Constellation (DAG) Price Prediction

Deep Dive

1. EigenDA V2 Integration (Bullish Impact)

Overview:
Constellation’s parent company, Caldera, partnered with EigenCloud on August 7, 2025, to integrate EigenDA V2—a data availability layer that increases rollup throughput to 100 MB/s. This addresses Ethereum’s scalability bottlenecks, cutting costs for payment firms and banks deploying custom blockchains (Caldera announcement).

What this means:
Improved scalability could attract institutional clients, directly linking DAG’s utility to enterprise demand. Historical precedent (e.g., Polygon’s zkEVM adoption) shows infrastructure upgrades often precede price rallies if adoption follows.

2. AI Compliance Demand (Mixed Impact)

Overview:
New U.S. state laws (e.g., California’s SB 524, Colorado’s SB 205) mandate AI audit trails—a niche Constellation targets with its tamper-proof data pipelines. Partnerships with Forward Edge-AI for quantum-resistant encryption further align with defense/healthcare needs (AI regulation post).

What this means:
Regulatory tailwinds could drive adoption, but competition from established data chains (Chainlink, Ocean Protocol) and slow enterprise onboarding pose risks. Success hinges on converting pilot projects (e.g., Panasonic deployments) into revenue.

3. Liquidity & Market Sentiment (Bearish Risk)

Overview:
DAG’s 24-hour volume ($2.4M) represents just 2.9% of its market cap, signaling thin liquidity. While TokenMetrics flagged it as bullish (88.05/100 Trader Grade), RSI levels (33–40) suggest weak momentum (TokenMetrics analysis).

What this means:
Low liquidity amplifies downside risk during market corrections. However, the Altcoin Season Index (62/100, +72% monthly) hints at potential rotation into small caps like DAG if Bitcoin dominance softens.

Conclusion

Constellation’s price will likely hinge on EigenDA adoption metrics and enterprise deal flow through Q4 2025. While technical upgrades position it as an AI/defense infrastructure play, low liquidity and execution risks warrant caution.

Will EigenDA’s 100 MB/s throughput translate into measurable on-chain activity by year-end?