Don't blow hot air about disruption; first, clarify the company's financial mess.
Brothers, let's speak plainly. The biggest Achilles' heel for traditional industrial bosses hesitant to go on-chain isn't their inability to understand geek code, but rather that their finances can't be accounted for. When you tell the auditor that today's on-chain transfer gas fee is only 5 bucks, and tomorrow, due to congestion, it skyrockets to 500 bucks—how do you expect businesses to categorize that? How do they create an annual budget? The finance teams of industrial companies will definitely teach you a lesson right there.
Stop with the empty talk about world-changing, epoch-making revolutions; let’s look at the evidence first. Recently, I stayed up late reviewing the white paper of Midnight. Its dual-currency architecture involving $NIGHT and DUST truly hits the compliance pain points of these old money folks precisely. When a company buys $NIGHT and locks it up, on the books, it becomes a solid fixed asset, and it will automatically and continuously generate DUST to offset on-chain consumption costs. This is like a company paying for a stable annual broadband service; the underlying asset doesn't deplete, and the daily usage costs are also transparent, allowing tax and audit departments to finally shut up and let it pass.
I tend to think this is the right strategy to attract B-end institutions into the game. But in this circle, conclusions aren't absolute; we must prioritize survival before ambition. You should know that DUST comes with a decay and cap mechanism. Once the mainnet fully operates, and the overall holdings increase, leading to diluted generation efficiency, will there be enough generated fuel for those real-world businesses that require extremely high-frequency interactions? That remains a huge unknown.
So, I'm not sure if this set of parameters will collapse in an extremely congested environment, but how will I verify it? Once it truly lands, I will closely monitor the actual consumption flow of the first batch of compliant institutional nodes on-chain. Until I see real commercial deployment data involving those old money folks, I absolutely won't go all in. Do you have any industrial bosses around you who are stuck due to compliance and want to use blockchain but are afraid to?
