Click on our latest Podcast on Verasity PoV Migration & comparison with Matic 2021 run
PoV Migration Status (Q2 2025)
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Proof of View (PoV) Token Migration: Verasity is on track to migrate ~90 billion PoV marker tokens off Ethereum to a new token on the TRON blockchain in Q2 2025 reddit.com. This migration creates a dual-token ecosystem: the PoV tokens will reside on Tron for on-chain ad data transparency, while $VRA remains on Ethereum as the core utility token.
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Official Roadmap Signals: The 2025 roadmap confirms the TRON mainnet launch in Q2 2025 for Verasity’s dual-token system bsc.news. Verasity’s team has reiterated that PoV tokens will be on a separate contract and no longer counted in VRA’s total supply once migration occurs reddit.com. (They’re taking time to ensure all integrations and third-party dependencies are ready before giving an exact date.)
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Blockchain Activity: The PoV migration is anticipated as a supply-side revolution for VRA. Community updates indicate the 90B marker tokens (previously used for ad metrics recording) are being moved to Tron and effectively removed from VRA’s circulating metricsreddit.com. This means on Ethereum, VRA will stand on its own, no longer inflated by those non-circulating marker tokens. Recent on-chain data has shown large-scale token burns in preparation (Verasity burned ~10 billion tokens earlier as a “war chest” no longer needed)reddit.com, paving the way for the fixed supply.
10B Capped Supply & Price Implications
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Circulating Supply Capped at ~10 Billion: With the PoV tokens separated, $VRA’s supply is now essentially fixed at ~10 billion tokens reddit.com. CoinMarketCap recently updated VRA’s circulating supply to ~10.0B, reflecting this new cap (down from a notional 110B when markers were included)reddit.com. This clarity in supply is a bullish sign – no more confusion about an “inflating” 100B+ supply. All VRA in existence will be the ~10B main tokens, giving it a true hard cap.
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Deflationary Tokenomics: Verasity’s team has committed to no new minting of VRA post-migration. In fact, they are introducing ongoing burns: discretionary quarterly burns of VRA from reserves or revenues to gradually reduce the 10B supplyreddit.com. (The 10B burn event mentioned earlier was one of the largest in crypto, underlining Verasity’s focus on value accrual to holdersreddit.com.) With a fixed supply and periodic burns, $VRA is set on a deflationary course, meaning the supply will only go down or stay flat – a stark contrast to many tokens that continuously inflate.
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Staking Extended: To reward long-term holders, Verasity has extended its 15% APY staking program through March 31, 2026x.com. This means users can continue to stake VRA in VeraWallet at 15% annual yield (≈0.041% daily). High staking uptake can further reduce circulating supply on exchanges (as staked tokens are typically locked), amplifying scarcity. Notably, the team kept the rate at 15% even after 2024, signaling confidence in their tokenomics (the staking rewards are presumably sourced from existing tokens or revenue, so they don’t increase total supply).
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Market Reaction: The market has started to take notice of these changes. $VRA’s price saw a sharp surge of ~30% in 24h and about +65% over a week in early May 2025blockchainreporter.netcoinmarketcap.com, coinciding with updates on the supply cap and migration progress. (One crypto analyst on X highlighted the supply cap, staking extension, and a new Bybit futures listing as catalysts, noting “Verasity is leveling up in crypto adtech — bullish momentum building!”mobile.twitter.com.) VRA’s 24h volume spiked to ~$43M, which is significant relative to its market cap ( ~$28–30M as of nowcoinmarketcap.com ), indicating a lot of interest and trading activity. Year-to-date, VRA is still catching up (it saw a pullback earlier, at one point -25% YTD), but the recent rally suggests sentiment is improving as the tokenomics overhaul nears completion.
