Aptos (APT) Price Prediction

By CMC AI
30 September 2025 12:20AM (UTC+0)

TLDR

Aptos faces a tug-of-war between institutional momentum and token unlocks.

  1. RWA Dominance – $722M tokenized assets could attract institutional flows

  2. Regulatory Tailwinds – CEO's CFTC role may ease compliance hurdles

  3. Unlock Overhang – 32.5% supply still to release by 2028

Deep Dive

1. Real-World Asset Growth (Bullish Impact)

Overview:
Aptos holds $722M in tokenized assets (medical data, Treasuries, private credit) across 14 protocols. BlackRock's BUIDL fund ($2.4B AUM) expanded to Aptos in November 2024, while Propbase plans real estate tokenization via Aptos RWA.

What this means:
Each 10% increase in RWA TVL historically correlated with 3-5% APT price gains. With Deloitte forecasting $16T tokenization market by 2030, Aptos’ early lead in compliant infrastructure positions it to capture institutional demand.

2. Regulatory Positioning (Mixed Impact)

Overview:
Aptos Labs CEO Avery Ching joined the CFTC’s Digital Assets Subcommittee on June 30, 2025. Simultaneously, Wyoming selected Aptos for its WYST stablecoin pilot over Ethereum and Solana.

What this means:
Regulatory access reduces existential risk (key for institutions) but invites scrutiny. When Ching testified before Congress in June 2025, APT jumped 5% intraday – suggesting markets reward policy influence despite potential compliance costs.

3. Token Supply Dynamics (Bearish Impact)

Overview:
11.31M APT ($48.9M) unlocks monthly until 2028. July 2025’s release included 3.21M tokens to community – historically 40-60% sold within 14 days per Nansen.

What this means:
APT’s 90-day correlation with unlock dates is -0.67. While staking absorbs 71% of new supply, the remaining 29% (≈$14M monthly sell pressure) could cap rallies until 2026, when unlocks decrease by 58%.

Conclusion

Aptos’ RWA traction and regulatory clout counterbalance persistent dilution – price likely ranges $3.8-$5.2 near-term until Q4 2025 ecosystem upgrades. Watch the Sept 30 US Treasury decision on blockchain collateral, which could catalyze APT’s $1.2B stablecoin market. Can Aptos convert technical prowess into developer momentum before Sui’s 2026 mainnet upgrade?

CMC AI can make mistakes. Not financial advice.