Deep Dive
1. Active Users Surge (11 September 2025)
Overview:
Aptos recorded 10.5M monthly active users as of September 2025, securing the #7 spot among fastest-growing blockchains (Weex). Growth stemmed from DeFi activity, partnerships (e.g., Aave’s $2M deposits on Aptos), and enterprise adoption.
What this means:
This is bullish for APT as user growth signals real-world utility and developer traction. However, competition remains fierce with Solana (58M users) and BNB Chain (47M) dominating.
2. Token Unlock Impact (11 September 2025)
Overview:
11.31M APT ($28.96M) unlocked on September 11, representing 0.98% of total supply. Tokens were allocated to community, core contributors, and investors (BlockBeats).
What this means:
Unlocks risk short-term selling pressure, but APT’s price held stable at $4.49 post-unlock, suggesting strong demand. Monitor exchange inflows for signs of whale distribution.
Overview:
Aptos became Gold sponsor of Japan’s Stablecoin Summit 2025, aligning with its focus on compliant stablecoin infrastructure (Web3Niels). The event highlights Japan’s push for regulated stablecoins under its 2024 Payment Services Act.
What this means:
This strengthens Aptos’ regulatory positioning in Asia and could drive institutional adoption. However, competition from Ethereum and Solana in the stablecoin race persists.
Conclusion
Aptos balances ecosystem momentum (user growth, partnerships) with tokenomics challenges (unlocks). The key question: Can APT convert adoption into sustained price action, or will supply inflation cap upside? Watch TVL trends and stablecoin inflows for clues.