What could affect the price of XTZ?

Tezos is experiencing a mix of technical upgrades and changing market feelings.

1. Etherlink Layer-2 Growth – Total value locked (TVL) jumped to $60 million, boosting decentralized finance (DeFi) uses.
2. Seoul Protocol Upgrade – New features improve security and efficiency but caused a short-term price drop.
3. Uranium Tokenization Risks – The uranium.io project faces regulatory challenges that could impact Tezos.

Deep Dive

1. Etherlink Layer-2 Expansion (Positive Outlook)

What happened: Etherlink, a layer-2 solution on Tezos compatible with Ethereum apps, reached $60 million in TVL by September 2025. This growth followed its integration with KuCoin exchange and the launch of stXTZ, a liquid staking token. Partnerships with platforms like Midas and Curve increased earning opportunities, while gaming and NFT projects such as Pikes Arena attracted more users.

Why it matters: More activity on Etherlink means more demand for Tezos’ native token (XTZ) to pay transaction fees and participate in governance. This could reduce the available supply of XTZ. Additionally, a $3 million incentive program called Apple Farm aims to bring even more liquidity to the network (Finbold).

2. Seoul Protocol Upgrade (Mixed Impact)

What happened: The Seoul upgrade, launched in September 2025, introduced native multisignature wallets, which improve security for institutional investors. It also made transaction validation up to 63 times more efficient. Despite these improvements, the price of XTZ dropped about 4% right after the upgrade, possibly due to traders selling after the news.

Why it matters: These efficiency and security improvements are good for Tezos’ long-term growth and appeal to big investors. However, the price may remain volatile in the short term until more institutions start using the network (CryptoBriefing).

3. Uranium Tokenization & Regulatory Risks (Potential Downside)

What happened: Tezos’ uranium.io platform plans to create digital tokens backed by physical uranium, using Tezos’ governance to ensure compliance. However, regulations around nuclear materials are strict and unclear. Additionally, the European Central Bank’s push for a digital euro could create competition and regulatory pressure on projects like this.

Why it matters: The success of uranium tokenization depends on navigating complex legal and political challenges. If regulators push back, it could lead to selloffs in XTZ. On the other hand, if successful, it could link Tezos to real-world commodity markets, potentially increasing its value (CoinMarketCap).

Conclusion

Tezos’ price outlook is a balance between the growing momentum of Etherlink’s DeFi ecosystem and the risks from regulatory challenges and upgrade-related price swings. Keep an eye on the Etherlink/bridged asset ratio—if it stays above 25% of Tezos’ total TVL, it signals strong and lasting demand for layer-2 solutions. The big question is whether Arthur Breitman’s uranium project can overcome policy hurdles and drive growth in the last quarter of the year.

What are people saying about XTZ?

Tezos (XTZ) is gaining attention as optimism around alternative cryptocurrencies grows. This momentum comes from both technical price movements and promising real-world uses. Here’s what’s happening right now:

1. Etherlink’s DeFi growth attracts institutional investors
2. Technical analysis points to a price target of $1.40
3. Mixed market signals: big investors accumulating but also taking profits

In-Depth Look

1. Etherlink’s Real-World Asset (RWA) Progress Boosts Confidence

According to @ArthurB, Etherlink’s Layer 2 platform is seeing increased interest from institutions thanks to tokenized assets like uranium and yield-generating products. This has led to a significant $11 million increase in total value locked (TVL) on the platform, showing that more money is being invested in these assets. Tezos is positioning itself as a compliant platform for these real-world assets, which is encouraging for its future growth (source).
What this means: This is a positive sign for Tezos, as Etherlink’s adoption helps connect Tezos to institutional decentralized finance (DeFi), with TVL growing by 8% weekly, supporting the idea that the network can handle more users and transactions.

2. Technical Analysis Suggests a Move Toward $1.40

@BRONDOR points out that Tezos recently surpassed $1.13, and if it stays above $1.10, it could reach $1.40. This is supported by bullish signals from moving averages and a strong 76% price increase over the past week (source).
What this means: The outlook is cautiously optimistic. While breaking a key trendline from the past seven months indicates upward momentum, the Relative Strength Index (RSI) is at 91, which usually means the asset might be overbought and due for a pause or pullback.

