Haotian | CryptoInsight|Nov 09, 2025 08:44
This post from DFNITY founder @dominic_w about Internet Computer 2.0 is worth reading a few times. I’ve summarized a few key points:
1) A European team known for its laid-back approach has recognized the drawbacks of a purely foundation-based research institution model and proactively embraced a for-profit company model—this is rare. Over the past two years, the Solana Foundation has gradually posed a threat to Ethereum at the community level through this kind of commercialized implementation shift.
2) @caffeineai has been out for almost half a year now. Its explosive popularity is no coincidence—it went through numerous iterations and improvements to achieve its current massive impact and penetration. According to Dom, the ultimate goal is to build millions of new applications, and everyone can participate and witness this process.
3) Dom’s plan also includes launching a private cloud network called UTOPIA and a privacy-focused project called Convo. Like Caffeine, these will also follow an independent commercialization route to continuously empower ICP. The key point is, the more commercial product branches there are, the greater the usage of the ICP network and the potential destruction of Cycles. If the value capture of crypto projects is driven by some profit-generating companies, it could change the growth logic.
4) There might be changes to Tokenomics, with plans to reduce inflation by 70%, turning ICP into a net deflationary token. The current 8-year locked staking governance model, which has been heavily criticized, might be adjusted. Additionally, the node incentive model may shift from fixed rewards to a competitive model.
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