Zou Yang

Founder of @Polkadot_ERI
Mentor @gryphsisacademy
Contributing to the growth of Polkadot from business models, tokenomics , and strategies. $DOT

[Zou Yang @Zou_Block]

⭕️How to make Polkadot Great Again? Special Chapter⭕️
🧵1/n Title:

2025 Polkadot Strategic Development Report: How to Balance Decentralization and Growth to Boost Polkadot Both TVL and Price

Note: This is a lengthy report. Please find a comfortable setting to review it thoroughly. The original report is in Chinese. If you encounter any phrasing that seems unusual or questionable, it may be due to translation issues. Your feedback on such points is greatly appreciated. Thank you. @Polkadot #Polkadot $DOT

[Zou Yang @Zou_Block]

和okx一起过披萨节！探究更多加密机会！#OKXPizzaDay #BTC #okxweb3

[Misa_OKX💚 @misaENFP]

💒邀请函💒
囍•🍕披萨节🍕•囍
❤️～OKX PIZZA DAY～❤️
喜相逢佳期已定，敬备喜筵
Misa诚邀您一起吃披萨
共度佳节
⏰2026年5月22日
📆农历：不详

❤我们相约 不见不散❤
#OKXPizzaDay

[Zou Yang @Zou_Block]

如果不是经济周期问题，土木至少不会被AI大面积替代。其实土木还有解法，就是电力建设了。因为未来的AI大战在于算力，而算力背后的逻辑其实是电力的转化，国内发电强的区域都能吃上这块大蛋糕。而Token相当于电力的数字化了，还可以搞交易所和期货，前景还是不错的，只是需要看到趋势及时转投到电力建设相关领域。

[Zou Yang @Zou_Block]

必须反驳一下了。
@cz_binance 因为是懂编程的所以觉得OpenClaw没什么惊奇的地方。
但是对于其他人来说就完全不一样了，可以迅速拓展能力边界。一个人只要会养虾就是一支军队！
这只花了120刀就可以组建这么多部门，尤其是量化部门，现实中要花多少钱才能建立一个7*24小时的量化部门呢？
另外，这款 #OpenClaw 是用的由 @PhalaNetwork 推出的基于TEE的更安全的 https://t.co/JlatKWqQQG。一键安装，安全又方便。

[CZ 🔶 BNB @cz_binance]

号称安装龙虾后就啥也不用做了。

之后所有的时间都在调整那个啥也做不了的龙虾。

[Zou Yang @Zou_Block]

@DogBlue1412 @bc1Leo 胸直接找成都最专业的医生做了三十多年的，是从国内第一批开始做医美的时候就在做的医生来做，做出来都是很自然的“妈生感”。

[Zou Yang @Zou_Block]

@DogBlue1412 @silverfang88 别听他的，不懂就乱说，哪有那么贵。我们成都这边是医美之都，技术国内第一（毕竟样本数远超其他地区），技术和价格都有优势，妹妹你来成都是最划算的，找我还给你内部价，正好我老婆投资了医美机构。

[Zou Yang @Zou_Block]

This is truly a massive loss for the @Polkadot ecosystem!

In fact, when Polkadot’s inflation model was changed to a fixed supply cap, I already anticipated that a major reshuffle would take place across the ecosystem. This impact would be particularly significant for the many teams and individuals that have continuously contributed to #Polkadot .

The shift to a fixed supply cap would pose enormous challenges to the long-term sustainability of the Polkadot Treasury. This was one of the key reasons why I strongly advised the Polkadot official team against adopting such a model when providing them with strategic recommendations.

Many people cited @BNBCHAIN as a counterexample to refute my argument, but they overlooked a critical fact: BNBChain is backed by the world’s largest cryptocurrency CEX @binance , which provides a continuous cash flow to support $BNB ’s value capture. Polkadot, by contrast, has no such external positive drivers.

What I did not expect, however, was that the first to leave would be @alice_und_bob —a contributor of immense value.

