Supply Map Overview

Supply Map provides a snapshot-based breakdown of token balances held by economically distinct entities, together with historical balance changes over standardized time horizons.

Balances are shown at the entity and cohort level, with deltas over 7d, 30d, 90d, 180d and Max timeframes, allowing users to track how ownership and exposure evolve over time.

Supply map aggregates wallets that belong to an entity with any confidence score. For a more granular picture, including confidence scores and balances of individual wallets, please refer to the Flows Explorer tab.

Scope and Normalization

Balances are derived from on-chain data and reflect Inflecta’s latest attribution state at the snapshot timestamp. Where applicable, the Supply Map includes staked or wrapped variants of the token and normalizes them back to the base asset. Exchange rates between token variants are normalized to ensure balances are comparable and additive.

Economic Structure

Entities are grouped into three high-level economic buckets, consistent with Inflecta’s aggregation framework:

• Supply — project-controlled or insider-associated holdings (for example, treasury, contributors, investors)

• Demand — entities accumulating tokens with directional exposure (for example, liquid funds, asset managers, retail brokers)

• Circulation — venues and entities primarily facilitating liquidity or redistribution (for example, centralized exchanges, prime brokers, trading firms, DeFi protocols)

This structure is consistent across Inflecta views and reflects the token’s lifecycle from issuance to market circulation. Refer to the Aggregation tab for more information.

Interpretation Notes

• Balance changes reflect net on-chain movements over the selected period.

• Aggregation is project-aware: entities receiving tokens from project distribution wallets are attributed to supply cohorts where applicable, even if their global behavior differs.

• Aggregation is done on the wallet level: if an entity has wallets performing different economic roles, it will be aggregated across different categories (for instance, a trading firm that is also running a VC fund might appear in both 'Investors' and 'Trading Firm' categories).

• Unattributed or ambiguous balances appear under Unclassified until sufficient behavioral or relational evidence is available.

For venue-level and wallet-level exploration, including full exchange coverage and historical balance breakdowns, refer to Venue Positioning and Flows Explorer.