What is expected in the development of XTZ?

Tezos is making important progress with these key projects on its roadmap:

1. Ledger Etherlink Integration (January 2026) – Hardware wallet support for Tezos’ Ethereum-compatible layer
2. Tezos X Evolution (Ongoing) – Improvements to scalability and user experience for wider adoption
3. RWA Tokenization Expansion (Ongoing) – Growth of uranium.io and other platforms that turn real-world assets into digital tokens

Deep Dive

1. Ledger Etherlink Integration (January 2026)

Overview: On January 29, 2026, Ledger hardware wallets added native support for Tezos’ Etherlink layer, which is compatible with Ethereum’s technology. This means users can securely manage Tezos tokens (XTZ), use popular decentralized finance (DeFi) apps like Curve and Uniswap on Etherlink, and access tokenized real assets such as physical uranium. Support for staking directly from Ledger devices is coming soon.
What this means: This is a positive development for Tezos because hardware wallet integration makes it easier and safer for institutional investors and regular users to participate. It could speed up adoption of Etherlink’s fast transactions and very low fees (around $0.01), offering a strong alternative to Ethereum.

2. Tezos X Evolution (Ongoing)

Overview: Announced at TezDev 2025, Tezos X is focused on making the network more scalable and easier for developers. It uses a modular design and “rollups” (a technology that bundles transactions to increase speed) and supports popular programming languages like JavaScript and Python. The goal is to handle more transactions without losing Tezos’ unique features like self-updating governance and strong security checks.
What this means: This is promising for Tezos because improving scalability without sacrificing security could attract more enterprise developers and projects. However, there are risks if the rollout faces delays or technical challenges, which could slow down growth.

3. RWA Tokenization Expansion (Ongoing)

Overview: uranium.io is a platform on Etherlink that turns physical uranium into digital tokens, showing Tezos’ push into tokenizing real-world assets (RWAs). Arthur Breitman, a co-founder of Tezos, supports tokenizing valuable assets that don’t have easy access to markets. Partnerships with institutions are helping this effort grow.
What this means: This is good news for Tezos because tokenizing real assets expands its use beyond just DeFi and NFTs, potentially attracting large institutional investors. However, clear regulations are needed—without them, growth could be limited in the near term.

Conclusion

Tezos is focusing on security and real-world usefulness through Ledger integration, scalable technology upgrades, and expanding tokenization of real assets. While technical challenges and regulatory uncertainties remain, these efforts could strengthen Tezos’ position as a blockchain platform that appeals to institutions. It will be interesting to see how uranium.io’s success influences wider adoption of real-world asset tokenization on Tezos.

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What updates are there in the XTZ code base?

Tezos recently completed its 20th protocol upgrade, boosting transaction speed and cutting costs.

1. Tallinn Upgrade (Jan 26, 2026) – Block times shortened to 6 seconds, and app storage costs dropped by 100 times.
2. Etherlink Integration (Jan 29, 2026) – Ledger wallets now support Tezos’ EVM-compatible Layer 2 solution.
3. Octez v24 Node Update (Jan 24, 2026) – Validators must upgrade their software to stay compatible with the Tallinn upgrade.

Deep Dive

1. Tallinn Upgrade (January 26, 2026)

Overview: Tezos’ main blockchain (Layer 1) now processes blocks every 6 seconds instead of 15, making transactions faster. It also introduced storage improvements that significantly reduce costs for large-scale applications.

• Technical details: The upgrade uses BLS cryptographic signatures to combine validator approvals, enhancing security and making staking more predictable. It also added an Address Indexing Registry that cuts down on duplicate data storage, reducing storage needs for smart contracts by up to 100 times.
• Why it matters: Faster transaction finality (about 12 seconds) strengthens Tezos’ position as a reliable settlement layer, especially for Etherlink (its Layer 2). This also lowers costs for NFT platforms and decentralized finance (DeFi) apps, which is positive for XTZ holders. (Source)

2. Ledger’s Etherlink Support (January 29, 2026)

Overview: Ledger hardware wallets now support Tezos’ Etherlink Layer 2, allowing users to securely manage XTZ and interact with DeFi apps.

