JASMY Inflation Analysis · October 2026 · Mixed flows · supply roughly steady

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JasmyCoin (JASMY) supply is flat: the MrNasDog Pressure Framework reads 0.00% net over the last 90 days and 0.00% for the next 90, with 0 JASMY of new supply and 0 JASMY burned or bought back. All 50B JASMY were created once when the Ethereum token launched, the token code has no way to mint more, and 49.44B already circulate. The market supply reading for the same 90 days is −0.07%, so both views agree that JASMY supply did not grow.

The verdict, in one paragraph

JASMY’s net supply change is 0.00% over the 90 days from Jul 22 2026 to Oct 20 2026, and we project 0.00% for the 90 days to Jan 18 2027. The market reading for the same window is −0.07%, a gap of 0.07 percentage points, which is small enough that no data-conflict warning is shown on the JASMY page. Total supply read exactly 50,000,000,000 JASMY at both ends of the window, the burn address did not move, and the only coins outside the float — 555.0M JASMY in the original issuer wallet — did not move either. JASMY is a fixed-supply, fully unlocked token: a quiet supply with nothing added and nothing removed.

Sell pressure: where new JASMY comes from

Protocol inflation is 0 JASMY. JasmyCoin has no mining, no staking rewards and no emission schedule. The JASMY token on Ethereum created all 50B coins in a single step when it was deployed on Dec 26 2019, and its code has only the standard transfer and approval functions: there is no mint function, no owner and no upgrade path, so no one at Jasmy can add coins. This is a property of the token contract itself, which is why this row carries a permanent tag on the JASMY page.

Vesting unlocks are 0 JASMY. The investor and incentive schedules for JASMY started in late 2021 and ended in 2023, and unlock trackers list no future JASMY unlocks. About 98.89% of all JASMY is already counted as circulating.

Foundation and unscheduled unlocks are 0 JASMY for the window. The only JASMY outside the circulating count is the original issuer wallet, which held 555.0M JASMY on Jul 22 2026 and the same amount on Oct 20 2026. Its last outflow was 50M JASMY on Jan 16 2025, and the one before that was 95M on Sep 27 2024, sent to an exchange deposit address. There is no published schedule for the rest, and nothing left the wallet in the past year, so nothing is projected for the next 90 days. A large smart wallet did send 93.5M JASMY to an exchange on Sep 29 2026, but those coins were already counted as circulating, so the move added no new supply.

Long-term locked or bankruptcy supply is 0 JASMY. No bankruptcy estate, court trustee or long-term lock holds JasmyCoin. The exchanges that delisted JASMY in Korea in September 2026, and the Japanese exchange closing JASMY by Oct 28 2026, are giving coins back to their own users; those coins were in the float before and stay in it after.

Buy pressure: where new JASMY goes

Programmatic buyback is 0 JASMY. Jasmy Inc. and its group companies run no buyback, and no protocol revenue is used to buy JASMY on the market.

Protocol fee burn is 0 JASMY. The JASMY token has no burn function, total supply did not fall, and the Ethereum burn address held the same 315 JASMY at both ends of the window. JasmyChain, the Layer 2 network that went live in January 2026 with JASMY as its gas token, pays its gas fees to operators rather than burning them, and the 10-JASMY fee for launching a meme token on Jasmy MemePad is a fee, not a burn. The JasmyChain burn address holds no JASMY. About 1,647 JASMY were sent to the token contract itself by mistake during the window; they are stuck, but they are still counted as circulating, so they do not change the reading.

Foundation buy is 0 JASMY: there was no announced purchase and the issuer wallet did not grow. New long-term lock is 0 JASMY: JASMY has no staking or lock-up, and JASMY bridged to JasmyChain sits in the bridge on Ethereum, where it still counts as circulating supply.

Foundation and overhang

JasmyCoin has one tracked overhang: the original issuer wallet, which received all 50B JASMY at launch and still holds 555.0M JASMY, about 1.11% of total supply. It is exactly the part of JASMY that is not counted as circulating. Its history is sporadic: large distributions at launch, a run of weekly tranches of 40M to 700M JASMY from June to November 2023, then 95M in September 2024 and 50M in January 2025, almost all of it sent to the same exchange deposit address. We read this wallet on-chain at every rebuild.

Other big JASMY wallets — exchange hot wallets, the four largest holders at about 3.5B to 3.6B each, and the smart wallet that moved 93.5M on Sep 29 2026 — are already inside the circulating count, so a sale from them shifts coins between holders without adding supply. If the issuer wallet’s balance falls between refreshes, the outflow enters Sell #3 at the next refresh.

How JASMY compares to other IoT and data-network tokens

Most tokens tied to IoT and data networks pay for their network with new coins. Helium (HNT) mints new HNT on a schedule to reward hotspots and burns HNT when people buy data credits, so its supply depends on the race between emission and burn. Filecoin (FIL) pays storage miners with new FIL and still releases coins from vesting. Both carry steady sell pressure from emission, and both can only offset it with real usage that burns or locks coins.

JASMY sits at the other end. Like a fully minted fixed-supply token, it has no emission, no mining and no vesting left, so its supply cannot grow from the protocol at all. Unlike Bitcoin, which has a fixed cap but still pays miners new coins until the cap is reached, every JASMY that will ever exist is already in someone’s wallet. The trade-off is that JASMY also has no burn and no buyback: nothing removes coins either, so the supply reading stays at zero in both directions.

That makes the JASMY supply question simple: the only possible new sell pressure is the 555.0M issuer wallet, which is about 1.11% of supply, and it has been still since January 2025. Price then depends on demand, not on new coins.

What to watch in the next 90 days

The issuer wallet. Any outflow from the 555.0M JASMY issuer wallet would be the first new supply since Jan 16 2025 and would enter the sell ledger at the next refresh.

Oct 28 2026. A Japanese exchange stops JASMY sales and withdrawals on Oct 28 2026 and plans to sell leftover customer balances around November 2026. Those coins are already circulating, so this books zero new supply, but it can add selling on the market.

JasmyChain usage. If JasmyChain or Jasmy MemePad ever starts burning JASMY fees instead of paying operators, the burn row would turn on; today the network is still small.

Any burn or buyback announcement. Jasmy Inc. has announced no burn or buyback; a new programme would be the only way JASMY supply could start to shrink.

Summary

The MrNasDog Pressure Framework reads JasmyCoin (JASMY) at 0.00% net for the last 90 days and the next 90: no emission, no vesting, no burn and no buyback, with all 50B JASMY already minted and 49.44B circulating. The token code cannot mint new JASMY, so supply can never rise from the protocol. The one supply risk is the 555.0M JASMY issuer wallet, which has not moved since January 2025, while exchange exits in Korea and Japan only move coins between holders. With supply steady at zero, JASMY’s price depends entirely on demand.

MrNasDog Pressure Framework analysis of JASMY, Metric 1 — Inflation. Data + explanation only. Not financial advice. Checked Oct 20 2026.

Original: https://mrnasdog.com/research/jasmy/inflation · Data + explanation only. Not financial advice.