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MrNasdog Pressure Framework

SEI · monthly unlocks keep adding supply, nothing takes it back.

SEI is the gas and staking token of Sei, a fast parallelized layer-1 — ~6.73B circulating of a fixed 10B cap, about two-thirds unlocked, with staking emission plus a recurring monthly vesting cliff.

Sell pressure. About 545M SEI over the next 90 days — ~87M of staking emission plus three monthly unlock cliffs worth ~458M.

Buy pressure. None — no buyback, no fee burn, no foundation buying to offset the new supply.

Net. About +8.1% to market over 90 days — supply heading firmly up, with nothing structural pulling it back.

Inflation
Last 90 Days
+8.09%
updated · Jul 7 2026
Net flow: 8.09% of supply goes to market over 90 days
Next 90 Days
+8.09%
estimate
Net flow: 8.09% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · Our supply monitor reads roughly flat because the tracked circulating figure held at about 6,733M across the window (CoinGecko sei-network, Jul 5 2026), while on-chain supply kept minting toward the 10B cap and about 152M SEI of team, investor and reserve tokens vest each month — the next on Jul 15 2026. The framework books the scheduled emission and unlocks as supply reaching holders; the monitor lags because newly-vested tokens sit off the exchange float. Primary kept.
Upcoming · Next 90 Days
  • July vesting unlock~152M
    Jul 15 2026 · added to market
  • August vesting unlock~152M
    Aug 15 2026 · added to market
  • September vesting unlock~152M
    Sep 15 2026 · added to market
Sell pressure
1. Protocol inflation
~87M SEI

New SEI is minted every block to fund staking rewards — about 87M over the next 90 days, roughly 3.9% a year — steadily pushing supply toward the fixed 10B cap.

checked · Jul 5 2026
2. Vesting unlocks
~458M SEI

Team, early-investor and ecosystem-reserve tokens vest on the 15th of every month — about 152M SEI each, with three cliffs in this window on Jul 15 2026, Aug 15 2026 and Sep 15 2026, releasing roughly 458M to holders.

checked · Jul 5 2026
3. Foundation + unscheduled unlocks
0

No discretionary treasury release outside the published monthly schedule in the window — monitored. The ecosystem-reserve release lands on the same dated cliff already counted above.

checked · Jul 5 2026
4. Long-term locked or bankruptcy
0

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

permanent · no change
Buy pressure
1. Programmatic buyback
0

Sei runs no protocol buyback — there is no mechanism that spends revenue to buy SEI back off the market.

checked · Jul 5 2026
2. Protocol fee burn
0

Network gas fees flow to validators and application developers, not a burn address, so no SEI is destroyed by activity.

permanent · no change
3. Foundation buy
0

No discretionary open-market buying by the foundation announced in the window — monitored.

checked · Jul 5 2026
4. New long-term lock
0

No new multi-year lock or escrow announced in the window — monitored.

checked · Jul 5 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M SEI)
545.000
545.000
Buy total (M SEI)
0.000
0.000
Sell % of circ
+8.094%
+8.094%
Buy % of circ
0.000%
0.000%
Net inflation %
+8.094%
+8.094%
Circulating supply: 6733.330M SEI
Read the inflation analysis
The full Pressure Framework write-up for SEI.
Where new supply comes from, and why nothing burns it back.

MrNasdog Pressure Framework analysis of SEI, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 5, 2026.