Currently I am spending time over the next few weeks preparing and learning what is required on my next investment project. For those that follow me they will know I am in the process of completing my COTI investment which has taken roughly 4 years to achieve. That was never part of the plan, but as we all know plans change due to need and going larger on the stake was a must do exercise. That 200K COTI target will be achieved within the next couple of months or will be left to achieve on the rewards being earned via the APR and be achieved this year before the market peak.
I need to turn my attention to the VeChain tokens VET and VTHO as I am 100% certain they will become one of the most important crypto tokens due to their use cases. The crossover into a real world use case has already been happening where VTHO is the gas token being used to pay for transactions on the VeChain.
The VTHO being spent on blockchain transactions gets burned and just looking at last week they are still hovering around burning 3% of the daily VTHO that is created daily being 36 million. That is actually good because from November I expect these numbers to increase significantly. CBAM the Carbon Border Adjustment Mechanism for the EU goes live in January 2026 so companies across the world who trade with Europe plus the companies in Europe will need VTHO to submit their carbon emissions for trade. This is a huge deal so these numbers are chicken feed right now compared to what is coming.
This is my reasoning for my next investment and again the target is a simple 200K VET and hopefully a few million VTHO. These figures will most likely change and this target number will increase meaning this could take the entire next cycle depending on how things go.
STARGATE
This is the name of the new staking protocol with VeChain going live on the 1st July. Up till now if you had VET you earned x amount of VTHO depending on your VET bag. That all changes and you will no longer earn VTHO from your VET unless it is staked in STARGATE.
The above gives you an idea of what rewards are going to be available which also depends on which tier you are eligible for depending on how many VET you have. The more VET you have the better your options which seems fair and why in this case you need more to unlock a higher APR.
The various nodes.
Validator minimum 25 million VET 8.02% APR
Mjolnir X minimum 15.6 million VET 9.2% APR
Thunder X minimum 5.6 million VET 7.34% APR
Strength X minimum 1.6 million VET 5.5% APR
Ve Thor X minimum 600K VET 3.69% APR
Mjolnir minimum 15 million VET 6.45% APR
Thunder minimum 5 million VET 4.61% APR
Strength minimum 1 million VET 2.77% APR
Flash minimum 200K VET 2.4% APR
Lightning minimum 50K VET 2.12% APR
Dawn minimum 10K VET 1.84% APR
As you can see those with higher stake open higher APR earning opportunities and a small fish like me is only seriously looking at Flash. Lightning and Dawn. To give you an idea Lightning will earn you roughly 866 VTHO monthly and 10 400 VTHO per annum.
This investment is a tough one because the APR is not exactly setting the world on fire. We earn more on HIVE with our APR around 3%. This is more about diversifying your portfolio and having a decent stack. I will definitely be investing more into buying VTHO than I first thought as at the current prices 1 million VTHO ($0.0022) would cost in the region of $2.2K. This could realistically be a deflationary token within the next few years and the demand will only increase as a must have token for all of these companies.