Polyhedra Network (ZKJ) Price Prediction

TLDR ZKJ faces a precarious balance between technical promise and tokenomics risks.

1. Token Unlocks (Bearish) – $190M+ supply inflation through 2026 risks dilution
2. Product Launches (Bullish) – EXPchain and zkML adoption could drive utility demand
3. Market Sentiment (Mixed) – Post-crash skepticism vs. Phoenix Revival incentives

Deep Dive

1. Upcoming Token Unlocks (Bearish Impact)

Overview:
26% of ZKJ’s supply (260M tokens) from private sales begins unlocking in August 2025 after a 24-month cliff, followed by 32% ecosystem incentives unlocking monthly through 2027 (Polyhedra Tokenomics). At current prices, this represents ~$190M+ sell pressure over 24 months.

What this means:
Historical precedents like June 2025’s $10M unlock-triggered 87% crash (CoinJournal) suggest dilution risks could suppress prices unless offset by proportional demand growth from new use cases.

2. EXPchain & zkML Adoption (Bullish Impact)

Overview:
Polyhedra’s Q4 2025 EXPchain launch – a ZK-optimized L1 for AI/DeFi – and July 2025’s zkPyTorch update enabling privacy-preserving AI models (X post) aim to position ZKJ as infrastructure for verifiable computation.

What this means:
If EXPchain attracts developers (targeting 1K+ TPS per roadmap), ZKJ’s utility for proof fees and staking could drive demand. However, adoption must outpace token unlocks – current 34% circulating supply leaves heavy FDV/sales ratio headwinds.

3. Post-Crash Sentiment Shifts (Mixed Impact)

Overview:
ZKJ remains -94% below its March 2024 ATH after June’s liquidity attack. While the Phoenix Revival Program offers stakers ecosystem rewards (CoinMarketCap), exchange delistings like Binance’s Alpha Points removal signal reduced market confidence.

What this means:
Technical indicators show tentative stabilization (RSI 44.86), but 30-day volatility at 67% (CMC data) reflects fragile sentiment. Sustained recovery likely requires both product traction and disciplined unlock management.

Conclusion

ZKJ’s price trajectory hinges on whether EXPchain adoption can counterbalance ~$50M/year sell pressure from unlocks – a race against dilution. While zero-knowledge AI infrastructure could justify higher valuations long-term, traders should monitor unlock schedules and EXPchain’s developer traction. Can Polyhedra convert its 40M+ zkBridge proofs into sustainable ZKJ demand before 2026’s major unlocks?