Supply news · Oct 1 2026
Crypto supply news, Oct 1 2026
On Oct 1 2026 we found 15 supply stories across 14 coins: 3 burns, 5 buybacks, 6 unlocks, 1 new-supply story. Coins that burn or buy back take supply off the market; unlocks and new coins add to it.
Written the night of Oct 1 2026 from each project's own news, checked at the source. Each coin's page has its full supply numbers.
- AAVE AaveBuyback
Aave's founder said AAVE may get a token burn.
On Sep 29 2026, founder Stani Kulechov said the coming Aavenomics 3.0 upgrade may add a burn for AAVE bought back by the protocol. AAVE rose about 13% in a day to around $166. No formal proposal or numbers exist yet, so people ask how big a burn could be and when.
AAVE supply research → - ARB ArbitrumUnlock
About 92.6 million ARB still unlocks every month until early 2027.
On Sep 30 2026, attention turned to Arbitrum's monthly release of about 92.6 million ARB to the team and early investors, which runs until the lockup ends in early 2027. That is about 1.1% of all ARB each month. People ask if the rally can take in this steady new supply.
ARB supply research → - AVAX AvalancheBuyback
The Avalanche Foundation bought back 2.08M AVAX.
A listed AVAX treasury company sold 2,082,372 AVAX to the Avalanche Foundation for $15 million, about $7.20 a coin, closed on Sep 23 2026 and announced on Sep 29. The coins were its longest-locked AVAX, and the company says the cash will pay down debt. People ask what the Foundation will do with them.
AVAX supply research → - CAKE PancakeSwapBurn
PancakeSwap burned 480,000 CAKE in one week.
In the week to Sep 29 2026 PancakeSwap burned about 480,000 CAKE, worth about $1.27 million, 23% less than the week before. Because fewer new CAKE were made than burned, total supply still fell by about 328,000 CAKE. People ask how long trading fees can keep CAKE supply going down.
CAKE supply research → - CRO CronosBurn
Cronos holders vote to burn 228 million CRO.
A vote to burn 228 million CRO from the community pool ends on Oct 3 2026; it would bring total burns to 428 million CRO. A second vote would send all revenue from two Cronos products to buying CRO and burning it every month. People ask whether the votes pass and how much CRO the monthly buys can really remove.
CRO supply research → - FF Falcon FinanceUnlock
About 203 million FF tokens were unlocked on Sep 29 2026.
On Sep 29 2026, about 203 million locked FF tokens became free to trade, about 6.5% more coins in circulation, worth around $27 million at that time. The tokens come from the ecosystem, team, investor and foundation shares, and more unlocks follow every month until mid-2029. People ask if the people who got these tokens will sell them.
FF supply research → - FIL FilecoinNew supply
Filecoin's new coin supply will drop by about 75% on Oct 15 2026.
Around Sep 25 2026 Filecoin said vesting for Protocol Labs and the Filecoin Foundation ends on Oct 15 2026, removing about 66.7 million new FIL a year. After that only about 22 million FIL a year from block rewards will be added, a little over 2% of the coins now in circulation. People ask if paying storage demand can grow enough for this to matter.
FIL supply research → - JTO JitoUnlock
Jito's next token unlock is on Oct 7 2026.
About 17 million JTO, roughly 1.7% of the total supply, unlock for core contributors and early investors on Oct 7 2026. JTO fell about 7% on Sep 30 2026 as traders got ready for it, and only one more monthly unlock is left after this one. People ask how much of the new supply will be sold.
JTO supply research → - LEO UNUS SED LEOBuyback
The buyback is buying, but the coins stopped moving.
iFinex keeps buying LEO back with its revenue, but since Sep 1 2026 the bought coins have not moved on chain, and about 158,000 LEO now waits. People ask when the catch-up comes; twice last year it came in one go.
LEO supply research → - MON MonadUnlock
A big MON unlock is coming on Nov 24 2026.
On Nov 24 2026, one year after Monad's mainnet launch, about 10.7 billion locked MON are reported to start unlocking. That is close to 90% of the MON that trades today. People ask how much of it the team and early investors will sell.
MON supply research → - PUMP Pump.funBuyback
The SEC said token buybacks alone do not make a security.
On Sep 25 2026, SEC staff said announcing a buyback on a working network is not by itself a promise of returns. On Sep 28 2026 they added that the network must also have no central party in control. People ask whether Pump.fun, run by one company, fits that rule.
PUMP supply research → - PUMP Pump.funBurn
Pump.fun has now burned about 17% of all PUMP.
Pump.fun keeps spending about half of its revenue to buy PUMP and burn it; on Sep 29 2026 it bought and burned about 187 million PUMP for $1.02 million. In total about 169 billion PUMP, or 16.9% of the 1 trillion supply, is gone. People ask why PUMP is still well below its launch price after so many burns.
PUMP supply research → - SKY SkyBuyback
The SEC narrowed its guidance on token buybacks.
On Sep 25 2026, SEC staff said a token buyback on a working crypto network does not by itself make the token a security. On Sep 28 2026 they added that the network must also have no central party. People ask if Sky, which uses part of its income to buy back SKY, fits the new wording.
SKY supply research → - XPL PlasmaUnlock
1.76 billion XPL were unlocked.
On Sep 25 2026 Plasma made 1.76 billion XPL tradeable in a planned unlock, which added more than 60% to the coins already in circulation. XPL jumped about 23% into the unlock, then gave back most of it and is near $0.095. People ask if the new holders will sell, and how much of that supply is already on the market.
XPL supply research → - XRP XRPUnlock
Ripple unlocked 1 billion XRP from escrow on Oct 1.
Ripple released 1 billion XRP from its escrow on Oct 1 2026, worth about $1.5 billion with XRP near $1.50. It was the 10th monthly unlock this year, and Ripple usually puts most of it back into new escrow. People ask how much of it will really reach the market this time.
XRP supply research →
Coming unlocks for every coin, by date: Token unlocks in the next 90 days.