Subscribe — free email
MrNasdog Pressure Framework

MNT · a fixed supply with a huge treasury still to come.

MNT is the token of Mantle, an Ethereum layer-2 network — ~3.3B circulating out of a fixed 6.22B cap, with no protocol mint and vesting long finished. The other ~2.92B sits in the Mantle Treasury.

Sell pressure. No new coins are minted — supply only grows as the treasury releases MNT into the market, about 26M over the next 90 days.

Buy pressure. Nothing structural removes supply — there is no active buyback and the fee burn is too small to count.

Net. About +0.8% to market over 90 days — supply edging up slowly as the treasury drips into circulation.

Inflation
Last 90 Days
+0.78%
updated
Net flow: 0.78% of supply goes to market over 90 days
Next 90 Days
+0.79%
estimate
Net flow: 0.79% of supply goes to market next 90 days
Supply growing · projected to keep growing
Sell pressure
1. Protocol inflation
0

MNT has a fixed supply of about 6.22B coins, set at the 2023 merger — there is no protocol mint, no inflation curve and no new issuance, so nothing is created on a schedule.

permanent · no change
2. Vesting unlocks
0

Every original team, investor and contributor allocation finished vesting back in 2023, so MNT is fully unlocked and no cliff reaches the market.

permanent · no change
3. Foundation + unscheduled unlocks
~26M MNT

The Mantle Treasury still holds about 2.92B MNT — roughly 47% of supply, DAO-controlled. Coins reach the open market only when governance budget proposals and the ecosystem rewards program move them out, about 26M over the next 90 days at the recent on-chain pace. The remaining ~2.92B is a tracked overhang with no fixed release calendar.

checked · Jul 8 2026
4. Long-term locked or bankruptcy
0

No bankruptcy estate or court-ordered distribution applies to MNT. The large treasury overhang is governance-controlled, not a bankruptcy claim.

permanent · no change
Buy pressure
1. Programmatic buyback
0

No protocol buyback is executing on a published rate. The treasury could fund one if governance votes for it, but none is active in the window — monitored.

checked · Jul 8 2026
2. Protocol fee burn
0

MNT is not burned by the network. The total supply is fixed at 6.22B and the circulating figure is rising, not falling, so no supply is being removed by fees — monitored.

checked · Jul 8 2026
3. Foundation buy
0

No discretionary open-market buying of MNT by the treasury has been announced or observed in the window — monitored.

checked · Jul 8 2026
4. New long-term lock
0

No new multi-year lock or escrow that removes circulating MNT has been announced in the window — monitored.

checked · Jul 8 2026

My research. My portfolio. Free.

Deep research weekly. My real holdings monthly.

Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M MNT)
25.700
26.000
Buy total (M MNT)
0.000
0.000
Sell % of circ
+0.778%
+0.787%
Buy % of circ
0.000%
0.000%
Net inflation %
+0.778%
+0.787%
Circulating supply: 3302.290M MNT
Read the inflation analysis
The full Pressure Framework write-up for MNT.
Why a fixed cap still drifts up, and what the treasury overhang means.

MrNasdog Pressure Framework analysis of MNT, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 8, 2026.