Latest Blast (BLAST) News Update

Deep Dive

1. @royaltybnb: Price surge prediction bullish

"TOP BLAST TO 15M COMING"
– @royaltybnb (2,293 followers · 18 October 2025)
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What this means: This is bullish for BLAST because it reflects trader anticipation of significant price appreciation, potentially driven by speculative momentum or ecosystem developments.

2. The Defiant: TVL collapse bearish

"Blast’s DeFi TVL plummeted to $65M—a 97% drop from its all-time high and 30% monthly decline."
– The Defiant (26 August 2025)
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What this means: This is bearish for BLAST because collapsing TVL and user exodus signal eroding confidence, potentially accelerating network decline and token sell pressure.

3. @delucinator: TVL skepticism bearish

"Imagine Blast [...] allowed to just post some numbers and call it their TVL"
– @delucinator (28,438 followers · 15 October 2025)
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What this means: This is bearish for BLAST because it questions the legitimacy of growth metrics, undermining trust in the project’s reported ecosystem health.

Conclusion

The consensus on BLAST is bearish, dominated by collapsing TVL and skepticism over metric transparency, though traders watch for oversold bounces. Monitor DeFiLlama’s TVL tracker for capital flow reversals signaling recovery potential.

Deep Dive

1. Crypto Gaming Collapse Impacts Blast (21 December 2025)

Overview:
Blast Royale, a flagship crypto game on the network, ceased operations in June 2025 as venture funding for blockchain gaming evaporated. This followed broader industry collapses where over 15 major crypto games shut down, including Blast-linked projects like Mystery Society and MetalCore. The NOOB token tied to Blast Royale lost 99% of its value post-shutdown.

What this means:
This is bearish for Blast because gaming was a key use case driving user engagement. The collapse removes a major ecosystem pillar and risks further developer attrition. However, it highlights the need for sustainable tokenomics beyond speculative farming. (Decrypt)

2. Blast API Shutdown (3 November 2025)

Overview:
Bware Labs abruptly terminated Blast API, a core infrastructure provider, ahead of its acquisition by Alchemy. This disrupted RPC services for dApps, forcing projects like Raini: The Lords of Light to pivot or adopt multi-provider strategies.

What this means:
This is neutral-to-bearish for Blast. While Alchemy offers migration support, the shutdown underscores centralization risks in Layer 2 infrastructure. Long-term, diversified RPC solutions like NowNodes could improve resilience but may slow developer momentum short-term. (Yahoo Finance)

3. TVL Plummets 97% From Peak (26 August 2025)

Overview:
Blast’s DeFi TVL cratered to $65M (from $2.2B in 2024) as users fled post-airdrop. The BLAST token launched at a $2.9B valuation—below expectations—triggering a 60% TVL drop within two months. Daily active users fell 95% from peak levels.

What this means:
This is bearish short-term, reflecting failed retention of airdrop farmers. However, AMBCrypto projects a potential rebound to $0.0041 by late 2026 if Blast stabilizes developer incentives and regains market confidence. (The Defiant)

Conclusion

Blast faces a trifecta of challenges: gaming ecosystem decay, infrastructure instability, and collapsing capital inflows. While technical fundamentals like native yield remain intact, the network must address centralization risks and rebuild use cases beyond speculative farming. Can Blast leverage its EVM compatibility and partnerships (e.g., SushiSwap) to attract fresh capital in 2026?

Deep Dive

1. Mobile Incentive Shift (23 Jan 2025)

Overview: Blast Mobile replaced its Points and Gold rewards system with liquid $BLAST incentives to streamline user engagement and app interoperability.

This update simplifies earning mechanics, aligning rewards with the network’s native token. Developers must now distribute $BLAST through apps instead of Gold, encouraging adoption of $BLAST as a primary payment currency.

What this means: This is bullish for $BLAST because it increases token utility and circulation while reducing friction for users. However, reliance on $BLAST’s price volatility for yield introduces risk. (Source)

2. Earn App Yield Mechanics (23 Jan 2025)

Overview: Blast Mobile’s Earn app auto-converts deposits to USDB (pegged to MakerDAO’s DAI) and distributes yield in $BLAST.

Yield combines MakerDAO’s baseline 11.5% APY and $BLAST incentives. Users face exposure to both DAI’s stability and $BLAST’s price swings.

What this means: This is neutral for $BLAST—it attracts yield seekers but ties user rewards to market fluctuations, potentially increasing sell pressure during downturns. (Source)

3. Developer Grants Framework (23 Jan 2025)

Overview: Big Bang teams receive $BLAST grants equivalent to 1M Gold upon launching apps on Blast Mobile, with case-by-case allocations for other projects.

The focus is on dApps achieving product-market fit without relying on incentives, prioritizing apps using $USDB/$BLAST.

What this means: This is bullish for $BLAST as it incentivizes ecosystem growth but risks dilution if grants are oversubscribed. (Source)

Conclusion

Blast is pivoting toward mobile-first DeFi with liquid incentives and yield mechanics tied to $BLAST. While this strengthens token utility, sustainability hinges on balancing adoption with price stability. How will Blast mitigate volatility risks while scaling its mobile ecosystem?

Deep Dive

1. Monthly Gold Distributions (Q1 2026)

Overview: Phase 2 allocates 5B BLAST monthly to DApps via Blast Gold, prioritizing mobile projects. Distributions occur the first week of each month, with transparency via community feedback channels (Blast Blog).
What this means: Bullish for BLAST adoption, as Gold incentivizes DApp innovation and user retention. Risks include oversaturation if projects fail to deliver utility.

2. Blast App Expansion (Q1–Q2 2026)

Overview: Full wallet functionality and an open app store are planned for Blast Mobile, transitioning from a whitelist model. This aims to onboard third-party apps and deepen user engagement (Blast Mobile Q&A).
What this means: Neutral-to-bullish; success hinges on app quality and security. A functional wallet could improve liquidity flows, but delays might dampen sentiment.

3. Big Bang Competitions (2026)

Overview: New rounds of developer competitions offering $250K funding + 1M Gold per team, targeting mobile-first DApps. Past winners focused on DeFi and gaming (Big Bang Program).
What this means: Bullish for ecosystem diversity, but token dilution risk persists if rewards outpace organic demand.

4. Fullstack Chain Development (2026)

Overview: Phase 2’s 12-month timeline (ending July 2026) emphasizes infrastructure for "Fullstack Chain" – a mobile-optimized L2. Key upgrades include MEV resistance and yield-sharing mechanics.
What this means: Critical long-term bullish driver if executed, but technical delays or competitor L2 advancements could pressure BLAST’s valuation.

Conclusion

Blast’s 2026 roadmap balances short-term incentives (Gold, app growth) with long-term infrastructure bets. While mobile focus aligns with crypto’s UX trends, execution risks and market saturation in the L2 space remain hurdles. How will Blast differentiate its Fullstack Chain against rivals like Solana Mobile or Telegram’s TON?