Starknet (STRK) Price Prediction: Institutional Bitcoin staking drives STRK to target $2

In November 2025, Starknet's native Token STRK successfully broke through a 300-day accumulation range, with prices soaring above $0.27 and daily volume exceeding $1 billion, reaching a market capitalization of $1.26 billion. This breakthrough rally was primarily driven by institutional-level Bitcoin staking, with Anchorage Digital, a federally chartered digital asset bank, introducing over $300 million in secure assets for Starknet, including 920 million STRK and 1,260 Bitcoins staked. Despite facing token unlocking pressures, staking demand continues to rise, combined with the Zcash privacy technology narrative, analysts believe STRK is poised to move towards a $2 target.

Breaking Moment: STRK Breaks Through 300-Day Accumulation Range

In November 2025, the Starknet ecosystem reached an important turning point, with its native token STRK successfully breaking through a continuous accumulation range of 300 trading days, stabilizing its price at the key position of 0.27 USD. This breakthrough was accompanied by a significant increase in volume, with daily trading volume exceeding 1 billion USD, rising over 300% compared to the monthly average. From a technical analysis perspective, such a volume breakout after a long-term sideways movement usually indicates a fundamental change in the market supply and demand dynamics, laying the foundation for the formation of a new trend.

Market data shows that STRK has displayed a remarkably strong price performance during its breakout process. As of November 20th, 5:00 UTC, the trading price of STRK reached $0.27617, with a 24-hour increase of 22.4%, and a cumulative increase of as much as 98% within the month. This steep upward curve reflects a rapid shift in market sentiment, transitioning from a long-term wait-and-see attitude to an active buying enthusiasm. It is worth noting that STRK's current market capitalization of $1.26 billion is only 28.5% of its historical peak market capitalization of $4.42 billion in February 2024, indicating significant room for valuation recovery.

The market structure analysis at the breakthrough point reveals more details. During the accumulation phase, STRK fluctuated mainly within the range of 0.15-0.22 USD, testing the lower edge of the range multiple times but never effectively breaking down, indicating strong buying support at lower levels. After breaking the 0.25 USD resistance level, this level quickly turned into a support level, providing a technical foundation for subsequent rises. From on-chain data, there was no large-scale profit-taking during the breakout process, indicating that investors have strong confidence in their positions and expectations for higher prices.

Institutional Involvement: Bitcoin Staking Begins a New Era

The qualitative change in institutional participation has become a key catalyst for the development of the Starknet ecosystem. In November 2025, Anchorage Digital, a federally chartered digital asset bank, officially supports Bitcoin staking functionality, which is another important move following its qualification as the first custodian to offer STRK institutional-grade custody and staking services in September 2024. This infrastructure upgrade provides a compliant channel for traditional financial institutions to participate in the Starknet network, significantly lowering the entry barriers for institutional funds.

The speed of growth in staking scale is impressive. As of November 2025, the Starknet network has attracted over $300 million worth of assets to participate in the security maintenance of the consensus mechanism, including 920 million STRK and over 1260 Bitcoins. This dual-token staking model is quite innovative in Layer-2 solutions, leveraging the security value of the Bitcoin network while strengthening the economic model of the native Token. From the perspective of participant structure, the increase in institutional proportion helps to enhance network stability and reduce the severe volatility commonly seen in retail-dominated markets.

The synergy between the Babylon Protocol and the BTCFi program further amplifies institutional interest. Anchorage Digital has accumulated rich experience in institutional Bitcoin staking since integrating the Babylon Protocol in November 2024. The BTCFi program, launched in September 2025, injects strong momentum into the Starknet ecosystem, with a dedicated allocation of 100 million STRK as incentives aimed at promoting Bitcoin staking and DeFi applications. This systematic incentive design positions Starknet advantageously within the Bitcoin financial ecosystem.

Starknet stake ecosystem key data overview

• Total stake value: Over 300 million USD
• STRK stake volume: 921.6 million tokens, accounting for 20.21% of the circulation.
• Bitcoin stake: 1260 coins, worth approximately 78 million USD
• Recent rise: 30 million STRK staked after unlocking
• Institutional Participation: Anchorage Digital offers compliant custody and staking services.

