Deep Dive
1. Original Roadmap Completion (2022–2023)
Overview: The publicly available roadmap (SPACE ID) from October 2022 outlined milestones through Q4 2023, including multi-chain Top-Level-Domain (TLD) infrastructure, a universal domain identifier, and the launch of a DAO. Based on the current date of February 2026, these are all historical items. The project's subsequent execution, including over 6.7 million domain registrations and 360+ integrations by late 2025, indicates these foundational goals were met.
What this means: This is neutral for ID as it confirms the team delivered on its initial promises, establishing credibility. The lack of a newly published formal roadmap shifts investor attention to organic growth metrics and strategic announcements.
2. Strategic Expansion & AI Focus (2025–Ongoing)
Overview: Recent developments indicate a strategic pivot towards broadening utility and tapping into emerging narratives. Key executions in 2025 included the launch of Payment ID for simplified CEX transfers, integrated into wallets like Enkrypt and MetaMask (CoinMarketCap). The team has also emphasized SPACE ID's role in providing verifiable on-chain identities for AI agents, a growing sector need.
What this means: This is bullish for ID because it expands the protocol's utility beyond simple domain names into payments and a key trust layer for AI, potentially driving new user adoption and integration demand. The risk is that these expansions face stiff competition from other identity projects.
3. Future Vision & Ecosystem Growth
Overview: Without a dated public roadmap, the project's direction is inferred from its vision to be a "universal name service network." Future development will likely focus on supporting more blockchains (beyond the current 24+), enhancing the developer SDK, and fostering the SID DAO's governance. Ecosystem growth is currently measured by integration count, which exceeded 360 by January 2026.
What this means: This is bullish for ID as continued ecosystem growth deepens its moat as a multichain identity standard. The bearish angle is that the absence of a detailed, time-bound public roadmap can create uncertainty for investors regarding the pace and scope of future innovation.
Conclusion
SPACE ID has transitioned from executing a defined roadmap to scaling its established identity infrastructure, with a clear focus on payments and AI. Will its evolution into a broader trust layer for web3 and AI outpace the competition in a crowded identity landscape?