Starting in 2023, I have frequently engaged in discussions with him about the direction of Polkadot’s development strategy. While we held different views on certain matters, we reached similar conclusions on several core issues, and I have benefited greatly from these exchanges.

I hope @alice_und_bob will continue to forge ahead in the crypto industry and find a new path forward. Best of luck in 2026!

[Alice und Bob @alice_und_bob]

I’m open for new challenges!

Personal update: my current contract with Web3 Foundation ends in Jan 2026. Working every day to develop the Polkadot ecosystem has been the best time in my professional life so far.

From Feb 2026 I'm open for new roles & consulting on ecosystem strategy, governance, and growth. DMs, intros, and RTs welcome!

In this thread:
- Thank You!
- What I did
- What I'm looking for
- Who I'm a good fit for

[Polkadot.ERI (Polkadot Ecology Research Institute) @Polkadot_ERI]

The current issue is that as the total supply of $DOT becomes a fixed cap the stable income of the treasury will decrease significantly. As mentioned in our previously released strategic report the treasury needs to allocate a large portion of funds to launch parachain incentive programs after the @Polkadot Hub goes live to support the large-scale development of the Polkadot application ecosystem.

However the current amount of DOT in the treasury is very small with less than 20 million DOT available and the price of DOT is relatively low meaning the funds that can be allocated for incentives are limited. Compared to @Polygon which launched a 150 million US dollar incentive fund in 2021 including 40 million US dollars in liquidity mining incentives allocated to @aave this level of incentive is still too modest.

Therefore it is difficult for #Polkadot to have extra funds for other purposes. The top priority is to introduce buying pressure from traditional finance for Polkadot through the logic of ETFs and DATs to drive up the price of DOT thereby securing sufficient treasury funds for incentive programs.

[Polkadot.ERI (Polkadot Ecology Research Institute) @Polkadot_ERI]

In 2023, we released a strategic report which mentioned in detail that @Polkadot needed to issue stablecoins based on $DOT . This approach could solve the problem of treasury sell - offs. Now in 2025, we're glad that such a thing is being advanced. #Polkadot

[Emil Kietzman ⚫️ @EmilKietzman]

Grayscale Polkadot Trust ETF update.

🔹Staking added.
🔹More risk disclosures.
🔹Recent USA acts added to go with the easier ETF approval method.

Locked & ready for the USA government to end to shutdown. 🇺🇸

[Zou Yang @Zou_Block]

Does anyone know why the AI feature in the @Polkadot Wiki is gone?

[Polkadot.ERI (Polkadot Ecology Research Institute) @Polkadot_ERI]

⭕️One of the reasons for choosing @Polkadot is that if one desires more diverse performance and greater development potential, it is essential to select an infrastructure with an innovative design in its underlying architecture.

Compared to many projects that merely follow the mindset of Layer 1 public blockchains, #Polkadot was designed from the very beginning with the goal of breaking the traditional Layer 1 architecture. Therefore, despite having developed for many years, Polkadot’s technology can still undergo continuous iteration, and it has also introduced cutting-edge technologies like #JAM —something that other public blockchains do not possess.

This is analogous to the following scenario: if we are thinking about "traveling from Location A to Location B" but still adhere to the mindset of trains, only thinking about how to build a train with more powerful propulsion, this kind of thinking will never break free from the constraints of railway tracks, let alone come up with a solution like airplanes. $DOT

[Polkadot.ERI (Polkadot Ecology Research Institute) @Polkadot_ERI]

An extended thought: To transform more hackathon projects into official ecosystem projects (since many hackathon projects fail to operate sustainably), it is necessary to provide winning projects with more resource support beyond monetary rewards.

For instance, clearly stating what additional financial and resource support will be offered once these hackathon projects are actually deployed and operational as official projects on @Polkadot . #Polkadot $DOT

[Zou Yang @Zou_Block]

@PolkadotCG Me too! Hope to have a chance to collaborate.

