The KENDU Monthly · No. 29Kendu Brilliance burns 100M KENDU

July 2026

At the end of July 2026, 65.1% of the KENDU in wallets and treasuries had sat for over a year, and on average it had sat 1.33 years. 14,144 wallets held KENDU on Ethereum. On Uniswap, 100 wallets bought and 120 sold during the month.

On-chain data to 31 Jul 2026.

What holders built in July

Proof on-chain

Kendu Spice (thespiceguy.eth): 83M more KENDU in its wallet at the end of Jul than at the end of Jun, 246M in all.

Kendu Brilliance (kendubrilliance.eth): 2M more KENDU in its wallet at the end of Jul than at the end of Jun, 133M in all. It burned 100M on 12 Jul.

This site’s treasury: no change in Jul, 38M KENDU in its wallet.

The wallets and what each project says it gives back are on the Projects page.

How it’s counted
The Ethereum wallets that projects list on the Projects page, month end against month end, from the same replay of every transfer. A rise means more KENDU arrived than left; the chain doesn’t say from where. Burns of 1M+ from these wallets are listed one by one.

The last three months

The three months to the end of Jul 2026

Better for holders

  • more of the KENDU in wallets and treasuries has sat a year
  • KENDU is being held longer

The other way

  • half the KENDU sits in fewer wallets (more concentrated)
  • fewer buyers are on a streak

About the same: wallets holding KENDU; wallets buying on Uniswap; wallets selling on Uniswap.

Held 1+ year at each month end65.1% of the KENDU in wallets and treasuries at the end of Jul 2026
Wallets buying and selling on Uniswapbuying 100selling 120in Jul 2026

How long KENDU is held

Held 1+ year

65.1%better for holders: up since Apr, from 61.8%

of the KENDU in wallets and treasuries, unmoved for over a year

63.7% at the end of Jun · 39.2% a year earlier

the highest at a month end so far

Average time held

1.33 yearsbetter for holders: rising for 20 months, from 138 days

the KENDU in wallets and treasuries, weighted by amount

1.26 years at the end of Jun · 276 days a year earlier

the longest at a month end so far

65.1% of the KENDU in wallets and treasuries had not moved for over a year at the end of Jul: 562B of 863B.

On average, the KENDU in wallets and treasuries had sat in its wallet 1.33 years (484 days) at the end of Jul, weighted by amount.

How it’s counted
Per token: a wallet’s oldest KENDU leaves first, and KENDU arriving in a wallet starts at zero, even from the same owner.

Wallets holding KENDU

Wallets holding KENDU

14,144about the same as in Apr

on Ethereum, wallets with 1 KENDU or more

14,189 at the end of Jun · 14,582 a year earlier

the fewest at a month end since Nov 2024

Wallets holding half

123the other way for holders: falling for 2 months, from 134

the fewest holder wallets that together hold half of the KENDU in holder wallets

127 at the end of Jun · 141 a year earlier

the fewest at a month end since Mar 2025

14,144 wallets held KENDU on Ethereum at the end of Jul, 45 wallets fewer than at the end of Jun.

Half of the KENDU in holder wallets sat in 123 wallets.

How it’s counted
Holder wallets only: no pools, bridge, exchanges, treasuries or the burn address. One person can own several wallets.

On Uniswap

Wallets buying on Uniswap

100about the same as in Apr

each wallet counted once in the month

156 in Jun · 234 a year earlier

the fewest in a month so far

Wallets selling on Uniswap

120about the same as in Apr

each wallet counted once in the month

148 in Jun · 517 a year earlier

KENDU bought on Uniswap

20.32B

all wallets together

71.21B in Jun · 58.12B a year earlier

the least in a month so far

KENDU sold on Uniswap

25.55B

all wallets together

54.14B in Jun · 66.91B a year earlier

the least in a month so far

100 wallets bought KENDU on Uniswap in Jul and 120 sold, each wallet counted once.

20.32B KENDU was bought and 25.55B sold: 5.23B more sold than bought.

How it’s counted
KENDU leaving a Uniswap pool to a wallet is a buy, a wallet sending KENDU to a pool a sell; adding liquidity also counts as a sell, removing it as a buy.

