EETHFI · Ethereum
Inflation analysis
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MrNasdog Pressure Framework

ETHFI · no protocol mint, but the vesting schedule is still unlocking.

ETHFI is the governance token of ether.fi, an Ethereum liquid-restaking protocol — ~927M circulating of a 1B fixed, fully-minted supply. There is no protocol inflation; every new coin comes from the vesting schedule.

Sell pressure. Vesting releases about 28.7M ETHFI over the next 90 days — linear at roughly 318K a day, far below last quarter's big investor cliff.

Buy pressure. A revenue-funded buyback buys ETHFI but redistributes it to stakers rather than burning it, so it removes no supply.

Net. About +3% to market over the next 90 days — supply still growing, but the pace is cooling sharply as the schedule winds down.

Inflation
Last 90 Days
+15.15%
updated · Jul 7 2026
Net flow: 15.15% of supply goes to market over 90 days
Next 90 Days
+3.09%
estimate
Net flow: 3.09% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · Our supply monitor read +17.86% over the last 90 days; the framework reads +15.15% for the same window. Both measure the identical ~140.5M of vesting that unlocked — the only difference is the base: the monitor divides by the smaller start-of-window supply (786.84M on Apr 5 2026), the framework divides by today's larger 927.37M. Same unlock, two denominators; source cryptorank.io/price/ether-fi snapshot Jul 4 2026. Primary vesting kept.
Upcoming · Next 90 Days
  • Daily vesting release~0.32M/day
    Jul 4 2026 · added to market
  • Vesting (next 90 days)~28.7M
    Oct 2 2026 · added to market
Sell pressure
1. Protocol inflation
0

ETHFI is a governance token with a fixed 1B supply that is already fully minted — there is no block reward, no staking emission and no mint function, so the protocol itself creates no new coins.

permanent · no change
2. Vesting unlocks
~28.7M ETHFI

The only source of new supply is the vesting schedule, releasing linearly at about 318K ETHFI a day — roughly 28.7M over the next 90 days for the remaining team, treasury and airdrop cohorts. This is far slower than the last 90 days, when the two-year investor cliff finished and pushed ~140.5M into circulation.

checked · Jul 4 2026
3. Foundation + unscheduled unlocks
0

The DAO treasury and remaining cohorts release on the published linear schedule counted above — there is no separate unscheduled discretionary release in the window; the ~72.6M still-locked overhang is monitored.

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

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

permanent · no change
Buy pressure
1. Programmatic buyback
0

A revenue-funded buyback does buy ETHFI on the open market — 100% of withdrawal-fee revenue weekly, plus a share of protocol revenue monthly — but the coins are redistributed to stakers, not burned, so they stay in circulation and do not shrink supply. It eases selling but is carried at zero on the supply ledger — monitored.

checked · Jul 4 2026
2. Protocol fee burn
0

ETHFI has no fee-burn mechanism — fees are used to buy and redistribute ETHFI, not to destroy it.

permanent · no change
3. Foundation buy
0

A treasury buyback of up to $50M while price is under $3 was proposed in late 2025; any executed buys still redistribute ETHFI to stakers rather than remove it, so no supply is taken off the market — monitored.

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

No new multi-year lock or escrow of circulating ETHFI announced in the window — monitored.

checked · Jul 4 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M ETHFI)
140.530
28.700
Buy total (M ETHFI)
0.000
0.000
Sell % of circ
+15.154%
+3.095%
Buy % of circ
0.000%
0.000%
Net inflation %
+15.154%
+3.095%
Circulating supply: 927.370M ETHFI
Read the inflation analysis
The full Pressure Framework write-up for ETHFI.
Where new supply comes from, and why the buyback doesn't shrink it.

MrNasdog Pressure Framework analysis of ETHFI, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 4, 2026.