PPOL · Polygon
Inflation analysis
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MrNasdog Pressure Framework

POL · a 2% emission that the base-fee burn now cancels out.

POL is the native token of Polygon PoS and the staking token for Agglayer, an ERC-20 on Ethereum~10.68B circulating, no maximum supply, and fully unlocked, so supply moves only on emission versus burn.

Sell pressure. A fixed ~2% annual emission — 1% to validators, 1% to the community treasury — mints about 52M POL over the next 90 days. It is the only source of new supply.

Buy pressure. The EIP-1559 base-fee burn removes about 53M POL over the same 90 days — record payments activity now burns slightly more than emission mints.

Net. Roughly flat — the burn now offsets the emission, leaving POL marginally net deflationary over the next 90 days.

Inflation
Last 90 Days
-0.01%
updated
Net flow: 0.01% of supply stays in the market (roughly neutral) over 90 days
Next 90 Days
-0.01%
estimate
Net flow: 0.01% of supply stays in the market (roughly neutral) next 90 days
Mixed flows · supply roughly steady
monitor gap · Our supply monitor reads POL growing about +0.51% over the last 90 days, but that figure tracks only the roughly 2% annual POL emission minted on Ethereum — it does not net the base-fee burn on Polygon PoS. On-chain the network burned about 107M POL against about 105M minted in 2026 through Jul 1 2026, tipping POL marginally net deflationary; our read nets that burn, so supply is roughly flat and the gap is flagged.
Sell pressure
1. Protocol inflation
~52M POL

POL runs a fixed ~2% annual emission — 1% to validators and delegators as staking rewards and 1% to the community treasury — which mints about 52M new POL over 90 days. There is no maximum supply, and this emission is the network's only source of new tokens.

updated · Jul 13 2026
2. Vesting unlocks
0

The original MATIC allocation finished unlocking in 2023 and migrated to POL one-for-one, so there is no team, investor or ecosystem vesting schedule left to release — every token outside the ongoing emission is already circulating.

permanent · no change
3. Foundation + unscheduled unlocks
0

The community treasury — which receives the 1% treasury share of emission and holds a large accumulating balance — and the Polygon Foundation and Labs treasuries are the tracked team-controlled overhangs. Neither made an observed discretionary release into the market over the window, so this row is 0.

checked · Jul 13 2026
4. Long-term locked or bankruptcy
0

No bankruptcy estate or court-ordered distribution applies to POL.

permanent · no change
Buy pressure
1. Programmatic buyback
0

Polygon runs no programmatic token buyback — protocol fees are not used to buy POL on the open market.

checked · Jul 13 2026
2. Protocol fee burn
~53M POL

Every Polygon PoS transaction burns its EIP-1559 base fee. Network activity — led by record stablecoin payment volume — burned about 53M POL over 90 days, slightly more than the roughly 52M minted by emission, which tipped the network marginally net deflationary in 2026.

updated · Jul 13 2026
3. Foundation buy
0

No Foundation or treasury open-market buying of POL was observed in the window — monitored.

checked · Jul 13 2026
4. New long-term lock
0

About 3.6B POL is staked to secure the network, but staking is continuous and no new multi-year lock or escrow was announced in the window.

checked · Jul 13 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M POL)
52.000
52.000
Buy total (M POL)
53.000
53.000
Sell % of circ
+0.487%
+0.487%
Buy % of circ
+0.496%
+0.496%
Net inflation %
-0.009%
-0.009%
Circulating supply: 10676.970M POL
Read the inflation analysis
The full Pressure Framework write-up for POL.
Why an uncapped 2% emission still reads as roughly flat supply.

MrNasdog Pressure Framework analysis of POL, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 13, 2026.