LayerZero (ZRO) Trades 17% Below Listing Price Amid Strong Demand

When the market experiences a downturn, savvy investors often seize the opportunity to acquire assets that continue to attract users, generate yield, and transfer value, much like purchasing beachfront property during a storm. These assets are poised to benefit from the subsequent market recovery. In 2025, several trends have dominated the headlines, including Telegram’s Social-Fi surge, EigenLayer’s restaking boom, and the explosion of omnichain stablecoin flows. Tokens such as Notcoin (NOT), Renzo (REZ), and LayerZero (ZRO) are quietly building network effects despite the broader decline in alt-coins. These tokens are funneling fresh capital and real users into the next growth phase of crypto.

LayerZero (ZRO) is a key player in the interoperability space, powering $20 billion in cross-chain liquidity. Its lightweight messaging protocol allows value, whether it’s USDC, tokenized Treasuries, or game assets, to move instantly between different layer-1 and roll-up networks. Since June, LayerZero has been instrumental in Circle’s omnichain USDC flows across multiple networks, removing the wrapped-asset risk that previously plagued earlier bridges. ZRO listed at $2.32 on June 10, 2025, and after an initial bout of profit-taking, it found support around $1.75 and now trades at $1.93, only about 17% below its listing price. This relative resilience suggests strong hands accumulating the token rather than a death spiral.

LayerZero’s tokenomics are well-defined, with a max supply of 1 billion ZRO and approximately 120 million tokens currently circulating. The unlock schedule is 2.47% monthly through 2026, with the next tranche of 24.7 million tokens landing on June 20 without causing a violent dump, indicating that demand can absorb emissions. Strategic partnerships include Circle’s Cross-Chain Transfer Protocol (CCTP) and integrations with Google Cloud, Stripe, and OpenPayd, expanding beyond native crypto users. A recent deep dive by Animoca Brands estimates that omnichain messaging volumes hit $20 billion monthly across 80+ networks, with LayerZero handling a significant portion. If fee revenue tracks even 2 basis points of that throughput, annual protocol income would rival mid-cap exchange tokens while ZRO’s fully diluted valuation sits below $2 billion, presenting a compelling risk-reward skew.

Renzo (REZ) is positioned at the center of the restaking boom, abstracting the complexity of EigenLayer and funneling rewards back to everyday holders via its ezETH liquid-restaking token. With U.S. policy rates stuck above 5% and ETH staking yields compressed below 3%, investors are seeking the extra yield that liquid-restaking unlocks. EigenLayer’s points program has already lured $22 billion in rehypothecated ETH. REZ listed around $0.21 in April and capitulated to $0.0075 in June, a brutal 96% drop as airdrop farmers dumped and risk-off sentiment hit mid-caps. The price has since stabilized near $0.009–0.010, leaving a deep value gap versus the protocol’s fast-growing deposit base.

Renzo’s tokenomics include a max supply of 10 billion REZ, with approximately 20% unlocked and the next 3.17% cliff on July 31, 2025. The emission curve tapers sharply after Q4 2025, meaning 2026-onward inflation falls below 5% annually. Strategic partnerships include EigenLayer’s whitelist, Mantle & Scroll grants, and Binance Launchpool allocation. CoinDCX pegs liquid-restaking TVL at $35 billion by 2026 if even 20% of staked ETH opts in. At today’s approximately $970 million ezETH deposits, Renzo owns under 3% of that addressable market, providing plenty of headroom without needing ETH price appreciation.

Notcoin (NOT) is a social-gaming juggernaut on a 93% discount. Social-Fi is one of the few crypto themes scaling to hundreds of millions of users. Telegram’s new ad-revenue model pays channel owners in Toncoin, and its mini-app framework lets games settle micro-transactions on-chain without App-Store tolls. This policy shift has turned the TON ecosystem into the fastest-growing on-ramp for retail crypto in 2024-25, and Notcoin is the poster-child, having onboarded 35 million active players in just months. NOT exploded to an all-time high of $0.02896 on June 2, 2024, and today it changes hands near $0.002005, a staggering 93% draw-down. The price slump arrived as early miners rushed to cash out, even while Telegram’s user base, ad-revenue share, and gaming catalog kept expanding.

Notcoin’s tokenomics include a max supply of approximately 102.7 billion NOT, with approximately 99.4 billion NOT already liquid. The emission overhang is minimal compared with 2024’s initial flood. Strategic partnerships include listings on major exchanges like Binance, OKX, Bybit, and Bitget, keeping spreads tight even at sub-cent prices. The TON Foundation’s Open League pays builders in TON and NOT, and rival mini-game Hamster Kombat primes another wave of Telegram users for on-chain assets. VCs poured $400 million into TON infra this spring, betting on Telegram’s march toward 1 billion+ monthly actives and a 2026 IPO. If even 5% of Telegram’s 950 million users dabble in mini-game tokens, that’s 47 million potential buyers—already bigger than today’s entire NOT float. Paid-ad channels now convert Stars into Toncoin, putting steady buy-pressure on TON…and by extension on the ecosystem’s flagship game token.

In summary, NOT, REZ, and ZRO each deliver strong fundamentals, technical readiness, and market interest with imminent catalysts. NOT rides Telegram’s revenue-share flywheel and boasts one of the largest active communities in crypto. REZ taps EigenLayer’s $22 billion restaking boom, pairing real yield with cross-chain reach. ZRO already underpins enterprise-grade transfers for Circle, Google Cloud, and TradFi pilots. All three charts are carving higher-low bases near key support zones—a classic “coiled spring” that often precedes trend reversals. Telegram’s ad-revenue rollout, EigenLayer’s next AVS wave, and LayerZero’s upcoming chain integrations keep each project in the news flow through Q3. The prices may have dipped, but the stories haven’t. With growing user bases, tangible revenue paths, and imminent catalysts, NOT, REZ, and ZRO offer exactly what dip-hunters seek: solid projects temporarily on sale—ready to sprint when the market turns risk-on again.