TTAO · Bittensor
Inflation analysis
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MrNasdog Pressure Framework

TAO · a hard-capped AI network still minting on every block.

TAO is the native coin of Bittensor, a decentralized-AI network of subnets — ~9.60M counted as circulating and ~11.10M already issued on-chain toward a fixed 21M cap. Like Bitcoin, new coins arrive on every block on a halving schedule.

Sell pressure. Block emission mints about 324K TAO over 90 days — 3,600 a day paid to miners, validators and stakers since the December 2025 halving.

Buy pressure. Registration fees recycle roughly 56K TAO back into un-issued supply — the only mechanism that removes coins.

Net. About +2.8% to market over 90 days — supply heading up, even though the tradable-float count reads flat.

Inflation
Last 90 Days
+2.79%
updated · Jul 8 2026
Net flow: 2.79% of supply goes to market over 90 days
Next 90 Days
+2.79%
estimate
Net flow: 2.79% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · On-chain issued TAO reached 11.10M by Jul 8 2026, up from ~10.83M in early April — about 268K net new TAO over 90 days at 0.5 TAO per block. The monitor reads the tradable float flat because that new supply is classified as staked / non-circulating; primary kept.
Sell pressure
1. Protocol inflation
~324K TAO

Bittensor mints new TAO on every block and pays it to subnet miners, validators and stakers. Since the December 2025 halving the reward is 0.5 TAO per block, about 3,600 TAO a day, so roughly 324K new TAO enter over 90 days. The rate is fixed by the halving schedule until 15.75M TAO have been issued.

permanent · no change
2. Vesting unlocks
0

TAO was a fair launch — no premine, no ICO, no investor or team allocation, and no vesting schedule. There are no time-locked coins that cliff into the market.

permanent · no change
3. Foundation + unscheduled unlocks
0

The Opentensor Foundation holds TAO from early mining and donations but publishes no release schedule, and no distribution was observed in the window. The roughly 1.5M gap between the 11.10M issued on-chain and the 9.60M counted as circulating is staked and subnet-reserve TAO — a tracked overhang, not a scheduled release.

checked · Jul 8 2026
4. Long-term locked or bankruptcy
0

There is no bankruptcy estate or court-ordered distribution tied to TAO.

permanent · no change
Buy pressure
1. Programmatic buyback
0

Bittensor runs no TAO buyback — no protocol or foundation mechanism buys TAO back on the open market.

checked · Jul 8 2026
2. Protocol fee burn
~56K TAO

The TAO paid for subnet and neuron registrations (plus deregistrations and cold-key swaps) is recycled back into the un-issued supply, which offsets part of the new emission. Over the last 90 days about 56K TAO was recycled this way — gross emission of 324K minus the roughly 268K of net new TAO actually issued on-chain.

checked · Jul 8 2026
3. Foundation buy
0

The Opentensor Foundation does not buy TAO on the open market.

checked · Jul 8 2026
4. New long-term lock
0

No new multi-year lock or escrow of TAO was announced in the window. Staking is liquid and can be withdrawn, so it is not counted as a supply-removing lock — monitored.

checked · Jul 8 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M TAO)
0.324
0.324
Buy total (M TAO)
0.056
0.056
Sell % of circ
+3.376%
+3.376%
Buy % of circ
+0.584%
+0.584%
Net inflation %
+2.793%
+2.793%
Circulating supply: 9.597M TAO
Read the inflation analysis
The full Pressure Framework write-up for TAO.
Why supply keeps minting, what recycling offsets, and why the float count reads flat.

MrNasdog Pressure Framework analysis of TAO, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 8, 2026.