🔥 Les actualités de MultiversX 🗞️

Summary

The video reviews activity in the MultiversX ecosystem and argues that, despite new business partnerships, investors still lack visibility into developments that could directly drive demand for EGLD. The speaker distinguishes between commercial adoption of Finance Computer/X Money and on-chain activity that could accrue value to EGLD.

Markets, adoption, and ecosystem

• The speaker says EGLD’s valuation reflects weak interest in the ecosystem, while noting that a low price does not by itself mean the project is “dead.” Investors are concerned about low trading volume and whether the token can rebound.
• A new partnership was announced with Stock Estate, a Romanian real-estate crowdfunding platform. Its website offers fractional property investment, with shares starting at €100 and a fundraising target of €550,000 for a property.
  • The platform reportedly has €14.5 million invested, 17,400 users, and 104 funded campaigns.
  • Displayed potential returns are roughly 10%–16%, depending on the investment. These are platform figures, not a guarantee of returns.
  • The purchase flow appears to support Visa, Mastercard, Google Pay, Apple Pay, and BTC.
• The speaker says the Stock Estate integration is handled through X Money/Finance Computer, but currently does not generate MultiversX on-chain transactions and therefore does not directly add value to EGLD. Future on-chain tokenization could provide a route to EGLD utility, but the speaker stresses that this has not happened yet.
• Other developments discussed include anticipated X Portal Neo news and possible announcements later in the year. The speaker says there is no firm visibility or confirmation.

EGLD supply, staking, and wallet activity

• The speaker cites about 31 million EGLD in circulation, with more than 45% staked—roughly 13–14 million EGLD—leaving approximately 16–17 million outside staking. The share staked reportedly peaked around autumn 2023 and has since declined.
• A wallet holding around 1.2–1.22 million EGLD, or approximately 4% of supply, was discussed as a possible “whale.” The speaker says research identified it as likely associated with Coinbase, rather than a confirmed individual investor.
  • The wallet is reportedly unstaked and has accumulated EGLD since September 2025.
  • About 800,000 EGLD were said to have been transferred from Coinbase to the address in April 2026.
  • The timing was speculatively linked to MultiversX’s Supernova plans, but the wallet’s owner and purpose are unconfirmed.
  • A staking simulation cited by the speaker estimates potential rewards of roughly 118,000 EGLD per year for a wallet of this size. This is a modeled figure, not a guaranteed yield.
• The speaker says low circulating availability could amplify price moves if volume returns, but cautions that this would require renewed demand and interest. The speaker also notes that price manipulation is possible in low-liquidity conditions; this is not presented as a recommended strategy.

Price and technical commentary

• EGLD is described as being roughly 99% below its all-time high, with an approximate price of $3.50 referenced in the wallet discussion.
• The speaker points to a possible support area and a potential double-bottom or inverse head-and-shoulders-style pattern. A recovery above $10, potentially even $20, is discussed if a broader bullish reversal occurs, but the speaker emphasizes that the price cannot be predicted.
• The speaker says the opportunity window below $20 had not clearly closed at the time of recording. These are speculative technical observations, not a firm forecast or trading recommendation.

Risks, timelines, and other topics

• The Sol Protocol mainnet, initially expected on October 19, was reportedly postponed to January 5 to allow further AI-related checks, security reviews, and audits. The year is not specified in the subtitles.
• The speaker discusses warnings about malicious actors reviewing MultiversX smart contracts. Older contracts should also be checked, the speaker says, as AI tools make vulnerability discovery and attacks easier.
• Community questions include X Money’s regulatory path for stablecoins in Romania, interoperability and bridges involving Axelar, Wormhole, and LayerZero, and the role of zero-knowledge technology. No definitive answers are provided.

Methodology and key takeaways

• Assess whether partnerships benefit EGLD directly: distinguish ordinary business or payment use from transactions actually settled on MultiversX.
• Evaluate token supply and liquidity: compare circulating supply with the share staked, and consider how low available supply could affect price moves if volume returns.
• Treat wallet-tracking claims cautiously: exchange custody can resemble whale accumulation, and the address’s owner and purpose were not conclusively established.
• Treat chart patterns and modeled staking returns as uncertain: neither technical setups nor simulated yields are guarantees.

Disclosures

• The speaker says the discussion of the wallet analysis tool is not a partnership with XJAZZ.
• No explicit “not financial advice” disclaimer appears in the subtitles. No definite buy or sell recommendation is given; price and chart comments are presented as uncertain speculation.

Presenters and sources mentioned

The video is presented by the narrator of Mon Bitcoin Et Mon Couteau. People and accounts cited include Benjamin, Ryoshi, Jex, Mihai, XJAZZ, Foudre, Joe Woo, Pastabin, Lucian, Kevin Alman, Burebista, and Flavius Daniel.

Sources and platforms discussed include ERD Chain Trace, Coinbase, Stock Estate, X Money/Finance Computer, and MultiversX ecosystem posts.