Founder of @Polkadot_ERI Mentor @gryphsisacademy Contributing to the growth of Polkadot from business models, tokenomics , and strategies. $DOT
Joined March 2018
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⭕️How to make Polkadot Great Again? Special Chapter⭕️
🧵1/n Title:
2025 Polkadot Strategic Development Report: How to Balance Decentralization and Growth to Boost Polkadot Both TVL and Price
Note: This is a lengthy report. Please find a comfortable setting to review it thoroughly. The original report is in Chinese. If you encounter any phrasing that seems unusual or questionable, it may be due to translation issues. Your feedback on such points is greatly appreciated. Thank you. @Polkadot #Polkadot $DOT
💒邀请函💒
囍•🍕披萨节🍕•囍
❤️～OKX PIZZA DAY～❤️
喜相逢佳期已定，敬备喜筵
Misa诚邀您一起吃披萨
共度佳节
⏰2026年5月22日
📆农历：不详
❤我们相约 不见不散❤
#OKXPizzaDay
必须反驳一下了。
@cz_binance 因为是懂编程的所以觉得OpenClaw没什么惊奇的地方。
但是对于其他人来说就完全不一样了，可以迅速拓展能力边界。一个人只要会养虾就是一支军队！
这只花了120刀就可以组建这么多部门，尤其是量化部门，现实中要花多少钱才能建立一个7*24小时的量化部门呢？
另外，这款 #OpenClaw 是用的由 @PhalaNetwork 推出的基于TEE的更安全的 Clawdi.ai。一键安装，安全又方便。
This is truly a massive loss for the @Polkadot ecosystem!
In fact, when Polkadot’s inflation model was changed to a fixed supply cap, I already anticipated that a major reshuffle would take place across the ecosystem. This impact would be particularly significant for the many teams and individuals that have continuously contributed to #Polkadot .
The shift to a fixed supply cap would pose enormous challenges to the long-term sustainability of the Polkadot Treasury. This was one of the key reasons why I strongly advised the Polkadot official team against adopting such a model when providing them with strategic recommendations.
Many people cited @BNBCHAIN as a counterexample to refute my argument, but they overlooked a critical fact: BNBChain is backed by the world’s largest cryptocurrency CEX @binance , which provides a continuous cash flow to support $BNB ’s value capture. Polkadot, by contrast, has no such external positive drivers.
What I did not expect, however, was that the first to leave would be @alice_und_bob —a contributor of immense value.
Starting in 2023, I have frequently engaged in discussions with him about the direction of Polkadot’s development strategy. While we held different views on certain matters, we reached similar conclusions on several core issues, and I have benefited greatly from these exchanges.
I hope @alice_und_bob will continue to forge ahead in the crypto industry and find a new path forward. Best of luck in 2026!
I’m open for new challenges!
Personal update: my current contract with Web3 Foundation ends in Jan 2026. Working every day to develop the Polkadot ecosystem has been the best time in my professional life so far.
From Feb 2026 I'm open for new roles & consulting on ecosystem strategy, governance, and growth. DMs, intros, and RTs welcome!
In this thread:
- Thank You!
- What I did
- What I'm looking for
- Who I'm a good fit for
Zou Yang retweeted
The current issue is that as the total supply of $DOT becomes a fixed cap the stable income of the treasury will decrease significantly. As mentioned in our previously released strategic report the treasury needs to allocate a large portion of funds to launch parachain incentive programs after the @Polkadot Hub goes live to support the large-scale development of the Polkadot application ecosystem.
However the current amount of DOT in the treasury is very small with less than 20 million DOT available and the price of DOT is relatively low meaning the funds that can be allocated for incentives are limited. Compared to @Polygon which launched a 150 million US dollar incentive fund in 2021 including 40 million US dollars in liquidity mining incentives allocated to @aave this level of incentive is still too modest.
Therefore it is difficult for #Polkadot to have extra funds for other purposes. The top priority is to introduce buying pressure from traditional finance for Polkadot through the logic of ETFs and DATs to drive up the price of DOT thereby securing sufficient treasury funds for incentive programs.
Here’s how much marketing bounty spending has gone out so far in 2025 for @Polkadot based on data from Opengov.watch
Breakdown (YTD 2025):
Kaito Campaign $670K
KOL Agencies $498K
The Kusamarian $486K
Community Managers $204K
Curators & Ops $472K
💰 Total: ≈ $2.33 million spent in under 10 months.
Now the real question... is this marketing spend fueling real adoption?
forum.polkadot.network/t/mar…
Zou Yang retweeted
In 2023, we released a strategic report which mentioned in detail that @Polkadot needed to issue stablecoins based on $DOT . This approach could solve the problem of treasury sell - offs. Now in 2025, we're glad that such a thing is being advanced. #Polkadot
I’ve shared a proposal for a Dynamic Allocation Pool (DAP): an issuance buffer that sits between @Polkadot’s token issuance and its funding destinations. It comes with a set of complementary protocol changes designed to align Polkadot’s economics for what’s ahead.
