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Assumptions & inputs

Single source of truth for every default used across this document set and the 6. Interactive model. The values below are the model's defaults — change them live there to re-run any number on this page. Grouped exactly as the model's input classes.

Growth assumptions

The two compounding rates that drive all annualised and 15-year figures:

AssumptionDefaultApplies to
Volume growth10 % / yearcampaign count (operations scale year on year)
Cost inflation5 % / yearEtherlink unit fees + maintenance (costs rise over the term)
Term15 yearsthe SHA period everything is summed over

(Earlier drafts also modelled take-rate "k-downgrade"; the current capital-view model drops it — growth is volume + inflation only.)

Investment

AssumptionDefault
Tranche 1 (Year 1)€200,000
Tranche 2€200,000
Tranche 2 lands in year2
Total investment€400,000

Operations — per campaign (Year 1)

AssumptionDefault
Campaigns (Year 1)200
Topups / campaign5
Withdrawals / campaign1
Escrows (slots) / campaign10
Releases (payouts to streamers) / campaign9
Refunds (to operator) / campaign1

Derived: 200 campaigns × 10 slots = 2,000 deliveries / year. Per campaign: 16 bridge crossings (5 topups + 1 withdrawal + 9 releases + 1 refund) and 40 messages (10 escrows × 2 + 20 per campaign).

AssumptionDefaultNote
Bridge / debridge€0.50 / crossingconservative ~20× buffer; measured on-chain ~€0.01–0.03 (10. Appendix)
Messaging€0.30 / messagenot yet measured on-chain
Messages / escrow2business events per escrow
Messages / campaign20per-campaign state messages

BC — build & run (day rates)

AssumptionDefaultDerived
DeFi eng rate€500 / day
Audit rate€4,000 / day
Build — eng days40build = €20K
Build — audit days6initial audit = €24K → one-off €44K
Maintenance — eng days / yr40€20K/yr
Maintenance — re-audit days / yr4€16K/yr → maintenance €36K/yr

Headline outputs at these defaults

OutputValue
One-off build + audit€44K
Maintenance€36K / yr
15-yr BC cost~€1.02M (DeFi eng €452K + audit €369K + chain €198K)
Net investment for non-BC growth≈ −€620K
Investment exhausted by~Year 8

Run any of these live, or stress them (e.g. set Bridge to the measured 0.03, or maintenance days to 0 for the floor), in the 6. Interactive model. For the legacy A/B/C comparison, the older technical/market assumptions live in the Introduction.

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