DDOT · Polkadot
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MrNasdog Pressure Framework

DOT · Pi Day cut issuance 53.6% — and switched off the burn.

Three OpenGov referenda landed March 12–14, 2026: a 2.1B hard cap, inflation slashed from 120M/yr to 56.88M/yr, and the 24-day Treasury burn halted. Polkadot's deflationary lever is now OFF. ICO + Foundation + staking vest is fully done since late 2025. Net runs at about +1% of supply per 90 days.

Inflation
Last 90 Days
+1.12%
updated · Jun 4 2026
Net flow: 1.12% of supply goes to market over 90 days
Next 90 Days
+0.98%
estimate
Net flow: 0.98% of supply goes to market next 90 days
Supply growing · projected to keep growing
Sell pressure
1. Protocol inflation

Post-Pi-Day issuance: 56.88M DOT/yr (down 53.6% from pre-Pi-Day 120M/yr) under Ref 1710. First 13.14% biennial decay step lands March 14, 2028. Per 90D ≈ 14.0M.

~14.0M DOT
updated · Jun 4 2026
2. Vesting unlocks

Fully unlocked late 2025. ICO + Foundation + staking-reward allocations 100% released. The 414M aggregator-table 'locked' figure refers to headroom to the 2.1B cap, NOT scheduled unlocks.

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

OpenGov Treasury outflow estimate based on Q4'25 actual (2.6M DOT — first ever positive quarter) and Q1'26 trending lower under cap regime. §0.45.3.4 enumeration: Polkadot OpenGov Treasury + Web3 Foundation custody (NOT publicly disclosed, ~30% of genesis allocation = known unenumerated gap).

~2.5M DOT
checked · May 30 2026
4. Long-term locked or bankruptcy

No bankruptcy estate. 28-day staking unbond is operational (will compress to 24–48h under DAP), not long-term.

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

No protocol-level buyback.

0 DOT
permanent · no change
2. Protocol fee burn

Treasury burn halted Mar 12, 2026 (Ref 1781). The 24-day spend-period burn was cut 1% → 0%, and fee/slash burns now redirect to the DAP holding account. Polkadot's deflationary lever is OFF.

0 DOT
checked · May 30 2026
3. Foundation buy

No Foundation or DAO buy programme.

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

Staking ratio sits at ~52%; no scheduled new lockup programme. DAP holding account is technically issued but not yet in market hands.

0 DOT
checked · May 30 2026

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Algorithm check · raw inputs & outputs
 
Last 90D
Next 90D
Sell total (M DOT)
19.280
16.500
Buy total (M DOT)
0.400
0.000
Sell % of circ
+1.144%
+0.979%
Buy % of circ
+0.024%
0.000%
Inflation (sell − buy) %
+1.120%
+0.979%
Score (0–6)
3
3
Verdict
mixed
mixed
Circulating supply: 1685.600M DOT · inflation = (sell − buy) / circulating × 100
Read the full Pressure Framework analysis
DOT: Pi Day reset slashed inflation 53.6% and switched off the burn.
Long-form Metric 1 + 2 read. Origin-first from Polkadot RPC + Subscan + OpenGov referenda. ~5 min.

MrNasdog Pressure Framework analysis of DOT, Metrics 1 & 2. Data + explanation only. Not financial advice. Updated May 27, 2026.