KITE Inflation Analysis · October 2026 · Supply growing · projected to keep growing
Kite (KITE) supply is growing, and the big step is still ahead. Over the 90 days from Jul 31 to Oct 29 2026 about 14.32M KITE reached the market, a net +0.60%, and the next 90 days could add about 947.66M KITE, or +39.6%, because the team and investor lock ends on Nov 3 2026. KITE is capped at 10B coins that already exist, so nothing new is minted; supply grows only as locked coins come out, and nothing burns or buys KITE back.
The verdict, in one paragraph
Over the last 90 days the coins that left Kite's locked wallets came to 14.32M KITE against 2.39B KITE in circulation, a net +0.60%. For the next 90 days we project about +39.6%, almost all of it from the team and investor unlock of about 800M KITE on Nov 3 2026 and the first two monthly steps after it. Other trackers show just +0.01% for the same 90 days, a gap of 0.59 points, so the coin page carries a warning note. The circulating figure those trackers use has not moved since Jul 2 2026, while on-chain the project's ecosystem wallets sent 14.32M KITE to an exchange between Jul 31 and Aug 5 2026. Our reading stands: KITE is a young coin with a fixed cap, and its supply is about to grow fast as the first big lock ends.
Sell pressure: where new KITE comes from
Protocol inflation is zero. All 10B KITE were created at launch and now sit across Ethereum, BNB Chain and two small chains, and the total across them still adds up to exactly 10B. Staking rewards on the Kite chain are paid from coins set aside at launch, and the staking pot there held the same 12.0M KITE all window.
Vesting unlocks are the whole story. Kite's own white paper says the team and investors wait one year and then unlock over four years, while the ecosystem and module shares unlock bit by bit over four years. In the last 90 days the only locked coins that moved were 14.32M KITE from the ecosystem wallets, paid out in six transfers between Jul 31 and Aug 5 2026 and sent on to an exchange within minutes. The team wallets, the investor wallet and the modules wallet did not move at all.
The next 90 days look very different. KITE first traded on Nov 3 2025, so the one-year lock on team and investor coins ends on Nov 3 2026. A quarter of each share unlocks that day: about 500M KITE for the team and 300M KITE for investors. After that, about 66.67M KITE unlock every month for three years, with the first two steps on Dec 3 2026 and Jan 3 2027. One public unlock calendar shows a smaller first step of 640M KITE, so 800M is the cautious reading. Add the ecosystem wallets' recent pace and the next 90 days come to about 947.66M KITE.
Foundation and unscheduled unlocks book zero, because the reserve wallets paid nothing out beyond the vesting flow above. Long-term locked or bankruptcy holdings are zero too: no court or estate holds KITE, and the August 2026 attack on the old token lost no coins.
Buy pressure: where new KITE goes
Nothing takes KITE out of the market today. There is no buyback yet: Kite plans to turn a small cut of AI service payments into KITE bought on the market, but no such buying has been seen. There is no fee burn, because fees on the Kite chain are paid in stablecoins and the burn addresses hold no KITE. The foundation spends from its reserves rather than buying. And staking takes almost nothing out of the count: only about 12M KITE is staked on the Kite chain, and staked coins still count as circulating.
Foundation and overhang
Most KITE is still in the project's own wallets. The ecosystem reserve holds about 3.30B KITE across four wallets, plus 227.34M KITE in a fifth. Its schedule allowed about 196M ecosystem coins out in these 90 days, yet all but the 14.32M above stayed put, so that backlog can reach the market at any time. The modules reserve holds exactly 800M KITE, which has not moved since launch.
The investor wallet holds exactly 1.20B KITE, the full investor share. Two team wallets hold 500M KITE each. On Oct 27 2026 a third team wallet moved its whole 263.22M KITEinto the main ecosystem wallet. That is a move between the project's own wallets, so it adds nothing to the market, but it is worth watching a week before the lock ends.
How KITE compares to other young proof-of-stake Layer 1 chains
Many proof-of-stake chains pay validators with brand-new coins, so their supply grows a little every block. KITE works the other way: the cap is fixed and rewards come out of a launch budget, so supply only grows when locked coins are released. That makes the growth lumpy. Chains that launched a year or two earlier with the same one-year team and investor lock went through the same kind of cliff, and for a while the unlock outweighed everything else in their supply. With under a quarter of its coins circulating, KITE sits at the start of that path, and no burn or buyback yet exists to offset it.
What to watch in the next 90 days
Nov 3 2026: the team and investor lock ends and about 800M KITE unlock. Watch whether the two 500M team wallets and the 1.20B investor wallet start sending coins out, and where they go.
Dec 3 2026 and Jan 3 2027: the first two monthly team and investor steps, about 66.67M KITE each.
The ecosystem reserve: about 3.30B KITE now sits there, including the 263.22M moved in on Oct 27 2026. Any large payout from it would add to the count right away.
The fee buying plan:the first purchases of KITE with AI service payments would be the coin's first real buy pressure.
Summary
Kite's supply grew +0.60% over the 90 days to Oct 29 2026, from 14.32M KITE paid out of the ecosystem wallets to an exchange. The next 90 days could add about 947.66M KITE, or +39.6%, led by the team and investor unlock of about 800M KITE on Nov 3 2026. KITE is capped at 10B coins, mints nothing new, burns nothing and has no buyback running, so every unlock goes straight to the circulating count. The risk to watch is how much of the newly unlocked team and investor KITE actually reaches exchanges after Nov 3 2026.
MrNasDog Pressure Framework analysis of KITE, Metric 1 — Inflation. Data + explanation only. Not financial advice. Checked Oct 29 2026.