Deep Dive
1. Expanded VX360 Hardware Rollout (2026)
Overview: NATIX began shipping its VX360 hardware device for Tesla drivers ahead of schedule in April 2025 (Bitrue). This plug-and-play device captures real-time 360° video feeds, contributing high-quality data to NATIX's decentralized mapping and AI network. The rollout is ongoing, with the VX360 becoming the network's largest 360° data collection source by August 2025 (NATIX Network). The roadmap for 2026 involves expanding this hardware deployment to more users and potentially new vehicle models.
What this means: This is bullish for NATIX because it directly increases the supply of valuable, monetizable geospatial data, which should drive protocol revenue higher. A larger, more diverse hardware network also strengthens NATIX's competitive moat in the DePIN and Physical AI sector.
2. Continued Protocol Revenue & Token Burns (Ongoing)
Overview: A core component of NATIX's tokenomics is using protocol revenue—generated from selling map data to clients like Grab—to buy back and burn $NATIX tokens. The team has executed monthly burns throughout 2025, with over 394.2 million tokens burned by August 2025 (NATIX Network). This deflationary mechanism is expected to continue as revenue grows, with the team hinting at "record-setting token burns" (Bitrue).
What this means: This is bullish for NATIX because it creates a direct link between network usage (revenue) and token value by reducing the circulating supply. Consistent execution builds credibility, but the impact depends entirely on the scale of future revenue generation.
3. StreetVision Subnet Development on Bittensor (2026)
Overview: Launched on May 27, 2025, the StreetVision Subnet (Subnet 72) on Bittensor processes NATIX's 360° data to train AI models for autonomous driving (CoinMarketCap). The initial focus is roadwork detection, with plans to expand to pothole, road sign, and litter detection. The subnet operates on Bittensor's Dynamic TAO model, requiring NATIX token staking for miners and validators, with revenue supporting further token buybacks.
What this means: This is bullish for NATIX because it diversifies utility by embedding the token in a decentralized AI stack, potentially attracting a new cohort of validators and creating an additional revenue stream. Success hinges on the subnet's ability to produce commercially valuable AI models.
4. New Features & Strategic Partnerships (2026)
Overview: The team has teased "major announcements" and "new features and partnerships" (Bitrue). This likely refers to enhancing the gamification and driver-assistant features within the Drive& app and securing new B2B clients for its geospatial data. Past partnerships include integrations with Cypherock for hardware discounts and Grab for data sales.
What this means: This is neutral to bullish for NATIX because new app features could boost user retention and data contribution, while strategic partnerships validate the data's commercial quality and expand the revenue base. The lack of specific details, however, introduces uncertainty regarding timeline and impact.
Conclusion
NATIX's roadmap for 2026 is strategically focused on scaling its physical data network (VX360), advancing its decentralized AI capabilities (Bittensor subnet), and reinforcing its tokenomics through revenue-driven burns. The project's trajectory is tightly coupled with its ability to monetize crowdsourced geospatial data at a growing scale. Will protocol revenue growth in 2026 be sufficient to meaningfully accelerate the deflationary token burn?