#DOT_UPDATE 13. My final reading of the DOT
The current situation is very different from simply saying:
"DOT fell from US$55 to US$1, so it’s cheap."
It is well below the peak, but a low price does not automatically mean undervaluation.
I see four simultaneous forces:
Positive: a 2.1 billion cap, a massive reduction in emissions in 2026, staking, Coretime, Polkadot Hub, technological evolution, and the possibility of greater institutional inflows via an ETF.
The current situation is very different from simply saying:
"DOT fell from US$55 to US$1, so it’s cheap."
It is well below the peak, but a low price does not automatically mean undervaluation.
I see four simultaneous forces:
Positive: a 2.1 billion cap, a massive reduction in emissions in 2026, staking, Coretime, Polkadot Hub, technological evolution, and the possibility of greater institutional inflows via an ETF.