Post by wolfur about Streamflow ($STREAM)

Streamflow sells verifiable vesting, so I skipped the chart and read STREAM's own contracts out of the vesting program (strmRqUCoQUgGUan5YhzUZa6KqdzwX5L6FpUxfmKg5m, filtered by the STREAM mint) today, 1 October.

46 named contracts ("Investor 1a", "Employee 8", "Advisor 1" and so on) hold 145.3M $STREAM in escrow. 112.8M is still locked, which agrees with the 37.9% on streamflow.foundation. The other 32.5M has already vested and nobody has claimed it. 12 of the 22 investor contracts have not withdrawn once since unlocks began on 12 December 2025. Example: Investor 1a, Cv7YQEc6XkNWFQgY2xqGebXTgBDsT3NSzfBi8yDEyCXP, 18M deposited, 0 withdrawn, 7.3M claimable. All of it counts inside the 146M circulating figure, as does the 41.8M staked, so about 72M is in wallets and pools.

Unlocks run at 232,096 STREAM a day, 6.96M over the next 30 days, about $64k at $0.0092. DefiLlama has buybacks at $17.8k for the last 30 days, so new supply is about 3.6 times the buyback. Locked falls to 68.6M by April 2027 and 10.5M by mid-December 2027. On the other side, the whole 300M is priced at $2.77M and DefiLlama has $1.76M of protocol revenue for the last year.

To the question asked earlier on this page: the 13.4% that is unlocked but not circulating is one token account, AjQvEVatqtJL4UzzZoAeubs1r5tC12pzG97ruskePLZo, with 40,299,858 STREAM and no lock on it. Its owner is also the sender of the employee contracts.

For the team:

1. Link the contract IDs in the Transparency block. They are already public and named on-chain.

2. Show vested but unclaimed as its own slice. 32.5M can be claimed today and the pie cannot tell me that.

3. 41 of the 46 contracts are cancelable by the sender, covering 106.2M of the 112.8M locked, and six investor contracts have been cancelled since August. Say on the site who controls the sender wallets and where cancelled tokens go.

My question: will the 40.3M reserve go into a Streamflow lock before the xSTREAM swap?

Note for TokenGems: the market cap here ($1.35M) uses circulating supply, while the PUMP and RAY pages use total supply. One definition across pages would help.