Deep Dive
1. AI Hero Shutdown (8 January 2026)
Overview:
Four’s AI Hero product will cease operations on 8 January 2026, per a 30 December 2025 announcement. Users must withdraw assets by the shutdown to avoid losses, as post-closure access is disabled. The move eliminates a functional utility layer for FORM.
What this means:
Bearish short-term due to reduced use cases and potential user attrition. Long-term impact depends on whether Four pivots to replacement products. Tokenomics (e.g., fee burns) could weaken if AI Hero contributed meaningfully to transaction activity. (TradingView)
2. GameFi Surge (31 December 2025)
Overview:
FORM rallied 12.65% on 31 December 2025, outperforming most GameFi tokens. The surge coincided with broader sector gains (+5.75% sector-wide) and followed Four’s expansion into meme token launchpads and BNB Chain incentives.
What this means:
Neutral-bullish. The bounce reflects speculative rotation into GameFi narratives but lacks clear fundamental triggers. Traders should monitor whether the rally sustains beyond sector-wide momentum, given FORM’s -54% 90d price decline. (WHISPR)
3. RWA Module Launch (8 September 2025)
Overview:
Four introduced a Real-World Asset (RWA) module for tokenizing equities, mining rights, and IP. The feature aims to bridge traditional assets with BNB Chain, enhancing liquidity for projects via Four.meme.
What this means:
Bullish long-term if adoption materializes, as RWAs could diversify FORM’s revenue streams. However, competition (e.g., Allo’s $2.2B tokenized assets) and regulatory hurdles remain risks. (BlockBeats)
Conclusion
Four faces near-term headwinds from AI Hero’s sunset but retains catalysts in GameFi and RWAs. Will the project’s pivot to real-world assets offset lost utility from its AI product? Track BNB Chain developer activity and FORM’s burn rate for clues.