$CFX Conflux (CFX) In-depth Analysis Report: Ecological Summit Ignites Market, Triple Resonance of Technology, Scenarios, and Capital$CFX

1. Real-time Market Data: Funds are flooding in, breakout patterns established

Current Core Data (July 29, 2025, 16:38):

- Price: $0.25879 (24-hour increase of 38.15%), reaching a new high since December 2024

- Trading Volume: 28.32 billion CFX traded in the last 24 hours (approximately 650 million USDT), an increase of 2955% from the previous day

- Technical Indicators: EMA7 (0.26145) crosses above EMA25 (0.26099) forming a golden cross, MACD red column continues to expand, RSI (14) reaches 68.5 (not overbought), strong upward momentum

Key Signal: Price breaks through $0.235 (multiple resistance levels from 2023-2024), and forms a "cup and handle pattern" in the $0.25-$0.26 range. If it stabilizes above $0.27, the next target will directly aim for $0.33 (historical high in 2023).

2. Major Benefits from the Ecological Summit: Conflux 3.0 Ecological Panorama Released

Core outcomes of the "Conflux 3.0 Ecological Summit" on July 28:

1. Countdown to Mainnet Upgrade:

- Announced that the Conflux 3.0 mainnet will officially launch on August 15, simultaneously launching the "Developer Incentive Program" (total reward pool of 10 million CFX), focusing on supporting three major tracks: cross-chain protocols, RWA asset issuance, and AI + blockchain applications.

- On-site demonstration of dual virtual machine (EVM+CVM) parallel performance: Achieving 15,000 TPS in simulated scenarios, confirming seamless migration support for Ethereum smart contracts, expected to attract over 50 leading DeFi projects.

2. Cross-border Trade Ecological Alliance Established:

- Signed a quadripartite agreement with China Steel International (000928.SZ), Singapore's DBS Bank, and **Kazakhstan National Payment Company (Halyk)** to jointly build a "Belt and Road Blockchain Trade Hub".

- The first offshore RMB stablecoin (AxCNH) cross-border settlement realized: China Steel International will pilot the full process of "iron ore import - digital bill of lading - cross-border payment" on-chain in August, with expected monthly settlement volume reaching 200 million USD.

3. RWA Asset Issuance Platform Opened:

- Launch of the compliant RWA issuance toolkit "Conflux Asset Studio", which has connected with Hong Kong digital asset exchanges (HashKey), Futu Securities, and other institutions, supporting tokenization of real estate trusts (REITs), green bonds, and other assets.

- Signed on-site with the China Cultural Relics Exchange Center, using "Dunhuang Mural IP" as the first cultural RWA asset issuance, expected to open public subscription in August, attracting dual attention from Web3 and traditional cultural fields.

3. Dual Drive of Capital and Policy: Compliance Builds a Moat

1. Institutional Funds Accelerate Entry:

- On July 29, the long/short ratio of Binance perpetual contracts reached 1.87 (favoring long positions), Grayscale's "Digital Large Cap Fund" added CFX positions (accounting for 0.8%), CoinShares data shows a net inflow of 12 million USD from institutions in a single day.

- Navigating Pharmaceuticals (HK|00399) related transactions finalized: Acquisition of Conflux blockchain assets through a Cayman company, Dr. Wu Ming (Conflux's actual controller) joins the board of Navigating Pharmaceuticals, bridging traditional capital with Web3 scenario channels.

2. Continuous Release of Hong Kong Policy Dividends:

- The Hong Kong Securities and Futures Commission (SFC) includes Conflux in the second batch of pilot programs for the "Web3 Innovation Sandbox", allowing it to conduct digital asset custody and cross-border payment businesses in Hong Kong.

- Digital Harbor and Conflux jointly build the "Web3 + Cross-border Trade Laboratory", receiving 20 million HKD funding from the Hong Kong government's "FinTech Special Fund", strengthening Hong Kong's position as a digital infrastructure hub for the "Belt and Road Initiative".

4. Short-term Catalysts and Long-term Value Anchors

Short-term (1-3 months):

- Ecological explosion after mainnet upgrade on August 15 (expected to launch over 30 new projects)

- The demonstration effect brought by the first AxCNH stablecoin cross-border settlement

- Market attention triggered by the subscription craze for RWA assets (e.g., Dunhuang IP)

Long-term (6-12 months):

- The scale of cross-border trade settlement under the "Belt and Road Initiative" has exceeded 1 billion USD

- Number of Conflux 3.0 ecological users exceeds 1 million (currently about 350,000)

- Inclusion in more mainstream institutional indices (such as Bloomberg Blockchain Index)

5. Risk Warnings and Operation Suggestions

Risks: Short-term selling pressure after mainnet launch (approximately 5% of circulating supply unlocked), changes in cross-border regulatory policies

Operation Suggestions:

- Short-term: Positioning based on the support level of $0.25, target at $0.33 (2023 pressure level)

- Long-term: Regular investment allocation (5-8% of cryptocurrency asset portfolio), focusing on tracking the progress of ecological project implementation

Conclusion: Conflux is in a triple resonance period of "technology upgrade + scenario implementation + policy dividends", shifting from "concept speculation" to "value-driven". The outcomes of the ecological summit will continue to release positive signals, suggesting close attention to ecological data, cross-border settlement scale, and RWA asset issuance progress after the mainnet upgrade in August, seizing this historic opportunity of being the "first compliant public chain stock in China".