Live trackerEvery number here is re-checked daily · last update May 23, 2026
MrNasdog Pressure Framework · Tier 1
ONDO, monitored: supply sells, nothing buys.
Grey dots are fixed flows; amber dots are the discretionary items we re-check on-chain.
Next 90 days
May 23 → Aug 21, 2026 — the sell & buy signal for this window
Sell signal
Next unlock cliff
Jan 18 2027
~0
fixedFoundation / ecosystem pool
no change
5.21B
watchingBig investor wallets
no change
~320M+
watchingBuy signal
Buyback
—
0
fixedBurn
—
0
fixedFee switch
not on
off
watchingBuy pressure = 0
Recent changes
- Jan 18, 2026Unlock cliff +1.94B (~$774M), circulating +~60%
- Since thenNo discretionary moves — Foundation pool and big wallets flat
Re-checked daily — anything that moves shows up here.
The full shape (through 2029)
Why the monitor looks the way it does.
Down
↓ ~1.7–1.9B unlocks each January through 2029
↓ 5.21B Foundation/ecosystem pool + big investor wallets
Up
— no buyback, no burn, no fee-share
The one future catalyst: a DAO fee switch (maybe H2 2026)
Reference (updated daily)
Unlock schedule — fixed annual January cliffs
- Jan 2024 · doneLaunch — transfers unlocked
- Jan 2025 · done1st annual cliff
- Jan 2026 · doneCliff: ~1.94B (~$774M), +~60% circ
- Jan 2027 · NEXTNext cliff: ~1.7–1.9B
- Jan 2028Cliff: ~1.7–1.9B
- Jan 2029Final cliff
Lumpy by design: ~0 between cliffs, then ~17–19% of total supply at once each January. Figures approximate, from the public schedule.
Total supply
10B (fixed)
Circulating
4.87B (48.7%)
Locked
5.13B
Protocol fees
~$66M/yr
Fees to token
$0
Price
$0.39
Confidence. High: fixed supply, no inflation, the unlock schedule, buyback = 0, burn = 0 (Ondo Foundation docs + public schedule). Medium: Foundation deployment timing (discretionary). Not yet pulled: exact live balances of the Foundation Gnosis Safe + top holders (Tag B) — ONDO has no official token API, so those need an on-chain (Etherscan/RPC) read.