Deep Dive
1. Arkiv Launch Spurs 16% Rally (27 November 2025)
Overview:
GLM gained 16% on 27 November after breaking above the $0.245 Fibonacci level, supported by a 2,047% volume spike. The rally coincided with Arkiv’s operational launch – a decentralized database layer using GLM for payments.
What this means:
This is bullish for GLM because Arkiv addresses critical gaps in web3 data infrastructure, directly linking GLM demand to storage/query transactions. With Arkiv onboarding developers post-Devconnect Argentina, usage metrics in Q1 2026 could validate its $220M market cap. Technicals suggest $0.299 as the next target if $0.27 holds. (Binance)
2. Arkiv Mainnet Goes Live (5 November 2025)
Overview:
Golem launched Arkiv, an Ethereum L2 database protocol, following a 15-hour AWS outage that exposed centralized cloud risks. The platform lets developers pay GLM for time-scoped, censorship-resistant data storage.
What this means:
This strengthens GLM’s use case beyond compute markets. By monetizing data-layer transactions, Arkiv could diversify Golem’s revenue streams. However, adoption depends on onboarding web2 developers – a challenge historically faced by decentralized storage projects like Filecoin. (Crypto.News)
3. U.S. Chip Ban Boosts Decentralized Compute (7 November 2025)
Overview:
The U.S. blocked Nvidia’s AI chip sales to China, accelerating interest in decentralized compute networks. Analysts flagged Golem as a potential beneficiary due to its GPU-sharing infrastructure.
What this means:
While not a direct catalyst, this regulatory shift highlights demand for alternatives to centralized AI infrastructure. GLM’s 60-day rally (+25%) suggests markets are pricing this thematic tailwind, though Golem must demonstrate capacity to handle complex AI workloads. (Kanalcoin)
Conclusion
Golem is capitalizing on AI/data decentralization trends through Arkiv’s launch and geopolitical shifts, though technical adoption risks remain. Can Arkiv’s developer traction post-Devconnect justify GLM’s 2025 recovery, or will competition from centralized hybrids limit upside?