Deep Dive
1. Roadmap & Product Adoption (Bullish Impact)
Overview: EVAA's 2025 roadmap includes high-impact features like non-collateralized loans, an EVAA crypto card, and tgBTC integration. Successfully launching these could significantly increase utility and attract users from Telegram's massive audience, directly boosting demand for the $EVAA token for fees, governance, and staking.
What this means: Each new product release could act as a catalyst, driving speculative interest and real usage. Historical precedent in DeFi shows that successful feature launches can lead to increased Total Value Locked (TVL) and token demand, potentially outweighing broader market downturns for a period. The key is execution and user uptake.
2. Token Unlocks & Supply Inflation (Bearish Impact)
Overview: The tokenomics include a linear vesting schedule. After a modest 2% unlock at the Token Generation Event (TGE) on 3 October 2025, a steady 0.79% of tokens unlock monthly starting in the third month. Team tokens are locked for 9 months and investor tokens for 6 months (EVAA Protocol).
What this means: This creates a predictable overhang of new supply entering the market. Even with reduced initial circulation, consistent monthly unlocks can suppress price appreciation as new tokens are sold, especially if demand growth doesn't outpace this inflation. This is a common headwind for early-stage projects post-TGE.
3. Protocol Revenue & Tokenomics (Mixed Impact)
Overview: The protocol directs all revenue to a DAO treasury, which can allocate funds for buying back and burning $EVAA tokens. The project projects $3 million in annualized revenue (EVAA Protocol).
What this means: This mechanism is fundamentally bullish, creating a price floor and scarcity as usage grows. However, its impact is contingent on the protocol generating consistent, significant revenue. In a bear market or with low adoption, buybacks may be minimal, diminishing this supportive effect and leaving the token more exposed to market sentiment.
Conclusion
EVAA's future price hinges on its ability to convert an ambitious roadmap into real adoption, which must outpace the predictable selling pressure from token unlocks. For a holder, this means monitoring monthly unlock volumes against metrics like protocol revenue and TVL growth.
Is rising protocol revenue sufficient to offset the steady drip of new tokens?