COTI is tying its latest product update to a broader push into privacy infrastructure for stablecoins and Ethereum-based applications. The project says its Garbled Circuits mainnet has processed more than 125 million transactions since March 2025, while private USDT and USDC are now available through its Privacy Portal.
Private stablecoins and transaction growth
The update, referenced in market coverage on July 28, came as COTI traded at $0.0116, up 5.45% on the day after reaching an intraday high of $0.0148. According to the source article, that move lifted the token above several key daily moving averages in a single session.
The underlying catalyst was described as a COTI Foundation post focused on private stablecoins. The Foundation framed privacy as a missing feature in a stablecoin market it said is worth $313 billion, where wallet balances and payments are generally visible on public ledgers. It also cited 2025 annual stablecoin settlement volume of $33 trillion in arguing that privacy tools could become a meaningful part of the sector’s infrastructure.
COTI says private versions of USDT and USDC are already live via the Privacy Portal, giving the privacy narrative a product angle rather than a purely conceptual one.
Ethereum rollout and network transition
A key part of the roadmap is what COTI calls Privacy-on-Demand. Rather than relying on users and applications to move activity onto COTI’s own chain, the project says it plans to bring its Garbled Circuits privacy stack natively to Ethereum and other chains. In the source article, this shift was presented as a move from competing with Ethereum toward serving the broader EVM ecosystem as infrastructure.
At the same time, COTI is preparing to retire its older network version. V1 is set to sunset at the end of Q3 2026, with activity expected to consolidate onto V2. The Telegram summary notes that native holders using VIPER and Ledger need to complete migration before that deadline.
The source article characterized the V1 shutdown as an operational milestone that could remove legacy technical overhead ahead of a potentially important second half of 2026.
Institutional claims and adoption questions
The source article also pointed to institutional engagement around privacy technology. It said the Bank of Israel and the European Central Bank have both engaged with COTI on CBDC privacy architecture. It further cited a July 27 Foundation post that referenced Toku’s CEO, who reportedly linked hesitation around stablecoin payroll adoption to public ledger exposure rather than fees or transaction speed.
At the same time, the article highlighted a major constraint: Coinbase market data showed only 103 active addresses. That figure was presented as a sign that measurable usage remains thin relative to the scale of COTI’s institutional and multichain ambitions.
In that framing, the central question is whether launches such as private USDT, private USDC and Privacy-on-Demand on Ethereum can convert a partnership and product narrative into sustained on-chain activity.
Price outlook remains conditional
The source article was built around a long-term price forecast ranging from a 2030 bear case of $0.08 to a bull case of $0.65. Its base case for 2030 was $0.25. For 2026, it outlined a bear case of $0.008, a base case of $0.018 and a bull case of $0.035.
Those scenarios were explicitly tied to execution milestones, including a successful Ethereum rollout, growth in active addresses, clean migration from V1 to V2, and broader enterprise or institutional adoption. The same article also warned that if activity does not expand meaningfully, the recent price spike could prove temporary.
More broadly, COTI’s latest messaging shows a project trying to reposition itself around privacy infrastructure for stablecoins and tokenized assets, while still needing to demonstrate that product launches and institutional discussions can translate into wider network use.
Source: Coin Edition