Youโre not wrong โ that narrative is exactly what the market is reacting to. ๐
Mission 70 gave investors something crypto rarely gets: a credible, time-bound monetary roadmap.
A few extra layers worth calling out (and a little nuance):
Why the move happened now
Markets donโt price facts, they price direction + credibility.
$ICP already had utility and burns, but Mission 70 reframes ICP from:
โhigh-emission L1 with long-term promisesโ
to
โinfrastructure asset with an explicit path to monetary tightening.โ
Thatโs a regime shift.
What actually matters most in your 3 points
๐ฅ Burning > issuance optics
If compute demand keeps growing (AI agents, on-chain services, enterprise workloads),
$ICP starts behaving less like a token and more like a cloud commodity. Thatโs rare in crypto.
๐ Inflation visibility beats low inflation
Going from ~9% โ ~5% isnโt magical by itself. What matters is that itโs planned, measurable, and enforced by protocol mechanics, not vibes.
๐ฆ Institutions care about policy stability
Big money doesnโt need ultra-scarcity โ it needs predictability. Mission 70 gives
$ICP something closer to a Fed-style forward guidance model.
Why 2026 keeps coming up
Infrastructure cycles lag speculation. If ICP actually captures:
AI inference
decentralized hosting
real application fees (not just DeFi loops)
โฆthen 2026 is when revenue + burns start telling a story that price has to listen to.
Healthy caveat (because conviction โ blind faith):
Execution risk is still real
Adoption has to outpace emissions cuts
Narrative needs usage proof, not just white papers
But yeah โ if crypto gets a true infra supercycle, tokens with enforced monetary discipline + real demand win.
If youโre trading candles, this move feels random.
If youโre investing in rails, it makes perfect sense.
See you in 2026 โ letโs see who actually ships.#
#icp #wep3 #missino70 #icrypto