Deep Dive
1. XDC Ecosystem Integration (Bullish Impact)
Overview: DAO Maker’s October 2025 partnership with XDC Network allows XDC-native projects to fundraise via its launchpad. This expands DAO’s multichain reach beyond Ethereum/BSC, targeting enterprises in trade finance and RWAs.
What this means: If XDC’s developer activity grows (TVL +300% since July 2025), DAO could see increased token demand from project fees and staking requirements. However, XDC’s niche focus limits upside compared to broader chains.
2. Altcoin Liquidity Drought (Bearish Impact)
Overview: DAO’s 24h turnover ratio (10.9%) reflects thin order books, exacerbating volatility. Global crypto liquidity has dropped 16.43% MoM, with altcoin dominance at 30.09% – near yearly lows. The Fear & Greed Index (10/100) shows extreme risk aversion.
What this means: In capital-scarce markets, low-cap tokens like DAO face disproportionate selling pressure. Until BTC dominance breaks below 58% or derivatives open interest rebounds from $717B (-23% MoM), recovery may stall.
3. Venture Bill Product Launch (Mixed Impact)
Overview: DAO’s upcoming “Venture Bill” offers capped-risk exposure to startups, targeting risk-averse retail via Euro-denominated investments. The platform aims to onboard non-crypto users through simplified KYC/AML flows.
What this means: Success hinges on regulatory compliance and yield competitiveness against TradFi alternatives. If adoption meets targets (200K+ existing users), DAO token utility via fee sharing could improve – but macroeconomic headwinds threaten capital inflows.
Conclusion
DAO’s price trajectory hinges on balancing niche growth (XDC collabs) against macro liquidity constraints. The Venture Bill’s Q1 2026 rollout serves as a make-or-break milestone for diversifying revenue beyond crypto-native users. Can DAO capture meaningful market share before permissionless launchpads like Pump.fun dominate retail mindshare?