but a giant unlock cliff lands inside the next 90 days.
2Z is the token of DoubleZero, a Solana-based fiber-network DePIN for validators — ~3.47B circulating of a 10B fixed supply. Nothing new is minted, but about two-thirds of the supply is still locked, and the first big unlock is now days inside the window.
Sell pressure. Only about 30M 2Z from a foundation deployment reached the market over the last 90 days, but a first-anniversary cliff of about 1,620M 2Z unlocks on Oct 2 2026 — inside the next 90 days.
Buy pressure. A revenue-funded buyback-and-burn exists, but its funding was switched off earlier in 2026 and the new source is still tiny — only about 0.5M 2Z has been burned.
Net. About +0.85% to market over the last 90 days, but roughly +48% projected next 90 days as the cliff releases nearly half the current float.
- First-anniversary vesting cliff+~1,620M 2ZOct 2 2026 · added to market
The 10B supply was minted at the 2025 launch and sits at its hard cap — in fact it is very slowly net-burning, not growing. No new 2Z is being created and reaching the market; everything on the sell side is already-minted supply unlocking.
Nothing vested into the market over the trailing 90 days — the lockup wallets have not moved since launch. But a first-anniversary cliff of about 1,620M 2Z — one quarter of every locked bucket — unlocks on Oct 2 2026, which lands inside the next 90 days. It is booked at the scheduled amount and flagged; the tokens become tradable that day even if holders do not sell at once.
The Foundation and Ecosystem vault sent about 30M 2Z out on Jul 17 2026, the only discretionary move on-chain this window, and a similar pace is projected forward. A very large overhang sits behind it: about 6,530M 2Z is still locked across Jump Crypto (~2,800M), Malbec Labs (~1,400M), the Foundation treasury, Institutions (~1,200M) and Team (~1,000M), most of it on the four-year vesting calendar rather than discretionary.
No bankruptcy estate or court-ordered distribution applies to 2Z. The remaining multi-year lockups run out to 2029, well outside this window.
DoubleZero turns network and Edge subscription revenue into open-market 2Z buys, burning 10% and handing the rest to contributors. But the 5% validator fee that funded this was switched off earlier in 2026, the replacement Edge revenue is still tiny, and no purchase wallet is published — so with only a single unconfirmed figure it books 0 and is monitored.
The token has net-burned about 0.5M 2Z over the last 90 days, measured straight from the on-chain supply falling below the 10B launch mint. It is real but tiny — nowhere near enough to offset the vesting on the sell side.
No discretionary open-market 2Z buying by the foundation outside the revenue-funded buyback — monitored.
No new multi-year 2Z lock or escrow was announced in the window — the supply is moving out of lockups on the vesting calendar, not into new ones. Token staking is not yet live.
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