What could affect the price of CFX?

Conflux is balancing important technology upgrades with changing regulations.

1. Network Improvements & Stablecoin Trials – Conflux 3.0 aims for faster transactions (15,000 per second) and AI features, while the AxCNH stablecoin is being tested, which could boost usage.
2. Regulatory Challenges in China – Mainland China remains cautious about crypto, but Hong Kong is opening doors with new stablecoin licenses, creating both risks and opportunities.
3. Token Supply Changes – A proposal to lock up over 500 million CFX tokens for four years could reduce available supply if approved.

In-Depth Look

1. Conflux 3.0 & AxCNH Stablecoin (Positive Outlook)

What’s Happening:
Conflux plans to launch version 3.0 in August 2025, which will increase transaction speed to 15,000 per second by processing multiple blocks at once (Conflux CTO). At the same time, the AxCNH stablecoin, pegged to the offshore Chinese yuan and developed with AnchorX for trade along the Belt and Road Initiative, is being tested in Kazakhstan.

Why It Matters:
Faster transactions can attract developers building payment systems and real-world asset (RWA) applications. If AxCNH gains traction in trade corridors worth over $1 trillion, it could increase demand for CFX tokens used to pay fees and participate in governance. In the past, CFX’s price doubled around upgrade announcements, but lasting growth depends on real usage after launch.

2. China’s Regulatory Landscape (Mixed Effects)

What’s Happening:
Mainland China still enforces its 2021 crypto ban but quietly supports Conflux’s blockchain through positive state media mentions. Meanwhile, Hong Kong’s new Stablecoins Ordinance (effective August 2025) allows licensed yuan-backed stablecoins, potentially benefiting AxCNH (Finance Magnates).

Why It Matters:
Hong Kong’s regulatory support could help AxCNH become accepted by institutions. However, sudden crackdowns in mainland China, like the September 2025 pause on RWA tokenization by regulators, could hurt market confidence. CFX’s future depends on how China balances innovation with control.

3. Token Supply & Partnerships (Optimistic Signs)

What’s Happening:
A governance proposal from September 2025 suggests locking over 500 million CFX tokens in corporate reserves for at least four years to reduce selling pressure. Earlier in May 2025, 76 million CFX were burned and 500 million tokens were staked, cutting the circulating supply by about 11% (CoinMarketCap).

Why It Matters:
Reducing the number of tokens available could push prices higher if demand increases. However, there’s still a risk of dilution since the total value of all CFX tokens is about $1.1 billion, which already factors in about half of the maximum supply. Success will also depend on securing major partners beyond current pilots with companies like Lenovo and Zoomlion.

Conclusion

CFX’s future depends on successfully rolling out upgrades while navigating complex regulations. The adoption of Conflux 3.0 and the growth of AxCNH in cross-border trade are key near-term drivers. At the same time, China’s shifting policies remain unpredictable. Token supply controls could help offset broader market concerns (Fear index: 32/100). Keep an eye on AxCNH’s pilot transaction volumes after August—can they maintain daily flows above $50 million?

What are people saying about CFX?

Conflux (CFX) is seeing mixed reactions, swinging between optimistic upgrades and concerns about overhyped price moves. Here’s what’s making headlines:

1. Stablecoin buzz: Launch of AxCNH stablecoin boosts hopes for smoother Belt & Road trade payments 🚀
2. Tech improvements: New Conflux 3.0 upgrade promises 15,000 transactions per second (TPS) and AI features ⚡
3. Market shakeout: $11 million in short positions liquidated helped fuel a 100% price jump in July 💥
4. Caution remains: On-chain activity hasn’t kept pace with price increases, raising some red flags 🚩

Deep Dive

1. @Conflux_Network: Offshore yuan stablecoin launch looks promising

“AxCNH pilot targets cross-border payments in Singapore/Malaysia by Aug 1”
– @Conflux_Network (288K followers · 1.2M impressions · 2025-07-29 20:43 UTC)
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What this means: This is a positive sign for CFX, positioning Conflux as a blockchain that complies with Chinese regulations and supports international trade settlements.

