LayerZero

Sell pressure. Team and investors got 69.98M ZRO in 90 days, three monthly releases, and old Stargate holders swapped into 4.86M ZRO more. Three releases come next.

Buy pressure. Stargate revenue bought back 506,608 ZRO, held by the Foundation, not burned.

Net. Net, supply grows about 18.58% in 90 days, and about the same next.

Inflation

Last 90 Days

+18.58%

checked · Oct 16 2026

Net flow: 18.58% of supply goes to market over 90 days

Next 90 Days

+18.63%

estimate

Net flow: 18.63% of supply goes to market next 90 days

Supply growing · projected to keep growing

monitor gap · The monitor reads +12.81% and we read +18.58%. The circulating figure it reads does not move with each monthly release: it sat near 353.3M ZRO from Jul 8 to Oct 5 2026, then jumped 44.7M ZRO in one day on Oct 6 2026. The published schedule released 23.33M ZRO on each of Jul 20, Aug 20 and Sep 20 2026 (69.98M), and 4.86M ZRO left the STG swap contract on-chain. Our number stays.

Upcoming · Next 90 Days

October team + partner release+23.33M ZRO
Oct 20 2026 · new supply
November team + partner release+23.33M ZRO
Nov 20 2026 · new supply
December team + partner release+23.33M ZRO
Dec 20 2026 · new supply

Sell pressure

1. Protocol inflation

ZRO has no emission. All 1B coins were created when the token launched, and moving ZRO between its seven chains destroys it on one side and recreates it on the other. Added up across the seven chains, total supply reads exactly 1,000,000,000.

checked · Oct 16 2026

2. Vesting unlocks

~69.98M ZRO

Team members and early investors get 23.33M ZRO on the 20th of every month: 10.63M to core contributors and 12.7M to strategic partners. Three releases fell in these 90 days (Jul 20, Aug 20, Sep 20) and three more are due on Oct 20, Nov 20 and Dec 20 2026. Eight releases are left, the last in May 2027, about 186.6M ZRO in all.

checked · Oct 16 2026

3. Foundation + unscheduled unlocks

The LayerZero Foundation keeps 183M ZRO locked until its new Zero chain goes live, with no date set. Its known wallets hold 106.06M (a future-projects multisig), 69.55M (a launch-distribution safe) and 29.0M (another Foundation wallet); none of them moved in these 90 days. It also holds 2.54M of bought-back ZRO and 8.67M waiting in the STG swap contract. No public evidence of release in window — monitored.

checked · Oct 16 2026

4. Long-term locked or bankruptcy

No estate is releasing ZRO. The 40M ZRO bought back from the FTX estate went back to the strategic partners in the settlement, so it is already inside the monthly partner releases above.

checked · Oct 16 2026

5. STG-to-ZRO swaps

~4.86M ZRO

Old Stargate (STG) holders can swap each STG for 0.08634 ZRO, paid from a contract the Foundation filled with 56.98M ZRO. In these 90 days 56.33M STG was swapped and 4.86M ZRO left the contract, most of it in October as big exchanges moved their users over. Swaps end on Dec 15 2026; at most about 8.43M ZRO more can go out.

checked · Oct 16 2026

Buy pressure

1. Programmatic buyback

~506.6K ZRO

Every month all of Stargate's revenue buys ZRO on the open market. Three buys landed in these 90 days (Aug 6, Sep 4, Oct 6 2026) for 506,608 ZRO, about $677K. The coins sit in a Foundation wallet that now holds 2.54M and has never sent any out; nothing is burned. At today's price the same dollars buy about 332K ZRO in the next 90 days.

checked · Oct 16 2026

2. Protocol fee burn

LayerZero has a fee switch that would charge a fee on every message and burn ZRO with it. Holders have voted four times, most recently Jun 20–27 2026, and every time it stayed off.

checked · Oct 16 2026

3. Foundation buy

LayerZero Labs bought $10M of ZRO once, in November 2025, and says there is no fixed plan for more. Sporadic — last firing Nov 2025, no public schedule for next 90 days.

checked · Oct 16 2026

4. New long-term lock

There is no ZRO staking yet. Staking starts only when the Zero chain launches, and no launch date is set.

checked · Oct 16 2026

Supply check · sell, buy & net

Last 90D

Next 90D

Sell total (M ZRO)

74.838

Buy total (M ZRO)

0.507

0.332

Sell % of circ

+18.711%

Buy % of circ

+0.127%

+0.083%

Net inflation %

+18.584%

+18.628%

Circulating supply: 399.976M ZRO

Read the full Inflation Analysis

ZRO: 23.33M new coins reach team and investors every month, and the buyback takes back less than 1%.

Long-form mechanism walk. ~5 min.

Metric 2 of 3

ZRO · Coin Demand

Two sides: how much people want ZRO right now, and how much buying could come later.

