Polkadot Price Prediction: Treasury Posts First OpenGov Profit, But DOT Price Remains Sluggish

The Polkadot Treasury recorded its net profit for the first time under the OpenGov model in Q4 2025. 

Summary: 

• Polkadot has recorded its net profit under the OpenGov model in Q4 2025. 
• OpenGov is an on-chain, direct democracy model that concentrates and bestows all decision-making power in the hands of DOT holders. 
• The outlays dropped to $7.4 million, the lowest since the inception of OpenGov in 2023. 

Polkadot’s treasury has become active and more cautious in Q4 2025. According to the treasury report, it has spent $7.4 million in Q4, recording the lowest since OpenGov’s introduction in June 2023. 

Considering inflation and token burn, the treasury calculated and recorded a net profit of 1.6 million DOT. This is the first beneficial outcome under the current treasury system. By the end of this quarter, the treasury holds a total of 32 million DOT, worth about $58 million. 

Polkadot (DOT) Allocation 

According to the treasury report, DOT was spent on core areas. The Development team received $2.5 million. $1.7 million was allotted to outreach, and the operations team obtained $1.3 million. 

Treasury has become operational across the Polkadot ecosystem, and $3.8 million has been deployed into DeFi-related functions. Based on the report, the funds were managed across multiple parachains, including Hydration Bifrost. It currently supports several assets, such as DOT, USDT, USDC, and HOLLAR. 

DOT Prices Plunge Despite Treasury Report 

Even after publishing the treasury report, DOT prices remain at an all-time low. As of February 2, 2026, DOT is trading at $1.51. On January 30, DOT hit an all-time low of $1.40. 

The Relative Strength Index (RSI) is 15.68, indicating DOT is in an oversold state. The MACD level remains at -0.027, confirming a continuous slump. Moving Averages, both the 50-day SMA and the 200-day SMA, remain low, suggesting a high resistance level. 

The Fear & Greed Index for DOT is 20, indicating Extreme Fear. DOT prices have fallen by approximately by 19.42% over the last week. As a state of “Extreme Fear” continues, investors are overlooking potential improvements and treasury reports. 

Major Network Events for Polkadot (DOT) 

One of the major network events for Polkadot (DOT) is its first-ever “halving” event. The event is scheduled for March 14, 2026, where 50% of the cryptocurrency will be burned to lower long-term inflation. 

Launching in 2026, the Polkadot Hub unifies staking, asset management, and cross-chain smart contracts into one platform. It simplifies user onboarding and integrates core network functions. 

By mid-2026, Polkadot will complete its full transition to the 2.0 architecture. Moreover, various community and developer events have been planned in February. 

Polkadot (DOT) price prediction

Analysts predict that Polkadot (DOT) prices will stabilize between $1.68 – $1.92 in February. By March, it could recover to $2.48 as a major halving event is around this time. A few charts indicate a broader correction, which could push towards $1.37 by the end of this year. 

Polkadot (DOT) is also facing heavy competition from Layer 1 assets like Ethereum (ETH) and Solana (SOL). 

Final Thoughts 

Even after the Polkadot Treasury documented the profit under the OpenGov model, DOT prices remained unchanged and moved to a bearish trend. Investors are looking forward to upcoming network events like token halving, which could lower inflation and drive prices. Analysts also note that DOT is going through an unstable phase, along with other interoperability tokens like ATOM and ZRO. Cosmos’ native token ATOM is trading around $2.10, recording a dip of about 66%. LayerZero’s native token, ZRO, is also facing a major plunge of about 45%, and it is trading near $2.01.