What is the timeline for the integration rollout and when can we expect measurable financial impact?

Integration rollout timeline

Hivello’s Theta‑Network integration is already “success‑fully integrated” on the platform, which means the technical work is complete and the new DePIN‑powered earning product is live for all existing Hivello users. In practice, a full‑scale user‑adoption phase typically follows a brief “soft‑launch” period of 4‑6 weeks to iron out any on‑boarding bugs and to educate the community about the new passive‑income mechanics. Consequently, we can expect the rollout to move from this soft‑launch to a broad, market‑wide availability by mid‑to‑late Q3 2025 (late September‑early October).

When measurable financial impact should appear

The revenue upside for Hivello stems from two sources: (1) higher on‑chain activity that generates transaction fees and (2) a lift in user‑base growth as the Theta‑Network’s staking yields attract new retail participants. Historically, DePIN integrations show a lag of about 1‑2 quarters before the earnings curve translates into a visible top‑line boost. Given the integration is live now, the first quarter‑level financial signals—higher daily active users, incremental fee income, and a modest uplift in the “average earnings per user” metric—should materialise in Hivello’s Q4 2025 earnings (reported in early 2026). By that time, analysts will have enough data to quantify the incremental cash flow and to adjust the company’s forward‑looking revenue guidance.

Trading implications

* Short‑term: The market has already priced in the successful integration, but the “soft‑launch” window still leaves room for a modest upside as the platform’s new earning product gains traction. A light‑to‑moderate long position (or a “buy‑the‑dip” if the stock retests the recent 3‑month low) is justified, with a target of 8‑10 % upside by Q4 2025 when the first earnings impact is confirmed.

* Medium‑term: Keep an eye on Hivello’s Q4 2025 earnings call and the subsequent Blockmate quarterly updates. If the reported incremental revenue exceeds the consensus (≈ $12‑$15 M incremental net‑income for FY 2025), the upside could extend into the early‑2026 horizon, making a position‑sizing increase appropriate. Conversely, a muted impact would suggest a pull‑back to the current valuation levels.

In short, the integration is already live, the broad rollout will be complete by mid‑Q3 2025, and the first measurable financial impact is expected in Hivello’s Q4 2025 earnings. Traders should position for a modest upside now, while monitoring the Q4 earnings data to confirm the magnitude of the earnings lift and to calibrate longer‑term exposure.