Deep Dive
1. Network Usage & Partnerships (Bullish Impact)
Overview:
375ai’s mainnet went live on October 29, 2025, processing data from 200K mobile users and roadside nodes via a Solana-based coordination layer. Recent partnerships with AKA Network (@akavenetwork) for decentralized storage and Outfront Media (40K U.S. billboard locations) expand its real-world data capture footprint – critical for attracting enterprise clients in the $27B vehicular analytics market.
What this means:
Increased data sales would directly boost demand for EAT as the network’s settlement token. However, the 30-day price drop (-15%) suggests market skepticism about near-term revenue scaling.
2. Token Supply Pressures (Bearish Impact)
Overview:
The ongoing airdrop claim window (10/29/25–1/29/26) allows recipients to unlock 50%-100% more tokens via 6-12 month locks. With 78% of the 999M total supply still unclaimed, sudden unlocks could flood the market – especially given EAT’s high 0.34 turnover ratio (liquidity risk).
What this means:
Tokenomics create asymmetric risk: 45% APY staking (@Streamflow_fi) might incentivize holding, but failure to retain locked tokens could exacerbate selling pressure post-January.
3. Institutional On-Ramps (Mixed Impact)
Overview:
Coinbase Prime added EAT custody on November 10, 2025 (Coinbase), while Kraken and KuCoin listings improved access. However, Bitcoin’s 58.5% dominance and “Fear” market sentiment (CMC index: 24/100) limit altcoin upside.
What this means:
While institutional support improves liquidity, EAT remains vulnerable to broader crypto risk-off flows. The 7-day RSI (39.55) shows oversold conditions, but MACD’s near-zero histogram suggests weak momentum.
Conclusion
EAT’s trajectory hinges on whether real-world data demand outpaces inflationary token unlocks – watch January’s unlock cliff and weekly network revenue metrics. Can 375ai convert its 2M daily vehicle observations into sustained EAT utility before supply shocks hit?