MrNasdog
PPI · Pi Network
Inflation analysis
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MrNasdog Pressure Framework

PI · the chain mints nothing. The float grows anyway.

PI is the phone-mined coin of Pi Network, which runs its own chain. All 100B were created in a single batch on day one, 11.14B of them are counted as circulating, and 82.86B have never been mined at all.

Sell pressure. 413.02M in 90 days — none of it newly minted. It is pre-made coins crossing onto the main chain as holders finish verification, running at 4.59M a day with no schedule and no cliff.

Buy pressure. Zero — all four rows. No buyback, no burn, no burn address to burn into, and a team that publicly turned down the community campaign for one.

Net. +3.71% to market, and the same again looking forward. One of the heaviest supply loads we track, on a coin whose chain issues nothing.

Inflation
Last 90 Days
+3.71%
updated · Sep 2 2026
Net flow: 3.71% of supply goes to market over 90 days
Next 90 Days
+3.71%
estimate
Net flow: 3.71% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · Chain total read exactly 100,000,000,000 PI at ledger 27,014,714 (Jun 4 2026) and again at ledger 28,507,801 (Sep 2 2026), so nothing was minted. The monitor reads higher because its window opens eleven days before the earliest dated reading of the project's own migration counter (Jun 15 2026), a stretch no primary surface covers; measured Jun 15 2026 to Sep 1 2026, migration ran 4.59M a day.
Sell pressure
1. Protocol inflation
0

The chain creates nothing. Every coin that will ever exist was made in one batch on the first day, and the chain's own total read exactly 100,000,000,000 at both ends of the quarter — identical to seven decimal places. Mining happens in the phone app, and it only hands out pieces of that batch. Nothing here is new money.

updated · Sep 2 2026
2. Vesting unlocks
0

There is no unlock calendar, whatever the trackers publish. Holders pick their own lock terms one wallet at a time, and locked coins are already inside the number that defines circulating supply — so a lock expiring adds nothing. The locked pool even shrank over the quarter, 6.22B down to 6.17B, and the count kept rising anyway.

checked · Sep 2 2026
3. Foundation + unscheduled unlocks
413.02M PI

This is the whole story. Pre-made coins keep crossing onto the main chain as holders finish verification, and the project's own counter grew from 10.78B to 11.14B between two dated readings — 4.59M a day, and speeding up near the end. There is no schedule and no cliff; it simply arrives in batches. Behind it: 82.86B never mined, 6.17B locked by holders, and 10.32M of fees parked in a pool nobody can spend.

updated · Sep 2 2026
4. Long-term locked or bankruptcy
0

No bankruptcy estate and no court-supervised trustee holds this coin, so nothing arrives from that side.

checked · Sep 2 2026
Buy pressure
1. Programmatic buyback
0

There is no buyback and no contract that could run one. Holders campaigned hard for a buy-and-burn programme and the team said no, on the stated grounds that this project is built around handing coins to as many people as possible rather than making them scarce.

checked · Sep 2 2026
2. Protocol fee burn
0

Nothing is destroyed, and there is no burn address on this chain to destroy it with. Fees do leave the wallets that pay them and pile up in a protocol pool, 8.68M to 10.32M over the quarter, but the total never falls and the count that defines circulating supply is a running migration tally, not a sum of balances. Moved, not destroyed.

updated · Sep 2 2026
3. Foundation buy
0

No public evidence of release in window — monitored.

checked · Sep 2 2026
4. New long-term lock
0

Locking here takes nothing off the market. A holder who locks coins is moving them inside the same counted pool, so the number the market reads does not change — and across the quarter the locked pool fell rather than grew.

checked · Sep 2 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M PI)
413.016
413.016
Buy total (M PI)
0.000
0.000
Sell % of circ
+3.707%
+3.707%
Buy % of circ
0.000%
0.000%
Net inflation %
+3.707%
+3.707%
Score (0–2)
0.3
0.3
Verdict
avoid
avoid
Circulating supply: 11141.681M PI
Read the inflation analysis
The full Pressure Framework write-up for PI.
Why a coin that mints nothing still runs one of the heaviest supply loads we track, why the published unlock calendar is the wrong number, and what would have to change.

MrNasdog Pressure Framework analysis of PI, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Sep 2 2026.