[Zou Yang @Zou_Block]

@wiseman_yeah It is unknown whether the combustion mechanism will be adjusted in the future, but theoretically, adjustments should be made.

[Zou Yang @Zou_Block]

⭕️If the DOT economic model is changed to this hard pressure version, and the planned reduction in $DOT issuance is set for March 14, 2026, don't you think this timeline is not ideal?

Personally, I believe the most suitable time for the issuance reduction is around the official launch of @Polkadot Hub—either shortly before or after that date.

Because the launch of #Polkadot Hub will usher in an explosion of Polkadot's application ecosystem, and when paired with the reduction in DOT issuance, it can accelerate the rapid development of the Polkadot ecosystem.

[PolkaWorld @polkaworld_org]

Since the first Treasury burn on June 20, 2020, @Polkadot has burned ~20M DOT over 80 months — about 1.25% of today’s supply.

5 days left before Ref #1692 (Hard Pressure) enters Confirmation. If passed, OpenGov will decide:

→ How much issuance goes to the Treasury
→ How much of Treasury gets burned

For context (data via Grok, may vary slightly):

Ethereum: 6.31M ETH burned since EIP-1559 (≈5.2% of supply)
Avalanche: 30–45M AVAX burned (≈4–6% of supply)
BNB Chain: 66M BNB burned (≈33% of supply)
TRON: 40B TRX burned (≈40% of supply)

⚠️ Note: Different networks have different inflation profiles.

But for Polkadot — how much should we burn? 🔥

1️⃣ Keep the current level
2️⃣ Burn 1% of the month-end Revenue Pot balance each month
3️⃣ Burn 10% of the month-end Revenue Pot balance each month
4️⃣ Burn 50% of the month-end Revenue Pot balance each month

🗳️ What’s your vote? Feel free to share other thoughts as well!

[Zou Yang @Zou_Block]

@PolkaVibe5153 No, because the development of parachains is too slow. However, if applications are developed on Polkadot Hub and generate substantial demand for DOT, this would be much faster.

[Parity Technologies @paritytech]

Happy Monday, Builders 🙌

🚨 At @Web3summit, Gavin Wood/@gavofyork laid out a bold vision for the future of @Polkadot and Web3.

From JAM to tokenomics to proof of personhood → here are the 6 big takeaways you should know 🧵👇

[Polkadot @Polkadot]

→ 3 tracks
→ 6 weeks
→ $40,000 in prizes

The Polkadot Builder Party features a global, online, six-week hackathon kicking off October 6th.

Web2 & Web3 devs are invited to submit "radically open, radically useful" apps, blockchains and proof-of-concepts for the Polkadot Cloud.

[PolkaWorld @polkaworld_org]

Yes — since some folks DM’d us asking about Fast-Unstake, here’s a consolidated response: according to the latest from @paritytech, DOT’s Fast-Unstake feature is being retired!

Introduced in 2022, Fast-Unstake let inactive nominators/validators (no activity in the past 28 days) instantly unlock their stake without waiting the full 28-day period.

Parity now confirms: due to high computational cost, this feature cannot be implemented on Asset Hub and won’t be migrated there.

🔗 https://t.co/K3U7IEpRo9

📌 Note from PolkaWorld: While Fast-Unstake won’t survive the migration, W3F researchers have suggested a potential future proposal to remove the unbonding period entirely — allowing nominators to exit anytime, boosting liquidity. https://t.co/xZ3OosYHFW

Stay tuned as we track this closely!

[Parity Technologies @paritytech]

🥳10 Years of Parity celebrations start today!

✨From ETHCore to Parity✨

What began as a small team of engineers with a big vision became a movement still shaping the future of Web3.

🚀 Better tech. Better internet.

This Friday (our 10th birthday), we’ll share the full story of how Parity came to life.

🍿Stay tuned for more teasers all week. @gavofyork