Deep Dive
1. Protocol Scalability Upgrade (Bullish Impact)
Overview: Venom’s upcoming mainnet upgrade (Q3 2025) aims to achieve 150,000 transactions per second (TPS) with sub-3-second finality, per stress test results (CoinMarketCap). The upgrade includes DAG-based consensus and parallel smart contract execution, targeting enterprise use cases like payments and DeFi.
What this means: Higher throughput could attract institutional partners and developers, increasing demand for VENOM tokens as gas fees and staking activity rise. Historically, successful L1 upgrades (e.g., Solana’s Firedancer) have correlated with price rallies.
2. Token Unlocks & Exchange Delistings (Bearish Impact)
Overview: A 0.79% supply unlock ($8.59M) is scheduled for September 25, 2025 (Crypto Calendar). This follows June/July unlocks and recent delistings on OKX and KuCoin, reducing liquidity.
What this means: Unlocks historically trigger sell-offs if demand doesn’t absorb new supply. For example, after June’s 0.5% unlock, VENOM fell 12% in a week. Delistings compound this by shrinking trading volume (-77.58% 24h volume YoY).
3. Regulatory Adoption in SE Asia (Mixed Impact)
Overview: Venom is partnering with Vietnam and the Philippines to build CBDC infrastructure, leveraging its ADGM license for compliance (Cointelegraph).
What this means: Government use cases could stabilize long-term demand, but progress is slow (12-month pilot phases). Mixed sentiment: Vietnam’s regulatory sandbox approval (2025) is bullish, but FATF “gray list” status adds risk.
Conclusion
Venom’s price faces near-term headwinds from unlocks and delistings but has catalysts in scalability upgrades and CBDC pilots. Watch the September 25 unlock’s market absorption and Q3 mainnet adoption metrics to gauge if bullish fundamentals outweigh dilution risks. Can Venom’s tech outpace its tokenomics challenges?