Something I keep coming back to with $OPG is the disconnect between what the network has already delivered and what the token market seems to be pricing in.
More than 2 million verifiable inferences have already been processed. Over 500,000 zkML proofs have been generated. And five token functions were live at TGE rather than pushed down a future roadmap. That does not look like a project getting ready to launch. It looks like a project that is already operating.
At the same time, only around 190 million OPG are circulating out of a 1 billion max supply. The remaining supply unlocks over 96 months, with a 12-month cliff for early investor and contributor allocations. That helps slow the pace, but it does not remove the core issue: if inference fee demand does not scale fast enough to absorb incoming supply, the market will eventually feel that pressure.
What makes the setup more interesting is the fixed supply cap. No additional minting. No hidden inflation through governance. The maximum supply is locked at 1 billion OPG, which removes one major uncertainty from the dilution story.
So to me, the long-term debate is pretty simple:
either developer demand for verified inference creates recurring token demand, or the unlock schedule becomes the main driver of price action. I do not think both narratives can dominate forever. Eventually, one wins.
@OpenGradient #OPG $OPG
More than 2 million verifiable inferences have already been processed. Over 500,000 zkML proofs have been generated. And five token functions were live at TGE rather than pushed down a future roadmap. That does not look like a project getting ready to launch. It looks like a project that is already operating.
At the same time, only around 190 million OPG are circulating out of a 1 billion max supply. The remaining supply unlocks over 96 months, with a 12-month cliff for early investor and contributor allocations. That helps slow the pace, but it does not remove the core issue: if inference fee demand does not scale fast enough to absorb incoming supply, the market will eventually feel that pressure.
What makes the setup more interesting is the fixed supply cap. No additional minting. No hidden inflation through governance. The maximum supply is locked at 1 billion OPG, which removes one major uncertainty from the dilution story.
So to me, the long-term debate is pretty simple:
either developer demand for verified inference creates recurring token demand, or the unlock schedule becomes the main driver of price action. I do not think both narratives can dominate forever. Eventually, one wins.
@OpenGradient #OPG $OPG