2. @GuangYang_9: Tree-Graph 3.0 upgrade sparks excitement

“15K TPS and AI agent support go live in August”
– @GuangYang_9 (CTO · 89K followers · 650K impressions · 2025-07-21 06:30 UTC)
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What this means: This upgrade is encouraging for developers and users, but a technical indicator called RSI hit 93 on July 20, signaling the asset might be overbought and due for a correction.

3. @johnmorganFL: Short squeeze causes big price swings

“$11M shorts wiped out in 24H – classic squeeze setup”
– @johnmorganFL (Analyst · 142K followers · 2.8M impressions · 2025-07-20 12:26 UTC)
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What this means: In the short term, this is somewhat positive, but data shows an 8-to-1 ratio of long to short liquidations, which may not be sustainable without new investment coming in.

4. @CoinDesk: On-chain activity raises concerns

“80% of network gas spent by 3 accounts – where’s the usage?”
– @CoinDesk (2.1M followers · 2025-08-04 04:47 UTC)
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What this means: This points to a risk of centralization, as most of the network’s activity is concentrated in just a few accounts, which is a bearish sign despite the rising price.

Conclusion

The outlook for CFX is mixed. Positive developments like the AxCNH stablecoin and the Conflux 3.0 upgrade highlight its potential as a blockchain aligned with Chinese regulations. However, technical signals like the high RSI and weak on-chain activity suggest the price could be volatile. Keep an eye on how widely the stablecoin is adopted and whether the network upgrade delivers on its promise of 15,000 TPS. One thing is clear: CFX remains one of the most geopolitically significant altcoins in the crypto space.

What is the latest news about CFX?

Conflux is making strides with China’s stablecoin initiatives and network improvements but faces some market challenges. Here are the key updates:

1. AxCNH Stablecoin Launches in Kazakhstan (Sept 17, 2025) – The first regulated offshore yuan token aims to support trade along the Belt & Road.
2. Conflux 3.0 Upgrade Goes Live (Sept 1, 2025) – Network speed reaches 15,000 transactions per second with new AI features.
3. Public Company Treasury Proposal (Sept 2, 2025) – Plans to lock CFX tokens for 4 years in partnerships with public companies.

Deep Dive

1. AxCNH Stablecoin Launches in Kazakhstan (September 17, 2025)

Overview
Conflux teamed up with AnchorX and Eastcompeace to launch AxCNH, a regulated offshore yuan stablecoin approved by Kazakhstan’s financial regulator, AFSA. This stablecoin is designed to facilitate cross-border trade among countries involved in China’s Belt & Road Initiative. It runs on Conflux’s blockchain, allowing programmable and automated settlements. Early tests included companies like Zoomlion and Lenovo.

What this means
This development is positive for CFX because it places Conflux at the forefront of China’s digital currency efforts, supporting Beijing’s goal to expand the use of the yuan internationally. However, widespread adoption faces challenges, including the dominance of the US dollar (which accounts for 99% of stablecoin supply) and China’s strict capital controls. (Yahoo Finance)

2. Conflux 3.0 Upgrade Goes Live (September 1, 2025)

Overview
The Tree-Graph 3.0 upgrade introduced parallel block processing, increasing the network’s capacity to 15,000 transactions per second (TPS). It also added support for AI-powered smart contracts and tools for tokenizing real-world assets (RWA). During this upgrade, Binance temporarily paused CFX deposits and withdrawals.

What this means
This update is somewhat positive—technical improvements make Conflux more attractive for business applications. However, the price of CFX dropped 18% after the upgrade, indicating some investors sold off after the news. Network operators now face the challenge of balancing faster processing with maintaining decentralization. (Binance)

3. Public Company Treasury Proposal (September 2, 2025)

Overview
Conflux proposed allowing publicly traded companies to hold CFX tokens in their corporate treasuries, operate network nodes, and manage real-world assets on the blockchain. The tokens would be locked for four years to encourage long-term commitment. This proposal is awaiting a governance vote.

