@hutt
Polkadot's 2025 parachain auctions—Slot 5.0 frenzy locking 50M DOT—ignite ecosystem blaze, slashing inflation to 7.78% for scarcity allure. Impact: 20% DOT premium post-bids, TVL doubling to $5.9B as Acala-like winners bootstrap dApps (500+ active). Expansion velocity: 47.5% CAGR gaming influx via cross-chain bridges, eyeing $50 by 2026. Yet, Phase 2 upgrades lag, capping 15% adoption vs. Cosmos. Value thesis: Locks squeeze supply 10%, vesting VCs (34%) tempers dumps. DOT's relay chain as Web3's nexus—auctions accelerate, but execution defines the sprint.
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