• Technical details: This integration includes Clear Signing for safer transactions and will soon support native staking. Users can access popular Etherlink decentralized apps like Curve and Uniswap directly through Ledger.
• Why it matters: While this doesn’t immediately impact XTZ’s price, it’s a positive long-term development. Enhanced security and ease of use could attract more developers and users to Tezos’ ecosystem. (Source)

3. Octez v24 Node Mandate (January 24, 2026)

Overview: Validators (called “bakers” in Tezos) must upgrade to Octez v24 software to remain compatible after the Tallinn upgrade.

• Technical details: This is a coordinated hard fork requiring all node operators to update their software. Those who delay risk being excluded from network consensus.
• Why it matters: This is routine maintenance that keeps the network healthy. However, delays in upgrading could temporarily affect staking rewards. Overall, this is neutral for XTZ. (Source)

Conclusion

Tezos is focused on improving scalability (with the Tallinn upgrade), security (through Ledger integration), and decentralized governance (via validator upgrades). These updates support its goal of being an institutional-friendly blockchain. The growing synergy between Layer 1 and Layer 2 solutions like Etherlink could drive the next phase of adoption for Tezos.

Why did the price of XTZ fall?

Tezos (XTZ) dropped 0.75% over the last 24 hours to $0.493, underperforming the overall crypto market, which fell 0.36%. This decline extends a 15% loss over the past week. The main reasons are:

1. Technical Weakness – Negative trading signals and broken support levels led to more selling.
2. Post-Upgrade Profit-Taking – Investors cashed in gains after the recent Tallinn network upgrade.
3. Market Sentiment – General fear in the crypto market (Fear & Greed Index at 26) put pressure on altcoins like XTZ.

Deep Dive

1. Technical Breakdown (Bearish Impact)

XTZ fell below a key support level at $0.50, triggering automatic sell orders and algorithm-driven selling. Important indicators show:

• RSI (7-day): 27.27, indicating the coin is oversold.
• MACD: A bearish crossover with a negative histogram value (-0.0122).
• Price below major moving averages: 7-day SMA at $0.547 and 30-day SMA at $0.567.

What this means: Traders relying on technical analysis saw these signals as a reason to sell, which increased downward pressure. Without any strong positive news, buyers stayed on the sidelines.

2. Post-Upgrade Profit-Taking (Mixed Impact)

The Tallinn upgrade (rolled out between January 24-26) improved the Tezos network by speeding up block times to 6 seconds and cutting storage costs by 100 times. While these changes make the network more efficient, some investors likely sold to lock in profits after a 5.59% rally over the past 60 days.

What this means: Upgrades often cause short-term price swings as traders take advantage of excitement. The real benefits, like more developer activity and stronger network use, usually take weeks to show up.

3. Broader Market Pressures (Bearish Impact)

The overall crypto market remains cautious, with the Fear & Greed Index at 26, signaling fear. Additional factors include:

• A 12.9% weekly drop in altcoin market share.
• Bitcoin dominance rising to 59.2%, indicating investors are moving money into Bitcoin and away from riskier altcoins.

XTZ’s trading volume over 24 hours dropped 10.56% to $23.7 million, showing less liquidity, which can make price swings more severe during market downturns.

Conclusion

The recent decline in Tezos (XTZ) is due to a mix of technical selling, profit-taking after the Tallinn upgrade, and a cautious overall crypto market. While network improvements like Tallinn and Ledger’s Etherlink integration (January 29-30) offer promising long-term growth, short-term market sentiment remains weak.

Key point to watch: Whether XTZ can climb back above the $0.50 mark, which is both a psychological and technical support level, to prevent further losses.

What could affect the price of XTZ?

Tezos is navigating a mix of technical improvements and changing market feelings.

