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MrNasdog Pressure Framework

MON · year-one distribution, the big locks still sealed.

MON is the coin of Monad, a high-performance Layer 1 launched in November 2025 — ~11.8B circulating of a 100B max.

Sell pressure. Year-one community and ecosystem distribution adds ~989M over 90 days. Team, investor and ecosystem blocks (over 50% of supply) stay locked until a 1-year cliff opens around Nov 24.

Buy pressure. No buyback and no burn — and validator rewards are 0% at launch, so no staking emission either.

Net. About +8.4% to market over 90 days from the year-one release — growing, with the largest unlocks still ahead.

Inflation
Last 90 Days
+8.36%
updated · Jun 15 2026
Net flow: 8.36% of supply goes to market over 90 days
Next 90 Days
+8.36%
estimate
Net flow: 8.36% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · The framework and the monitor see the same ~989M of year-one distribution; the framework divides by current circulating (11.83B → +8.4%) while the monitor divides by the 90-day-ago base (10.84B → +9.1%). The ~0.8pp gap is that denominator convention on a fast-growing young supply, not a supply disagreement.
Sell pressure
1. Protocol inflation
0

Validator rewards are set to 0% at launch — there is no staking emission yet.

checked · Jun 14 2026
2. Vesting unlocks
~989M MON

Year-one community, ecosystem and airdrop distribution is reaching the market — on-chain circulating grew roughly 989M MON over 90 days, in line with the published year-one release (49.37%). The big team (27%), investor (19.7%) and ecosystem (38.5%) blocks stay locked until their 1-year cliff opens ~Nov 24 2026.

checked · Jun 14 2026
3. Foundation + unscheduled unlocks
0

Tracked overhangs: Team (~27B), Investors (~19.7B) and the Ecosystem reserve (~38.5B) — over 50% of supply locked to the ~Nov 24 2026 cliff. No in-window discretionary release.

checked · Jun 14 2026
4. Long-term locked or bankruptcy
0

No bankruptcy estate. Locked allocations are on the published vesting schedule above.

checked · Jun 14 2026
Buy pressure
1. Programmatic buyback
0

No protocol buyback on MON.

checked · Jun 14 2026
2. Protocol fee burn
0

No fee-burn mechanism removes MON from supply at launch.

checked · Jun 14 2026
3. Foundation buy
0

No accumulation programme.

checked · Jun 14 2026
4. New long-term lock
0

No protocol-enforced lockup with an announced quantum.

checked · Jun 14 2026

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Algorithm check · raw inputs & outputs
 
Last 90D
Next 90D
Sell total (M MON)
989.000
989.000
Buy total (M MON)
0.000
0.000
Sell % of circ
+8.362%
+8.362%
Buy % of circ
0.000%
0.000%
Inflation (sell − buy) %
+8.362%
+8.362%
Score (0–6)
0
0
Verdict
avoid
avoid
Circulating supply: 11826.820M MON · inflation = (sell − buy) / circulating × 100
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Sell-vs-buy pressure across the market.

MrNasdog Pressure Framework analysis of MON, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jun 14, 2026.