The VeChain is actually quite an interesting crypto project to dissect as this has so many real use cases with some already operational and others still to be fully adopted. I tend to check on what is happening every other week just in case as I have not finished my full investment on this project as yet and do not want to miss out when you kind of know what is coming. This is inevitable and is not an if, but a when and it will be big.
The active accounts has definitely popped out of nowhere moving from less than 10K monthly to over 100K monthly. That is more than an 11 x increase in activity and we should be excited, but this is still very small. If I had to guess is that these are some of the companies tat have registered in preparation for CBAM which is the carbon border adjustment mechanism kicking off in January 2026. I do foresee many companies being live a good 6 months before this start date so they are fully complying with the regulations. That would put the timeline for anyone was going to invest around July/August next year at the latest so there is a heads up for anyone contemplating this. Again do your own research and try and benefit by staying ahead of what the information is telling you.
Ove the last two months he ew accounts signing up was pumping and now is back to what was being achieved in one day now taking 7 days. I do expect another new round of new sign ups to start again as 4.221 million accounts is still a drop in the bucket in comparison to the numbers that need to be signed up and active come January 2026.
VeChain is basically bubbling away with no alarm bells ringing quite yet even though certain areas are looking very promising. I suppose it all depends on how you read the data and how well you understand the process that has to take place and in what time line. There is not much information that can be gleamed off social media which is full of highlighting old partnerships which is all old news. These are still good to be aware of as these partnerships have been the foundation on what has been built thus far.
The magic number is 26 million VTHO (gas token pays for transactions) burned daily as that is the number of new VTHO created each day. For VeChain to become a deflationary investment we need more VTHO burned daily than what is created. The tokenomics is that simple so we need to see more transactions resulting in more VTHO being burned and hovering between 120K and 140K daily needs to rise up to 200K next. A 200K VTHO daily burn still means the transaction number needs to do a 180 x from here. This still sounds like a big number but VeChain looks on track to achieve this. So much real adoption is still going to happen over the next 12-18 months.
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In reality don't they kind of want it to be a break even sort of thing? Maybe I am wrong, but it seems like deflationary would be a bad thing for something that needs to be used as gas token.
I suppose that would not be bad but they need to clear the back log of VTHO which will take time. Once they achieve the 36 million burn the price will rise and no doubt depending on what is best they may reduce or increase the cost of transactions. Obviously right now it is dirt cheap to transact with VTHO costing around 5 for 1 c. If VTHO reached 20c then they could tweak the number of VTHO for transactions then. They must have a target in mind of what a transaction will cost.
Yeah, as long as they can change things on the fly like that, it makes sense!
They have mentioned in the past they would adjust the burn rate which involves the number of VTHO required to pay for transactions.
Okay cool. I just picked up some more of both tokens.
Lucky you. I am still knocking off my COTI targets.
Given how the platform I can access handicaps me, I don't feel it is in my best interest to put more into COTI at this point.
Sounds like one to watch 👍
Yes very much so because we know what is coming with CBAM along with everything else they have going on. 100 million accounts plus is where I see this within 18 months.
CBAM ?
Carbon Border Adjustment Mechanism which is a carbon tax on products imported or exported out of Europe. If China has not reduced their carbon in manufacturing then they will be paying a higher tax than those manufacturing in Europe who are regulated. This will all be done on the VeChain and involves every business in Europe and those outside in other countries dealing with Europe.
Just plant some trees 🌳 🌳 🌳
🤞🏻🤞🏻