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projects/passepartout/strategy/phase-1-impact.org

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+:PROPERTIES:
+:ID:       b1c2d3e4-f5a6-7890-1bcd-ef0123456789
+:CREATED:  [2026-05-25 Mon]
+:END:
+#+title: Phase 1 — Impact
+#+filetags: :passepartout:strategy:adoption:impact:
+
+Phase 1 spans 10² to 10⁴ users. The protocol's existence becomes
+visible to those paying attention. See the [[id:92ccd074-04a0-4e45-a44f-9da24ea20a9b][Impact]] overview for context.
+
+**Verification:** Compliance consultancies lose first clients. SaaS
+companies win RFPs by integrating proof logs. First regulator encode —
+the most leveraged event in the institutional trajectory. API gateway
+subscriptions decouple value from instance adoption.
+
+**Social protocol:** Community refugees arrive — a banned subreddit or
+nuked Discord server rebuilds on the protocol, discovering that their
+new home cannot be taken away. Organized communities reach hundreds of
+users coordinating through the protocol. Creators keep 95%+ of
+subscription revenue instead of 70%, and discover that no payment
+processor can cut them off. The concept of "portable identity" enters
+the vocabulary — users realize that the reputation they build belongs to
+them, not to a platform.
+
+**Impact on platforms:** First structural signal that the unbundling has
+begun. A community that leaves Reddit for the protocol does not return.
+A creator who migrates from OnlyFans does not split revenue again. Each
+departure is permanent because the protocol offers the bundle (identity
++ audience + payments + contracts) that no single incumbent can match.
+
+**Financial services:** Still no direct impact on core financial
+services. Payment processors (Stripe, PayPal) begin to notice lost
+volume from protocol-native transactions, but the absolute numbers are
+small — millions of dollars in a trillion-dollar industry. The
+compliance consulting disruption touches financial compliance (KYC/AML
+consulting firms lose first clients), but no bank or insurer has adapted
+yet.
+
+**Economics:** Verification revenue from gateway subscriptions and gate
+rules ($50-200K per enterprise). Social protocol revenue from community
+fees and creator subscriptions ($1-5M). Small but accelerating.