Supply news · Oct 4 2026
Crypto supply news, Oct 4 2026
On Oct 4 2026 we found 21 supply stories across 20 coins: 5 burns, 8 buybacks, 7 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 4 2026 from each project's own news, checked at the source. Each coin's page has its full supply numbers.
- BNB BNBBurn
The 37th quarterly BNB burn is due this month.
BNB's next quarterly burn, the 37th, is expected in October 2026. The last one, on Jul 15 2026, removed about 1.62 million BNB, worth around $932 million at the time. People ask how big this burn will be and if it can lift the price, which is still about 44% below its record.
BNB supply research → - CAKE PancakeSwapBurn
PancakeSwap burned about 480,000 CAKE last week.
In the week to Sep 29 2026, PancakeSwap removed about 480,000 CAKE (about $1.27 million), 23% less than the week before. More CAKE is burned than created each week, so the total supply keeps going down. People ask if smaller burns mean trading on PancakeSwap is slowing.
CAKE supply research → - CRO CronosBurn
Cronos holders voted yes, and 228 million CRO were burned.
The two Cronos tokenomics votes passed with about 99.8% support, announced Oct 4 2026. 228 million CRO from the community pool were burned (428 million in total so far), and 100% of revenue from Ult and Cronos Launch will now buy CRO each month and burn it. People ask how big those monthly buys will be.
CRO supply research → - ENA EthenaUnlock
The last big ENA investor unlock comes on Oct 5 2026.
On Oct 5 2026, all remaining original investor ENA unlock at once, about 1.4 billion ENA, or about 14% of the coins in circulation. The Ethena Foundation earlier bought out several early investors, and after this date no investor coins stay locked. People ask if this ends the selling or brings one last wave of it.
ENA supply research → - FF Falcon FinanceUnlock
A big FF unlock happened on Sep 29.
On Sep 29 2026, about 203 million FF came out of lock-up, one year after the token launched. FF fell about 13% in the week after, from near $0.131 to near $0.114 by Oct 4 2026. People ask how much of the new supply will be sold, and whether more monthly unlocks follow.
FF supply research → - FIL FilecoinUnlock
The big early-holder unlock ends on Oct 15 2026.
The 6-year release of FIL to Protocol Labs and the Filecoin Foundation ends on Oct 15 2026, six years after the network started. That release added about 66.7 million FIL a year, while block rewards add about 22 million, so new FIL coming out drops by about 75%. People ask if less new supply will matter for the price, or if it is already expected.
FIL supply research → - FLOKI FlokiNew supply
FLOKI sent round 4 of the RICE airdrop.
On Oct 2 2026, FLOKI said it finished the fourth of eight rounds of the RICE AI airdrop: 20 million RICE went to eligible FLOKI and TOKEN holders and stakers. That makes 70 million sent, half of the 140 million planned. People ask when the next rounds come and whether holding or staking FLOKI is needed to get them.
FLOKI supply research → - HYPE HyperliquidBuyback
Hyperliquid's first $14.6 million from reserve interest goes to HYPE buybacks.
As of Oct 3 2026, about $14.58 million was waiting to move to Hyperliquid's Assistance Fund, which buys back and burns HYPE. The money comes from interest on the USDC dollars held on the exchange, not from trading fees. People ask if this new, steady money can keep buybacks going even when trading gets quiet.
HYPE supply research → - INJ InjectiveBuyback
Injective's monthly INJ buyback added free tokenized stocks.
The Community BuyBack ran from Sep 23 to Sep 30 2026: people commit INJ, which is burned forever, and this round each wallet also had a chance to win a tokenized stock like NVIDIA on Robinhood Chain. Winners have one week to claim. People ask how much INJ was burned this round and if stock prizes bring new buyers.
INJ supply research → - JST JUSTBuyback
JST keeps climbing as the next burn gets close.
JST rose about 12% in the last week and about 29% in the last month. Some traders say the run looks stretched after such a fast climb. Others point to the next quarterly buyback and burn, expected in mid-October with about $21.55 million planned.
