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MrNasdog Pressure Framework

BGB · a fixed-cap exchange token a quarterly buyback burns down.

BGB is the Bitget exchange token, also used as gas on the Morph layer-2 — ~700M circulating, with a fixed cap and no mint, so no new coins are ever issued.

Sell pressure. None from issuance — supply is fixed with no mint, so 0 new coins reach the market.

Buy pressure. A programmatic quarterly buyback burns about 30M BGB — funded by exchange profits — walking supply toward a 100M target.

Net. About 4.3% taken off the market over 90 days — structurally deflationary, though the burn draws mostly on reserve so the tradable float has held near 700M.

Inflation
Last 90 Days
-4.29%
updated
Net flow: 4.29% of supply taken off the market over 90 days
Next 90 Days
-4.29%
estimate
Net flow: 4.29% of supply taken off the market next 90 days
Supply shrinking · projected to keep shrinking
monitor gap · Quarterly buyback-burn retires ~30M BGB toward the 100M-token floor, but over the last 90 days the tradable float held near 700M (monitor −0.26%) because the burn draws on the ~214M non-circulating reserve, not the float — a systematic buyback-size gap (Jul 13 2026).
Upcoming · Next 90 Days
  • Quarterly buyback-and-burn~30M
    early Oct 2026 · removed from market
Sell pressure
1. Protocol inflation
0

BGB has a fixed cap and no mint function — nothing issues new coins, so there is no structural inflation. Supply can only move down, through the burn.

permanent · no change
2. Vesting unlocks
0

No dated team, seed or investor cliff reaches the market inside the window; the large merger-related unlocks were front-loaded to early 2026 and the remaining reserves sit on a long-dated schedule with no release before late 2026.

checked · Jul 13 2026
3. Foundation + unscheduled unlocks
0

No public evidence of release in window — monitored. A ~214M non-circulating reserve (total ~913.9M vs ~700M circulating) is a tracked team-controlled overhang, but it is being retired by the quarterly burn rather than sold — there is no dated discretionary market release.

checked · Jul 13 2026
4. Long-term locked or bankruptcy
0

No bankruptcy estate or court-ordered distribution applies to BGB.

permanent · no change
Buy pressure
1. Programmatic buyback
~30M BGB

Bitget spends about 20% of exchange and wallet profits to buy BGB and burn it every quarter, sized off on-chain gas usage plus a fixed floor — roughly 30M BGB a quarter is permanently retired, walking supply toward a long-term 100M target. One quarterly burn lands inside the 90-day window.

checked · Jul 13 2026
2. Protocol fee burn
0

There is no separate EIP-1559-style base-fee burn — the buy-and-burn spend is captured in Buy #1 to avoid double-counting.

permanent · no change
3. Foundation buy
0

No discretionary open-market buying outside the published quarterly buyback-and-burn — monitored.

checked · Jul 13 2026
4. New long-term lock
0

No new multi-year lock or escrow announced in the window; a holder staking product exists but does not remove float from the count — monitored.

checked · Jul 13 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M BGB)
0.000
0.000
Buy total (M BGB)
30.000
30.000
Sell % of circ
0.000%
0.000%
Buy % of circ
+4.286%
+4.286%
Net inflation %
-4.286%
-4.286%
Circulating supply: 700.000M BGB
Read the inflation analysis
The full Pressure Framework write-up for BGB.
Why a fixed cap plus a quarterly buyback-burn reads as structurally deflationary.

MrNasdog Pressure Framework analysis of BGB, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 13, 2026.