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Key Metrics: Price: ~$0.0030 (May 2025)coinmarketcap.com. Circulating Supply: ~9.62B VRA (on CMC)coinmarketcap.com. Market Cap: ~$29Mcoinmarketcap.com (a micro-cap, which means high upside but volatile). Fully Diluted Cap: now effectively the same ~$30M since supply is capped (previously it was misleadingly high when 100B was counted). 24h Volume: $40M+ (very high relative to cap, indicating traders’ keen interest)coinmarketcap.com. Rank: ~#690 by market cap. YTD performance: -20–25% (VRA lagged early 2025, but recent news has begun to reverse that). The 10B cap news makes VRA’s valuation more concrete – e.g., a $0.01 price now implies a $100M market cap (not $1B+ as it would under the old 110B supply notion), which may make valuations more attractive to investors scanning for small-cap gems.
MATIC’s 2020–2021 Bull Run: Supply Control Parallels
Polygon’s $MATIC offers a case study in how supply dynamics can turbocharge a bull run, which is very relevant to VRA now:
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Fixed Supply & Vesting: MATIC, like VRA, had a fixed max supply (10 billion) from inceptioncoinmarketcap.com. During the 2020–2021 bull run, not all those tokens were circulating – roughly 7.5B were in circulation by early 2021, with ~2.5B still locked in vesting contractsforum.polygon.technology. Importantly, there was no infinite inflation; the remaining tokens were scheduled to unlock gradually through 2022coinmarketcap.com. This predictable supply release (no surprises) helped investor confidence. Similarly, VRA’s remaining tokens (beyond the circulating ~10B) are essentially zero – there are no surprise unlocks coming once PoV migration is done. In fact, Verasity’s situation is even tighter: after migration, 100% of VRA supply will be circulating (owned by users or the foundation)reddit.com, with no hidden allocations waiting to flood the market.
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Staking & Reduced Circulation: During its rise, a large portion of MATIC got staked for network validation, taking it off the market. At one point in that era, roughly 30–40% of MATIC was consistently staked, earning rewards (data from 2021 showed around one-third of the supply locked up in staking)stakingrewards.com. This meant the effective tradable supply was even smaller than the total circulating. VRA is following a comparable path: with 15% staking rewards, a significant amount of VRA is likely locked in VeraWallet by holders seeking passive income. This creates a supply squeeze – fewer tokens available to buy on exchanges, which can magnify price movements when demand kicks in.
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Demand Drivers in the Bull Run: MATIC’s 2021 explosion in price (from ~$0.02 in early 2021 to ~$2.68 by Dec 2021 – a >100x gain) was driven by massive uptick in usage and adoption of the Polygon network. DeFi projects, NFTs, and gaming on Polygon boomed, leading to high demand for MATIC tokens (for gas fees, liquidity, and speculation). Verasity’s demand profile is different (ad-tech partnerships, its esports and video platforms, etc.), but if it manages to spark substantial adoption of its VeraViews ad stack or other products, demand for VRA (for example, to pay for campaign fees, to stake for rewards, or simply speculative investment) could similarly surge. The key parallel is limited effective supply vs. surging demand – in MATIC’s case, that combination sent the token’s price into the stratosphere.
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Token Burns & Deflation: Interestingly, Polygon introduced a fee-burning mechanism in 2021–2022 (adopting Ethereum’s EIP-1559 on Polygon). This started to burn MATIC tokens with each transaction, adding deflationary pressure. The projected burn was about 0.27% of the total supply per year (~27 million MATIC)coinmarketcap.com. Once MATIC’s final vesting unlocked in 2022–2023, Polygon’s supply reached the full 10B – after that point, MATIC actually became deflationary (token burns from usage outpaced any new emissions)ccn.comccn.com. For VRA, the deflation theme is also strong: the team is intentionally burning tokens and no new tokens will be created, meaning any increase in usage could make VRA deflationary as well (if, say, fees or a portion of revenue is used to buy back and burn VRA, or simply fewer tokens exist over time due to the quarterly burns). While VRA doesn’t automatically burn tokens via a protocol like MATIC’s gas fee burns, the manual burns and a capped supply achieve a similar outcome – net supply shrinkage.