Zou Yang retweeted
Grayscale Polkadot Trust ETF update.
🔹Staking added.
🔹More risk disclosures.
🔹Recent USA acts added to go with the easier ETF approval method.
Locked & ready for the USA government to end to shutdown. 🇺🇸
Zou Yang retweeted
⭕️One of the reasons for choosing @Polkadot is that if one desires more diverse performance and greater development potential, it is essential to select an infrastructure with an innovative design in its underlying architecture.
Compared to many projects that merely follow the mindset of Layer 1 public blockchains, #Polkadot was designed from the very beginning with the goal of breaking the traditional Layer 1 architecture. Therefore, despite having developed for many years, Polkadot’s technology can still undergo continuous iteration, and it has also introduced cutting-edge technologies like #JAM —something that other public blockchains do not possess.
This is analogous to the following scenario: if we are thinking about "traveling from Location A to Location B" but still adhere to the mindset of trains, only thinking about how to build a train with more powerful propulsion, this kind of thinking will never break free from the constraints of railway tracks, let alone come up with a solution like airplanes. $DOT
Why Builders Pick Polkadot:
Part 5: @Hyperbridge
Internet-scale interoperability has always been a hard problem. Most bridges today are either too slow, too fragile, or too dependent on trusted middlemen. That’s exactly why Hyperbridge turned to @Polkadot.
As co-founder @seunlanlege put it, Polkadot delivers what other ecosystems can’t:
• Fast finality: Parachains settle in around 30 seconds, allowing Hyperbridge to push ZK proofs across chains without waiting on sluggish relayers.
• Shared security at scale: Polkadot’s relay chain secures the entire network with billions in staked DOT, raising the cost of attacks to levels far beyond what any multisig bridge could claim.
• Developer-first flexibility: The Polkadot SDK and Substrate pallets powered the creation of ISMP (Interoperable State Machine Protocol), a framework that decouples consensus from proofs and enables zk coprocessors to compress millions of verifications into one.
• Scalability built-in: With async backing live, Hyperbridge now produces blocks every 6 seconds at 8x the throughput, driving real throughput for DeFi messaging.
• Future alignment: By syncing vToken prices through verifiable oracles, Hyperbridge is laying the groundwork for intent-based swaps and cross-chain liquidity without wrappers.
In a recent demo, he showcased zk consensus proofs being broadcast to six different chains simultaneously.
For Hyperbridge, Polkadot isn’t just infrastructure, it’s the settlement layer that makes trustless interoperability real.
Zou Yang retweeted
An extended thought: To transform more hackathon projects into official ecosystem projects (since many hackathon projects fail to operate sustainably), it is necessary to provide winning projects with more resource support beyond monetary rewards.
For instance, clearly stating what additional financial and resource support will be offered once these hackathon projects are actually deployed and operational as official projects on @Polkadot . #Polkadot $DOT
⭕️If the DOT economic model is changed to this hard pressure version, and the planned reduction in $DOT issuance is set for March 14, 2026, don't you think this timeline is not ideal?
Personally, I believe the most suitable time for the issuance reduction is around the official launch of @Polkadot Hub—either shortly before or after that date.
Because the launch of #Polkadot Hub will usher in an explosion of Polkadot's application ecosystem, and when paired with the reduction in DOT issuance, it can accelerate the rapid development of the Polkadot ecosystem.
Since the first Treasury burn on June 20, 2020, @Polkadot has burned ~20M DOT over 80 months — about 1.25% of today’s supply.
5 days left before Ref #1692 (Hard Pressure) enters Confirmation. If passed, OpenGov will decide:
→ How much issuance goes to the Treasury
→ How much of Treasury gets burned
For context (data via Grok, may vary slightly):
Ethereum: 6.31M ETH burned since EIP-1559 (≈5.2% of supply)
Avalanche: 30–45M AVAX burned (≈4–6% of supply)
BNB Chain: 66M BNB burned (≈33% of supply)
TRON: 40B TRX burned (≈40% of supply)
⚠️ Note: Different networks have different inflation profiles.
But for Polkadot — how much should we burn? 🔥
1️⃣ Keep the current level
2️⃣ Burn 1% of the month-end Revenue Pot balance each month
3️⃣ Burn 10% of the month-end Revenue Pot balance each month
4️⃣ Burn 50% of the month-end Revenue Pot balance each month
🗳️ What’s your vote? Feel free to share other thoughts as well!
Zou Yang retweeted
Happy Monday, Builders 🙌
🚨 At @Web3summit, Gavin Wood/@gavofyork laid out a bold vision for the future of @Polkadot and Web3.
From JAM to tokenomics to proof of personhood → here are the 6 big takeaways you should know 🧵👇
Zou Yang retweeted
→ 3 tracks
→ 6 weeks
→ $40,000 in prizes
The Polkadot Builder Party features a global, online, six-week hackathon kicking off October 6th.
