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MrNasdog Pressure Framework

KAIA · a steady block-reward mint the tiny burn can't catch.

KAIA is the native coin of Kaia, the proof-of-stake chain formed by the Klaytn + Finschia merger~5.86B circulating, with no supply cap and a fixed new-coin reward paid on every block.

Sell pressure. The chain mints a fixed 9.6 KAIA every block — about 74.65M over the next 90 days (~5.2% a year).

Buy pressure. An on-chain gas-fee burn removes coins, but light activity means only about 0.2M over the same period.

Net. About +1.3% to market over 90 days — supply heading up, as the mint dwarfs the burn.

Inflation
Last 90 Days
+1.27%
updated · Jul 7 2026
Net flow: 1.27% of supply goes to market over 90 days
Next 90 Days
+1.27%
estimate
Net flow: 1.27% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · Our supply monitor read circulating growth near +0.09% over the last 90 days, well below the +1.27% our on-chain mint math implies. The chain really did mint ~74.65M new KAIA — on-chain total supply rose about +1.18% — but most of it lands in the ecosystem and infrastructure funds and in re-staked validator rewards, which sit outside the freely-traded float the monitor measures. So the float barely moved while total supply grew. Primary emission kept.
Sell pressure
1. Protocol inflation
~74.65M KAIA

The chain mints a fixed 9.6 KAIA every block — about 74.65M over the next 90 days (~5.2% a year), paid to validators and stakers plus two ecosystem funds. On-chain minting confirms this exact pace.

checked · Jul 5 2026
2. Vesting unlocks
0

Nearly all KAIA is already circulating and the old merger reserves were permanently destroyed in earlier one-time burns, so no team, seed or treasury cliff reaches the market in this window.

permanent · no change
3. Foundation + unscheduled unlocks
0

No public evidence of a discretionary treasury release in the window — monitored. The ecosystem and infrastructure funds are fed continuously inside the block reward already counted in row 1.

checked · Jul 5 2026
4. Long-term locked or bankruptcy
0

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

permanent · no change
Buy pressure
1. Programmatic buyback
0

There is no open-market buyback programme — supply is managed by an on-chain burn, not by purchases.

checked · Jul 5 2026
2. Protocol fee burn
~0.2M KAIA

The network permanently burns half of each block's gas base fee, alongside a smaller MEV-auction and business burn — but activity is light, so on-chain data shows only about 0.2M coins removed over 90 days. A new rule from the mid-2026 governance reform also burns any unearned validator reward.

checked · Jul 5 2026
3. Foundation buy
0

No discretionary open-market buying by the foundation — monitored.

checked · Jul 5 2026
4. New long-term lock
0

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

checked · Jul 5 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M KAIA)
74.650
74.650
Buy total (M KAIA)
0.200
0.200
Sell % of circ
+1.275%
+1.275%
Buy % of circ
+0.003%
+0.003%
Net inflation %
+1.271%
+1.271%
Circulating supply: 5856.640M KAIA
Read the inflation analysis
The full Pressure Framework write-up for KAIA.
Where new supply comes from, and why the float barely moves.

MrNasdog Pressure Framework analysis of KAIA, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 5, 2026.