Deep Dive
1. Shibarium Upgrades & AI Partnerships (Mixed Impact)
Overview: Shiba Inu’s Shibarium Layer-2 network introduced real-time token burns and AI integrations with partners like NVIDIA and Alibaba Cloud (CoinMarketCap). These aim to enhance DeFi tools, cross-chain interoperability, and AI-driven use cases. However, Shibarium’s daily transactions dropped to ~63,780 (from 1.5M in May), signaling low adoption.
What this means: While upgrades could improve SHIB’s utility, their impact depends on user adoption. Historical Shibarium upgrades caused short-term price spikes (e.g., 30% in July 2025), but sustainability requires sustained activity.
2. Exchange Delistings & Liquidity Risks (Bearish Impact)
Overview: BitMEX and another major exchange delisted SHIB derivatives, citing low demand (Bitget). Spot liquidity could shrink as derivatives-driven volume declines. SHIB’s turnover ratio (volume/market cap) is 3.28%, below the top 50 crypto average of 8.5%.
What this means: Reduced access to leveraged products and thinner order books increase volatility risks. Past delistings (e.g., 2024) correlated with 15–20% price dips.
3. Token Burns & Supply Dynamics (Neutral Impact)
Overview: SHIB’s burn rate spiked 82,366% in August 2025, but only 410T of 1Q supply has been burned (MEXC). At current rates, burning 1T SHIB annually would take 589 years to halve supply.
What this means: Burns are symbolic without mass adoption. For context, SHIB needs ~$1B daily volume (vs. $249M currently) to meaningfully dent supply.
Conclusion
SHIB’s price hinges on Shibarium adoption offsetting liquidity risks and meme coin competition. While AI integrations and burns provide narrative fuel, exchange exits and stagnant demand pose near-term hurdles. Will Shibarium’s transaction activity rebound to justify its technical upgrades?