Deep Dive
1. Tokenomics & Supply Schedule (Mixed Impact)
Overview:
AGLD’s circulating supply will grow 8.3% in 2025 (86.6M → 93.1M AGLD) under AGIP-9/10 rules, with annual inflation halving starting 2026. September 2025’s supply stands at 88.16M AGLD (AGLD_20250619.xlsx).
What this means:
Near-term inflation (≈11K new tokens/day) risks dilution without proportional demand. However, 2026’s halving mechanism could improve scarcity narratives if adoption accelerates.
2. Ecosystem Partnerships (Bullish)
Overview:
Adventure Layer partnered with MEX Exchange (July 2025) for liquidity access and Inferium AI (July 2025) to integrate verifiable AI into onchain games. Dark Forest’s tutorial quests went live in July 2025 (Adventure Layer).
What this means:
Real-world utility gains from AI-powered gaming could attract developers and users, creating organic demand for AGLD as a gas/governance token.
3. Technical Sentiment (Neutral)
Overview:
AGLD faces immediate resistance at $0.741 (23.6% Fib of July-August 2025 swing) with RSI14 at 51.01 showing no momentum extremes. The 200-day EMA at $0.87 remains a distant bullish target.
What this means:
Break above $0.74 could trigger short-term bullish momentum, while failure risks retesting June’s $0.638 low.
Conclusion
AGLD’s price will hinge on whether gaming adoption outpaces inflation-driven sell pressure. The 2026 supply halving offers structural relief but requires surviving 2025’s dilution phase. Can Adventure Layer’s new AI integrations onboard enough users before year-end?