The following is an analysis of the current status and investment of the Core project (Core DAO) based on the latest information, integrating technology, ecology, market, and risk factors to help you grasp its value and challenges comprehensively:
⚙️ I. Technical Architecture and Innovation Highlights
1. Satoshi Plus Consensus Mechanism
Core has built a unique dual-consensus model by integrating Bitcoin's **Proof of Work (DPoW)** and **Delegated Proof of Stake (DPoS)**:
- Security: Bitcoin miners can delegate computing power to Core validation nodes, sharing the security of the BTC network.
- Scalability: Supports transaction speeds of up to 8,500 TPS, with block generation time optimized to 1 second, significantly improving throughput.
- Decentralization: Community validators account for 85%, while the influence of the development team has decreased to 15%, achieving a gradual decentralization goal.
2. HyperEVM and Dual-Chain Architecture
- HyperEVM (EVM-compatible L1) works in synergy with **HyperCore** (perpetual contract platform), achieving cross-chain writing through **CoreWriter** upgrade, supporting smart contracts to directly call HyperCore order book.
- Dual Block Design (Fast Block + Large Capacity Block) balances real-time transactions and complex operations (like batch minting of NFTs).
3. 2025 Second Half Technical Roadmap
- Launch of **lstBTC** (liquid staking Bitcoin), allowing BTC holders to earn returns without sacrificing liquidity.
- CoreFi Strategy: Replicates MicroStrategy's BTC accumulation model through dual staking (BTC+CORE), providing institutional-level yield solutions.
- Integrates mainstream stablecoins (USDT/USDC) and hardware wallets (CoolWallet Pro), enhancing user convenience.
🌐 II. Current Status of Ecological Development (2025 Data)
| Field | Key Indicators | Explanation |
Users and Assets | 15.3 million independent wallets, TVL $3.2 billion | Ranked 10th in L1 blockchain TVL ranking
DeFi | DEX monthly trading volume $71.17 million (new high in 2025) | Driven by BTCFi (Bitcoin Finance) and AI DeFi
NFT and AI | RWA-NFT sold out (7.2% APR), AI trading terminal Aida | Merging real asset returns with AI strategies
| Games | Top 10 Global Blockchain Game Ecosystem | 2025 Hackathon offers $380,000 in prizes, promoting Bitcoin-integrated game development
Cross-Chain | Supports interoperability with 12 mainstream chains | Strengthening bridges with Ethereum and Solana
📊 III. Market Performance and Price Prediction
1. Current Data (July 2025)
- Price: **$3.05–$4.22** (recent volatility range).
- Historical Peak Decline: -84.29%, reflecting high market volatility.
2. 2025 Price Outlook
- Conservative Prediction: $6.05
- Optimistic Prediction: $7.22–$7.04 (predictions from institutions like Gate.io).
- Driving Factors: Launch of lstBTC, growth of institutional staking, implementation of AI DeFi applications.
3. Long-Term Potential (2030)
- Target Range: $13.83–$15.39, depending on ecological sustainability.
⚠️ IV. Investment Risk Analysis
- Technical Dependency Risk: The Satoshi Plus mechanism needs to continuously attract Bitcoin miners' computing power, and fluctuations in the BTC ecosystem may affect the security model.
- Competitive Pressure: Increasing number of competitors in AI DeFi and BTCFi sectors (e.g., CoreWeave's computing power expansion).
- Regulatory Uncertainty: Global cryptocurrency policy divergence makes the success of compliant platforms in the Middle East (like Nawa Finance) difficult to replicate in other regions.
- Limitations of Deflationary Mechanism: Current token burns account for only 0.006% of total supply, requiring higher on-chain activities to support value.
💎 V. Conclusion and Strategic Recommendations
- Short-Term Opportunities: Focus on the launch of lstBTC in the second half of 2025 and CoreFi strategies. If institutional funding accelerates, prices could break through $7.
- Long-Term Layout: Observe the maturity of DAO governance and the implementation of real-world applications (like RWA-NFT, sovereign AI collaborations) to validate real ecological demand.
- Risk Control: Positioning ≤5%, prioritize exchanges that support dual staking (like Gate.io) to hedge against volatility.
> The market has risks; decision-making should consider personal risk preferences and macroenvironmental changes. While the technology is impressive, whether the ecology can support its valuation still requires time for verification.
