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