1. Tallinn Upgrade Impact – Blocks now confirm every 6 seconds, and storage is 100 times more efficient, making the network more useful.
2. Institutional Staking – TenX’s $3.25 million purchase of XTZ shows strong confidence in Tezos validators.
3. Real-World Asset Expansion – Tokenizing uranium through Etherlink Layer 2 opens up new ways to use Tezos.

Deep Dive

1. Protocol Upgrades & Scalability (Positive Outlook)

Overview: The January 2026 Tallinn upgrade sped up Tezos Layer 1 block times to just 6 seconds and cut app storage costs by up to 100 times using advanced cryptography like BLS signatures and address indexing. This builds on the September 2025 Seoul upgrade, which added strong multisignature security for institutions and improved efficiency by 63 times.

What this means: Faster transaction finality and lower costs make Tezos a strong candidate for businesses and apps that need quick, reliable settlements. For context, after the 2024 Rio upgrade, Tezos’ price jumped by 85% (Cryptobriefing).

2. Institutional Adoption & Staking Dynamics (Mixed Outlook)

Overview: In January 2026, TenX bought 5.5 million XTZ (worth $3.25 million), aiming for staking rewards of 8-10%. The Tezos Foundation might delegate more tokens to TenX’s validators, which could increase the total staked supply (currently 136 million XTZ). However, with an 8% yearly inflation rate on XTZ, there’s a risk of price dilution if demand doesn’t keep up.

What this means: Partnerships like this can help stabilize prices by locking up tokens, but since about 70% of XTZ is already staked, there might be less trading activity. This could lead to bigger price swings when people sell (Coindesk).

3. Real-World Asset Tokenization (Positive Outlook)

Overview: Tezos’ Etherlink Layer 2 platform supports uranium.io, which allows trading of tokenized uranium (xU3O8). Midas has $11 million in tokenized Treasury bills and MEV (miner extractable value) strategies on Etherlink, showing growing institutional interest.

What this means: Tokenizing real-world assets (RWAs) like uranium could bring new capital into Tezos, especially if demand for nuclear energy grows. Still, regulatory challenges around commodity tokenization remain a concern (Cryptoslate).

Conclusion

Tezos’ price will depend on how well it balances technical upgrades (like Tallinn), staking economics, and real-world asset adoption against broader market challenges. Keep an eye on the Etherlink-Ethereum TVL ratio: if it rises above 0.5% (currently 0.23%), it could signal a breakout for Layer 2 solutions. The big question is whether Tezos can use its strong governance to outperform larger blockchain networks.

What is the latest news about XTZ?

Tezos is heading into an important week with major security improvements, moves by big institutions, and a key update to its network. Here are the top headlines:

1. Ledger Adds Etherlink Support (January 30, 2026) – Hardware wallets now offer stronger security for XTZ transactions and easier access to decentralized finance (DeFi).
2. Tallinn Protocol Upgrade Launches (January 24, 2026) – Faster block processing times and much lower storage costs.
3. TenX Buys 5.5 Million XTZ (January 20, 2026) – A strategic partnership aimed at growing institutional involvement through staking.

Deep Dive

1. Ledger Adds Etherlink Support (January 30, 2026)

What happened:
Ledger, a popular hardware wallet company, now supports Tezos’ Etherlink layer, which is compatible with Ethereum’s technology. This means users can safely manage XTZ tokens, swap them, and use DeFi apps directly from their Ledger devices. The new “Clear Signing” feature helps prevent phishing attacks by making transaction approvals clearer and safer.

Why it matters:
This is good news for Tezos because it combines Ledger’s strong security with Tezos’ growing DeFi ecosystem. With over 8 million Ledger users, this could bring more activity and liquidity to Etherlink-based protocols like Curve and Uniswap. However, the market hasn’t reacted strongly yet, showing some caution (CoinMarketCap).

