Phala -> Polygon

Ecosystem
3

Greetings,

I’m Marvin from Phala.

It’s heartening to see the meticulous tracking of each parachain’s performance in Polkadot! This vigilance bodes well for the DOT ecosystem.

To address some of the points raised:

  • Asserting “Polkadot is dead” because parachains are seeking external customers reflects a misguided mindset.
  • Phala has no plans to abandon Polkadot. We remain committed to being customers of Polkadot’s services and are deeply integrated with the Polkadot community.
  • Phala’s primary customer base resides outside Polkadot.

The crux of your argument seems to be that if a parachain’s business strategy doesn’t explicitly target the Polkadot ecosystem, it’s tantamount to abandoning Polkadot. This is evidenced by product positioning, marketing, events, and promotions within the Polkadot ecosystem. I respectfully disagree with this viewpoint.

Before delving further, it’s crucial to understand:

  • The relationship between Polkadot, Parachain, Polkadot Eco Infra, and Dapp.
  • The functioning of Polkadot’s economy.

Here’s a simplified breakdown:

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  • Dapps pay Parachain for infrastructure services.
  • Parachains, in turn, pay Polkadot for similar services.
  • Polkadot compensates DOT infrastructure builders for their services.

Parachains and their respective customers include:

  • Moonbeam & Astar cater to general EVM builders.
  • Astar also serves top Japanese companies.
  • Acala targets Defi retail customers.
  • Phala caters to EVM contract developers who utilize off-chain web3 computation.

Polkadot and its infrastructure builders include:

  • Parity
  • Web3 foundation
  • Node providers
  • Media & community organizations
  • Tooling builders
  • Wallets

The lifecycle works as follows:

  • Parachains are customers of Polkadot Infrastructure. If they’re dissatisfied with the service, they may opt to leave or add more infrastructure layers.
    • For instance, Astar and Subsquid
    • Phala isn’t considering shifting to other infrastructures.
  • Parachains have their own specific customers. Most Dapp/Defi/End-point users originate from external ecosystems like Ethereum. However, Polkadot relies on parachains to convert them into Polkadot users.
    • In Phala’s case, our primary users are currently EVM smart contract developers. Regardless of their location (Polygon, OP, Basechain), we aim to serve this market.
    • When non-DOT users begin using Phala services, they effectively become part of the Polkadot ecosystem.
    • As to why we don’t display the DOT logo on our website, the simple truth is that it doesn’t aid our customer acquisition efforts.
  • The entire Polkadot economy hinges on these dynamics.
  • Polkadot ecosystem builders are invaluable, providing everything the ecosystem needs. While they receive sponsorship from the treasury (albeit, many are currently dissatisfied), Parachains are the customers who are actually paying for the Polkadot ecosystem.

I hope this clarifies our position and the broader dynamics at play. Let’s continue to foster a vibrant and inclusive Polkadot ecosystem together!

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