
I. Current Market Situation: A Tug-of-War Between Bulls and Bears Amid a Deep Retracement
- Price and Indicators
- The current price is 0.19998,up2.480.2799, with short-term resistance at $0.21 yet to be breached.
- Key moving averages: MA13 (0.2065)actsasresistance,whileMA60(0.1312) and MA133 ($0.1033) provide long-term support.
- The MACD is negative (-0.0055), but the histogram is shrinking, indicating weakening adjustment momentum. A potential rebound could occur if the DIF crosses above the DEA.
- On-Chain Capital Flow
- Whales have seen a net inflow of 6.4761 million CFX Coin recently, supporting the price at low levels.
- A total net outflow of 1.8828 million CFX indicates that retail investors and some institutions are taking profits and exiting.
- Derivatives Risks
- Liquidations in the past 24 hours amounted to $3.84 million, with longs accounting for 66%, suggesting that bearish sentiment dominates the short-term market.
Summary: The market is in a stalemate between “whales propping up the price” and “retail selling,” with $0.18 being a critical level for the bulls and bears.
II. Key Drivers of Future Price Movements: Three Engines Have Ignited
- Technological Upgrade: Conflux 3.0 (Launching in August)
- 15,000 TPS + Batch RWA Settlement: If successfully implemented, it will directly empower high-frequency scenarios such as cross-border payments and green energy exchange, potentially increasing the TVL from 0.8billionto10 billion (supporting a market cap of 15billion→apriceof2.94).
- Quantum Defense Layout: Quantum-resistant signature algorithms will reduce long-term technological risks and their associated premiums.
- Policy Dividends: A Bridgehead for RMB Internationalization
- Hong Kong BSIM Cards: With access to millions of users (via phone number-based real-name KYC), they will unlock payment scenarios for the Hong Kong dollar stablecoin HKDG.
- Belt and Road Initiative Pilot: The launch of the AxCNH stablecoin (initial volume of $100 million) in Kazakhstan, if replicated across Central Asia, could position CFX as the core chain for offshore RMB cross-border settlements.
- Ecosystem Expansion: RWA Scaling and Institutional Adoption
- 10 RWA projects have been launched: Scenarios such as cultural relic authentication and logistics finance will consume significant amounts of CFX for gas fees.
- BlackRock’s Hong Kong Channel: If compliant funds increase their holdings through ETFs/trusts, liquidity structures could undergo a qualitative change (similar to the 21% single-day surge after Binance integrated the mainnet in 2023).

III. Comparison of Bullish and Bearish Forces
Bullish Factors | Bearish Factors |
---|---|
Whales’ net inflow of 6.4761 million CFX | Total net outflow of 1.8828 million CFX |
Countdown to the Conflux 3.0 upgrade | Negative MACD indicating bullish exhaustion |
Launch of Belt and Road cross-border settlement pilots | $3.84 million in long liquidations in derivatives |
Growth potential of RWA project TVL | Competition from Solana and others in Southeast Asia |
IV. Future Price Projections: A Three-Stage Path
- Short-Term (1-3 Months): Conflux 3.0 Upgrade Sets the Tone
- Optimistic Scenario: Successful launch → Break above 0.21→Target0.25 (resistance near MA60 and previous highs).
- Pessimistic Scenario: Technical delays → Retest $0.15 (strong support at MA133).
- Medium-Term (6-12 Months): Ecosystem and Policy Validation
- If RWA project TVL reaches 2billion+AxCNHissuance→Target0.50 (a 150% increase from the current price).
- Long-Term (2-5 Years): Infrastructure for RMB Internationalization
- If CFX captures 10% of cross-border settlement volume (100billionannually)→Marketcapof50 billion → Target $9.78.
V. Investment Strategies: Seize the Opportunity During the Retracement
- Short-Term Traders: Build positions in batches between 0.18−0.20, set a stop-loss at 0.175,andtarget0.25 (upon realization of Conflux 3.0 benefits).
- Long-Term Holders: Dollar-cost average between 0.10−0.15 and consider staking with a 30% rate to lock in positions (annual yield of 5%+).
- Hedge Risks: Allocate no more than 20% to cross-chain assets like ETH/SOL to diversify against uncertainties from public chain competition.
Conclusion: Compliance—A Double-Edged Sword
CFX’s ultimate narrative lies in leveraging Chinese compliance to access global markets. If Conflux 3.0 delivers on performance, RWA and cross-border payment loops are established, it could replicate the 1,900% surge seen after Binance integrated the mainnet in 2023 by 2026. Conversely, technical delays or policy tightening could relegate it to a mere “experimental project.” Currently, the coexistence of whale accumulation and on-chain outflows presents a window of opportunity amid market divergence.
** (This article does not constitute investment advice.)**
Author: BitcoinKOL,Source: https://bitcoinkol.com/cfx-coin-price-in-depth-analysis/