BOB (Build on Bitcoin) (BOB) Price Prediction

Deep Dive

1. Token Unlocks and Vesting Schedules (Bearish Impact)

Overview:
77.8% of BOB’s 10B total supply remains locked, with $1.46B tokens (14.6% of supply) set to unlock linearly over 48 months starting November 2025 (BOB Tokenomics). Early backers (20.09%) and core contributors (19%) face 12–36 month cliffs.

What this means:
Near-term sell pressure is limited, but long-term unlocks (2026 onward) could dilute value if network growth lags. For context, BOB’s price fell 33% in the past 30 days amid early unlocks.

2. Bitcoin DeFi Adoption and Infrastructure (Bullish Impact)

Overview:
BOB’s hybrid chain enables native BTC swaps across 11+ chains via BitVM and processes $1.7B+ DEX volume. Key upgrades like Fusaka (8× data capacity) and Anchorage partnership target institutional BTCFi inflows (BOB X).

What this means:
Real adoption could offset token inflation. BOB’s active users grew to 550k (+10% MoM), and staking locks 58M tokens (2.6% of supply), creating scarcity if usage accelerates.

3. Market Sentiment and Liquidity Risks (Mixed Impact)

Overview:
BOB’s top 10 holders control 93% of supply (Yahoo Finance), while 100% of liquidity pools are unlocked. Social sentiment flipped negative post-107% rally, with RSI at 49.7 signaling neutrality.

What this means:
Thin liquidity ($28.5M daily volume) magnifies volatility. Bithumb’s KRW listing boosted volume by 106% weekly, but sustained demand hinges on BTCFi product delivery.

Conclusion

BOB’s price will hinge on whether Bitcoin DeFi adoption outpaces gradual token unlocks. Watch the BTCFi Summit outcomes and Hybrid Node launches in Q1 2026 – successful execution could offset bearish supply dynamics. How will BOB balance its vesting overhang against Bitcoin’s narrative dominance?