Story (IP) Price Prediction

By CMC AI
07 November 2025 04:22AM (UTC+0)

TLDR

Story (IP) faces a tug-of-war between AI-driven utility and tokenomics risks.

  1. AI Licensing Adoption – Potential surge from AI firms needing IP solutions.

  2. Token Unlocks – 41.6% supply inflation risk by 2026.

  3. Regulatory Precedent – Legal clarity on AI/copyright may reshape demand.


Deep Dive

1. AI Licensing Demand (Bullish Impact)

Overview: Story’s programmable IP infrastructure targets AI’s $61T data licensing gap. Partnerships like Poseidon (tokenizing real-world data for AI) and Grayscale’s IP Trust (launched July 2025) signal institutional interest. If AI labs adopt Story’s on-chain licensing, IP could become critical infrastructure.
What this means: Demand from AI companies needing compliant training data could drive protocol revenue and $IP utility. Analysts note IP’s price spiked 30% after Grayscale’s Trust launch (Coinspeaker).

2. Vesting Overhang (Bearish Impact)

Overview: 41.6% of IP’s supply (Early Backers + Core Contributors) unlocks over 48 months starting 2025. Current FDV ($8.3B) dwarfs daily fees (~$45), raising sustainability concerns.
What this means: Early investors may sell unlocked tokens, suppressing prices. Similar unlocks in 2025 preceded a 50% crash post-ATH (Yahoo Finance).

Overview: UK’s 2025 Stability AI ruling weakened copyright claims against AI models. Story’s on-chain IP registration could gain traction if courts recognize blockchain timestamps as evidence of ownership.
What this means: Favorable rulings may accelerate adoption; unfavorable ones could stall licensing demand. Story’s legal framework (PIL) isn’t yet court-tested.


Conclusion

Story’s price hinges on AI adoption momentum vs. inflationary token unlocks. Watch Q1 2026 unlocks and partnerships with AI data marketplaces. Can IP balance speculative hype with real-world utility before supply dilution hits?

CMC AI can make mistakes. Not financial advice.