3. Big Investors (Whales) Are Buying, But Some Are Taking Profits

@AMBCrypto reports that on July 19, there were net inflows of $417,000 from large investors, but at the same time, $4.5 million worth of Tezos was deposited onto exchanges, suggesting some investors are selling (source).
What this means: This mixed activity could be a warning sign in the short term. The open interest in derivatives has increased by 343%, meaning many traders are using leverage, which can lead to rapid price drops if the $1.04 support level fails.

Conclusion

Overall, the sentiment around Tezos (XTZ) is cautiously optimistic. Growth in Etherlink’s DeFi platform and positive technical trends support a potential price increase. However, overbought conditions and profit-taking by large investors suggest some risks ahead. Keep an eye on the $1.04 price level—holding above it could confirm the breakout, while falling below might lead to a retest of $0.90. The next update on Etherlink’s TVL will be key to understanding how Tezos balances its real-world asset goals with market ups and downs.

What is the latest news about XTZ?

Tezos is making progress both in technology and culture, improving security for big institutions and promoting digital art.

1. Seoul Protocol Upgrade (September 4, 2025) – Boosts security and makes the network 63 times more efficient for institutions.
2. Art on Tezos Berlin (November 6–9, 2025) – Over 200 artists display digital art powered by blockchain technology.
3. Etherlink Reaches $60M TVL (September 11, 2025) – Integration with KuCoin and DeFi growth drive adoption of this Layer 2 solution.

Deep Dive

1. Seoul Protocol Upgrade (September 4, 2025)

Overview:
Tezos rolled out its 19th upgrade called Seoul. It introduced multisignature wallets built into the protocol, which means multiple people can approve transactions—important for institutional security. It also cut down the daily data needed to validate the blockchain from 900 MB to just 14 MB, making it 63 times more efficient. Staking (locking up coins to support the network) is now easier with one-click unstaking, though there’s still a 4-day waiting period for safety.

What this means:
This upgrade is good news for Tezos (XTZ). Multisignature wallets meet the security needs of big investors and institutions. The efficiency improvements lower costs for those running network nodes. Making staking simpler could attract more users to participate, which strengthens the network overall. (CryptoBriefing)

2. Art on Tezos Berlin (November 6–9, 2025)

Overview:
Tezos is hosting a three-day digital art event in Berlin featuring over 200 artists, including Lauren Lee McCarthy and Memo Akten. The art pieces are minted on the Tezos blockchain, highlighting its energy-efficient technology. This event builds on previous partnerships with major museums like MoMA and Musée d’Orsay.

What this means:
This event strengthens Tezos’ position in the digital art and NFT space, even as the overall market faces challenges. It helps build cultural credibility and attracts collectors interested in sustainable blockchain art. However, some skepticism remains, as seen with Christie’s recent decision to stop selling NFTs. (Crypto.News)

3. Etherlink Hits $60M TVL (September 11, 2025)

Overview:
Etherlink, a Layer 2 network on Tezos, reached $60 million in total value locked (TVL) after adding direct XTZ deposits and withdrawals on KuCoin exchange. This growth was supported by a $3 million rewards program and new features like stXTZ liquid staking and integration with Curve Finance.

What this means:
This is a cautiously positive sign. The increase in TVL shows growing interest in decentralized finance (DeFi) on Tezos, but it’s unclear if this growth will last once rewards end. Etherlink’s fast transaction speeds (under 500 milliseconds) could make it a key player for cross-chain activity, though it faces strong competition from Ethereum’s Layer 2 solutions. (Finbold)

Conclusion

Tezos is moving forward on two fronts: the Seoul upgrade improves its appeal to institutions, while cultural events like the Berlin art showcase expand its presence in the Web3 art world. With Etherlink gaining momentum, the big question is whether Tezos can balance its reputation as a reliable blockchain with the fast-changing worlds of DeFi and NFTs. Keep an eye on TVL trends and institutional participation in the coming months.

