Deep Dive
1. Ecosystem Expansion (Q4 2025)
Overview: MANTRA aims to expand its dApp ecosystem, including bridges, decentralized exchanges (DEXs), lending protocols, and yield aggregators. This phase builds on its EVM-compatible mainnet (launched September 2025) and regulatory licenses from Dubai’s VARA. Partnerships with institutions like Inveniam ($20M investment) and Google Cloud will drive infrastructure development.
What this means: Bullish for OM, as increased dApp activity could boost network utility and demand for OM in governance/staking. Risks include delays in partner onboarding or regulatory hurdles.
2. Liquidity Engine Launch (Q1 2026)
Overview: MANTRA plans to launch yield-bearing RWA products (e.g., tokenized carbon credits, agricultural assets) and deepen liquidity via partnerships with top-tier DEXs and oracles. This phase focuses on creating a "flywheel" where more liquidity attracts more asset issuers and investors.
What this means: Neutral-to-bullish, as success depends on RWA adoption. Real-world yield could attract institutional capital, but competition from chains like Polygon or Avalanche may pressure OM’s market share.
3. ERC20 OM Deprecation (15 January 2026)
Overview: MANTRA will sunset its ERC20 OM token, migrating all liquidity to its native chain. Unbridged ERC20 tokens will be reclaimed for ecosystem initiatives, and a hard supply cap of 2.5B OM will be enforced.
What this means: Bullish long-term, as consolidating liquidity could reduce sell pressure and strengthen OM’s role in governance. Short-term volatility is likely during the transition.
Conclusion
MANTRA’s roadmap prioritizes regulatory-compliant RWA infrastructure, aiming to bridge DeFi and institutional finance. Key risks include execution delays and market sentiment shifts. With OM down 87% year-over-year (as of October 2025), will upcoming milestones revive investor confidence or highlight scalability challenges? Track metrics like Total Value Locked (TVL) and RWA issuance volume for signals.