A recent Coretime sale for 922.57 DOT revealed a deeper tension in @Polkadot: The network’s greatest strength—cheap, high-quality blockspace — might also be its biggest economic challenge. 🧵 From a developer’s view, Polkadot offers the lowest-cost, highest-quality blockspace for rollups—compared to top @ethereum L2s. This is seen as a key strength: low barriers, high performance. But from an investor’s view, Coretime is Polkadot’s only monetizable product, and many argue it’s drastically undervalued. Let’s talk numbers. 🧮 If Polkadot runs with 250 cores and spends $100M/year from the treasury, each core needs to generate $400K/year, or $30,769/28 days, just to break even. If JAM replaces the Relay Chain with 330 cores, each needs to generate $300K/year (~$23,000/28 day) just to cover part of the inflationary DOT issued. Meanwhile, the “auto-renew” mechanism lets rollups retain cores indefinitely with just a 3% monthly increase—bypassing competition entirely. Polkadot is known for its cutting-edge tech. But long-term growth requires a solid economic engine too. So what do you think? Low-cost access vs. long-term sustainability—can both exist in the same system? 🤔 Would love to hear thoughts from both builders and token holders.
Show original
56
10.09K
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.