Conflux (CFX) Price Prediction

Deep Dive

1. Public Firm Partnerships (Mixed Impact)

Overview: Conflux’s foundation proposed integrating publicly traded companies into its ecosystem via locked CFX holdings (4+ years) and node operations. A governance vote is pending (MEXC News).
What this means: If approved, reduced circulating supply and institutional participation could drive demand. However, delayed unlocks or corporate disinterest might stall momentum.

2. China’s Regulatory Shifts (Bearish Risk)

Overview: China ordered firms to halt stablecoin research in August 2025, impacting Conflux’s AxCNH offshore yuan project (CoinMarketCap).
What this means: Regulatory hostility could delay RWA and cross-border payment use cases, though Conflux’s compliance-focused positioning may buffer long-term fallout.

3. Technical Upgrades (Bullish Catalyst)

Overview: The Conflux 3.0 “Tree-Graph” upgrade (July 2025) boosted throughput to 15,000 TPS and enabled AI integration, driving a 100% price surge. A v3.0.1 hardfork is scheduled for September 1 (Conflux Network).
What this means: Sustained network efficiency could attract developers and enterprises, but post-upgrade sell-offs (like August’s 10% drop) remain a risk if adoption lags.

Conclusion

CFX’s trajectory hinges on balancing China’s regulatory curveballs with ecosystem innovation. While partnerships and tech upgrades offer upside, macroeconomic sentiment and supply dynamics (91% gains in 90 days) signal volatility. Will Conflux’s locked-treasury proposal counterbalance Asia’s regulatory headwinds? Monitor the September hardfork adoption and AxCNH pilot updates.