ZZBCN · Solana
Inflation analysis
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MrNasdog Pressure Framework

ZBCN · the unlocks are over. The paying out is not.

ZBCN is the token of Zebec Network, a payroll and card payments network built on Solana. About 97.95B circulate against a 100B cap that can never be raised — the key that creates new coins was destroyed.

Sell pressure. About 1,184.6M ZBCN over 90 days — none of it new. The unlock schedule ended in March 2026, but the project wallet it filled kept paying coins out to other holders right through the window.

Buy pressure. Nothing we can count. The revenue buyback is real, but no size is published and the coins it buys are kept, not destroyed — total supply is still sitting at the cap.

Net. About +1.21% to market over 90 days, easing to +0.61% next quarter as that wallet runs low.

Inflation
Last 90 Days
+1.21%
updated · Jul 21 2026
Net flow: 1.21% of supply goes to market over 90 days
Next 90 Days
+0.61%
estimate
Net flow: 0.61% of supply goes to market next 90 days
Supply growing · projected to keep growing
monitor gap · The project distribution wallet 71LxiE4PvxdZxLmtGcoKAJEWKofPqYw5Wdn6PSpXHodV paid out 1,184.6M ZBCN in 11 dated transfers between Apr 24 2026 and Jul 20 2026, and the two hubs downstream of it received exactly that amount. Our supply monitor reads the same window at +0.08% because the upstream supply methodology deducts only locked coins, so an unlocked project wallet is already counted as circulating and paying out of it cannot move the reading. The on-chain outflow is kept.
Sell pressure
1. Protocol inflation
0

ZBCN cannot grow. The key that creates new coins was destroyed, so the 100B cap is now a physical limit rather than a promise, and there is no block reward of any kind. Total supply reads 99,998.8M — the cap, less the tiny amount retired since launch.

permanent · no change
2. Vesting unlocks
0

The unlock schedule is finished. Releases arrived like clockwork — 950.0M on Nov 23 2025, 950.0M on Dec 17 2025, 975.0M on Jan 20 2026, 1,000.0M on Feb 22 2026, 965.0M on Mar 17 2026 — and then stopped. Nothing was released in this window, and nothing is pending.

checked · Jul 21 2026
3. Foundation + unscheduled unlocks
~1,184.6M ZBCN

This is the whole story now. The unlocks ended, but the project wallet they filled is still paying out: 1,184.6M ZBCN left it in 11 dated transfers between Apr 24 2026 and Jul 20 2026, passing through two hubs and out to dozens of third-party wallets in pieces from 0.25M to 274.0M. That wallet has 596.4M left and no refill has arrived since Mar 17 2026, so the next 90 days are capped by what remains. Behind it sit two untouched reserves of 6,000.0M and 7,318.2M, a staking vault of 4,440.0M, and the bought-back ZBCN, which is held rather than destroyed.

updated · Jul 21 2026
4. Long-term locked or bankruptcy
0

There is no estate, no trustee and no court-ordered distribution of ZBCN.

permanent · no change
Buy pressure
1. Programmatic buyback
0

Zebec has bought ZBCN back with card and payroll revenue since late 2023, and it is the reason the token is marketed as deflationary. No 2026 amount has been published, no buying wallet is disclosed, and the coins are not destroyed — total supply still sits at the cap. Real, but unmeasurable from outside. No public evidence of release in window — monitored.

checked · Jul 21 2026
2. Protocol fee burn
0

ZBCN is a token on someone else's chain, so network fees are paid in that chain's coin and never consume a ZBCN. Barely more than 1M has been retired in the token's entire life.

checked · Jul 21 2026
3. Foundation buy
0

No open-market buying beyond the revenue buyback above has been disclosed. No public evidence of release in window — monitored.

checked · Jul 21 2026
4. New long-term lock
0

The staking vault holds 4,440.0M ZBCN, but stakers can withdraw and no new lock with a stated size was announced this window, so nothing was taken off the market.

checked · Jul 21 2026

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Supply check · sell, buy & net
 
Last 90D
Next 90D
Sell total (M ZBCN)
1184.570
596.400
Buy total (M ZBCN)
0.000
0.000
Sell % of circ
+1.209%
+0.609%
Buy % of circ
0.000%
0.000%
Net inflation %
+1.209%
+0.609%
Score (0–2)
1.0
1.0
Verdict
mixed
mixed
Circulating supply: 97951.718M ZBCN
Read the inflation analysis
The full Pressure Framework write-up for ZBCN.
Why a capped token with no unlocks left is still adding supply to the market.

MrNasdog Pressure Framework analysis of ZBCN, Metric 1 (Inflation Monitor). Data + explanation only. Not financial advice. Updated Jul 21 2026.