Stakers get new SOL every day. Unlocks add more.
SOL runs Solana: 588.79M coins circulate, about 93% of all SOL. New coins pay stakers every epoch; half of each base fee is burned.
Sell pressure. Stakers received 5.17M SOL in 90 days. Locks ending added 3.78M, the FTX estate 404K and Foundation moves 693K.
Buy pressure. The fee burn removed 79K SOL and new locks 60K — tiny next to what came in.
Net. Net, supply grew about 1.68% in 90 days; about 1.26% is expected next.
New SOL is minted at the end of every epoch and paid to stakers; the yearly rate is now 3.61% and falls 15% a year toward a 1.5% floor. Over these 90 days 52 epochs paid 5.38M SOL, and 216K of it landed in locked accounts, so 5.17M reached the market. Blocks got faster four times (400ms to 200ms), and the reward per epoch was cut to match, so the pace per day did not jump.
About 15M SOL sits in stake accounts locked until a set date, mostly from earlier private sales. Each one joins the market the day its lock ends: about 639K on the 7th of every month, plus larger one-off dates (625K on Aug 1, 875K on Aug 30). Next 90 days: about 2.25M more, with 638K due Nov 7, 640K Dec 7 and 637K Jan 7 2027.
The Solana Foundation holds about 27.2M SOL in stake accounts that do not count as circulating, plus about 2.2M in other listed reserve accounts. On Aug 26 2026 it handed one 587,871 SOL account to an outside owner, and listed reserve keys withdrew 105K more (two 49,250 SOL payouts on Oct 4). On Oct 8 it moved 500K into a new locked account, which stays outside the market. No schedule exists for these moves.
The FTX/Alameda bankruptcy estate still holds 2.44M SOL locked, released on the 11th of each month until Sep 2027. It took out 201,741 SOL on Aug 11 and 202,708 SOL on Sep 12. Three more releases of about 203K each fall on Oct 11, Nov 11 and Dec 11 2026 (609,770 in total).
Solana has no buyback. Companies and funds that buy SOL buy it on the open market, so those coins were already counted. A plan to mint SOL, buy a company and burn its income was only floated in a post (Aug 15 2026); no proposal exists.
Half of the 5,000-lamport base fee on every signature is destroyed, validator votes included; priority fees go to the block maker and are not burned. Counted block by block, 79,058 SOL was burned in 90 days, about 880 a day. Faster blocks mean more votes per day, so the next 90 days should burn about 99.8K. A vote to burn much more (Aug 2026) did not pass.
No announcement or on-chain flow this window shows the Foundation or any project treasury buying SOL.
78 new locked stake accounts were opened in the window; 59,539 SOL of their deposits came from ordinary wallets, so it left the market until those locks end. Plain staking does not count: 437.9M SOL is staked, but staked SOL can be withdrawn and still counts as circulating.
Two sides: how much people want SOL right now, and how much buying could come later.
This part is based on social media. It shows how hot SOL is right now. A better rank means more people are talking about it.
Today, people are talking about SOL for two reasons:
On Oct 9 2026 Solana switched to a new block every 200 milliseconds, the last step of a cut from 400 that began in August. The bigger Alpenglow upgrade still has no date. People ask whether the faster chain stays stable, and whether speed brings more users.
On Oct 7 2026 Samsung said US Galaxy users will be able to send USDC from Samsung Wallet over Solana, planned for late October, on up to 82 million phones. Reports also show new Solana addresses up about 124% while SOL fell about 9%, and people ask why use and price are moving apart.
Checked Oct 10 2026
Supply and demand point to a mixed long-run signal for Solana (Oct 11 2026, score 6/10). Solana adds +1.26% new supply in 90 days, and demand reads strong (4/5). Solana's price drivers: 2 ▲ price up, 0 ▼ price down.
Likely new supply, plus the wider market. Both Solana drivers point up: ETFs hold about 16M SOL, and the network has not stopped in 977 days. But Solana adds +1.27% new supply in 90 days, so buyers have to keep absorbing fresh coins. For Solana, the supply-and-demand signal is mixed right now.
Ethereum reads a little better. It scores 7/10 with a positive signal, while Solana sits at 6/10, mixed (Oct 10 2026). Solana has stronger demand, 4/5 against 3.5/5, but its new supply is much higher: +1.27% in 90 days versus +0.21%. By supply and demand, Solana's long-run signal is mixed today.
Solana trades near $110 (Oct 11 2026). $1,000 a coin means a $589B market cap, 9.1 times today's $64.6B. Solana's supply also grows +5.19% in the next year, so every extra coin needs buyers too. That leaves Solana's long-run signal at mixed, by supply and demand.
We would read Solana differently if new supply keeps arriving (+1.26% in 90 days), or demand falls from strong. Until then Solana's signal stays mixed.
Solana scores 6/10 on our framework (Oct 11 2026): supply 2/5 (growing), demand 4/5. Over the next year Solana's supply changes +5.19%. The long-run signal is mixed.
Supply and demand favor Solana most when little new supply is coming, demand is strong and the price drivers point up. Right now Solana has +1.26% new supply in 90 days (growing), demand strong (4/5), drivers 2 ▲ / 0 ▼.
Solana's price drivers today: 2 pointing up, 0 pointing down, out of 2. ▲ Big buyers: ETFs hold about 16M SOL, nearly double Forward's 8.5M. ▲ Network stops: Solana stopped 6 times by 2024. None in 977 days.
Solana: mixed signal, 6/10 · Bitcoin: positive signal, 8.5/10 (Oct 11 2026). By supply and demand, Solana reads weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. SOL supply grows +1.26% in the next 90 days, so it shows in red: more SOL reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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