Golem (GLM) Price Prediction

Deep Dive

1. Arkiv Adoption (Bullish Impact)

Overview:
Golem’s Arkiv, a decentralized database layer built on Ethereum, launched in November 2025 to address centralized data risks (Crypto.news). It uses GLM for payments, incentivizing developers to store and query data trustlessly.

What this means:
Increased adoption of Arkiv could directly raise GLM demand as developers pay for storage and compute. Similar to Filecoin’s model, sustained usage would create buy pressure, especially if web3 projects migrate from AWS-like services post-outages.

2. U.S. Tech Export Policies (Mixed Impact)

Overview:
New U.S. restrictions blocking Nvidia’s AI chip sales to China (effective November 2025) may accelerate demand for decentralized compute alternatives like Golem (Kanalcoin).

What this means:
While bullish for Golem’s AI/DePIN narrative, the policy could also strain global tech supply chains, potentially delaying hardware upgrades for decentralized networks. Monitor China’s response and GLM’s compute volume metrics.

3. Ecosystem Fund Momentum (Bullish Impact)

Overview:
Golem’s Ecosystem Fund is actively funding projects like the L3 Block Explorer (launched August 2025) and GPU-powered vanity address tools (Golem Network).

What this means:
These tools lower entry barriers for developers and providers, strengthening network effects. For example, GPU support for vanity addresses could attract more providers, increasing GLM’s transactional liquidity.

Conclusion

Golem’s price trajectory depends on Arkiv’s adoption curve, regulatory tailwinds for decentralized infra, and execution of its developer-focused roadmap. While short-term volatility persists due to broader crypto fear sentiment (CMC Fear & Greed Index: 21), GLM’s niche in AI/DePIN positions it for structural demand. Key question: Will Arkiv’s onboarding rate outpace competitors like Render in Q1 2026?