Polyhedra Network (ZKJ) Price Prediction

Deep Dive

1. Token Unlocks & Supply Dynamics (Bearish)

Overview:
ZKJ’s circulating supply is 353M (35% of max), with 647M tokens locked until 2030. A 15.5M token unlock on June 19, 2025 – part of the 32% “ecosystem incentives” allocation – could add immediate sell pressure. Historical precedent: June 2025’s unlock preceded an 87% price crash (CoinGecko).

What this means:
Dilution risks loom large – each 1% increase in circulating supply post-unlock could pressure prices if demand doesn’t offset it. With 74% still locked, sustained unlocks until 2030 create structural headwinds.

2. zkBridge Growth vs Competition (Mixed)

Overview:
Polyhedra’s zkBridge processed 40M+ cross-chain transactions, generating fees payable in ZKJ. However, LayerZero’s dominance in omnichain interoperability (60% market share) limits ZKJ’s fee capture potential. Recent partnerships with Google Cloud for ZK-as-a-Service hint at enterprise adoption.

What this means:
ZKJ could rise with Web3’s cross-chain activity (forecasted to grow 200% by 2026), but must outpace rivals. Every 1M daily transactions could add $28K daily demand for ZKJ at current fees.

3. Post-Crash Recovery Efforts (Bullish)

Overview:
After June 2025’s liquidity attack, Polyhedra deployed $30M to stabilize pools and launched the Phoenix Revival Program – rewarding loyal stakers with future airdrops and product incentives. Technicals show RSI (41) near oversold levels, with price ($0.138) below 30-day SMA ($0.162).

What this means:
Successful trust rebuilding could attract buyers – the 2025 crash liquidated $97M longs, but recent 5.9% weekly gain suggests tentative recovery. Watch for sustained volume above $6.1M/day (current: $6.1M).

Conclusion

ZKJ’s path hinges on managing unlocks while scaling zero-knowledge utility – a high-wire act in a volatile altcoin market. Can EXPchain’s late-2025 launch offset persistent dilution? Monitor the ZKJ/KOGE pool depth and weekly burn rate from zkBridge transactions for early signals.