I just noticed a very interesting movement by JST that deserves attention. The third massive buyback and burn round has just been completed, and the numbers are quite significant.



In this round, 271 million JST were burned, valued at $21.3 million. It seems like a large number, but here’s the important detail: it represents 2.74% of the total supply. The capital came directly from the organic revenue of JustLend DAO — $10.34 million from an accumulated reserve plus $10.97 million generated in Q1 2026.

Now, looking at the big picture, since October 2025 when this program started, 1.36 billion JST tokens have been burned in just six months. That means a 13.7% reduction in the total supply. When you put this into perspective, it’s a very real deflationary pressure.

What caught my attention is how this is being executed. The Grants DAO handled the entire on-chain process, so each transaction is publicly traceable. Anyone can monitor in real time how much was allocated, how many tokens were burned—all transparent on the JustLend DAO page. This is different from what we usually see out there.

Market numbers reflect this dynamic well. According to data I checked, JST went from $0.03 in October 2025 to $0.08 now. That’s over a 100% gain in six months. Market capitalization also jumped from $300 million to nearly $700 million in the same period.

What sustains all this is the revenue from JustLend DAO. They have a well-diversified portfolio — SBM loans, liquid staking sTRX, energy leasing. SBM lending alone ranks among the top three globally with a TVL of $6.75 billion. This consistent revenue funds these burns.

The deflationary logic here is quite clear: fixed supply contracting while demand remains stable. This should create upward pressure on the price in the long term. Of course, markets are dynamic, but the structure is in place.

I saw some analyses about this on CryptoSlate and elsewhere. The consensus seems to be that this deflationary mechanism is becoming a structural element of the ecosystem. If they keep up this pace, JST’s valuation should follow this supply contraction.

It’s worth watching how this evolves in the next cycles. The next burn round should also generate interesting numbers.
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