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Market Psychology: In 2021, part of MATIC’s narrative was its finite supply and the fact that, as more people used the network, there wouldn’t be an endless supply of tokens to meet that demand. This scarcity narrative, combined with real utility, helped it go from a low-cap coin to a top-20 market cap. Verasity is positioning itself with a comparable scarcity narrative (“only 10 billion ever, and shrinking!”). Crypto investors often favor tokens with sound tokenomics – low or fixed supply and some deflationary mechanism (see how $BNB or $ETH post-1559 are valued). VRA is now checking those boxes, whereas before, the presence of 90B “ghost” tokens in its contract was a overhang on its perceived value. Removing those ghost tokens is like lifting a weight off VRA’s market perception.
Outlook for $VRA – Why It Matters
With the PoV migration and tokenomic overhaul, Verasity’s $VRA is entering a new era of scarcity and transparency. This has several implications:
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Investor Confidence: A capped ~10B supply (with ~9.8B circulating after migration) means investors can model VRA’s valuation more confidently. There’s no looming dilution. Just as MATIC’s fully diluted valuation was clear (10B max) which helped investors gauge its upside (and reach a ~$20B market cap at peak), VRA now has a clear cap. Prospective buyers know that if demand rises, there isn’t an extra stash of tokens waiting to flood the market. This clarity can attract more interest, especially from those who shun tokens with elastic or uncertain supply.
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Potential “Polygon-Like” Dynamics: While Verasity is a very different project than Polygon, the supply-demand dynamics could play out in a bullish way. If Verasity secures major ad tech partnerships or its ecosystem (esports, video streaming, VeraViews ad platform) gains traction, demand for VRA could climb (for example, advertisers or publishers might need to hold/stake VRA, or more users simply speculating on the ecosystem’s growth). With the supply firmly capped and even decreasing, any uptick in demand can have an outsized effect on price. This is the classic crypto scarcity thesis: when new buyers enter and supply can’t expand, price must adjust upward. We saw MATIC run from micro-cap to multi-billion cap under similar conditions in 2021; VRA now has the tokenomic structure to potentially follow a comparable trajectory if it executes well on adoption.
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Price Behavior: Already, we’ve seen VRA’s price respond positively to the migration news and supply cap – the token jumped from ~$0.002 to ~$0.003+ in a short time. Looking forward, traders are eyeing key levels like the previous ATH around $0.08 (from the 2021 cycle). Getting back to that would be a ~25x from current prices. It’s not guaranteed, of course, but notably that prior peak was achieved when the market thought VRA had 110B tokens! Now with only 10B tokens, a similar market cap would mean a much higher price per token. Fewer tokens = higher price per token for the same network value. If the crypto market enters a new bull run and Verasity delivers on its roadmap, some bulls speculate that VRA could price in its improved tokenomics quickly. (On community forums, there’s talk that with a 9.8B supply, reaching and even exceeding the ~$0.08 ATH is feasible given the structural changesreddit.com.)
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Risks: For balance – the migration is complex (deploying a new PoV token on Tron, integrating it with VeraViews, etc.), so any delays or technical issues could dampen momentum. Also, VRA remains a small-cap, which means higher volatility; and its success hinges on real adoption in the adtech space, which is a competitive industry. However, from a pure tokenomics perspective, Verasity has significantly de-risked the inflation aspect and aligned its interests with token holders (by ensuring no surprise mints and continuing burns). This creates a more solid foundation for organic price growth if and when fundamentals improve.
Bottom Line: Verasity’s move to cap its supply at 10B and separate the PoV tokens is a game-changer. It’s cleaning up the token structure, much like a company buying back shares and retiring them. The parallel to Polygon’s strategy – fixed supply, high staking, token burns – is encouraging, as MATIC’s price performance in the last bull run was phenomenal under those conditions. VRA now finds itself with a similar low-supply, high-utility potential setup. Crypto investors who missed Polygon’s rise might be looking at Verasity as an early-stage opportunity with a better-understood supply profile. Keep an eye on official announcements in the coming weeks for the exact PoV migration date and any on-chain actions (token burns or exchange moves) that confirm the new era of #Verasity tokenomics has begun. If 2025 turns into a crypto bull market, $VRA with its capped-and-deflationary supply could be positioned for outsized moves. 🚀
Hashtags: #VRA #MATIC #Polygon #crypto #altcoins #Blockchain #AdTech