CAUTIOUS HOLD

Across Protocol (ACX)

Intent-based cross-chain bridge. Highest revenue-per-dollar-bridged. 100% fee buyback to stakers.

Ranked 37th of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
137/250
37th of 251
Percentile
85.7%
of the rated universe
Circulating
70.5%
29.5% of value still to vest
Off all-time high
-97.7%
43.5x to recover
EthereumERC-20+137 since last pass
01

What the numbers say

ACX scores 137 of 250 across the 25-variable framework, which places it 37th of 251 rated tokens and inside the top quartile of the set. The framework verdict is CAUTIOUS HOLD.

ACX is a top-10 name in the set on 3 variables. The score rests on P/S Multiple 9/10, 1st of 251, Real Staking Yield 7/10, 5th of 251, Revenue Trend 7/10, 6th of 251 and Buyback and Burn 7/10, 13th of 251.

Against the same universe, ACX sits in the bottom third on Exchange Depth 3/10, 220th of 251. These are the variables that would have to move for the verdict to change.

Only 70.5% of ACX's maximum supply is in circulation, so 1.42x the current float is still scheduled to arrive. Holding price per token flat while the rest enters circulation implies 29.5% of the fully diluted value sitting ahead of today's holders. That is a real but manageable overhang.

ACX trades 97.7% below its all-time high of $1.69. Recovering that level is a 43.5x move, not a 97.7% one, which is the arithmetic most drawdown charts hide.

The framework score gained 137 points against the previous pass (0 to 137). Revisions of this size follow a change in the underlying variables, not a change in price.

$180.0M sits in the protocol. The token is capitalised below the value locked in the protocol.

02

25-variable breakdown

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Cash flow

Cash flow variables for ACX, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
621st of 251
Revenue Trend
76th of 251
P/S Multiple
91st of 251
Real Staking Yield
75th of 251

Supply

Supply variables for ACX, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
561st of 251
Vesting Schedule
5100th of 251
Circulating / FDV Ratio
688th of 251
Buyback and Burn
713th of 251

Ownership

Ownership variables for ACX, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
548th of 251
Insider Selling
621st of 251
Holder Concentration
458th of 251

Traction

Traction variables for ACX, scored 1 to 10 and ranked against 251 tokens
TVL Trend
619th of 251
Active Users
538th of 251
Developer Activity
633rd of 251
Network Growth
552nd of 251

Position

Position variables for ACX, scored 1 to 10 and ranked against 251 tokens
Market Share
552nd of 251
Competitive Moat
557th of 251
Institutional Adoption
3115th of 251
Exchange Depth
3220th of 251
Social Mindshare
486th of 251

Risk

Risk variables for ACX, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
652nd of 251
Catalyst Calendar
550th of 251
BTC Alpha Potential
513th of 251
Team Execution
630th of 251
Treasury Runway
633rd of 251

The vertical tick on each bar marks the median score across all 251 rated tokens, so a bar ending left of the tick is below the universe on that variable.

03

Catalyst and risk

Next catalyst

Growing bridge volume, fee buyback mechanism, UMA network integration

Principal risk

Intent-based competition (UniswapX), relayer centralization, low liquidity

04

Market and supply

Price$0.0391
Market cap$27.6Mrank 671
All-time high$1.696 Dec 2024
Circulating supply704,657,633
Eventual supply (max supply)1,000,000,000
Dilution to full supply1.42x
Total value locked$180.0M
Listed onBinance, Uniswap

Price, market cap, supply and all-time high from CoinGecko, fetched 6 Aug 2026. The 25 scores come from the research pass dated 11 Jun 2026 and don't move with price.

05

Tokens with a similar profile

These are the closest matches to ACX measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

06

Sources

07

Common questions

What is the Early Thunder score for Across Protocol (ACX)?
ACX scores 137 out of 250 on the 25-variable framework, ranking 37th of 251 rated tokens (top quartile). The framework verdict is CAUTIOUS HOLD.
What are ACX's strongest fundamentals?
ACX ranks highest on P/S Multiple 9/10, 1st of 251, Real Staking Yield 7/10, 5th of 251, Revenue Trend 7/10, 6th of 251 and Buyback and Burn 7/10, 13th of 251. Ranks are measured against all 251 tokens in the same scoring pass.
What are the weakest parts of the ACX thesis?
ACX scores in the bottom third of the universe on Exchange Depth 3/10, 220th of 251. The single risk carried on the scorecard is: Intent-based competition (UniswapX), relayer centralization, low liquidity
How much ACX supply is still to enter circulation?
70.5% of eventual ACX supply is circulating today, leaving 1.42x the current float still to arrive. At a flat price per token that is 29.5% of fully diluted value ahead of current holders.
How far is ACX from its all-time high?
ACX trades 97.7% below its all-time high of $1.69. Returning to that high requires a 43.5x move from the level used in this scoring pass.
Which tokens have a similar profile to ACX?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to ACX are VELA (107), ETHFI (162), VELO (121) and VRTX (121). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What is the next catalyst for ACX?
Growing bridge volume, fee buyback mechanism, UMA network integration

Keep reading

Research and analysis, not investment advice. Scores are one framework applied consistently across 251 tokens, not a prediction of price.