What could affect GLM's future price?

Sunday, November 30, 2025 12:00 AM
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TLDR

Golem (GLM) is positioned for potential growth due to its recent launch of Arkiv, a decentralized database layer, and favorable market conditions stemming from U.S. restrictions on AI chip sales. However, scalability challenges and competition from centralized solutions could pose risks.

  • Product Development – The launch of Arkiv on November 5, 2025, enhances GLM's utility, potentially driving demand.
  • Market Dynamics – U.S. restrictions on Nvidia's AI chip sales (November 7, 2025) could increase interest in decentralized compute solutions like Golem.
  • Technical Analysis – GLM is currently trading at $0.2503, with resistance at $0.30 and support at $0.20, indicating potential volatility.

Deep Dive

1. Arkiv Launch (Bullish Impact)

  • Overview: On November 5, 2025, Golem launched Arkiv, a decentralized database layer on Ethereum that allows developers to utilize GLM for storage payments. This launch was strategically timed following a significant AWS outage, highlighting the need for decentralized solutions. The Arkiv platform aims to expand Golem's utility beyond compute rentals, potentially attracting a broader developer base.
  • What this means: The introduction of Arkiv could significantly increase GLM's demand as developers seek alternatives to centralized data storage. Historical precedents, such as the rise of decentralized storage solutions like Filecoin, suggest that successful implementation could lead to substantial price appreciation, potentially pushing GLM towards $0.35 in the medium term.

2. U.S. Nvidia Ban Impact (Bullish Short-Term)

  • Overview: Following the U.S. government's announcement on November 7, 2025, restricting Nvidia's AI chip sales to China, there is a growing interest in decentralized compute networks. Analysts have noted that similar restrictions in the past have led to increased demand for projects like Golem, which provide decentralized computing resources.
  • What this means: If Golem can effectively market its services as a viable alternative to traditional compute solutions, it could see a surge in user adoption and, consequently, price. A potential short-term price increase of 15-20% could be anticipated as developers and companies look for alternatives to centralized solutions.

3. Scalability and Competition (Bearish Impact)

  • Overview: Despite the positive developments, Golem faces significant challenges in demonstrating scalability compared to centralized alternatives. The ongoing upgrades to its infrastructure, including the L3 Block Explorer and Clan's tooling enhancements, are crucial but may take time to yield results. Additionally, competition from other decentralized platforms and traditional cloud services remains fierce.
  • What this means: If Golem fails to effectively scale its operations or if competitors offer more attractive solutions, GLM's price could face downward pressure. A potential decline to the $0.20 support level could occur if market sentiment shifts negatively, particularly if the anticipated developments do not materialize as expected.

Conclusion

Golem's future price trajectory hinges on the successful adoption of its Arkiv platform and the ability to capitalize on market dynamics stemming from regulatory changes. However, scalability challenges and competition could pose significant hurdles. Will Golem be able to establish itself as a leading decentralized solution in a rapidly evolving market?

Source: depinscan.io
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