STRK Inflation Analysis · October 2026 · Supply growing · projected to keep growing
STRK supply is growing fast. Over the 90 days to Oct 7 2026 about 720.0M STRK reached the market — 381.0M from the monthly contributor and investor unlocks, 300.0M released from a team reserve wallet and 39.0M newly minted for stakers — while nothing was burned or bought back. That is +9.70% of the 7.42B STRK in circulation, with about +8.48% expected in the next 90 days. The monitor reads +12.69%; the monthly unlocks keep coming until Mar 15 2027.
The verdict, in one paragraph
The MrNasdog Pressure Framework reads Starknet's STRK at +9.70% net supply growth over the last 90 days and +8.48% over the next 90. The monitor reads +12.69% for the same window, a gap of 2.99 percentage points, which is above our 0.5-point line, so the page carries a ⚠ monitor gap note. We walked five kinds of sources to explain it: on-chain we trace 681M STRK of the monitor's 835.8M rise, and the rest matches no outflow we can find, so our number stays. In one line: STRK is inflationary by unlock schedule, with a team reserve and a staking mint on top and no burn on the other side.
Sell pressure: where new STRK comes from
Protocol inflation: 39.0M STRK.Starknet pays its stakers in brand-new STRK. The coins are minted on Ethereum, where the STRK token lives, in blocks of 1.3M about every three days and sent to the staking rewards contract. We counted 30 such mints in the window, and the token's total supply rose by exactly 39.0M STRK, from 10.135B to 10.174B. The yearly rate follows a minting curve that grows with the square root of the share staked: it read about 151.8M STRK a year at the start of the window and about 159.7M now, because staking grew from 1.42B to 1.57B STRK. We carry the measured 39.0M forward.
Vesting unlocks: 381.0M STRK. Early contributors and investors receive up to 127M STRK on the 15th of each month, a schedule that started at this size on Apr 15 2025 and ends on Mar 15 2027. Three of these unlocks fell inside the window (Jul 15, Aug 15 and Sep 15 2026) and three more fall inside the next 90 days (Oct 15, Nov 15 and Dec 15 2026), so the row is 381.0M both ways. About 762M STRK is still locked after September.
Foundation and unscheduled unlocks: 300.0M STRK. A team reserve wallet, funded straight from the original STRK supply, sent out 100M STRK on Jul 28 2026 and 200M on Sep 10 2026. The coins went through two middle wallets and across the bridge onto Starknet, where the receiving accounts passed most of them on. This wallet has released coins seven times in the last 12 months, 849.6M STRK in all, so for the next 90 days we carry its yearly pace, about 209.5M.
Long-term locked or bankruptcy: 0. No estate, trustee or court case holds STRK. The only coins still locked are the contributor and investor coins on the monthly calendar above.
Buy pressure: where new STRK goes
Programmatic buyback: 0.No contract, foundation or company buys STRK back. Starknet fees are paid in STRK, but they go to the network's operator rather than to a buyback.
Protocol fee burn: 0. Fees are not destroyed. We checked both ways: the dead addresses on Ethereum and on Starknet held the same tiny balances at both ends of the window, and the total supply only went up, by exactly the staking mint. A fee burn has been discussed in the Starknet community, but none is live.
Foundation buy: 0. No announcement and no on-chain flow in the window shows the foundation or any team wallet buying STRK.
New long-term lock: 0. Staking grew by about 145M STRK and a liquid staking option opened on Jul 28 2026. But staked STRK can be withdrawn in 7 days and still counts as circulating, so a bigger stake takes nothing out of the float. It only raises the staking mint above.
Foundation and overhang
Four team-controlled piles could still reach the market. The team reserve wallet that released 300M STRK this window still holds 950M STRK. A team safe holds 1.0B STRK; it sent 1.5B into the reserve wallet on Apr 21 2026 and did not move in this window. A second team safe holds about 83.6M STRK and has not moved. And about 762M STRK of contributor and investor coins is still locked on the monthly calendar. There is no buyback wallet, because there is no buyback. We read the three wallets on-chain at every rebuild and check the calendar by hand. If any of these balances falls between rebuilds, the outflow enters Sell #3 at the next rebuild.
How STRK compares to other Ethereum Layer 2 tokens
STRK belongs to the class of Ethereum Layer 2 tokens launched with a large team and investor allocation that unlocks over several years. Like most tokens of this class, its biggest supply source is not the protocol but the calendar: 381.0M STRK of unlocks in 90 days is about ten times the staking mint. What sets STRK apart is that it also mints new coins. Most Layer 2 tokens of its era are fixed at the supply they launched with, while Starknet pays stakers with fresh STRK, so its chain total is already above the 10B it started with.
The other difference is the buy side. Starknet fees are paid in STRK, which gives the token real use, but none of those fees are burned or used to buy STRK back. Ethereum itself burns part of every fee; STRK has nothing like it today. So every new or released coin stays in the market, and the net reading equals the gross sell side: 720.0M in, 0 out.
Compared with a hard-capped chain whose supply only changes on a fixed schedule, STRK has three moving parts: a calendar that ends on Mar 15 2027, a reserve wallet that releases when its holders decide, and a staking mint that grows as more STRK is staked. The first is known in advance; the other two are not.
What to watch in the next 90 days
Oct 15 2026, Nov 15 2026 and Dec 15 2026: the next three contributor and investor unlocks, up to 127M STRK each. Each one should add about 1.7% to the float on its day.
The team reserve wallet (950M STRK): its last two releases came on Jul 28 and Sep 10 2026. A new release would move the reading most; our next-90-day figure already assumes about 209.5M.
The staking minting curve: the minting constant has sat at 4% all window. Any governance change to it, or a big jump in the amount staked, would change the 39.0M staking mint.
Fee rules: Starknet v0.14.4 went live on Oct 6 2026 with new gas weights, and a proposal to tie the base fee to the STRK price is open. Neither burns STRK; a real fee burn would be the first buy-side mechanism.
Summary
Starknet's STRK reads +9.70% net supply growth over the last 90 days and about +8.48% over the next 90, against a monitor reading of +12.69%. The growth comes from monthly unlocks of up to 127M STRK until Mar 15 2027, releases from a team reserve wallet that still holds 950M STRK, and a staking mint of about 39.0M STRK per 90 days. Nothing is burned or bought back, so every new coin stays in the market. The main risk is the reserve and the two team safes, about 2.0B STRK in all, which have no published release schedule.
MrNasdog Pressure Framework analysis of STRK, Metric 1 — Inflation. Data + explanation only. Not financial advice. Checked Oct 8 2026.