2. Tallinn Protocol Upgrade Launches (January 24, 2026)

What happened:
Tezos activated its 20th major network upgrade, called Tallinn, after community approval. Key improvements include:

• Block times reduced from 15 seconds to just 6 seconds, speeding up transactions.
• Storage costs cut by 100 times thanks to a new Address Indexing Registry, making it cheaper for businesses to build on Tezos.
• Stronger security with BLS signatures for validators, improving network trust.

Why it matters:
Tallinn makes Tezos faster and more affordable, which could attract developers building high-performance decentralized apps (dApps). It also continues Tezos’ unique approach of upgrading without splitting the network (no forks). Still, Tezos faces competition from faster blockchains like Solana (Crypto Briefing).

3. TenX Buys 5.5 Million XTZ (January 20, 2026)

What happened:
TenX, a publicly traded blockchain company, purchased $3.25 million worth of XTZ tokens. This shows confidence in Tezos’ staking rewards, which offer about 8-10% annual returns. The Tezos Foundation might also delegate more tokens to TenX’s validators, helping decentralize the network further.

Why it matters:
This move is somewhat positive, as institutional validators like TenX can encourage steady staking participation. However, XTZ’s price has stayed mostly flat around $0.49, down 15% over the past month. The focus here is on long-term growth through governance and yield rather than quick price gains (Yahoo Finance).

Conclusion

Tezos is improving its technology with the Tallinn upgrade while expanding its ecosystem through partnerships with Ledger and TenX. Although the price hasn’t moved much, these developments could help Tezos grow its network and attract more developers and users. Keep an eye on developer activity and total value locked (TVL) in DeFi apps during the first quarter after Tallinn’s launch.

What are people saying about XTZ?

Conversations around Tezos (XTZ) are a mix of optimism and caution. Here’s the key takeaway:

1. Everyday crypto users see potential in XTZ despite challenges.
2. Analysts highlight positive price targets for XTZ in 2026 but advise doing your own research (DYOR).
3. A reality check: XTZ’s current price is about 94% below its all-time high, which is a concern for investors.
4. Some believe XTZ could follow Monero’s strong growth pattern.
5. Technical charts suggest bearish trends, warning of possible further price drops.

Deep Dive

1. @AvrgJoeCrypto: Tezos comeback potential bullish

"Tezos $XTZ still has a chance!"
– @AvrgJoeCrypto (980 followers · Jan 18, 2026)
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What this means: This reflects optimism from everyday investors that Tezos could bounce back, which might attract more buyers during market dips.

2. @The_NewsCrypto: 2026 price targets bullish

"Find out the predicted price target for $XTZ in 2026 according to our analysts"
– @The_NewsCrypto (29,694 followers · Jan 20, 2026)
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What this means: Positive price predictions can boost confidence and trading activity, but since specific targets aren’t mentioned here, it’s important to verify these claims yourself.

3. @cryptolevier: ATH reminder bearish

"$XTZ at $0.58 today is -93.6% since its $9.12 ATH"
– @cryptolevier (7,795 followers · Jan 15, 2026)
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What this means: This highlights how far XTZ has fallen from its peak, which may discourage new investors despite any short-term gains.

4. @TezosTexas: Monero parallel bullish

"Tezos $XTZ will follow the same price trajectory than Monero"
– @TezosTexas (9,607 followers · Jan 16, 2026)
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What this means: Comparing XTZ to Monero’s past growth suggests a chance for strong price increases if similar patterns emerge.

5. @Finora_EN: Daily bearish structure bearish

"The current structure and indicators are bearish, so further downside is likely"
– @Finora_EN (6,882 followers · Jan 29, 2026)
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What this means: Technical signals point to weakening momentum, with the $0.5069 price level being a key support. If this breaks, prices could fall faster.

Conclusion

The outlook for Tezos is mixed. While some technical signs warn of further declines, others see potential for a rebound, especially if XTZ holds above the critical $0.5069 support level. A drop below this could lead to more selling, but a bounce might confirm hopes for recovery.

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