What is the Falcon Finance (FF) inflation rate?

+72.89% a year, and +18.22% in the next 90 days. That is new FF minus what is burned or bought back, checked Oct 28 2026.

Is FF inflationary or deflationary?

Inflationary: FF's supply is growing, about +72.89% a year.

Where does new FF supply come from?

No new FF can be minted (fixed 10B), but locked project wallets pay out every month: 373M FF in the last 90 days, and three unlocks add about 609M FF in the next 90.

MrNasDog Pressure Framework · Inflation Analysis

FF Inflation Analysis · October 2026 · Supply growing · projected to keep growing

Falcon Finance's FF supply grew about +11.16% in the 90 days to Oct 28 2026, and the FF unlock calendar points to about +18.22% over the next 90 days. Locked project wallets released 373.06M FF into the circulating float, nothing bought back or burned any FF, and about 609.17M FF more is due to unlock by late January 2027. FF can never exceed its fixed 10B supply, but only 3.34B of it circulates today, so the Falcon Finance unlock schedule, not new minting, drives every point of FF inflation.

The verdict, in one paragraph

Over the last 90 days FF's circulating supply rose a net +11.16%, and the next 90 days project +18.22%, because the Dec 29 2026 tranche adds a full month on top of the two monthly unlocks the ledger already counts. Other trackers show +12.52% for the same 90 days, a difference of 1.36 points; they measure the growth against the smaller FF supply of Jul 30 2026, while both readings describe the same 373M released coins, so the coin page carries no warning note. Nothing on the buy side offsets the FF unlocks: there is no FF buyback, no FF burn and no lock that removes coins from the count. The cite-able label for FF is a fixed-supply token inflating through monthly unlocks.

Sell pressure: where new FF comes from

Protocol inflation adds 0 FF. All 10,000,000,000 FF were created once on Sep 19 2025, and the FF token contract has no function that can create more; Falcon Finance pays FF staking rewards out of coins that already exist, so FF has no emission schedule at all.

Vesting unlocks added 68.06M FF. The Falcon Finance team and investor allocations sat behind a one-year cliff that ended on Sep 29 2026 and now vest monthly for three years. The first FF vesting tranche left the locked team and investor wallets on Oct 1 2026: 55.56M FF for the team and 12.5M FF for investors. Tranches due on Oct 29, Nov 29 and Dec 29 2026 bring about 204.17M FF of team and investor vesting into the next 90 days.

Foundation and unscheduled unlocks added 305M FF, the largest FF sell row. The Falcon Finance ecosystem wallet released 75M FF on each of Aug 5, Sep 2 and Oct 1 2026; the foundation wallet released its first monthly 60M FF on Oct 1 2026; and the launch wallet paid out its last 20M FF on Aug 5 2026 and is now empty. These ecosystem and foundation releases follow no official calendar, but they have landed every month, so at the same pace 405M FF more leaves those two wallets in the next 90 days.

Long-term locked or bankruptcy supply adds 0 FF. No bankruptcy estate or court-held pile of FF waits to be released. The October 2026 court claim between a market maker's affiliates and a custodian is about FF that had already been sold into the market, so it adds no new FF supply.

Buy pressure: where new FF goes

The programmatic buyback row is 0 FF: Falcon Finance has announced no FF buyback, and no project wallet bought FF in the market during the 90 days.

The protocol fee burn row is 0 FF. No Falcon Finance fee burns FF, the FF contract has no burn function, the FF total stayed at exactly 10B and the dead address did not grow over the window.

The foundation buy row is 0 FF. The Falcon Finance foundation releases FF each month; it does not buy FF back.

The new long-term lock row is 0 FF. About 206M FF sits in FF staking, including the 68.06M FF of team and investor coins that the FIP-2 governance vote of Sep 28 2026 parks there for three months. Staked FF still counts as circulating, so FF staking takes nothing out of the count; FIP-2 only delays when team and investor holders can sell their unlocked FF.

Foundation and overhang

Four locked Falcon Finance wallets still hold 6.66B FF, two thirds of all FF: the ecosystem wallet with 2.175B FF, the foundation wallet with 2.1B FF, the team wallet with 1.94B FF and the investor wallet with 437.5M FF. Each pays out on the monthly pattern above, and together they release about 203.06M FF a month.

Already-released FF also waits in project hands. The ecosystem payout wallet holds 823M FF from every ecosystem release since June 2026 and has never sent a single FF out; it already counts as circulating, so its first sale would add selling but no new supply. The launch payout wallet holds about 276.19M FF, and the foundation payout wallet holds about 11.66M FFafter passing most of its FF on. If a locked FF wallet's balance falls between checks, the outflow enters the foundation and unscheduled unlock row at the next check.

How FF compares to other DeFi governance tokens

FF belongs to the large group of DeFi governance tokens with a fixed supply minted in full at launch and released through vesting, the same design used by synthetic-dollar peers such as Ethena's ENA. In that group FF inflation has nothing to do with block rewards: it is the pace at which locked allocations reach the circulating float. A coin like FF with only about a third of its supply circulating carries far more FF unlock pressure than a fully vested coin, even though both have a hard cap.

The sharper contrast is on the buy side. Many DeFi tokens now route protocol revenue into buybacks or burns that cancel part of their unlocks, and proof-of-stake chains like Ethereum at least burn a share of fees. Falcon Finance does neither for FF: every FF that leaves a locked wallet stays in circulation. FF's own twist is governance-forced staking, where FIP-2 parks the first team and investor tranches for three months, a delay rather than a removal.

What to watch in the next 90 days

Oct 29 2026: the next monthly FF unlock of about 203.06M FF, split into ecosystem, foundation, team and investor tranches, normally paid within a week of the date.

Nov 29 2026: the following FF tranche of the same size; a smaller ecosystem or foundation release would lower the 90-day FF projection.

Dec 29 2026: the third FF tranche, and the day FIP-2 starts handing the first staked team and investor FF, about 68.06M FF plus yield, to its owners, who can then sell it.

Ongoing: the ecosystem payout wallet's 823M FF, untouched so far, and any new Falcon Finance governance vote that extends FF staking for unlocks after Dec 29 2026 or introduces an FF buyback.

Summary

Falcon Finance's FF has a fixed 10B supply and no minting, yet its circulating supply grew +11.16% in the 90 days to Oct 28 2026 as locked project wallets released 373.06M FF. With team and investor vesting now running alongside the monthly ecosystem and foundation releases, the next 90 days project +18.22%, about 609.17M FF. No FF buyback or burn offsets the FF unlocks, and the FIP-2 staking only delays team and investor selling until Dec 29 2026. The ceiling is the 6.66B FF still locked, which keeps FF inflationary for years on the current monthly pattern.

MrNasDog Pressure Framework analysis of FF, Metric 1 — Inflation. Data + explanation only. Not financial advice. Checked Oct 28 2026.