Axie Infinity (AXS) Price Prediction

Deep Dive

1. Ronin’s DeFi Expansion (Bullish Impact)

Overview:
A Uniswap v3 deployment on Ronin (Axie’s native chain) proposes $1M RON + $500K UNI co-incentives to attract liquidity. Ronin hosts 31M wallets and $70M TVL, but DEX volumes lag at $6–10M daily.

What this means:
Successful integration could funnel DeFi users into Axie’s ecosystem, increasing AXS demand for swaps, staking, and governance. Historically, similar moves (e.g., SushiSwap on Polygon) lifted native tokens by 20–40% in 30 days.

2. Staking Supply Dynamics (Mixed Impact)

Overview:
AXS staking emissions dropped 35% on July 1, 2025, per the tokenomics schedule. Only 61.6M AXS (37% of supply) is staked, yielding ~7% APY post-cut.

What this means:
Reduced sell pressure from staking rewards could stabilize prices, but weak staking participation (vs. 80%+ in 2021) suggests muted demand. Watch for Treasury-funded APY boosts – a August 8 governance vote may address this.

3. Web3 Gaming Wars (Bearish Impact)

Overview:
Chains like Sei (41M users) and Immutable X are capturing GameFi developers with faster tech. Axie’s MAUs fell to 1.5M (-33% YoY), while rivals like Realms of Alurya on Ronin divert player attention.

What this means:
Without gameplay innovation (e.g., Atia’s Legacy updates), AXS risks becoming a “legacy” token. The 90-day price drop (-14.3%) aligns with declining dominance in CoinMarketCap’s gaming category.

Conclusion

AXS’ path hinges on Ronin’s DeFi traction counterbalancing stale gaming metrics. The Uniswap partnership and staking reforms offer short-term catalysts, but Sei’s 50x throughput upgrade (2026) looms. Can Axie’s Treasury (23M AXS) fund compelling new games before competitors consolidate?