What this means
This is cautiously optimistic news. Long-term corporate holdings could reduce selling pressure on CFX. Still, the token has dropped 37% over the past 30 days, reflecting doubts about how well this plan will be executed. Success depends on attracting regulated companies despite China’s strict crypto regulations. (Yahoo Finance)

Conclusion

Conflux is carefully navigating China’s complex regulatory environment by advancing stablecoin projects and upgrading its network infrastructure. With the adoption of AxCNH and the scalability improvements from version 3.0, CFX has potential to recover if institutional interest grows. However, Beijing’s cautious approach to cryptocurrencies could limit how far Conflux can expand its Belt & Road ambitions.

What is expected in the development of CFX?

Conflux’s roadmap highlights key partnerships and technical upgrades aimed at growing its blockchain ecosystem.

1. AxCNH Stablecoin Expansion (Q4 2025) – Testing use of the yuan-pegged stablecoin in countries involved in China’s Belt and Road Initiative, including Malaysia and Singapore.
2. Public Company Partnerships (Pending Governance Vote) – Bringing publicly traded companies into the Conflux network by having them hold CFX tokens and operate network nodes.
3. Conflux 3.0 Upgrades (2026) – Increasing transaction speed to 15,000 transactions per second (TPS) and adding AI features to smart contracts.

Deep Dive

1. AxCNH Stablecoin Expansion (Q4 2025)

Overview:
Conflux is expanding its stablecoin called AxCNH, which is pegged to the Chinese yuan and was first tested in Kazakhstan (Finance Yahoo). The next step is to use AxCNH for cross-border payments in countries involved in China’s Belt and Road Initiative, focusing on Singapore and Malaysia.

What this means:
This could be positive for Conflux because more use of AxCNH means more demand for the Conflux blockchain to process transactions. However, political and regulatory challenges in these countries could slow down progress.

2. Public Company Partnerships (Pending Governance Vote)

Overview:
A proposal is underway to allow publicly traded companies to hold CFX tokens in their corporate treasuries, run proof-of-stake (PoS) nodes, and provide liquidity to the network. These tokens would be locked for four years to encourage long-term commitment (MEXC News).

What this means:
This could help stabilize the CFX token’s price and liquidity by involving larger, more established companies. However, it depends on whether these companies decide to participate, which is still uncertain.

3. Conflux 3.0 Enhancements (2026)

Overview:
The upcoming Conflux 3.0 upgrade aims to increase transaction speed from 3,000–6,000 TPS to 15,000 TPS and add artificial intelligence (AI) features to smart contracts. Developers are also working on modular upgrades to support tokenizing real-world assets (CoinMarketCap).

What this means:
If successful, these improvements could attract more developers and projects to Conflux by offering faster transactions and smarter contract capabilities. However, technical challenges and competition from other blockchains could pose risks.

Conclusion

Conflux is focusing on growing its stablecoin use, bringing in institutional partners, and improving its technology to strengthen its position in China’s blockchain landscape. While these plans align with larger economic trends, challenges like regulatory uncertainty and execution risks remain. The key question is whether Conflux’s focus on Belt and Road countries will lead to lasting growth for its ecosystem.

What updates are there in the CFX code base?

Conflux (CFX) rolled out three major updates in the third quarter of 2025:

1. v3.0.1 Hardfork (August 12, 2025) – Fixed bugs and activated CIP-156 to improve network stability.
2. v3.0.0 Upgrade (August 1, 2025) – Enhanced Ethereum compatibility and added 8 new Conflux Improvement Proposals (CIPs).
3. Tree-Graph 3.0 Architecture (July 2025) – Boosted transaction speed to 15,000 TPS and integrated AI features.

Deep Dive

1. v3.0.1 Hardfork (August 12, 2025)

Overview: This is a smaller but important update that fine-tunes the earlier v3.0.0 upgrade. Node operators need to update their software by September 1, 2025, to stay connected to the network.

Key improvements include turning on CIP-156, which makes transactions more final and secure, and upgrading developer tools through better RPC (Remote Procedure Call) functions.

What this means: This update is positive for CFX because it helps the network run more smoothly and makes it easier for developers to build on Conflux, reducing the chance of network problems. (Source)

2. v3.0.0 Upgrade (August 1, 2025)

Overview: A major update that introduced 8 new CIPs aimed at improving compatibility with Ethereum’s Virtual Machine (EVM) and making the network more scalable.

