According to @stonecoldpat0, launching a blockchain requires specifying the decision-making quorum, validator uptime targets, per-agent participation costs, and how validators are compensated or can profit, positioning these variables as the core constraints every new network must solve, source: @stonecoldpat0 on X, Sep 7, 2025. He states that to pay validators purely via fees, average fee multiplied by throughput must exceed per-validator compensation, making the economics challenging at scale, source: @stonecoldpat0 on X, Sep 7, 2025. He notes that with thousands of validators and monthly validator costs in the range of $10k to $100k, expenses escalate and typically require token inflation that pays validators at the expense of everyone else, implying dilution risk for non-validator stakeholders, source: @stonecoldpat0 on X, Sep 7, 2025. He adds that only a few networks may eventually earn enough fees to cover costs without inflation, meaning a broad set of L1s is unlikely to be sustainably fee-funded, source: @stonecoldpat0 on X, Sep 7, 2025. He argues L2s are compelling because fewer than 10 agents can run the network, making it far more likely that fee revenue can cover costs with no token inflation required, source: @stonecoldpat0 on X, Sep 7, 2025. He also highlights that L2s preserve experimentation with custom VMs and proofs while accessing the soon-to-be greatest liquidity source, enabling neutrality and resilience without massive validator sets, source: @stonecoldpat0 on X, Sep 7, 2025. These points make validator count, per-node cost, fee-throughput coverage, and reliance on inflation key inputs for assessing network sustainability and dilution dynamics when comparing L1s vs L2s, source: @stonecoldpat0 on X, Sep 7, 2025.

According to @bobbyong (source: X, Aug 9, 2025), the once-hyped Solunavax trio has diverged: LUNA is no longer in play, SOL is struggling to clear its all-time high (ATH) amid inflation concerns, and AVAX has seen a drop in market chatter, indicating weaker narrative momentum (source: X, Aug 9, 2025). For traders, this points to monitoring relative strength in SOL versus AVAX and being cautious with narrative-driven setups as liquidity and attention concentrate in SOL while AVAX interest appears to wane (source: @bobbyong on X, Aug 9, 2025).

According to MilkRoadDaily, understanding key factors such as token dilution, unlock schedules, inflation rates, and value capture mechanisms is essential for crypto traders aiming for long-term profitability. The source emphasizes that the majority of tokens do not yield significant returns, and highlights the importance of analyzing these metrics before making investment decisions. Their PRO members utilize structured frameworks to evaluate tokenomics, helping them anticipate market moves during major unlock events and periods of high inflation, which can impact token price and liquidity (Source: Milk Road Twitter, May 15, 2025).

According to Milk Road, Proof-of-Stake (PoS) blockchain networks have introduced over $21 billion in newly minted tokens during 2024 to compensate validators, directly impacting circulating supply and potential price action. Solana is highlighted as a key example, with its protocol increasing token supply through validator rewards, which creates ongoing sell pressure and can affect token price stability. For traders, monitoring the inflation dynamics of PoS chains like Solana is essential, as the steady addition of tokens can dilute value and influence both short- and long-term trading strategies (source: Milk Road via Twitter, May 13, 2025).

According to Milk Road (@MilkRoadDaily), traders should closely evaluate Sui’s ability to withstand token inflation by assessing its performance across seven critical factors that influence future demand and price action. As more Sui tokens enter circulation, increased market demand is required to sustain upward momentum. Analyzing these seven factors—such as ecosystem growth, developer activity, user adoption, staking rewards, transaction volume, protocol upgrades, and partnership integrations—can help traders gauge whether Sui’s fundamentals are robust enough to offset inflationary pressures and support long-term value appreciation (source: Milk Road, April 29, 2025).