Centrifuge (CFG) Price Prediction

Deep Dive

1. RWA Product Expansion (Bullish Impact)

Overview: Centrifuge launched the first licensed tokenized S&P 500 fund (SPXA) on Coinbase’s Base network (S&P DJI partnership), attracting institutions like Janus Henderson. Total Value Locked (TVL) crossed $1.1B in August 2025, driven by yield-bearing products like JAAA (AAA-rated CLOs) and JTRSY (Treasuries).

What this means: SPXA bridges TradFi demand to DeFi, potentially increasing CFG’s utility as collateral. TVL growth correlates with protocol fees (0.1-0.5% on assets), which could boost buybacks or staking rewards.

2. Exchange Listings & Liquidity (Mixed Impact)

Overview: CFG was added to Coinbase’s roadmap on September 22 and listed on September 25, 2025. Historically, Coinbase listings drive short-term volatility (+30-50% swings), but CFG’s price rose only 19% weekly post-announcement.

What this means: While improved liquidity reduces spreads, CFG’s 0.016 turnover ratio (low vs. peers) suggests shallow markets. Sustained gains depend on broader RWA narrative strength.

3. Token Migration Risks (Bearish Catalyst)

Overview: Legacy CFG tokens (Polkadot-based) must migrate to Ethereum-native CFG by November 30, 2025. Over 241M tokens migrated since August, but ~115M new tokens will enter circulation post-deadline (migration guide).

What this means: Unmigrated tokens (potentially dormant holders) may flood markets post-deadline. The 3% annual inflation rate adds gradual sell pressure.

Conclusion

Centrifuge’s price hinges on institutional RWA adoption offsetting token supply risks. The SPXA fund and Coinbase listing provide momentum, but the November migration cliff could test resilience. Watch CFG’s TVL growth and whether the 23.6% Fibonacci resistance at $0.344 breaks – a key technical signal for trend continuation.

Will institutions’ appetite for tokenized equities outpace legacy token dilution?