BENEAT

#21 of 25 · Ethena

Is ENA deflationary?

About flat · 0.0% policy supply next year

ENA supply is expected to stay about flat over the next twelve months (0.0% policy). That figure is a published protocol policy, not a measured rate. Under its no permanent burn program program, there is no permanent supply reduction, funded by fixed capped allocation. Known releases over the next twelve months equal 20.4% of current circulating supply. Beneat Supply Watch ranks ENA #21 of 25 with an overall supply score of 63 out of 100, as of Sep 6, 2026.

Supply score

63 / 100

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Key figures

Supply next year

0.0% policy

Tokens unlocking, 12 months

20.4% of supply

Circulating

67.3%

Market cap

$1.77B

Supply direction score

70

Release pressure score

41

Program strength

66

Track record

80

Scores are 0–100 research shortcuts, not price forecasts. Sources: strong. Data as of Sep 6, 2026.

Supply history

Daily observed circulating supply from the market snapshot. Scheduled releases are shown separately below.

Sep 1, 2026 · 9.83B ENA+2.72% over 6 daysSep 6, 2026 · 10.10B ENA

Upcoming releases

The published release schedule is fully dated and modeled. Remaining disclosed insider vesting is modeled directly from Ethena documentation.

DateAllocationAmountShare of supply
est.Core and investor vesting · gradual169.4M ENA1.13%
est.Core and investor vesting · gradual175.0M ENA1.17%
est.Core and investor vesting · gradual169.4M ENA1.13%
est.Core and investor vesting · gradual175.0M ENA1.17%
est.Core and investor vesting · gradual175.0M ENA1.17%
est.Core and investor vesting · gradual158.1M ENA1.05%
est.Core and investor vesting · gradual175.0M ENA1.17%
est.Core and investor vesting · gradual169.4M ENA1.13%

How ENA supply changes

Paid for by

Fixed capped allocation

What happens

No permanent burn program

Where tokens go

Core contributors and investors

Core and investor allocations had a 25% one-year cliff followed by three years of monthly linear vesting.

Catalyst

No material catalyst recorded.

Offsetting risk

The modeled annual insider release remains material to current float.

Questions people ask about ENA supply

Is ENA deflationary?
ENA supply is expected to stay about flat over the next twelve months (0.0% policy). That figure is a published protocol policy, not a measured rate. Under its no permanent burn program program, there is no permanent supply reduction, funded by fixed capped allocation. Known releases over the next twelve months equal 20.4% of current circulating supply. Beneat Supply Watch ranks ENA #21 of 25 with an overall supply score of 63 out of 100, as of Sep 6, 2026.
When is the next ENA unlock?
The next known ENA release is on Oct 5, 2026 (estimated date): 169.4M ENA from core and investor vesting, about 1.13% of reference supply. A release can add selling pressure but does not mean holders will sell.
How much ENA is in circulation?
10.10B ENA is in circulation, about 67.3% of the 15.00B reference supply, with a market cap of $1.77B. Release progress is 4 of 5; expected completion: March 2028.
How does ENA supply change?
Core and investor allocations had a 25% one-year cliff followed by three years of monthly linear vesting. Program: No permanent burn program. Paid for by fixed capped allocation. Destination: core contributors and investors.
How reliable is this data?
ENA has strong sources: 2 cited documents, last checked Sep 6, 2026. Reconciliation against the published plan is "matched". Observed circulating supply is compared with calculable scheduled releases; opaque and dynamic flows remain outside the expectation.

Sources

Reconciliation: matched. Observed circulating supply is compared with calculable scheduled releases; opaque and dynamic flows remain outside the expectation. Machine-readable data: /api/screener/deflationary and calendar for ENA.

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Research only. Not investment advice. Beneat Supply Watch does not forecast prices.