Supply news · Oct 2 2026
Crypto supply news, Oct 2 2026
On Oct 2 2026 we found 18 supply stories across 18 coins: 2 burns, 6 buybacks, 7 unlocks, 3 new-supply stories. Coins that burn or buy back take supply off the market; unlocks and new coins add to it.
Written the night of Oct 2 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 says a token burn is being considered.
On Sep 29 2026, founder Stani Kulechov said the team is thinking about adding a burn of AAVE to its next token plan, next to an automatic buyback promised in June. AAVE jumped more than 10% that day. There is no vote, size or start date yet, so people ask how much would really be burned, and when.
AAVE supply research → - BTT BitTorrentBuyback
Justin Sun says BitTorrent's Q3 profit will buy back and burn BTT.
On Sep 26 2026, Justin Sun wrote on X that BitTorrent will use all of its net business revenue from Q3 2026 to buy back BTT and burn it. He also said BTT's future is decentralized storage and AI computing, and that the BitTorrent app has about 2.49 million daily users. People ask how big the burn will be next to BTT's huge supply, and when it will happen.
BTT supply research → - CRO CronosBurn
Two Cronos votes end on Oct 3: a big burn and an app-revenue burn.
Two Cronos votes close on Oct 3 2026. One burns 228 million CRO from the community pool; the other promises that all revenue from the Ult and Cronos Launch apps buys CRO and burns it every month. On Oct 2 both had strong yes votes and no votes against. People ask if these burns can matter next to the 1.17 billion CRO that unlocks each month.
CRO supply research → - ENA EthenaUnlock
A huge ENA unlock lands on Oct 5.
Every coin still owed to Ethena's early investors, about 1.41B ENA, unlocks in one day on Oct 5 2026. The lock on StablecoinX's 3.03B ENA ends the same day, though its sales still need the Foundation's consent. ENA fell about 6% on Oct 1 as traders got ready, and people ask how much of it will really be sold.
ENA supply research → - FIL FilecoinNew supply
New FIL supply is set to drop sharply in mid-October.
Filecoin said on Sep 24 2026 that early token unlocks for Protocol Labs and the Filecoin Foundation end in October, cutting new FIL issuance by about 75%. FIL is up about 35% in 30 days, near $1.04. People ask if the price already reflects this, or if more moves are coming after the date.
FIL supply research → - FLOKI FlokiNew supply
FLOKI sent out round 4 of its RICE airdrop.
On Oct 2 2026 FLOKI said round 4 of the RICE airdrop for FLOKI and TOKEN holders and stakers is done: 20 million tokens sent, 70 million of 140 million so far. The team said this round was late and said sorry. People ask when rounds 5 to 8 will come.
FLOKI supply research → - HYPE HyperliquidUnlock
About 9.9 million HYPE for the team unlocks on Oct 6.
On Oct 6 2026, about 9.92 million HYPE for core contributors is set to unlock, worth around $856 million at today's prices. That is roughly 4% of the coins in circulation. People ask how much of it the team will sell.
HYPE supply research → - INJ InjectiveBuyback
Injective's first Stockdrop paid buyback users in tokenized stocks.
From Sep 23 to Sep 30 2026, people who committed INJ to the monthly Community BuyBack could get tokenized stocks such as Nvidia and AMC as rewards, while the committed INJ is burned. Earlier rounds burned over 7 million INJ in total. People ask whether the burn is big enough to matter, since INJ is still about 8% lower than a week ago.
INJ supply research → - JTO JitoUnlock
JTO slipped ahead of its next monthly unlock.
JTO fell about 7% on Sep 30 2026 as traders looked ahead to the next monthly unlock on Oct 7 2026, about 17 million JTO for team members and early investors. Only a few of these monthly unlocks are left in the schedule. People ask how much of it will be sold.
JTO supply research → - LDO Lido DAOBuyback
LDO holders are pushing the team on costs and buybacks.
A holder thread on Lido's forum says the team spends about $40 million a year, and it was still busy on Oct 1 2026. A holder vote to cut costs and change the buyback settings was turned down on Sep 24 2026, with about 29.35 million LDO against it. People ask if anything will change for LDO holders, and whether holders will get more say.
LDO supply research → Binance burned another 334 million LUNC.
On Oct 1 2026 Binance did its monthly burn of about 334 million LUNC, taking its total burned to more than 88 billion. The price barely moved because trading is thin. People ask if burns this size can ever make a real dent in a supply of about 5.5 trillion.
LUNC supply research →- M MemeCoreUnlock
Another monthly unlock date came, but the team wallets did not move.
Unlock trackers list about 56.1M M unlocking on Oct 2 2026, and some traders blamed that date for the late-September selling. On-chain, the team, investor and foundation wallets still hold every coin they started with. People ask when, if ever, those coins will be paid out.
M supply research → - NEAR NEAR ProtocolNew supply
A new proposal wants to cut NEAR's yearly new supply from 2.5% to 1.6%.
On Sep 30 2026, Sal Ternullo of SVRN posted a proposal to lower NEAR's maximum yearly issuance from 2.5% to 1.6%, step by step over 24 months, with a vote planned for October. He says it avoids about 66 million new NEAR over six years, while staking rewards would fall from about 5.4% to about 3.5%. People ask whether stakers will vote for smaller rewards.
NEAR supply research → - PENDLE PendleBuyback
Pendle says its buybacks are now much bigger than its new tokens.
In its Sep 28 2026 update, Pendle said new PENDLE rewards are down 93% this year, so yearly inflation is about 0.2%, while buybacks take about 2% of supply a year. It also said its USDC vault passed $75 million, a new high. People ask if this means PENDLE supply will now keep shrinking.
PENDLE supply research → - PONS PonsBuyback
Pons revenue and daily buybacks have dropped sharply.
Reports on Sep 28 2026 said Pons revenue was down about 88% from its early-September peak, and daily PONS buybacks fell from over $1 million to about $200,000. New coin launches on Robinhood Chain fell from about 36,000 a day to about 6,000. People ask whether the buzz on Robinhood Chain can come back, since PONS buybacks depend on it.
PONS supply research → - STRK StarknetUnlock
The next monthly STRK unlock is on Oct 15.
About 127 million STRK for early contributors and investors is due to unlock on Oct 15 2026, as happens every month until Mar 2027. That is on top of team reserve releases and new STRK made for stakers. People ask how much of the new supply will be sold, and whether demand can keep up.
STRK supply research → - XPL PlasmaUnlock
A big XPL unlock for the team and early investors happened.
On Sep 25 2026, one year after Plasma's launch, about 1.76 billion XPL unlocked for the team, early investors and the ecosystem fund. From now on about 139 million more team and investor XPL unlock every month until Sep 25 2028. XPL slid from about $0.11 to about $0.095 in the week after, and people ask how much of the new supply will be sold.
XPL supply research → - ZRO LayerZeroUnlock
A new ZRO unlock comes on Oct 20 2026.
On Oct 20 2026 about 2.4% of the ZRO now in circulation is set to unlock for early backers and the team. It arrives right after a fast rally, which tempts new holders to sell. People ask whether the price can hold through the unlock.
ZRO supply research →
Coming unlocks for every coin, by date: Token unlocks in the next 90 days.