Akash Network (AKT) Price Prediction

Deep Dive

1. Protocol Upgrades & Tokenomics (Bullish Impact)

Overview:
Q4 2025 upgrades include the Burn Mint Equilibrium (BME) model, burning AKT used for compute services to reduce circulating supply. Virtual Machines (VMs) launching in November expand use cases beyond containerized apps.

What this means:
BME ties AKT demand directly to network usage – every $1 spent on compute burns ~0.15 AKT at current prices. VMs could attract enterprise workloads needing full OS control, broadening Akash’s market beyond DevOps.

2. Blockchain Migration Risks (Mixed Impact)

Overview:
Akash plans to migrate from Cosmos to an undecided chain (Solana is a contender) by late 2026 to improve scalability. However, the community is divided over abandoning IBC compatibility.

What this means:
A successful migration could enhance security and attract new liquidity, but transitional risks include validator coordination issues and potential dilution if the new chain uses a different token. Historical precedent: When Fantom migrated chains in 2021, FTM rallied 290% post-migration but faced initial 40% volatility.

3. Telegram’s Cocoon Competition (Bearish Impact)

Overview:
Telegram’s TON-based Cocoon network, launching November 2025, offers similar decentralized GPU compute but with built-in access to 800M+ Telegram users. AlphaTON Capital is investing heavily in high-end GPUs for the platform.

What this means:
Cocoon’s user base and brand recognition could fragment demand for decentralized AI compute. Akash’s differentiator – its 4-year head start in technical maturity – may matter less than Telegram’s distribution advantage in the short term.

4. AWS Outage Narrative (Bullish Impact)

Overview:
The October 2025 AWS outage disrupted Base, MetaMask, and others, while Akash remained operational. AKT surged 31% post-outage as projects re-evaluated centralized cloud reliance.

What this means:
This event validated Akash’s core value proposition. Watch whether major Web3 projects like Passage or Prime Intellect (existing Akash users) publicly commit to diversifying more workloads onto decentralized infra post-outage.

Conclusion

Akash’s price trajectory hinges on executing upgrades while fending off Cocoon’s threat. The BME model and VM adoption could drive structural demand, but Telegram’s entry raises customer acquisition costs. Near-term volatility is likely during migration debates, but another cloud outage or enterprise partnership (like NVIDIA’s Blackwell GPU integration) might accelerate bullish momentum.

Will AKT’s burn rate outpace sell pressure from token unlocks post-migration?