Tensor (TNSR) Price Prediction

By CMC AI
29 January 2026 12:50PM (UTC+0)

TLDR

Tensor faces a challenging pivot after its core team's exit, balancing reduced utility with tighter tokenomics.

  1. Post-Acquisition Realignment – The Coinbase deal removed Vector's growth but burned 21.6% of TNSR supply, creating deflationary pressure amid lost fee revenue.

  2. Solana NFT Market Health – Tensor's dominance (60–70% share) is undermined by a sector-wide slump; a revival in Solana NFT trading is crucial for organic demand.

  3. Exchange Listings & Accessibility – New listings like Bitso (9 Dec 2025) improve liquidity and retail access, potentially attracting incremental buying interest.

Deep Dive

1. Post-Vector Acquisition & Tokenomics Shift (Mixed Impact)

Overview: Coinbase acquired Vector.fun in November 2025, integrating its team and technology but sunsetting the app. As part of the deal, the Tensor Foundation now owns the marketplace, directing 100% of its fees to the TNSR treasury (up from 50%). Crucially, 21.6% of the total token supply from founders and Tensor Labs was burned (Tensor Foundation). However, Vector—which generated $75M annually in fees—is no longer contributing to the treasury.

What this means: The supply burn is a strong bullish catalyst, reducing sell pressure and increasing scarcity. Yet, the loss of Vector’s fee revenue weakens the treasury’s growth potential and TNSR’s fundamental utility, creating a net-neutral to slightly bearish effect unless Tensor’s own fee generation accelerates significantly.

2. Solana Ecosystem & NFT Demand (Bullish if Recovery Occurs)

Overview: Tensor handles 60–70% of Solana NFT volume, but the entire sector is in a downturn. Data from November 2025 showed Tensor’s daily volume was only ~$20K (Dune Analytics). Solana’ NFT sales fell 23% in 30 days as of June 2025 (CoinMarketCap).

What this means: TNSR’s price is tightly coupled with Solana NFT activity. A resurgence in retail or institutional interest in Solana-based digital assets would directly boost Tensor’s fees and treasury, providing a fundamental lift. Until then, weak on-chain metrics limit upside.

3. Exchange Listings & Market Liquidity (Bullish)

Overview: TNSR was listed on Bitso on 9 December 2025 under “Limited Operations,” enabling buy/sell/transfer functions for millions of users (Bitso). Such listings typically increase visibility and ease of access.

What this means: Enhanced liquidity reduces volatility and can attract new capital, especially from regional markets. While not a fundamental driver, it supports price discovery and can amplify positive momentum during broader market rallies.

Conclusion

TNSR’s near-term path is constrained by the loss of Vector’s revenue and a sluggish NFT market, but deflationary tokenomics and growing exchange support provide a foundation for recovery. A holder must weigh the reduced utility against a significantly scarcer supply.

Will Tensor’s daily trading volume break above its 2024 highs, signaling a true NFT market revival?

CMC AI can make mistakes. Not financial advice.