Alright, let's talk about $TIA. I've been diving deep into the data, mostly from the @EdgenTech platform and the picture is fascinating. It's a classic high risk, high reward setup that you don't see every day.
Right now, the market is treating TIA like it's radioactive. The price is crushed, down over 95% from its peak, and it's trading below what many would consider a "disaster scenario" valuation. A big part of this is the constant fear of token unlocks from early investors which creates persistent sell pressure
However, here's where it gets interesting. The Celestia team isn't sitting still. They're actively fighting this inflation. The recent "Matcha" upgrade just slashed the annual inflation rate in half, from 5% to 2.5%. That's a massive structural shift. But the real game-changer on the horizon is the proposed "Proof of Governance" (PoG) model. If this passes, it could cut inflation by over 95% and introduce a fee burning mechanism. This would fundamentally transform TIA from an inflationary token into a deflationary asset whose scarcity is directly tied to network usage.
So, which holds more value for investment?
It's a tale of two narratives. In the short term, the token unlocks are a real headwind, and the price action reflects that fear. But in the medium to long term, if you believe this world class team can execute its pivot specifically, getting PoG implemented and continuing to onboard major L2s and appchains via Blobstream then TIA at these levels looks massively undervalued. It's a bet on a fundamental tokenomic shift that could trigger a major re rating.
The data from @EdgenTech clearly shows the core strengths: a pioneering modular architecture, a stellar team, and growing adoption from projects like Aevo and Eclipse. The risk is high, but the potential reward if they succeed in fixing the value accrual model is substantial
#EdgenTech #TIA
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