3.5 / 5Strong

Current demand2 / 2.5

It shows how hot ZRO is right now. A better rank means more people are talking about it.

ZRO on social mediaIts rank among the 110 coins we follow · last 12 months · #1 = most talked about

#42 · Oct 16 2026

Today, people are talking about ZRO for two reasons:

1
LayerZero set Nov 30 2026 as the start date for its own blockchain, Zero.
On Oct 20 2026, LayerZero said its Zero mainnet and the ATLAS trading engine will go live on Nov 30 2026. It also says 75% of ATLAS trading fees will go to buying back and burning ZRO. People ask how much trading ATLAS will really bring, since the burn depends on it.
2
About 23.3 million new ZRO were unlocked on Oct 20 2026.
The monthly unlock on Oct 20 2026 added about 23.3 million ZRO, near 3.8% of the coins in the market, worth about $43 million at the time. ZRO still climbed about 10% to near $1.98 by Oct 22 2026, then gave much of it back. People ask if the market can keep taking in new coins every month.

Checked Oct 22 2026

Metric 3 of 3

ZRO · Price DriversBeta

The few things that can move ZRO's price that supply and demand miss.

1 · Fee switch votes

Watch

Fee switch turns on → price upVotes keep it off → price downnow

Dec 27 2024Vote 1: fee stays off
Jun 27 2025Vote 2: fee stays off
Dec 27 2025Vote 3: fee stays off
Jun 27 2026Vote 4: fee stays off
Today
Late 2026?Vote 5 on fee switch

Four votes since Dec 2024 kept the fee off; next in December.

Data

Date	What happened / what is coming
Dec 27 2024	Vote 1: fee stays off
Jun 27 2025	Vote 2: fee stays off
Dec 27 2025	Vote 3: fee stays off
Jun 27 2026	Vote 4: fee stays off
Late 2026?	Vote 5 on fee switch (coming)

Checked Oct 16 2026

2 · Zero and ATLAS

New

Venues stake ZRO on ATLAS → price upnowATLAS finds no venues → price down

Feb 10 2026Zero chain announced
Aug 25 2026ATLAS exchange unveiled
Sep 21 2026Anchorage picks LZ
Today
No date yetZero mainnet launch

ATLAS gives venues rebates for staking ZRO; Zero mainnet date unknown.

Data

Date	What happened / what is coming
Feb 10 2026	Zero chain announced
Aug 25 2026	ATLAS exchange unveiled
Sep 21 2026	Anchorage picks LZ
No date yet	Zero mainnet launch (coming)

Checked Oct 16 2026

LayerZero (ZRO) supply: questions people ask

Is LayerZero (ZRO) inflationary or deflationary?

LayerZero (ZRO) is inflationary right now: its supply changes +18.63% over the next 90 days and +47.54% over the next year (checked Oct 16 2026). More ZRO is added than removed.

What is the ZRO inflation rate in 2026?

About +47.54% a year: that is how much LayerZero (ZRO) supply changes over the next 12 months, with +18.63% in the next 90 days (checked Oct 16 2026). That puts ZRO #4 of 101 coins we track for new supply (#1 = the most new supply).

When is the next ZRO token unlock?

No dated LayerZero (ZRO) unlock is scheduled in the next 90 days (checked Oct 16 2026). New ZRO still arrives: about 74.8M ZRO in 90 days.

Does LayerZero burn or buy back ZRO?

Yes. In our count, about 332K ZRO is expected to leave the market over the next 90 days through burns, buybacks or locks (checked Oct 16 2026). How it works: Stargate revenue buys back about 160K ZRO a month; the coins are held by the Foundation, not burned.

Where does new ZRO supply come from?

In our count, about 74.8M new ZRO reaches the market over the next 90 days (checked Oct 16 2026). How it works: 23.33M ZRO unlocks for the team and early investors every month until May 2027, plus STG holders swapping into ZRO until Dec 15 2026.

How much ZRO is in circulation?

About 400M ZRO is in circulation (checked Oct 16 2026). Over the next 90 days that changes +18.63%, and over a year +47.54%.

Does ZRO have more new supply than INJ, NEXO or LIT?

Over the next 90 days (checked Oct 16 2026): ZRO +18.63%, INJ +0.82%, NEXO 0.00%, LIT +5.41%. ZRO has the most new supply of these 4 coins.

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 →

How does MrNasDog judge every coin, and why is +18.63% shown in red?

We look at two things: supply and demand. Fewer new coins mean less selling pressure. We also show each coin's age, with a warning when it is younger than 1 year. Demand shows how much people want the coin. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss. ZRO supply grows +18.63% in the next 90 days, so it shows in red: more ZRO reaches the market than is removed. Zero or falling supply is always green, any growth is red.

What do Watch ZRO alerts cover?

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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