Tokenomics Analysis Framework: How to Model Supply, Vesting, Dilution & Inflation From First Principles
You look at a token’s market cap and think you understand its value. You are missing half the picture. Market cap tells you what circulates today. It says nothing about what enters circulation tomorrow. That gap between today’s supply and tomorrow’s supply is where most token value gets quietly destroyed. On August 4, 2026, Solana validators are signaling support for two linked governance…













