Deep Dive
1. Project-Specific Catalysts (Mixed Impact)
Overview:
INFINIT’s V2 upgrade (launched 5 days ago) enables natural-language DeFi strategy creation, aiming to onboard non-expert users. Recent integrations with Google’s A2A framework and BNB Chain (29 Oct 2025) expand its agentic infrastructure’s reach. However, 82% of the 1B token supply remains locked until 2026–2029 (INFINIT Docs).
What this means:
Short-term bullish pressure could come from new exchange listings (Upbit, Bithumb in October 2025) and the “Prompt-to-DeFi” waitlist launch (2 Dec 2025). Long-term risks include potential sell pressure from 20% team tokens unlocking in 2026 and 25.5% investor tokens in 2027.
2. Market & Competitive Landscape (Bullish Impact)
Overview:
INFINIT processed 590K+ agent-driven transactions across Base, Arbitrum, and Plasma as of 24 Oct 2025 (Sky_Run). Competitors like Aave and Uniswap lack AI execution layers, but newer “agentic finance” projects could emerge.
What this means:
First-mover advantage in AI-driven DeFi could solidify INFINIT’s position if user growth continues (546K wallets as of Oct 2025). The 49.5% ecosystem allocation funds developer grants and partnerships, creating network effects.
3. Macro & Regulatory Factors (Bearish Risk)
Overview:
Global crypto fear/greed index sits at 27/100 (extreme fear), with Bitcoin dominance at 58.6% (CMC). South Korea’s crypto regulations (post-Upbit listing scrutiny) and U.S. AI policy debates pose compliance risks.
What this means:
IN’s -49% 60-day drop aligns with broader altcoin weakness. A market-wide shift to “Altcoin Season” (last seen Sept 2025) could lift prices, but prolonged risk aversion may delay recovery.
Conclusion
INFINIT’s AI-driven DeFi tools position it for long-term relevance, but near-term price action depends on navigating token unlocks and sentiment shifts. While technicals show oversold conditions (RSI 46.43), the 200-day EMA at $0.09 remains key resistance.
Monitor: Can INFINIT’s Q1 2026 user growth offset impending vesting unlocks?