Deep Dive
1. Ecosystem & Partnerships (2025)
Overview: iExec plans to deepen ties with NVIDIA, Intel, and decentralized infrastructure providers to expand its network of Trusted Execution Environment (TEE) machines. This includes workerpool expansions for AI/DePIN projects and partnerships with blockchain education platforms (iExec Roadmap).
What this means: Bullish for RLC because diversified partnerships could increase demand for decentralized compute resources, directly tied to RLC transactions. However, reliance on third-party infrastructure carries execution risk.
2. RLC Utility Boost (2025)
Overview: Initiatives include centralized exchange listings, DEX liquidity pools, and the iExec Voucher system – a prepaid credit mechanism that locks RLC while simplifying developer payments (Tokenomics Week).
What this means: Neutral-to-bullish. Increased liquidity reduces volatility, but success depends on onboarding new developers to use vouchers. The fixed RLC supply (86M) could amplify price effects if adoption accelerates.
Overview: Launching TDX TEEs (upgrade from SGX) and the iApp Generator – a no-code tool for building privacy-focused AI agents. Targets AI model trainers needing secure data processing (Roadmap).
What this means: Bullish. Confidential AI addresses a $20B+ market gap (McKinsey, 2024). Successful adoption could position RLC as a staple in privacy-centric AI workflows, though competition from Phala/Oasis exists.
4. Web3Telegram Launch (Q4 2025)
Overview: A TEE-powered messaging tool co-developed with AR.IO, allowing projects to message users without exposing Telegram handles. Part of a $100K grants program for builders (X post).
What this means: Neutral. While innovative, monetization depends on enterprise adoption. The 5–7% staking rewards for RLC holders (via Privacy Pass) add utility but require sustained user growth.
5. Multi-Chain Expansion (2025)
Overview: Following its Arbitrum deployment (Sept 2025), iExec plans EVM-compatible layer-2 integrations to enhance Ethereum interoperability. Research ongoing for Bellecour sidechain upgrades (Arbitrum rollout).
What this means: Bullish. Multi-chain presence exposes RLC to Arbitrum’s $3.15B TVL ecosystem. However, layer-2 competition (e.g., Aztec) may dilute impact without unique use cases.
Conclusion
iExec RLC’s roadmap prioritizes AI privacy infrastructure and ecosystem liquidity – two high-growth crypto verticals. While technical execution risks persist, the 21.37% price gain over 90 days (vs. -7.08% monthly) suggests cautious optimism. Will developer adoption of TDX TEEs outpace rival privacy solutions? Monitor partnerships with AI startups and RLC’s burn rate from voucher usage.