USD1 Supply Falls $189M In Three Days, 21% Below February Peak

USD1 supply has dropped by $189 million since October 7, 2026. DefiLlama's World Liberty Financial USD series had circulation at $4.469 billion that day and $4.280 billion on October 10. That is a 4.2% slide, and it came in just three daily readings.

The last two daily entries in DefiLlama's all-chain USD1 series, ending at $4.28 billion for October 10.

Ethereum and BNB Chain carried the USD1 supply drop

Two networks account for the move. Ethereum lost about $99 million, with its balance going from $1.613 billion to $1.514 billion. BNB Chain gave up roughly $90 million and ended near $1.302 billion.

Solana did not budge. It held $1.415 billion the whole time, so the Solana slice of USD1 supply is now close to a third.

Reading the contracts directly gives the same picture. The token on Ethereum reports 1,513.5 million USD1 and the one on BNB Chain reports 1,302.3 million. Both use a single contract address.

Beyond those three, DefiLlama shows Aptos near $20 million and Abcore near $19 million. Everything else is rounding error against the total.

How far USD1 supply sits from its high

DefiLlama's series peaked at $5.389 billion on February 11, 2026. The coin is now 21% below that mark. Its weakest reading since the peak came on August 21 at $4.003 billion.

Over the past month the USD1 supply picture is calmer. Circulation was $4.297 billion on September 10, so thirty days net out to a loss of only $17 million. The recent slide is really a three-day event, and it started from a USD1 supply that had been flat for days.

Three days that changed the trend

From October 3 through October 6 the total sat flat at $4.444 billion. It added $25 million on October 7. After that every daily reading was lower, ending at $4.432 billion, $4.318 billion and $4.280 billion.

Earlier points show a coin that has moved in a range. DefiLlama has USD1 near $4.6 billion in March, $4.4 billion in May and $4.5 billion in July. August brought a dip to about $4.0 billion before the September recovery.

Other stablecoin moves this week

DefiLlama's seven-day numbers give some context. USDC shrank by about $1.16 billion, the biggest swing on the board. USDS gained about $299 million, and Falcon's USDf added about $215 million. USDT picked up $167 million while USDe gave back $110 million.

USD1 lost roughly $164 million across the same window. It still ranks sixth among USD-pegged coins, below DAI at $4.75 billion and USDe at $4.78 billion, and above USDG, PYUSD and RLUSD.

Daily DefiLlama points are stamped 00:00 UTC, so the October 10 figure is an early-morning reading. For another supply move this week, see the TOCE report on AUSD supply. This is a data summary and not trading advice.