How old the sold KENDU was

  • Sat under 30 days35.12B72.8% of it
  • Sat 30 days to 6 months5.19B10.8% of it
  • Sat 6 to 12 months2.60B5.4% of it
  • Sat 1 to 2 years3.75B7.8% of it
  • Sat over 2 years1.57B3.2% of it

48.23B KENDU was sold straight from wallets in Jul: into a Uniswap pool, to an exchange or through a swap router. That counts more places than On Uniswap above, so the two totals differ.

72.8% of it had sat in its wallet under 30 days, 3.2% of it over 2 years.

11.0% of it had sat over a year; in Jun, 7.3% of what was sold had.

How it’s counted
Age is per wallet: KENDU moved to another wallet starts again at zero there, so a holder who moves wallets looks young.

Buyers on a streak

Buyers on a streak

60the other way for holders: down since Apr, from 75

a buy in 3+ months, at most 2 in a row without one

59 at the end of Jun · 200 a year earlier

60 buyers were on a buying streak at the end of Jul.

How it’s counted
A wallet (or wallets that move KENDU between them) with a buy in 3 or more months, never more than 2 months in a row without one; counted at each month end.

New buyers, and who stayed

New buyers

15

wallets whose first KENDU was bought this month, holding 1M+ at its end

38 in Jun

Of the 14 new buyers of Apr, 10 (71.4% of them) still held at least half of their KENDU at the end of Jul.

Of the 41 new buyers of Jan, 32 (78.0% of them) still held at least half of their KENDU at the end of Jul.

Of the 154 new buyers of Jul 2025, 92 (59.7% of them) still held at least half of their KENDU at the end of Jul.

How it’s counted
A new buyer’s first KENDU was bought (on Uniswap, from an exchange or through a swap router) and the wallet held 1M+ at that month end. KENDU moved on to a wallet that looks like the same holder still counts.

Burns

One burn of 1M+ KENDU reached the burn address in Jul: 100M on 12 Jul.

3.35B burned in all by the end of Jul, 0.34% of all 1 trillion KENDU.

How it’s counted
Burned = KENDU sent to 0x…dEaD, which nobody can move. Only burns of 1M+ KENDU are listed one by one.

Bridge

Locked in the bridge

61.75B

KENDU held by the Wormhole bridge on Ethereum for Solana and Base

61.78B at the end of Jun · 36.02B a year earlier

22 wallets sent 5.70B KENDU to Solana and Base through the Wormhole bridge in Jul.

5.73B came back to 17 wallets on Ethereum.

How it’s counted
On Ethereum: KENDU sent into the bridge and released from it. Wallets on Solana and Base aren’t counted here.

A year on

Of the 8,916 wallets that held 1M+ KENDU at the end of Jul 2025, 6,748 (75.7% of them) held about the same at the end of Jul, within 5% of their bag.

The rest: 467 held more, by over 5% of their bag; 143 held less, by over 5% of it; 1,558 held under 1M.

936 wallets that held under 1M then held 1M+ at the end of Jul.

The 250 biggest holder wallets of Jul 2025 held 545B then and 395B at the end of Jul: 153 still held at least 95% of their bag, 71 held under 1M.

How it’s counted
Holder wallets only. A move to another wallet counts as leaving, even between wallets of the same owner, so these counts differ from the Overview’s, which counts a holder’s own wallets once.

Records and lows in Jul 2026

  • Held 1+ year: 65.1% of the KENDU in wallets and treasuries, the highest at a month end so far.
  • Average time held: 1.33 years, the longest at a month end so far.
  • KENDU bought on Uniswap: 20.32B KENDU, the least in a month so far.
  • KENDU sold on Uniswap: 25.55B KENDU, the least in a month so far.
How it’s counted
Against every full month before this one since Mar 2024 (launch week left out). “Since” is the last month at least as high, or as low, when that was 6 or more months back. Green is better for holders, grey neither.

Pass it on

The KENDU Monthly, July 2026: Held 1+ year 65.1% of the KENDU in wallets and treasuries; Wallets holding 14,144 on Ethereum; On Uniswap 100 / 120 wallets buying / selling

The card shows this issue’s numbers. “Make your own card” opens Explore & share with today’s numbers for the last 30 days.

Every number comes from replaying every KENDU transfer on Ethereum since launch (Method). Full calendar months only, in UTC.