JST supply research → - JTO JitoUnlock
The next monthly JTO unlock is on Oct 7.
Traders are watching the scheduled JTO unlock on Oct 7 2026. JTO fell from near $0.60 on Sep 27 to near $0.52 on Oct 3, then bounced to about $0.55 on Oct 4 2026. People ask how much of the new supply will reach the market.
JTO supply research → - KCS KuCoin TokenUnlock
Another 2.5M KCS were unlocked on Oct 1.
On Oct 1 2026, 2.5M more KCS joined the coins people can trade, the next-to-last slice of KuCoin's 2022 release plan. KuCoin has not burned any KCS since Dec 31 2025, so people are asking whether the monthly burn comes back after the last slice on Jan 1 2027.
KCS supply research → - LDO Lido DAOBuyback
Holders keep asking why LDO buybacks have not started.
On the Lido forum, from Oct 1 to Oct 4 2026, holders pushed the team on buybacks that "just won't seem to start". A community plan to change the buyback rules was voted down on Sep 24 2026, with about 29.4 million LDO against. People ask when real buying of LDO will begin.
LDO supply research → - LIT LighterBuyback
New US rules on token buybacks.
In late September, SEC staff updated its crypto FAQs on token buybacks and added a test: no central party should run the network. Lighter's team runs the LIT buyback every day, so people ask whether it passes that test.
LIT supply research → Binance burned another 334.9 million LUNC.
On Oct 1 2026, Binance sent 334,879,422 LUNC to a burn address, its monthly burn from part of its LUNC trading fees for September. Its total burned is now over 88 billion LUNC, while about 5.51 trillion LUNC still exist. People ask why the price barely moved, and whether burns this size can ever shrink the supply enough to matter.
LUNC supply research →- M MemeCoreUnlock
Another monthly batch of M coins was unlocked.
On Oct 2 2026, about 56.11 million M coins were unlocked, about 2.5% of the coins in circulation. They went to the community, investors, the foundation and the team, as part of a monthly schedule that runs to 2028. People ask how much of it will be sold, with meme coins already weak.
M supply research → - PONS PonsBuyback
PONS buyback and burn is now automatic.
On Oct 3 2026, after holders complained about slow, manual transfers, the founder said buyback and burn now run by contract: funds are claimed every 7 days, then spent on buybacks over the next 7 days. About $950,000 was waiting in the fee contract at the time. People ask if this will make the burns steady enough to support the price after an 18% drop on Oct 3 2026.
PONS supply research → - PUMP Pump.funBuyback
PUMP was one of the week's top gainers while buybacks kept going.
In the week to Oct 3 2026, PUMP rose about 20% while most of the crypto market was flat. Pump.fun has now spent more than $466 million buying back and burning PUMP, using about half of its revenue. People ask if the buybacks can keep the price up when the market turns.
PUMP supply research → - PUMP Pump.funBuyback
New SEC staff guidance on token buybacks is being read closely.
On Sep 28 2026, SEC staff updated their guidance to say a buyback alone does not make a token a security, but they added a "no central party" condition. Pump.fun runs its buyback from a company. People ask whether this new wording helps or hurts PUMP.
PUMP supply research → - SHIB Shiba InuBurn
The daily SHIB burn jumped sharply, but from a small base.
On Oct 3 2026, the number of SHIB burned in one day rose more than 17,000% versus the day before. Even so, burns over a month are still a tiny part of the roughly 589 trillion SHIB in circulation. People ask whether burns can really move the price.
SHIB supply research → - XPL PlasmaUnlock
XPL is still under pressure after a big unlock.
On Sep 25 2026, about 1.76 billion XPL unlocked, mostly the first one-third of team and investor tokens after a one-year wait. XPL fell about 14% in the past week, to near $0.095, and more team and investor tokens now unlock every month until Sep 2028. People ask how much of this new supply will be sold.
XPL supply research →
Coming unlocks for every coin, by date: Token unlocks in the next 90 days.