Deep Dive
1. 2026 Roadmap & Tokenomics Update (8 January 2026)
Overview: The CEO hosted an X Spaces session on this date to outline the 2026 product roadmap and an updated tokenomics model for ZBCN (TradingView News). This likely detailed strategic initiatives for the super-app, card programs, and ecosystem expansion following the 2025 DAO priorities.
What this means: This is neutral for ZBCN as it provides clarity, but market reaction depends on the perceived favourability of the new tokenomics. Changes to emission or utility could cause short-term volatility as traders reassess value.
2. Final Token Unlock Completion (March 2026)
Overview: The tokenomics documentation states the final scheduled token unlock is set for March 2026, marking the end of early-stage allocations (Zebec Blog). This will conclude a four-year vesting schedule from the token's introduction.
What this means: This is bullish for ZBCN because it removes a key source of sell-side pressure and signals the token's transition into a more utility-driven, deflationary phase. The risk is concentrated in the period immediately before the unlock if large holders decide to sell.
3. ZebecNET eSIM Network Launch (Fall 2025)
Overview: Zebec partnered with World Mobile to launch ZebecNET, a data-only eSIM network built on decentralized infrastructure for the ecosystem (Zebec Network). It aims to provide secure, borderless connectivity for payroll and card services in 70+ countries.
What this means: This is bullish for ZBCN as it expands the network's physical infrastructure (DePIN) and could enhance reliability and adoption for real-time financial products. The main risk is execution delay or technical challenges in the rollout.
Conclusion
Zebec Network's near-term path focuses on finalizing its token supply maturity and executing on infrastructure and product integration. With the final unlock approaching, how will user adoption metrics respond to the evolving super-app utility?