The 4 Catalysts That Could Re-Rate Cardano Higher Than Ever

Added: 2026-06-04

[00:00:00]So there are four upcoming milestones for Cardano that can force the market to rerate the entire market cap of Cardano.

[00:00:10]And today we're going to talk about those four milestones and how they can force the market to rerate Cardano's market cap to much higher than what it is currently. But before we talk about this, we have to go back to the basics.

[00:00:26]What is Cardano's value proposition?

[00:00:29]what Cardano offers that other blockchains don't. Why retail and investors and institutes and traditional finance or regulated markets would choose Cardano. Now, it's not a oneword value proposition. There are actually three reasons. The first one is a pretty basic one and we have talked about it multiple times and that is security.

[00:00:56]Cardano is a secure blockchain and the proof of it is that there has no record of any hack or exploit that resulted in people losing their money on Cordono and it has been running for years without any such hacks and exploits which as we have seen are pretty frequent in the crypto market but Cardano stays unaffected and uninterrupted so it offers security that is something that other blockchains don't offer. The next value proposition is that Cardano is reliable because Cardano never gets downtimes. It never lags. The network never stalls which as we have seen with Sui is somewhat of a recurring phenomena for other blockchains. And the third value proposition which may be a bit controversial is that Cardano is scalable. Now the reason why this is controversial is when we talk about scalability we're talking about throughput. We're talking about transaction per second speed. We're talking about block production speed. We are talking about finality or the time that the blockchain take to settle transactions which for Cordano are much higher. We have a lower throughput. We have slow block production speed. We have high finality time. And because of this, people have said multiple times, Cardano is not scalable, which is actually completely opposite. Cordano is more scalable than the accountbased models. And that is because of Cordano's UTXO model which enables native parallelism. And that is something that you don't have in accountbased models where you have one global mutable state.

[00:02:50]Now we won't get into details of these things but scalability is Cordano's value proposition because let's say if DTCC decides to choose Cardano for tokenizing the assets that they custody which are trillions of dollars and they handle quadrillions of dollars of transaction in a year and they decide that they want to choose Cardono because it is secure, it is reliable and it is scalable because there may come time when they decide that they want the blockchain to handle a higher value or high amount of transactions than what it sports currently. Now, since Cardano is scalable, that means Cardano can push upgrades in order to increase its throughput, to increase its block production speed, to increase its finality. And in fact, those things are happening.

[00:03:49]And now I think it's the time that we move forward and we talk about those things. But just keep in mind that we already have security, we have reliability. Cardano as a blockchain is scalable. It isn't scaling at the moment, but it has the characteristic of a scalable blockchain. Now, let's talk about the four milestones that I mentioned in the start. And these milestones are actually far more important than people realize because Kano has always been focusing on security and resilience and reliability which are really amazing. But when you have all these things without scalability, you cannot have adoption.

[00:04:27]So we're almost at the edge where we have security, where we have decentralization, we have resilience, we have reliability, uh we have the characteristic of being a scalable blockchain, but we currently don't have higher throughput, higher block production speed, better finality time, etc. And these milestones are going to solve it. So the first one is and it's not in the chronological order. We have the Boro Boros Leos.

[00:05:04]This is an upgrade people have talked about multiple times. So Cordono has a few scalability issues. U the first one and the major is that it has a lower throughput.

[00:05:19]That means it has a lower transaction per second speed. And the oraors leos is the upgrade that is going to fix it uh in a way that the throughput will increase 10 to 65 times. That will be a major overhaul. The next thing is we have a new milestone that is the Oruruboros Pas and this particular upgrade is going to increase or actually it will reduce the finality time or the time that the network takes to settle the transactions and it will reduce the time almost 10 times. Um, I'm probably going to make another video where we talk about this particular upgrade and how it's going to make that happen and how it's going to improve the finality, but we'll leave that for another video. So, these are the two major milestones that are going to increase Cardano's throughput and finality. And the third milestone is the van rosom and this is a hard fork that will make the plurus smart contracts faster, cheaper and more powerful. So this particular upgrade is for the plurist smart contracts. Now these three upgrades are scalability upgrades that are going to increase the capacity of you know for Cordono to handle a lot of transactions faster and cheaper and these are really important because if you want adoption first you have to make sure that the blockchain can handle that adoption that can handle that many transactions. So these are the scalability upgrades. The fourth one is not a scalability upgrade but that is a catalyst and that is pogan.

[00:07:26]Now I'm putting pogan right here because this is in my opinion the only catalyst that we have at the moment but we can add more catalyst here. We can add more adoption whether it will be from uh you know institutions or from governments or banks or regulated markets or traditional finance. But right now we have this catalyst. You cannot force the market to rerate Cordono's market cap based on these scalability upgrades because this is tech improvement for Cordono. The market don't move on the news of scalability upgrades. The price moves on the news of actual capital flow. So if you get news of a new EDF launch for ADA, that will mean capital flow and the market will react accordingly. Uh the same thing with DTTC. If they choose Cardano for tokenization of their assets that they custody that means capital flow and the market will react accordingly. They won't react because we are getting Our Boros Laos or we're getting Oruro Boros Paris or Van Rossom hard fork. They will move over catalyst over news that insinuate that Cardano will get more capital flow. It will get higher D5 growth, higher TVL and Pogan is that catalyst. Um, Pogan is in a way Bitcoin defi engine that input output has been working on. Now, there was a proposal for Pogan uh which was rejected even though I think it was one of the best proposals that we had because Pogan as a project they asked for an investment uh from the treasury. They weren't asking for a grant. They asked for an investment of about $2.95 million to build the you know the bridge the credit market and the yield you know layer eventually develop the whole project that would onboard Bitcoin capital and put it into Cardano's DeFi and they asked for $2.95 million as an investment which they would have paid back to the treasury and they would have paid more back in perpetuity for a lifetime and in that way the treasury would have actually grown. Anyways, the proposal was rejected and I think input output is going for investments from you know venture capitalist um which according to Charles there has already interest from the VCs in Pogan and when this happens now you will be onboarding a huge amount of capital on blockchain and these upgrades they will allow for this huge amount of capital to flow freely on the blockchain to be used in D5 to be used in different protocols without congesting the network and moreover when we get more adoption because I mean right now if Cardano is not able to handle that many transactions per second if it's you know slower compare in comparison to other blockchains it won't get adoption because there are other blockchains that are offering higher throughput they're offering better you know block production speed they're offering better finality time even if they are less secure but for some reason that isn't the first priority for these institutions or banks or governments or um large trading firms they are willing to compromise security for better uh throughput or better scalability. Now once we have all these upgrades, Cardano will be prepared for larger adoption.

[00:11:29]And when that happens, that is when the market will be forced to rate Cardano much higher than what it is currently. They will the price will move on the news of actual capital inflow in Cardano. Not because of tech, not because of sentiment but because they would believe that a huge amount of capital will enter Cardano. The DeFi will grow. It will get a higher TVL. So these are the upcoming four important milestones for Cardano that will change the course of this blockchain. Now this is all I have for you guys in this video. I appreciate all your comments and remarks in the videos. Uh they truly help me improve my content. So be sure to let me know in the comment section and I'll see you guys in the next video shortly. So stay tuned.