From a broader industry perspective, the institutionalization process of Starknet represents a new trend in Layer-2 development. As the Gas fees on the Ethereum mainnet remain high and scalability limitations become more evident, institutional investors are beginning to turn their attention to Layer-2 solutions that possess technological advantages and economic feasibility. With its zk-Rollup technology foundation and increasingly完善的 institutional infrastructure, Starknet is becoming an important gateway for traditional capital to enter the crypto world.

Secret Narrative: Zcash Gene Awakens Market Memory

Market observers have noted a subtle connection between the recent price performance of STRK and the narrative surrounding Zcash's privacy technology. The core of this investment thesis, referred to by the community as “Ztarknet,” lies with Eli Ben-Sasson, one of the co-founders of both projects. This pioneer in zero-knowledge proofs laid the groundwork for the industry's research on privacy and scalability with his talk on zk-SNARKs at the 2013 Bitcoin conference. Today, Starknet's STARK proof technology is seen as the evolutionary continuation of Zcash's privacy concepts in a Layer-2 environment.

Historical data comparison reveals interesting patterns. Zcash (ZEC) experienced multiple surges of 500% in early cycles, and this high volatility is closely related to its technological innovations and market positioning. If STRK replicates part of Zcash's trajectory from the current position of $0.27, a target price of $2 implies a potential rise of over 600%. Although direct comparisons have limitations, the high similarity in technical origins and founder backgrounds provides a reasonable basis for market imagination.

The community sentiment indicators support the market influence of this narrative. The CoinGecko user sentiment survey shows that 82% of participants have an optimistic attitude towards STRK, and this overwhelming bullish sentiment is particularly prominent against the backdrop of the recent market adjustments. Social media data analysis also indicates that discussions related to “Ztarknet” increased by 350% in the week leading up to the price breakout, with sentiment analysis being predominantly positive. The formation of this community consensus often exerts a self-fulfilling push on asset prices.

The capital flow data provides another piece of evidence. In mid-November, the net inflow of funds on the Starknet chain reached 832 million USD, ranking second among all Layer-1 and Layer-2 protocols, only behind Arbitrum. This concentration of capital inflow reflects the market's recognition of a specific narrative and embodies the natural result after the infrastructure has improved. It is worth noting that the participation of institutional investors may extend the impact cycle of this narrative, which is different from a purely retail-driven market.

Unlocking Challenge: Staking Demand Hedge Selling Pressure Risk

Token unlocking has always been an important test faced by crypto projects, and Starknet is no exception. According to statistics from CryptoRank, historically, 90% of token unlocking events are accompanied by price declines, a pattern that stems from the impact of increased supply on the market supply-demand balance. Starknet currently faces regular weekly token unlocks, with approximately 18.9 million STRK added to circulation each month, which is about 2% of the circulating supply; this ongoing supply pressure theoretically will suppress the price.

However, on-chain data shows that the actual situation may be more complex than traditional models predict. After the recent unlocking event, community analysis found that approximately 30 million newly unlocked STRK did not enter the circulation market but went directly into the stake contract. This number far exceeds the total unlocking volume for the month, indicating that not only were new unlocked tokens staked, but some existing holders also increased their stake positions. This preference for staking has significantly altered the economic dynamics of the token, reducing the growth rate of the actual circulating supply.

Starknet's stake participation rate stands out in the Layer-2 space. As of November 2025, the total stake volume reached 921.6 million STRK, accounting for 20.21% of the circulating supply, a figure significantly higher than many similar projects. A high stake rate usually indicates the long-term commitment of holders, in stark contrast to short-term speculation. Historical experience shows that when a project's stake participation rate exceeds 20%, the token often exhibits stronger price resilience and lower volatility.

Supply structure analysis provides a more comprehensive perspective. The total supply of Starknet is 1 billion STRK, with a current circulation of 4.56 billion, of which over 920 million are in stake. This means the actual circulating supply is about 3.64 billion, accounting for only 36.4% of the total supply. If the institution-driven staking demand continues to maintain its current growth rate, it may lead to a situation where circulating supply contraction coexists with demand growth in the future, creating favorable conditions for price rise.

Ecological Progress: Technical Upgrades and Market Positioning

The recent technical developments of Starknet are also worth noting. In the third quarter of 2025, the network completed several important upgrades, including improvements in transaction processing efficiency and enhancements to developer tools. Although these technological optimizations do not directly reflect in short-term prices, they lay a solid foundation for the long-term development of the ecosystem. Particularly in the area of Bitcoin finance (BTCFi), the technological layout has allowed Starknet to establish a differentiated advantage in the highly competitive Layer-2 arena.

