AADA · Cardano
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MrNasdog Pressure Framework

ADA · Reserve-drain staking vs Treasury accrual.

45B immutable hard cap from 2017 genesis with 37B circulating. Every 5-day epoch drains 0.3% of the remaining Reserve into a rewards pot — 80% routes to stakers (~281M / 90D), 20% to an on-chain Treasury that is only spendable via Project Catalyst governance vote (~70M / 90D). No buyback, no fee burn — fees recycle into the rewards pot. Net ~+0.57% / 90D.

Inflation
Last 90 Days
+0.57%
updated · Jun 4 2026
Net flow: 0.57% of supply goes to market over 90 days
Next 90 Days
+0.57%
estimate
Net flow: 0.57% of supply goes to market next 90 days
Supply growing · projected to keep growing
Sell pressure
1. Protocol inflation

Reserve drain: ρ = 0.3%/epoch × Reserve (~6.5B) × 18 epochs per 90D = ~351M gross drain. 80% (post-τ) routes to stake pool operators + delegators. Reserve half-life ~4.5y; emission stops permanently when Reserve hits 0.

~281M ADA
updated · Jun 4 2026
2. Vesting unlocks

ICO distribution (Jan 2017) is fully complete. IOG / Emurgo / Cardano Foundation founder allocations were released at genesis without a vesting schedule.

0 ADA
permanent · no change
3. Foundation + unscheduled unlocks

Founder entities (IOG / Emurgo / Cardano Foundation) are funded by genesis ADA already in their wallets, NOT by an ongoing protocol-mint mechanism. No scheduled release in window — monitored.

0 ADA
checked · May 30 2026
4. Long-term locked or bankruptcy

No bankruptcy estate. Staking lockup is operational (≤2 epochs / ~10 days), not long-term.

0 ADA
checked · May 30 2026
Buy pressure
1. Programmatic buyback

PoS chain with no protocol-revenue buyback mechanism.

0 ADA
permanent · no change
2. Protocol fee burn

Cardano does NOT burn transaction fees. Fees recycle into the rewards pot.

0 ADA
permanent · no change
3. Foundation buy

No Foundation buyback programme.

0 ADA
permanent · no change
4. New long-term lock

20% τ skim from each epoch's rewards pot diverts to the on-chain Treasury before staker payout. Treasury is only spendable via Project Catalyst governance vote — functionally locked from spot.

~70M ADA
updated · Jun 4 2026

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Algorithm check · raw inputs & outputs
 
Last 90D
Next 90D
Sell total (M ADA)
281.000
281.000
Buy total (M ADA)
70.000
70.000
Sell % of circ
+0.759%
+0.759%
Buy % of circ
+0.189%
+0.189%
Inflation (sell − buy) %
+0.570%
+0.570%
Score (0–6)
3
3
Verdict
mixed
mixed
Circulating supply: 37007.550M ADA · inflation = (sell − buy) / circulating × 100
Read the full Pressure Framework analysis
ADA: Reserve-drain staking vs Treasury accrual.
Long-form 4×2×2 source-grid read. ~6 min.

MrNasdog Pressure Framework analysis of ADA, Metrics 1 & 2. Data + explanation only. Not financial advice. Updated May 26, 2026.