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- VeChain’s $1 target implies a $72–95B market cap, comparable to ADA’s 2021 peak.
- Institutional adoption, ESG compliance, and Hayabusa upgrade strengthen its ETF readiness.
- Analysts see VET potentially reaching $1–$1.32, with long-term growth fueled by enterprise demand.
VeChain’s native token VET has reignited debate about reaching the elusive $1 milestone, as analysts compare its potential market cap growth to Cardano’s historic run in 2021. Trading at $0.02585 with a daily gain of 9.2% and a $2.22 billion market cap, VET is drawing attention from both retail and institutional investors.
ADA Comparison Suggests $72–95B Path for VET
VeChain ambassador Sebastian.vet highlighted that with 72 billion VET in circulation, a $1 price would equal a $72 billion market cap, while full dilution at 86.7 billion tokens implies $86.7 billion. Both figures remain below Cardano’s $95 billion peak in 2021 — achieved before ADA had significant enterprise adoption.
This market cycle rotation could benefit VET, as capital traditionally flows from Bitcoin to Ethereum and then into large-cap altcoins. Analysts argue that favorable conditions — such as interest rate cuts, ETF inflows, and increased institutional participation — could place VeChain in a similar growth trajectory.
Also Read: VeChain (VET) Leads Top 100 Cryptos with Bullish Sentiment Surging to 93.1%
Institutional and ESG Tailwinds
Unlike ADA’s 2021 surge, VeChain in 2025 boasts real-world adoption. The ecosystem powers supply chain solutions, ESG tracking, and enterprise integrations, with Franklin Templeton — a $1.7 trillion asset manager — among its clients. Custody support from Crypto.com, BitGo, and Keyrock strengthens its ETF-ready infrastructure.
Compliance steps under Europe’s MiCA regulation and governance clarity in the U.S. also enhance its appeal for institutional allocations. This foundation, analysts say, makes VeChain one of the few altcoins positioned for sustainable capital inflows.
Hayabusa Upgrade and Ecosystem Growth
The upcoming Hayabusa upgrade, shifting VeChain from Proof of Authority to Delegated Proof of Stake (DPoS), adds dynamic VTHO issuance and bolsters energy efficiency. With testnet deployment in September and mainnet expected in December, Hayabusa aligns VeChain with ESG mandates critical for European ETF and ETP launches.
VeBetterDAO further strengthens the ecosystem, with 4 million users driving over 30 million tokenized transactions. Meanwhile, cultural momentum came from UFC CEO Dana White, who disclosed a personal $1 million VET investment, framing the token as his sole crypto bet.
Can VET Reach $1?
According to Sebastian’s projections, $40B in market cap values VET at $0.56, $60B at $0.83, and $72B at $1 — with upside potential to $1.32 if it follows ADA’s 2021 path.
The bullish case relies on Hayabusa’s success, macro easing, and ETF launches tied to ESG frameworks. Even in a bear case, analysts stress VeChain’s enterprise rails, custody support, and compliance groundwork provide resilience for long-term growth.
Disclaimer: The information in this article is for general purposes only and does not constitute financial advice. The author’s views are personal and may not reflect the views of Chain Affairs. Before making any investment decisions, you should always conduct your own research. Chain Affairs is not responsible for any financial losses
