Deep Dive
1. Token Unlocks & Inflation Risk (Bearish Impact)
Overview:
78% of JCT’s 50B total supply remains locked, including:
- Team (21.34%): 18-month cliff, 3-year vesting starting May 2026 (Janction Tokenomics).
- Investors (10%): 1-year cliff, 18-month linear release from November 2026.
What this means:
Unlocks could flood markets with ~3.5B JCT monthly starting mid-2026, pressuring prices if demand doesn’t offset supply. Current circulating supply (11.49B) would nearly triple by 2027 without burns or staking offsets.
2. AI/DePIN Adoption (Bullish Impact)
Overview:
Janction’s Layer-2 network aggregates idle GPU resources for AI training, competing with Akash Network and Render. The decentralized AI compute market is projected to grow 28% CAGR through 2030 (Deloitte via Weex).
What this means:
Each 10% increase in GPU providers on Janction’s network could correlate with ~$1.2M added to JCT’s market cap (based on staking mechanics). Real-world adoption would anchor utility beyond speculative trading.
3. Crypto Market Sentiment (Mixed Impact)
Overview:
The Fear & Greed Index sits at 22/100 (“Extreme Fear”) as of 7 Dec 2025, with BTC dominance at 58.5% – historically unfavorable for altcoins. However, JCT’s 24h turnover ratio (15.6x) signals high liquidity, reducing volatility risk.
What this means:
A market-wide sentiment shift could amplify JCT’s gains, but current conditions favor cautious accumulation. Watch Bitcoin’s 200-day EMA ($97K) – a break above could lift altcoins like JCT by 20-30%.
Conclusion
JCT faces a tug-of-war between its promising AI infrastructure use case and impending token supply inflation. Near-term price action hinges on whether GPU provider onboarding outpaces sell pressure from airdrop claimants (2.85B JCT distributed by 17 Nov 2025).
Key question: Can Janction’s verified compute volume (a KPI not yet publicly reported) grow fast enough to justify its $32.5M FDV before unlocks begin?