In terms of market positioning, Starknet is attempting to fill a unique market gap - connecting Bitcoin security with the Ethereum ecosystem. By supporting Bitcoin staking, Starknet not only attracts Bitcoin holders to participate in its network security, but also expands the value capture of Bitcoin to a broader range of DeFi application scenarios. If this cross-chain value flow scales, it could redefine the competitive landscape of Layer-2 solutions.

The support of exchanges is another positive signal. STRK has been listed on several mainstream CEXs, with the STRK/USDT trading pair being the most active. Currently ranked 90th by market capitalization, STRK firmly remains among the top Layer-2 tokens. Analysts believe that if institutional adoption and stake growth maintain the current momentum, STRK is expected to enter the top 50 in the short term, especially with the accumulation of Bitcoin DeFi activity on its network.

From the perspective of the investment cycle, Starknet may be at a critical turning point. The breakout from a 300-day accumulation range often marks the transition of the market from the “value discovery” stage to the “value realization” stage. Combined with the improvement of institutional infrastructure, the maturity of the staking economic model, and the strengthening of the technical narrative, STRK possesses several factors to initiate a new rising cycle. Of course, the macro market environment and the overall performance of the industry remain external variables that cannot be ignored.

Investment Perspective: Opportunities and Risks Coexist

For investors considering participating in the Starknet ecosystem, the current market environment is filled with both opportunities and risks. From a technical analysis perspective, after STRK breaks through the resistance area of 0.25-0.27 USD, the next key resistance level is in the range of 0.35-0.38 USD. If it can effectively break through, the path towards the 2 USD target will be smoother. Short-term traders should closely monitor the effectiveness of the 0.25 USD support level, which has now become an important psychological and technical threshold.

Fundamental investors may need to pay more attention to staking economics and network adoption metrics. The current annualized staking yield for STRK is approximately 8-12%, which is quite attractive in a low interest rate environment, especially considering that staking also provides potential price appreciation. Network activity indicators, such as daily volume, unique address counts, and smart contract deployment, should also be included in the investment decision framework, as this data can more accurately reflect the ecological development status.

In terms of risk management, the token unlocking schedule and whale behavior need to be paid special attention to. On-chain monitoring shows that the address marked as Amber deposited 5.3 million STRK (approximately $971,000) into a CEX on November 18, while 5 days earlier, when the price hit an 8-month high, the same address had deposited 6.3 million STRK (approximately $1.47 million). This periodic profit-taking behavior may suppress prices in the short term, and investors should develop corresponding response strategies.

From an asset allocation perspective, STRK, as one of the representative projects in the Layer-2 track, is suggested to have a allocation ratio of 3-8% in the cryptocurrency investment portfolio, depending on the investor's risk preference and optimism towards this track. Considering its relatively high volatility, a strategy of building positions in batches and regular rebalancing may be preferable to a one-time heavy investment.

FAQ

What is the significance of STRK breaking through the 300-day accumulation range?

A breakout after a long period of consolidation often signifies a fundamental shift in market trends, indicating that buying power ultimately outweighs selling pressure, laying the foundation for a new upward market trend. Technically, this type of breakout is considered to be highly reliable.

What is the impact of institutional Bitcoin staking on the Starknet network?

Bitcoin staking through compliant channels like Anchorage Digital not only enhances network security but also introduces traditional financial capital, improving ecological stability, while creating additional value support and demand sources for STRK.

What is the specific relationship between Zcash and Starknet?

The two projects share a common co-founder, Eli Ben-Sasson, and are both based on zero-knowledge proof technology. Starknet's STARK proofs are regarded as the evolution of Zcash's privacy concept in a Layer-2 environment, with a continuous technical lineage.

How will the token unlock affect the price trend of STRK?

The theoretical unlocking of approximately 18.9 million STRK per month increases selling pressure, but the actual impact is partially offset by strong staking demand. Recent data shows that most unlocked tokens are directly staked rather than sold, alleviating price pressure.

What conditions need to be met for STRK to reach the $2 target?

It is necessary to maintain the current institutional stake rise trend, successfully expand the Bitcoin DeFi ecosystem, effectively manage the impact of token unlocks, and benefit from a positive overall market environment, while technically facing tests at multiple resistance ranges such as 0.35-0.38 USD.