LayerZero

ZRO runs LayerZero, which moves tokens between blockchains: 634.91M of 1B coins circulate. No new ZRO has been made since 2024; the float grows through unlocks.

Sell pressure. Investors and the team unlock about 23.3M ZRO each month: 69.98M in 90 days, the same next. The Foundation keeps 183M locked until its new chain launches.

Buy pressure. Stargate revenue bought 485,732 ZRO, but the Foundation holds them, and the burn is voted off.

Net. Net, supply grows about 11.02% in 90 days, and the same next.

Inflation

Last 90 Days

+11.02%

checked · Oct 5 2026

Net flow: 11.02% of supply goes to market over 90 days

Next 90 Days

+11.02%

estimate

Net flow: 11.02% of supply goes to market next 90 days

Supply growing · projected to keep growing

monitor gap · The monitor reads +39.96% and we read +11.02%. The circulating count it reads jumped about 101M ZRO in one day on Jul 8 2026 and then sat near 353M, so the Jul 20, Aug 20 and Sep 20 2026 unlocks were never in it. On Oct 5 2026 that count was raised to 634.9M ZRO, which now holds every unlock to date. On all seven chains total supply stayed at 1B ZRO, so nothing new was made; the window's new float is three monthly unlocks of about 23.3M ZRO each. Our number stays.

Upcoming · Next 90 Days

Monthly unlock (investors, team)+23.33M ZRO
Oct 20 2026 · added to market
Monthly unlock (investors, team)+23.33M ZRO
Nov 20 2026 · added to market
Monthly unlock (investors, team)+23.33M ZRO
Dec 20 2026 · added to market

Sell pressure

1. Protocol inflation

ZRO has no block reward and no staking pay. The whole 1B was made once in 2024; adding up all seven chains it lives on still gives 1B ZRO today. Coins moving between chains change each chain's count, never the total.

checked · Oct 5 2026

2. Vesting unlocks

~69.98M ZRO

Early investors and the team unlock every month on the 20th until May 2027. After the Foundation bought back 50M from investors, the investor step is 12.7M; the team step is at most 10.63M. That is about 23.3M ZRO a month: Jul 20, Aug 20 and Sep 20 2026 added 69.98M, and Oct 20, Nov 20 and Dec 20 2026 add the same.

checked · Oct 5 2026

3. Foundation + unscheduled unlocks

No Foundation release in the window. Tracked piles: 183M ZRO re-locked by the Foundation until its Zero chain goes live (no date yet); about 186.6M still to vest for investors and team; Foundation wallets of 106.06M and 69.55M that did not move; 2.38M of bought-back ZRO held in a Foundation wallet; and 11.72M left in the STG-to-ZRO swap pool, which paid out 1.81M this window.

checked · Oct 5 2026

4. Long-term locked or bankruptcy

No estate or trustee pays ZRO out. The 40M once held for FTX and Alameda went back to investors in a settlement and now vests with their monthly step above.

checked · Oct 5 2026

Buy pressure

1. Programmatic buyback

All Stargate revenue buys ZRO each month: 485,732 ZRO reached the buyback wallet this window, which now holds 2.38M. The coins are kept, not burned, and that wallet already counts as circulating, so the buying takes nothing off the market.

checked · Oct 5 2026

2. Protocol fee burn

A fee on every message that would buy and burn ZRO exists in the rules, but holders voted it off four times, most recently Jun 20 to Jun 27 2026. The burn address got almost nothing (0.0002 ZRO) this window.

checked · Oct 5 2026

3. Foundation buy

The Foundation's last big buy was 50M ZRO from investors in Sep 2025, and LayerZero Labs bought $10M on the market in Nov 2025. Nothing new in this window.

checked · Oct 5 2026

4. New long-term lock

No new lock started this window. The 183M Foundation re-lock was already outside the float before it began.

checked · Oct 5 2026

Supply check · sell, buy & net

Last 90D

Next 90D

Sell total (M ZRO)

69.975

Buy total (M ZRO)

0.000

Sell % of circ

+11.021%

Buy % of circ

0.000%

Net inflation %

+11.021%

Circulating supply: 634.913M ZRO

Read the full Inflation Analysis

ZRO: about 23.3M new coins unlock every month, and nothing takes them back.

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

This part is based on social media. 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

#41 · Oct 5 2026

Today, people are talking about ZRO for two reasons:

1
Exchanges finish swapping Stargate's STG into ZRO.
Crypto.com said on Oct 12 2026 that it finished turning STG into ZRO, at 0.08634 ZRO for each STG. KuCoin closed STG trading on Oct 10 2026, after Binance did the same swap earlier. People ask if the swap brings new ZRO holders, or new sellers.
2
ZRO keeps rising, up about 24% in a week.
ZRO rose about 24% in the week to Oct 12 2026 and has more than doubled since early September, while reports of LayerZero buying back its own token continued.

Checked Oct 12 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 10 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 10 2026

Should you buy ZRO? Questions about ZRO

Is it time to buy the LayerZero dip?

Supply and demand point to a negative long-run signal for LayerZero (Oct 13 2026, score 3.5/10). LayerZero adds +11.02% new supply in 90 days, and demand reads strong (3.5/5). LayerZero's price drivers: 1 ▲ price up, 1 ▼ price down.

LayerZero or Chainlink: which token has the better setup?

Chainlink looks better, 6/10 against LayerZero's 3/10 on Oct 10 2026. Both add a lot of supply in a year (+9.36% vs +29.39%), but Chainlink's demand reads 5/5 and LayerZero's 3/5. LayerZero's fee is still off after four votes; vote five is likely in December. Our supply-and-demand read for LayerZero stays negative.

When should I sell LayerZero?

We would read LayerZero differently if new supply keeps arriving (+11.02% in 90 days), or demand falls from strong, or Fee switch votes keeps pointing down. Until then LayerZero's signal stays negative. Mark this date for LayerZero: Late 2026? — Vote 5 on fee switch.

Is LayerZero a good investment in 2026?

LayerZero scores 3.5/10 on our framework (Oct 13 2026): supply 0/5 (extreme), demand 3.5/5. Over the next year LayerZero's supply changes +29.39%. The long-run signal is negative.

How do I know when to buy LayerZero?

Supply and demand favor LayerZero most when little new supply is coming, demand is strong and the price drivers point up. Right now LayerZero has +11.02% new supply in 90 days (extreme), demand strong (3.5/5), drivers 1 ▲ / 1 ▼.

Will LayerZero go up in 2026?

LayerZero's price drivers today: 1 pointing up, 1 pointing down, out of 2. ▼ Fee switch votes: Four votes since Dec 2024 kept the fee off; next in December. ▲ Zero and ATLAS: ATLAS gives venues rebates for staking ZRO; Zero mainnet date unknown.

Should I buy LayerZero or Bitcoin?

LayerZero: negative signal, 3.5/10 · Bitcoin: positive signal, 8.5/10 (Oct 13 2026). By supply and demand, LayerZero 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 →

How does MrNasdog judge every coin, and why is +11.02% shown in red?

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. ZRO supply grows +11.02% 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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LayerZero

Supply ↘

Demand ↘

Price Drivers ↘

Coming next

Current demand2 / 2.5

1 · Fee switch votes

2 · Zero and ATLAS

Should you buy ZRO? Questions about ZRO

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