polynya pfp
polynya
@polynya
Blockspace demand/supply graph, the current situation and what's happening (S*) What should happen: the industry must pivot completely to demand-side, instead of continuing to be all-in on the supply side
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Idan Levin 🎩 pfp
Idan Levin 🎩
@idanlevin
yeah exactly
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Paul Dowman 🔴✨ pfp
Paul Dowman 🔴✨
@pauldowman.eth
What stats are you looking it? Clearly demand is growing a lot: https://www.growthepie.xyz/ And L2s are consistently maxing out blob space: https://dune.com/queries/3757544/6319515
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rafa pfp
rafa
@rafa
Price is negative now no? So potentially curve goes into negative space (S graph?) because we’re actually subsidizing and paying to use block space
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Cepi pfp
Cepi
@getrichslow.eth
But where does the demand come from
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andreapn pfp
andreapn
@andreapn.eth
There are no demand in current market condition, we have to wait better time
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HoMiTa pfp
HoMiTa
@homitabnb
Interesting perspective! The focus on expanding supply (S → S) without addressing demand seems unsustainable in the long run. If blockspace continues to scale without sufficient demand, it could lead to inefficiencies and undervaluation. Shifting towards a demand-driven approach would create a more balanced and economically viable ecosystem. The key question is: how can the industry effectively drive demand while maintaining decentralization and security ?
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Apurba Biswas base.eth pfp
Apurba Biswas base.eth
@spike07
Tgis graph is so high
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deebee pfp
deebee
@deebee
Too much infrastructure Not enough infrastructees Same old story We continually just make more tools for ourselves, circle jerk about how clever we are and wonder why IRL doesn’t care Maybe we should just stop building and tell bigger better and more inspiring stories for the normies
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IgorD pfp
IgorD
@igoryoga
So good
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Thien pfp
Thien
@thienlee201
Interesting!
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Rani Haddad pfp
Rani Haddad
@4484
ghost chain galore. there is a world where L2s suffer the same fate as the cosmos ecosystem.
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Jon Commstark pfp
Jon Commstark
@commstark
What does that actually mean in terms of real life. What’s demand side here
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Gala pfp
Gala
@gala
What is this ?
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Titaniumweiner pfp
Titaniumweiner
@titaniumweiner
There is no demand, that’s the entire problem. Even if there was it’d make alt DA more attractive
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Cryptougg pfp
Cryptougg
@abbu
Exactly it's so high
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Justin pfp
Justin
@spectrojamz
i think so too
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Hang Yin pfp
Hang Yin
@h4x3rotab
To me the supply side pricing efforts are just PvP game. Is it because L2s earned a lot and hesitate to share the revenue with L1, or L2s themselves are not competitive and far away from PMF yet? By shifting the focus to get more L2 usage we can instead play a positive sum game.
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Thomas pfp
Thomas
@thomaslanian
And what does the demand-side look like exactly?
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Axilo pfp
Axilo
@axilo
if software eats the world… and if ai accelerates that, should crypto be the rails it runs on?
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