1 · US ETF holdings
NewOnly US DOT ETF keeps adding, yet holds under 1% of supply.
Data
| Date | 21Shares TDOT |
|---|---|
| Aug 31 2026 | 9.02 M DOT |
| Sep 30 2026 | 9.62 M DOT |
| Oct 9 2026 | 9.62 M DOT |
| Oct 12 2026 | 10.2 M DOT |
No single dated event in the next 90 days.
About 153K new DOT a day. Almost none burned.
DOT runs Polkadot: 1.71B coins circulate, all of them unlocked. New DOT is minted around the clock on a curve capped at 2.1B.
Sell pressure. Minting added 13.78M DOT in 90 days, about 153K a day, at a rate fixed until Mar 14 2028. Treasury spending moves coins already counted.
Buy pressure. Almost nothing is burned and nothing is bought back: fees now go to a governance pool instead.
Net. Net, supply grows about 0.81% in 90 days, and the same next.
New DOT is minted around the clock on a fixed curve that aims at a 2.1B cap. Since the first cut on Mar 14 2026 the curve pays out about 55.9M DOT a year, or 153,132 a day, and it stays at that level until the next cut on Mar 14 2028. Total supply measured at both ends of the window rose by 13,782,179 DOT, in three equal 30-day steps. About a third of each mint goes to a governance pool; the rest pays stakers and validators.
There is no team or investor unlock calendar. About 15.94M DOT sits in on-chain vesting locks across 1,071 accounts, each releasing a little every block, but those coins are already counted as circulating, so a release adds nothing new.
The on-chain Treasury holds about 21.46M DOT, down from 24.31M in July after votes paid out about 2.85M DOT. A governance pool that collects part of every mint and all fees holds 5.63M DOT, up from 1.16M. Both are counted as circulating already, so spending from them moves coins between holders and adds no new supply. No foundation wallet set is published.
No bankruptcy estate, trustee or long lock is releasing DOT. The DOT minted on another chain in the April 2026 bridge exploit was a copy on that chain, not native DOT.
Nothing buys DOT back. A vote in August 2026 promised to destroy all DOT earned from a future product sale, but those sales have not started.
Transaction fees are no longer burned: they go to the governance pool, and the Treasury burn was switched off in December 2025. Only money paid for blockspace is still destroyed, a few thousand DOT in 90 days, far too small to change the figure.
The Treasury spends DOT and stablecoins; nothing this window shows it, or any foundation, buying DOT.
Staking grew from 862.42M to 912.75M DOT this window, about 53% of all coins. But staked DOT still counts as circulating, so a bigger stake takes nothing out of the float.
Two sides: how much people want DOT right now, and how much buying could come later.
This part is based on social media. It shows how hot DOT is right now. A better rank means more people are talking about it.
Today, people are talking about DOT for two reasons:
A vote opened on Oct 12 2026 asks DOT holders to make winning new users the top goal, with DOT-backed stablecoins like dotUSD at the center. So far about 798,000 DOT vote yes and about 53,000 DOT vote no. People ask if more users will really turn into more demand for DOT.
A vote opened on Oct 13 2026 would let new users of the Polkadot App pick a username, get a .dot name, and use small free allowances for messages and storage. DOT is near $1.14, down about 10% this week. People ask if an easy app can bring new people to Polkadot.
Checked Oct 17 2026
Based on the law of supply and demand, the long-run signal for Polkadot is mixed. As of Oct 17 2026, score 5.5/10, Polkadot faces +0.81% new supply over 90 days, with demand moderate (3/5). Polkadot's price drivers: 1 ▲ price up, 0 ▼ price down.
No. Polkadot still holds a $2.04B market cap on Oct 13 2026, with moderate demand (3/5). The only US DOT ETF keeps adding coins, but it holds under 1% of supply, so that buying is still small. Our supply-and-demand read for Polkadot stays mixed.
Steady new supply is one likely weight: Polkadot adds about 0.81% more DOT in 90 days and 3.27% in a year (Oct 13 2026). The DAO treasury also moved, rebuilding to 24M DOT, then dropping 2.9M on Oct 8 2026. For Polkadot, the supply-and-demand signal is mixed right now.
It would take 85 times today's value: $100 × Polkadot's coins in the market = about $171B, against $2.01B now (Oct 17 2026). Polkadot's supply also grows +3.27% in the next year, so every extra coin needs buyers too. Our supply-and-demand read for Polkadot stays mixed.
Today the signal is mixed. Supply and demand would point the other way for Polkadot if new supply keeps arriving (+0.81% in 90 days), or demand falls from moderate.
On our framework Polkadot scores 5.5/10 (Oct 17 2026), with supply 2.5/5 (moderate) and demand 3/5. In the next year Polkadot's supply changes +3.27%, so the long-run signal reads mixed.
The law of supply and demand points to one window for Polkadot: low new supply, high demand, drivers pointing up. Where Polkadot stands today: +0.81% new supply in 90 days (moderate), demand moderate (3/5), drivers 1 ▲ / 0 ▼.
Polkadot has 2 price drivers today (1 ▲ price up, 0 ▼ price down). ▲ US ETF holdings: Only US DOT ETF keeps adding, yet holds under 1% of supply. • DAO treasury DOT: Treasury rebuilt to 24M DOT, then dropped 2.9M on Oct 8.
Polkadot reads mixed at 5.5/10; Bitcoin reads positive at 8.5/10 (Oct 17 2026). On supply and demand, Polkadot looks weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. DOT supply grows +0.81% in the next 90 days, so it shows in red: more DOT reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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