What is expected in the development of XTZ?

Tezos’ roadmap is focused on growing decentralized finance (DeFi), improving tools for developers, and expanding real-world applications through important technical and ecosystem milestones.

1. Tezlink Integration (Q4 2025) – Connect Tezos Layer 1 with Etherlink Layer 2 to combine DeFi liquidity.
2. Etherlink DeFi Expansion (Q4 2025) – Introduce institutional-grade tokenized assets and incentives for liquidity providers.
3. Reaper Actual Game Launch (Q4 2025) – Release a high-quality blockchain shooter game on Etherlink.

Deep Dive

1. Tezlink Integration (Q4 2025)

Overview:
Tezlink is a key part of Tezos’ vision to connect its main blockchain (Layer 1), which uses smart contract languages like Michelson and SmartPy, with Etherlink’s Layer 2 network, which supports Ethereum-compatible applications. This connection will unify liquidity pools and allow developers to create scalable decentralized apps (dApps) while keeping Tezos’ strong security and governance features.

What this means:
This is positive for Tezos (XTZ) because it combines Tezos’ secure platform with Etherlink’s growing DeFi ecosystem, which had $60 million in total value locked (TVL) as of September 2025. However, there is a risk that tools needed for cross-chain interaction may take longer to develop and be adopted.

2. Etherlink DeFi Expansion (Q4 2025)

Overview:
Etherlink plans to launch new tokenized yield products called mBASIS and mTBILL aimed at institutional investors. They will also start a $3 million liquidity mining program to encourage participation. Partnerships with companies like Midas and Hex Trust will help tokenize real-world assets (RWAs), including uranium (xU3O8), in a compliant way.

What this means:
This development is somewhat positive, as it could bring more institutional money into the ecosystem. However, success depends on clear regulations around tokenizing real-world assets. Etherlink will also need to keep transaction fees very low (under $0.001) even as activity increases.

3. Reaper Actual Game Launch (Q4 2025)

Overview:
Created by John Smedley’s studio, Reaper Actual will be the first major AAA game on Etherlink. It will feature player-owned NFTs such as bases and skins that can be traded on popular platforms like Steam and Epic Games Store. The project is backed by $30.5 million in funding from Bitkraft Ventures.

What this means:
This is a strong positive for wider adoption of Tezos, as gaming could attract many retail users to its low-cost network. However, competition from other gaming-focused blockchains like Solana and Sui could be a challenge.

Conclusion

Tezos is focusing on modular scalability through Tezlink, regulated DeFi via Etherlink, and high-profile gaming to improve its performance after a slow 2024–25. While the roadmap is ambitious, there are risks in execution, especially in attracting and onboarding new users. The big question remains: will Tezos’ energy-efficient Proof-of-Stake system lead to sustained network growth after these upgrades?

What updates are there in the XTZ code base?

Tezos (XTZ) recently rolled out important upgrades that boost security, efficiency, and ease of use.

1. Institutional-Grade Multisig (September 19, 2025) – Built-in multisignature support for safer asset management.
2. 63x Network Efficiency (September 19, 2025) – Major reduction in data and storage needs thanks to BLS signatures.
3. 1-Click Unstaking (September 19, 2025) – Easier staking withdrawals with automatic unlocking.

Deep Dive

1. Institutional-Grade Multisig (September 19, 2025)

What it is: The Seoul upgrade added native multisignature (multisig) functionality. This means multiple people can securely share control over a Tezos account without relying on outside tools.

Instead of just one key controlling funds, multisig requires several approvals on the blockchain itself. This lowers risks like hacks or mistakes. Because it’s built into Tezos’ core system, it works smoothly and can be audited easily.

Why it matters: This upgrade is great news for Tezos because it makes the platform more attractive to institutions like investment funds and custodians who need strong security and regulatory compliance. (Source)

2. 63x Network Efficiency (September 19, 2025)

What it is: Seoul dramatically cut the amount of data nodes need to process daily—from about 900 MB down to just 14 MB—using a technology called BLS signature aggregation.

BLS signatures let multiple transaction approvals be combined into one cryptographic proof. This reduces the load on the network and allows more transactions to happen faster.

