The VeChain with it's VET and VTHO tokens is something I follow very closely not only because I have invested a little into this, but making sure it is next cycles investment and not this cycle. I have been delaying buying any more of VeChain's tokens as I believe there is no real urgency unlike some other projects that are about to go parabolic within the next 6 months.
The VeChain is deeply involved within the EU parliament and are the front running blockchain which will benefit from the CBAM regulations that start in January 2026. This project will do well during this cycle, but it will be like most other crypto riding the market wave and not through what VeChain is doing. This I believe will only start making news closer to January 2026 which will only see the VET and VTHO tokens rising in value on merit.
As you can see looking at the above data there is nothing to write home about with a high in the last few days of just 77K transactions and a VTHO burn of 210K. These numbers need to start increasing drastically before I would start buying more VeChain tokens. This cycle I believe there are far better investment opportunities than just hoping for a crypto to achieve it's last ATH. Some crypto I am sure will not even achieve this and why I am being cautious on this particular investment.
The important number is the 36 million VTHO generated each day and if you are only burning on average 100K daily then the blockchain needs to do x 3600 more transactions. This I do believe will happen when CBAM goes live which is the Carbon Border Adjustment Mechanism for Europe, but literally involves the rest of the world as any trade going in or out will now be affected by this extra tax. We are talking about millions of transactions daily all happening on the VeChain.
The first data I look is the number of transactions as everything else can be misleading but these numbers tell the real story.
The number of accounts being created weekly and daily in this case nearly 60K new accounts/wallets within the last 7 days. This gives you an idea of what is coming and when this goes live it will be seriously big news. 60K wallets over a 7 day period means that they are now averaging 8.5K daily new wallets ad this is not people joining crypto, but businesses getting prepared to transact on the carbon emissions which is an EU regulation.
I say January 2026 loosely as a guide for anyone interested, but this could slowly kick off months before with everyone testing out the platform so they understand what they are doing. CBAM has already gone live, but there are no costs or penalties incurred as yet and this will become more serious the closer we get to January 2026.