Deep Dive
1. Technical Rebound Signals (Mixed Impact)
Overview: TIA’s price stabilized near $0.88 after testing the $0.73–$0.83 support zone. The MACD histogram turned positive (+0.021) for the first time since October, while the RSI (43.46) exited oversold territory.
What this means: These signals suggest weakening bearish momentum, though TIA remains below all key moving averages (7-day SMA: $0.97, 30-day SMA: $0.98). Historically, similar MACD crossovers preceded 10–15% bounces in Q3 2025, but low volume (-21% vs 30-day average) raises sustainability doubts.
Watch: A close above the 7-day SMA ($0.97) could trigger short-covering toward $1.02 (38.2% Fib level).
2. Modular Narrative Revival (Bullish Catalyst)
Overview: Discussions resurfaced about Ethereum’s data layer strain, with L2s paying 40% less in fees to Ethereum since October (checkmatexxxxxx). Celestia processed 48,424 transactions on 9 November – a 3-month high.
What this means: As Ethereum struggles with data saturation, projects like Celestia that offer cost-efficient DA solutions could see renewed demand. However, TIA’s price hasn’t reflected this yet – network usage and token value remain weakly correlated.
Watch: Adoption metrics like active rollups and blobspace utilization.
3. Reduced Supply Overhang (Neutral)
Overview: The Celestia Foundation absorbed Polychain’s remaining 43.4M TIA ($62.5M) in July, redistributing tokens via a controlled unlock schedule. Daily unlocks dropped to 344K TIA/day (vs 995K pre-August).
What this means: While sell pressure from early investors has diminished, TIA’s circulating supply still grew 12% in 90 days. Inflation remains elevated at ~8% annually despite proposed cuts to 0.25% in 2026.
Conclusion
TIA’s 24h dip aligns with broader market weakness, but modular blockchain tailwinds and technical stabilization hints suggest asymmetric risk/reward near $0.85–$0.90. Traders appear cautiously positioning for a volatility spike – TIA’s 30-day implied volatility (62%) exceeds Bitcoin’s (48%).
Key watch: Can Celestia’s Lotus upgrade (live on testnet) accelerate DA adoption before year-end?