1 · USD1 size
QuietUSD1 has stayed below its Jan 2026 high of about $5B.
Data
| Date | USD1 supply |
|---|---|
| Jul 31 2026 | $4.02B |
| Aug 31 2026 | $4.2B |
| Sep 30 2026 | $4.43B |
| Oct 14 2026 | $4.21B |
No single dated event in the next 90 days.
Almost nothing new unlocks before the May 2028 cliff.
WLFI is the voting coin of World Liberty Financial, the team behind the USD1 stablecoin. 31.78B coins circulate; most of the rest is locked.
Sell pressure. Sale buyers who sign up claim 20% at once: 4.79M WLFI in 90 days. Everything else waits for a cliff around May 2028, and the main treasury has not moved since April.
Buy pressure. No buyback burn ran. A 20M burn hit locked insider coins only, and staking keeps coins in the float.
Net. Net, supply grows about 0.02% in 90 days, and the same next.
WLFI has no mining, staking pay or other new-coin stream, and the token contract has no mint function. Total supply only went down in this window, from 96.74B to 96.72B. The contract can still be upgraded by its owner, so we check this every time.
Early sale buyers who sign up get 20% of their coins at once from the unlock contract. In 90 days 560 wallets claimed 4.79M WLFI this way. Everything else in that contract — the other 80% of sale coins and all founder, team and partner coins — sits behind a 2-year cliff voted on May 6 2026, so the first of it frees up around May 2028. Nothing new is scheduled for the next 90 days; we expect claims to keep about the same pace.
The tracked team-held coins: the unlock contract (~46.11B, locked until around May 2028), the main treasury multisig (~12.62B, outside the float, no move since Apr 7 2026), and sale wallets that never signed up (~6.2B, locked until they do). The operations treasury (~7.39B) is already counted as circulating: it sent 994M to exchanges and partners in this window, which moves coins between holders but adds no new supply.
No bankruptcy estate or trustee holds WLFI. The project froze the wallets of one large early investor, who is suing over it; those coins stay frozen while the case runs. A listed company also holds about 3.58B WLFI that still cannot move. Neither released anything in this window.
A 2025 vote sends the fees from the project's own liquidity pools to buy WLFI back and burn it. No such burn happened on any chain in this window: the only supply drop was the 20M insider burn below, the dead address did not move, and the copies on other chains still match the bridge.
WLFI is a voting coin, not a gas coin: using the network or USD1 does not destroy any WLFI.
Nothing this window shows the project or its treasury buying WLFI in the market. The treasury sent coins out, not in.
Staking with a 180-day lock opened on Oct 1 2026, and 53.64M WLFI was staked by Oct 14 2026. Rewards are paid in USD1, not new WLFI. Staked coins still count as circulating, so the lock takes nothing out of the float.
Founders, team and partners who take the new schedule burn 10% of their locked coins. On Sep 7 2026 one holder did, and 20M WLFI were destroyed. Those coins were still locked and never counted as circulating, so the burn takes nothing out of the float.
Two sides: how much people want WLFI right now, and how much buying could come later.
This part is based on social media. It shows how hot WLFI is right now. A better rank means more people are talking about it.
Today, people are talking about WLFI for two reasons:
On Oct 7 2026, at a big crypto conference in Singapore, World Liberty said the payment company Mesh will offer USD1 across its merchant network this quarter, and that it is working with some large web businesses it did not name. People ask whether real shoppers will pay with USD1, and whether that does anything for WLFI holders.
Two firms linked to DWF Labs, an early World Liberty investor, are suing BitGo in London for $141 million, saying it sold their tokens before an agreed lock-up ended; the case was reported on Oct 9 2026. BitGo issues USD1 today, and World Liberty plans to move that job to its own trust bank. People ask how smooth that switch will be.
Checked Oct 14 2026
Supply and demand point to a positive long-run signal for World Liberty Financial (Oct 15 2026, score 7/10). World Liberty Financial adds +0.02% new supply in 90 days, and demand reads moderate (3/5). World Liberty Financial's price drivers: 0 ▲ price up, 0 ▼ price down.
We see no single driver pulling it down today (Oct 14 2026). USD1, its dollar coin, has stayed below its Jan 2026 high of about $5B, which likely keeps some buyers waiting. New coins are not the problem: only 0.02% new supply arrives in 90 days. That leaves World Liberty Financial's long-run signal at positive, by supply and demand.
Not yet. Its bank got an early OK, but it still must meet conditions before it can open. WLFI itself is a token worth about $1.81B today (Oct 14 2026), at about 5.7 cents a coin. Supply and demand still read positive for World Liberty Financial in the long run.
World Liberty Financial trades near 5.7 cents (Oct 15 2026). $1 a coin means a $31.8B market cap, 18 times today's $1.81B. World Liberty Financial's supply barely changes in the next year (+0.06%), so the whole move would have to come from demand. By supply and demand, World Liberty Financial's long-run signal is positive today.
We would read World Liberty Financial differently if new supply jumps (today +0.02% in 90 days), or demand falls from moderate. Until then World Liberty Financial's signal stays positive. Mark this date for World Liberty Financial: Soon (no date) — WLFI app launch.
World Liberty Financial scores 7/10 on our framework (Oct 15 2026): supply 4/5 (tight), demand 3/5. Over the next year World Liberty Financial's supply changes +0.06%. The long-run signal is positive.
Supply and demand favor World Liberty Financial most when little new supply is coming, demand is strong and the price drivers point up. Right now World Liberty Financial has +0.02% new supply in 90 days (tight), demand moderate (3/5), drivers 0 ▲ / 0 ▼.
World Liberty Financial's price drivers today: 0 pointing up, 0 pointing down, out of 2. • USD1 size: USD1 has stayed below its Jan 2026 high of about $5B. • Bank charter fight: Bank got an early OK; it still must meet conditions to open.
World Liberty Financial: positive signal, 7/10 · Bitcoin: positive signal, 8.5/10 (Oct 15 2026). By supply and demand, World Liberty Financial 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. WLFI supply grows +0.02% in the next 90 days, so it shows in red: more WLFI 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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