LTO V2.0 デフレ・フィーバーン・トークンエコノミクス
B2BクライアントとP/Eの関係性について
スライドの日本語版はこちらをご覧ください:https://docs.google.com/presentation/d/e/2PACX-1vTaJwsZoiSgTYkU-4nQCNuQWrZ-96yQ75TEGMQ9nO1hKMW7foktdbsg-MHqpcdOACW1tfqvIS4oB2tE/pub?start=false&loop=false&delayms=3000
![Wait, what the hell am I looking yet? - good question! Looks pretty cool though, right? Let's get to the core of this and figure out what is P/E and the relevance of these numbers.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-17.04.04.png)
B2Bや企業向けのブロックチェーンのLTO Networkは、DefiやEthereumと何の関係があるのでしょうか?ユースケースという点では、あまり関係はありません。しかし、成功したいくつかのDeFiプロジェクトから学ぶことはたくさんあります。Compound、Aave、MakerDao、Synthetix、Kyberなど。これらには何が共通しているのでしょうか?
バリューキャプチャモデルです。バリューキャプチャモデルはビジネスモデルでもあります。例えばサブスクリプションのビジネスモデルがそれです。ニュースサイトでも、オーダースーツでも、フードトラックでも 顧客層とそのニーズに合わせたモデルを提供すれば、ビジネスはうまく回ります。というのがこの記事の内容です。
この記事の各所に在るスライドは、デフレ型フィーバーントークンエコノミクスの提案について、LTONetworkのコアチームのアイデアをまとめたものです。今回、提案モデルに関する調査結果とオンチェーン統計をお見せできることにわくわくしています。
さあ、行きましょう!
免責事項: これは、財務上のアドバイスやガイダンスではありません。主観的なデータ、予測を織り交ぜたネットワークアップグレードの提案です。いくつかのユースケースは予定よりも遅れる可能性はあります。また、ユースケースに関する統計値はそれよりも低いかもしれないし、他のリスクが影響する可能性もあります。これらは価格の上昇を保証するものではありません。データの食い違いがあれば、ご連絡いただければ修正していきます。
OTCはありません。LTOはBinance、BitMax その他の取引所で取引可能です。
![As the space goes further, actual usage matters more and more. We are getting to the point where actual verifiable on-chain data will be more important than hype partnerships. From hype to usage.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.33.24-1.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.33.32.png)
![We have come a long way with the community since 2017, and have built out the tech stack which has been validated by multiple integrators. However, this is just the start for adoption!](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.33.38.png)
![See the list of use cases: https://www.ltonetwork.com/use-cases](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.33.46-2.png)
![Some run their nodes directly, some use integrator nodes to anchor - including the LTO Network client node: https://lto.tools/engagement-monthly. We will further decentralize this process.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.33.53.png)
![Transactions are not a pure metric by itself. It's important to know who generates them and for what purposes. Transactions which are paid for with real $ are a much more meaningful signal.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.34.00.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.34.07.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.34.14.png)
![The trend for user base validation has been growing since the end of 2019, with DeFi capturing most of the investor attention and even overshadowing Web3. But there is more to blockchains than DeFi.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.34.21.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.34.32.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-17.03.24.png)
![P/E is the ratio for valuating a company that measures its current share price, also sometimes known as the price multiple or the earnings multiple. The smaller it is, the more healthy a valuation it is seen.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.57.33.png)
![Projects have tried to boost their APY [annual percentage yield] by simply minting more. However, the real negative yields are not really attractive anymore. It's about real network revenue now.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.34.52.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.35.01.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.35.12.png)
![28.5% of the fees burned. In case the price per LTO goes up too high, the network will be able to vote for the fee reduction, with the burning either adjusted or staying the same. This is a dynamic feature.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.35.22.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-17.03.42.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-24-at-11.11.56.png)
![The non-inflationary APY can stay the same even if the AUM [assets under management] increases - that is due to transactions growing. Pricing in burning, the APY in fact becomes better than it is seen.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.35.38.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.35.54.png)
![Moderate implies transaction activity based on 70,000 daily transactions - which is quite modest. Beyond that the extreme growth is possible, but we do not want to make bald claims so soon.](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-24-at-11.12.04.png)
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-15.36.14.png)
これらはいつ変更されますか?
これらの変更点の公開日は2020年7月であり、投票により決定されます。2019年と2020年に行われた投票と同じように、必要なプロセスはメインネットアップグレード投票だけです。
![](https://blog.ltonetwork.com/content/images/2020/06/Screenshot-2020-06-23-at-16.03.12.png)
GitHubで変更点を見ることができます。7月中に提案コードの準備を終えてテストを行う予定です。投票も7月中旬頃になると思われます。
今後のニュースにご期待ください。
Website | Telegram | Twitter | Reddit | LinkedIn | Documentation
Sources and inspiration:
- On-Chain JSON Stats: https://lto.tools/generators/
- Public Blockchain API: https://nodes.lto.network/api-docs/index.html
- LTO Network Use Cases: https://www.ltonetwork.com/use-cases/
- LTO Network Developer Docs: https://docs.ltonetwork.com/
- LTO Network Staking Guide:
![](https://blog.ltonetwork.com/content/images/2020/01/Staking-LTO-Leasing-Node-LTO-Network-2.jpg)