KITE · a young chain still in its unlock ramp.
KITE is the native token of Kite, an EVM Layer-1 for AI-agent payments — ~2.33B circulating of a hard 10B cap, less than a year after its Nov 3 2025 launch.
Sell pressure. About 126M KITE over the next 90 days — three monthly ecosystem and module unlocks of roughly 42M each. The big team and investor cliff stays locked until Nov 3 2026.
Buy pressure. No live buyback or burn yet — the designed commission buyback has shown no executed amount, though permanent module liquidity locks quietly absorb part of each unlock.
Net. About +5.4% to market over the next 90 days — clearly growing, the normal early-vesting ramp of a freshly launched token.
- Monthly ecosystem + module unlock~42MJul 1 2026 · added to market
- Monthly ecosystem + module unlock~42MAug 1 2026 · added to market
- Team + investor cliff opens (just past window)~3.2B lockedNov 3 2026 · added to market
Kite has no block mint. Validator and staker rewards are paid out of the ecosystem and module allocations rather than from fresh issuance, so they are the same coins that show up in the vesting unlocks below — counted there, not twice.
The ecosystem and module allocations vest monthly. The gross schedule releases about 109M KITE a month, but only about 42M actually reaches the freely-trading supply each month — the Jun 1 2026 step added 41.6M on-chain, with the rest locked into liquidity pools or left unclaimed. Three monthly steps land in the window (about Jul 1, Aug 1 and Sep 1 2026), roughly 126M in total.
The team allocation (2,000M) and investor allocation (1,200M) are the large overhang, but both sit under a 12-month cliff that does not open until about Nov 3 2026 — past this window. No discretionary release is dated inside the 90 days. Monitored.
No bankruptcy estate or court-ordered distribution applies to KITE.
The protocol is designed to take a commission on AI-service transactions and swap it for KITE on the open market, but no executed buyback amount has been disclosed for this window — the chain is young and service revenue is still small. Carried at zero until a real on-chain purchase is observed. Monitored.
KITE has no token-burn mechanism — there is no fee burn removing supply.
No discretionary open-market buying by the foundation or treasury has been observed in the window. Monitored.
Module owners must permanently lock KITE into liquidity pools to activate their modules, and those positions cannot be withdrawn while the module is live — this quietly removes coins from circulation and is why only about 42M of each 109M monthly unlock actually trades. It is not announced with a dated amount, so it is tracked in this note rather than booked as a fixed offset.
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