This upgrade improved how smart contracts run, fixed bugs in the consensus process (how the network agrees on transactions), and optimized gas fees (transaction costs). Developers also noted better interoperability with Ethereum-based decentralized apps (dApps).

What this means: This is good news for CFX because it makes it easier for Ethereum developers to create projects on Conflux, which could help grow its user base and ecosystem. (Source)

3. Tree-Graph 3.0 Architecture (July 2025)

Overview: Announced at a conference in Shanghai, this upgrade introduced a new way to process blocks in parallel and added support for AI agents on the blockchain.

Tree-Graph 3.0 increased the network’s transaction capacity from 3,000 to 15,000 transactions per second (TPS) and cut block confirmation times to under 15 seconds. It also added features to integrate AI models directly on the blockchain.

What this means: This positions Conflux as a fast, modern blockchain suitable for tokenizing real-world assets and supporting AI-powered decentralized applications. (Source)

Conclusion

Conflux’s 2025 upgrades focus on making the network faster (15,000 TPS), more developer-friendly (better Ethereum compatibility), and ready for advanced use cases like AI and real-world asset tokenization. As node operators move to the latest v3.0.1 version, the big question is whether these technical improvements will lead to lasting growth, especially given China’s stricter crypto regulations.

Why did the price of CFX fall?

Conflux (CFX) dropped 2.12% in the last 24 hours, underperforming the overall crypto market, which fell by 1.22%. The main reasons for this decline include:

1. Technical breakdown – CFX fell below important moving averages, indicating a bearish trend.
2. Regulatory concerns around stablecoins – Uncertainty about China’s offshore yuan stablecoin projects affected investor confidence.
3. Market-wide risk aversion – A cautious mood in the crypto market (Fear & Greed Index at 32) put pressure on altcoins like CFX.

Deep Dive

1. Technical Breakdown (Bearish Impact)

Overview: CFX slipped below its 30-day Simple Moving Average (SMA) at $0.145 and its 7-day Exponential Moving Average (EMA) at $0.119. The MACD indicator (-0.00167) confirms the downward momentum, while the RSI (38.01) is close to oversold but hasn’t shown signs of a rebound yet.

What this means: Traders started selling as CFX couldn’t stay above the near-term support level of $0.115. The absence of support at the 23.6% Fibonacci retracement level ($0.158) added to the selling pressure.

What to watch: If CFX falls below $0.11 and stays there, it could test its September low of $0.0643.

2. Stablecoin Regulatory Uncertainty (Mixed Impact)

Overview: CFX’s recent gains were linked to China’s efforts to launch offshore yuan stablecoins, like the AxCNH project in Kazakhstan. However, on September 23, 2025, the China Securities Regulatory Commission (CSRC) paused tokenization activities by mainland brokerages, signaling a cautious approach to regulation (source).

What this means: While Conflux plays a strategic role in cross-border stablecoin projects, delays in regulatory approvals—such as the Hong Kong Monetary Authority (HKMA) issuing only a few stablecoin licenses expected by 2026—have cooled down speculative buying.

3. Altcoin Weakness Amid Market Fear (Bearish Impact)

Overview: The overall crypto market cap dropped 1.22%, while Bitcoin’s dominance increased to 58.7%, showing investors moving funds away from altcoins. CFX’s 24-hour trading volume fell 15.4% to $30.9 million, indicating lower liquidity.

What this means: Because CFX tends to move closely with Bitcoin (90-day correlation of 0.89), it experienced a sharper decline during this risk-off period. The Altcoin Season Index also dropped 59% over the past month, reflecting reduced interest in altcoins.

Conclusion

CFX’s recent decline is driven by weakening technical indicators, delays in stablecoin regulations, and a broader pullback in altcoins. Despite these short-term challenges, Conflux’s long-term potential tied to China’s blockchain initiatives remains strong.

Key points to watch: Will CFX hold above $0.11, or will profit-taking from its 98% rally since July push prices lower? Keep an eye on updates from the HKMA regarding stablecoin licenses and Bitcoin’s support level around $58,000.