Conflux (CFX) Price Prediction

Deep Dive

1. Public Company Partnerships (Bullish Impact)

Overview
Conflux’s proposal to integrate publicly traded firms into its ecosystem includes locking CFX in corporate treasuries and enabling node operations. Voting concludes in September 2025.

What this means
Long-term token locks (4+ years) could reduce circulating supply by ~10% if adopted widely, creating scarcity-driven upside. Institutional participation would also boost credibility for RWA and DeFi use cases.

2. Tech Upgrade & Network Activity (Mixed Impact)

Overview
The Conflux 3.0 “Tree-Graph” upgrade (live since August 2025) promises 15,000 TPS and AI agent support. However, daily active addresses dropped to 4,700 in August from 15,200 in July (CoinMarketCap).

What this means
While the upgrade positions CFX as a high-throughput chain for enterprises, declining usage metrics suggest adoption hasn’t kept pace with technical advancements. Price could stagnate without developer influx.

3. China’s Regulatory Dance (Bearish Risk)

Overview
China banned stablecoin promotions domestically in July 2025 but allowed Conflux’s offshore yuan stablecoin (AxCNH) for Belt and Road trade.

What this means
CFX benefits from cross-border payment pilots in Asia but remains vulnerable to abrupt policy shifts. A failure to expand AxCNH beyond pilot phases could trigger sell-offs.

Conclusion

CFX’s fate hinges on executing partnerships to offset China’s regulatory friction and proving 3.0’s real-world utility. Watch the September governance vote outcome and AxCNH adoption metrics in Q4. Can Conflux turn geopolitical constraints into a niche advantage, or will compliance costs outweigh growth?