How overvalued is Polkadot (DOT)?

things are going to get much simpler:

  • treasury culture will inevitably shift towards financing (subsidising) coretime experiments.

  • proposals will have fungible (cashflow) and non-fungible components (coretime periods).

  • economic game is simple, take a commodity resource (blockspace) and refine it into something more valuable.

This will move the ecosystem towards objective measures of impact and away from highly individualistic zero-sum status games.

It will demand the stitching together of truly anti-disciplinary teams, not more silo-d ‘domain’ based thinking.

It will offer huge upside to those with the capability and vision to deliver.

Will need entirely differentiated narratives that depart from established industry conventions - eg are framed through the lens of media theory.

Broadcast → Cable → Satellite → IPTV -->…

Big picture: Coinmarketcap (aka the crypto leaderboard) is made irrelevant in a coretime world.

This is the difference between disruptive and sustaining innovation.

Long way to go, but that’s the opportunity.

Next cycle is not coming to save your bags.

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