Web2 & Web3 devs are invited to submit "radically open, radically useful" apps, blockchains and proof-of-concepts for the Polkadot Cloud.
Zou Yang retweeted
Yes — since some folks DM’d us asking about Fast-Unstake, here’s a consolidated response: according to the latest from @paritytech, DOT’s Fast-Unstake feature is being retired!
Introduced in 2022, Fast-Unstake let inactive nominators/validators (no activity in the past 28 days) instantly unlock their stake without waiting the full 28-day period.
Parity now confirms: due to high computational cost, this feature cannot be implemented on Asset Hub and won’t be migrated there.
🔗 forum.polkadot.network/t/ass…
📌 Note from PolkaWorld: While Fast-Unstake won’t survive the migration, W3F researchers have suggested a potential future proposal to remove the unbonding period entirely — allowing nominators to exit anytime, boosting liquidity. jonasw3f.github.io/economics…
Stay tuned as we track this closely!
👋 @Polkadot is about to make unstaking way smoother 🎉
No more fixed 28 days — instead, a dynamic 2–28 day window:
✨ As fast as ~2 days when demand is low
🛑 Up to 28 days if everyone rushes out
The code’s ready. Next stop → runtime upgrade! 🔥
Zou Yang retweeted
🥳10 Years of Parity celebrations start today!
✨From ETHCore to Parity✨
What began as a small team of engineers with a big vision became a movement still shaping the future of Web3.
🚀 Better tech. Better internet.
This Friday (our 10th birthday), we’ll share the full story of how Parity came to life.
🍿Stay tuned for more teasers all week. @gavofyork
Lollipop is a pivotal initiative. It enables seamless Solana dApp execution on Polkadot via sBPF interpreter (no bridges/limits), backed by @Web3foundation.
Leveraging @Polkadot JAM & PolkaVM (RISC-V speed/safety), it merges both ecosystems’ strengths, delivering secure, fast, customizable Solana contract runs, unlocking off-chain features (TEEs, zk-rollups) and Web2 financial liquidity.
Its prototype solves PolkaVM’s technical hurdles, marking a key step toward runtime SVM on JAM+RISC-V.
Beyond immediate cross-ecosystem value, it advances a more interoperable, scalable, sovereign Web3, with tangible momentum (prototypes, #DeFi /RWA/gaming partners). A objectively significant contribution to Polkadot’s and Web3’s evolution.
This quoted post is unavailable.
Zou Yang retweeted
Polkadot ⭕ ~ Launches Institutional Arm to Bridge Wall Street and Web3 🚀
Polkadot has officially launched Polkadot Capital Group, an institutional arm led by David Sedacca, Director of Finance at Parity Technologies, with a background spanning BlackRock, Kayak, and Casper. This is a full push to bridge Wall Street with Web3 through real infrastructure, not hype.
What's on the table?
📈 RWA Tokenization → Bringing real-world assets on-chain
🔗 Staking & DeFi → Institutional-grade yield and liquidity
🏦 CEX + DEX infrastructure → Market access at every level
📊 Data-driven education & insights → Clear, credible, actionable resources for brokers, asset managers, and allocators
Sedacca added that Polkadot Capital is actively building strategic partnerships with brokers, asset managers, and capital allocators to deliver “clear, credible, and actionable resources."
The new arm is aimed at bringing asset managers, banks, OTC desks, exchanges, and venture capital firms into the Polkadot ecosystem, a network built to power interoperable blockchains and decentralized applications.
The article is well worth the read, but this line stood out the most:
“We’re not reinventing finance — we’re evolving market infrastructure. That’s where Polkadot is superior, and Polkadot Capital Group is here to educate and amplify its value proposition.”
Link :coindesk.com/business/2025/0…
#Polkadot #institutions
⭕️Why doesn't this vote involve the method of "directly reducing the inflation rate on the original inflation, for example, reducing it to 4%"? #Polkadot @Polkadot $DOT
Are we only able to choose between maintaining the status quo and setting a fixed upper limit?
It is recommended to add two items:
"The initial inflation rate is reduced to 4%, with 1% fixed transferred to the national treasury and 3% rewarded to Staking participants to ensure that the Staking return is around 5 - 6%. The funds in the national treasury launch an incentive plan every quarter to encourage more burning and locking. The goal is to make the burning ratio reach 2% so that the final inflation rate is reduced to around 2%."
"The initial inflation rate is reduced to 3%, with 0.8% fixed transferred to the national treasury and 2.2% rewarded to Staking participants to ensure that the Staking return is around 4 - 4.4%. The funds in the national treasury launch an incentive plan every quarter to encourage more burning and locking. The goal is to make the burning ratio reach 2% so that the final inflation rate is reduced to around 1%."
GM.
305,830 DOT is voting for the hard pressure Capped & Stepped model.
2 year halvings 😳
Do people not realize how much pressure that puts on the network to be profitable?
That's 305,830 WITHOUT conviction...
voting.opensquare.io/space/p…