Why it matters: This makes running Tezos nodes cheaper and quicker, which helps keep the network decentralized and ready to grow. Users will also experience faster transaction confirmations. (Source)

3. 1-Click Unstaking (September 19, 2025)

What it is: The upgrade automated the process of unstaking tokens. Now, after a 4-day security waiting period, funds unlock automatically without users needing to take extra steps.

Before, users had to manually complete withdrawals after waiting, which was less convenient.

Why it matters: This change makes staking easier and more user-friendly, which could encourage more people to participate. The 4-day lockup remains to keep the network secure. (Source)

Conclusion

The Seoul upgrade strengthens Tezos for institutional use by improving security and efficiency, while also making staking simpler for everyday users. These improvements support Tezos X’s goal of building a scalable, developer-friendly blockchain. With growing adoption—like $47.7 million in total value locked (TVL) on Etherlink—these upgrades could help Tezos enter its next phase of growth.

Why did the price of XTZ go up?

Tezos (XTZ) increased by 5.76% in the last 24 hours, outperforming the overall crypto market, which gained 0.85%. This rise is driven by positive technical signals, improvements in the Tezos ecosystem, and increased liquidity linked to the growth of Etherlink’s decentralized finance (DeFi) platform.

1. Seoul Protocol Upgrade (Positive Impact) – Improved security and efficiency attract institutional investors.
2. Etherlink L2 Growth (Positive Impact) – Integration with KuCoin and $60 million in total value locked (TVL) show growing DeFi adoption.
3. Technical Breakout (Positive Impact) – Price surpassed key resistance levels, encouraging short-term buying.

Deep Dive

1. Seoul Protocol Upgrade (Positive Impact)

Overview:
On September 19, Tezos launched its 19th protocol upgrade, called “Seoul,” which introduced native multisignature security features designed for institutional users. It also reduced network validation costs by 63 times (Cryptobriefing).

What this means:

• Attracting institutions: Multisignature (multisig) functionality makes it easier for regulated organizations to comply with security requirements, supporting Tezos’ focus on real-world assets (RWAs).
• Better scalability: Lower bandwidth and storage needs improve Tezos’ competitiveness compared to Ethereum Layer 2 solutions.

What to watch:
Look for increased use of multisig wallets and higher participation from network validators after the upgrade.

2. Etherlink L2 Growth (Positive Impact)

Overview:
Etherlink, Tezos’ Layer 2 solution compatible with Ethereum’s Virtual Machine (EVM), reached $60 million in total value locked (TVL) after KuCoin enabled direct deposits and withdrawals of XTZ tokens (Finbold). The platform also introduced stXTZ liquid staking, which lets users earn rewards while staying active in DeFi.

What this means:

• Increased liquidity: KuCoin’s support made it easier for users to move funds, driving more capital into Etherlink.
• DeFi benefits: stXTZ helps users avoid staking lockups, encouraging longer-term holding and participation.

What to watch:
Monitor TVL growth on Etherlink and how widely stXTZ is adopted.

3. Technical Breakout (Positive Impact)

Overview:
XTZ’s price broke above the 23.6% Fibonacci retracement level at $0.784 and its 30-day simple moving average (SMA) at $0.724. The MACD indicator turned positive (+0.0023), signaling upward momentum.

What this means:

• Buying activity: Short-term traders likely jumped in after the breakout, supported by a 108% increase in 24-hour trading volume.
• Room to grow: The Relative Strength Index (RSI) at 44.17 is neutral, suggesting there’s potential for further price gains before becoming overbought.

Key level to watch:
A steady close above $0.737 could lead to a move toward the 38.2% Fibonacci level at $0.757.

Conclusion

Tezos’ recent price increase is driven by a combination of protocol improvements, growing DeFi use, and strong technical signals. While the short-term outlook is positive, it’s important to watch if Etherlink’s growth can help Tezos withstand broader market challenges like Bitcoin’s dominance (58.34%) and the volatility common in altcoins.

Key points to monitor: Etherlink’s TVL trends and whether XTZ can maintain support above $0.72.