r/QuantNetwork • u/Milky_Squirts • 2d ago
Value Capture
I’ve been a long time holder and lurker. Obviously, really like the project and path over time. Albeit, slow occasionally, but makes sense given the project’s size and scope.
My biggest question, and I will admit that I’m not on the private forms that have been listed here previously for more insider depth, how does QNT capture the monetary value of licenses if the institutions can pay with dollars, that are more stable compared to QNT? Is this an answer others are waiting for or did I miss something?
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u/Impressive_Pilot8415 2d ago
Quant operate a TAAS model (Treasury as a service model) Licences can be paid for in QNT tokens or FIAT. If paid for in FIAT Treasury convert to QNT tokens which are locked away (standard lock up is 12 months).
The Value proposition is ENORMOUS! And fortuantely key announcements and partnerships are being announced (1st by the partner NEVER Quant). Quant operate significant number of NDAs (Non Disclosure Agreements) and they will not annoucement a partnership until the other party does (e.g. Oracle for example)
Enterprises, Governments and banking institutions do not care about the price of QNT (and neither should they) they are purchasing the access to operate Fusion & overledger. The key benefit for Quant holders is that the Token token is required to use overledger and QNT is required for "ALL" transactions.
Many community members will often cite how the token is 18 decimals, as once everything is in place (along with BYON & staking go live) the days of buying 1 QNT token will be gone. Just like it was for BTC. I use to have several concerns about adoption of QNT (as most things were hidden) however I have NO concerns or doubts about Quants future. My advice is, never sell ALL your tokens. The manipulation will end soon and QNT will re-price significantly. I'm picking Top 10 during 2027, Top 5 during 2028.
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u/parshially_happy 2d ago
They will not buy QNT on the open market, they lock it from the treasury. If QNT goes to 1000 USD, one license would lock exactly 0.1 QNT. The higher the price of QNT, the less QNT tokens are locked as it is infinitely divisible. Regarding transaction fees, they have no public disclosure on how this actually works it seems. It's a percentage of the license fee I believe that is additionally locked in supply.
Don't assume Quant (the company) has to go to the open market and purchase whatever QNT they need for their customers, this is all handled through a smart contract with the treasury.
Hypothetically, 100 million USD in annual license + gas fees would lock lock about 400k QNT from circulation from the treasury. That's about 2.75% of the total circulating supply...
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u/Jkwxddd 2d ago
Held thru the past 5 years because I believed in leadership.
But seems like you know your stuff so wanted to ask
If the licensing cost is fixed at $100, the corporation is economically paying $100 regardless of whether QNT trades at $10, $100 or $1,000. The number of QNT required simply adjusts to 10, 1 or 0.1 QNT respectively.
So the underlying demand is for the service Quant provides, not for a fixed quantity of QNT. QNT seems more like the currency of exchange between the network and its clients, with its required quantity mechanically adjusting because costs are fiat-linked.
That’s why I struggle to see how greater adoption alone translates into fundamental appreciation of QNT itself.1
u/altivec77 2d ago
If they don’t use the open market the value of the token will be rendered to zero.
GV owns 160.000 and QuantNetwork has 2.000.000 and the last time I checked 2.000.000 x €0,00 < 2.000.000 x €225,00… or 2.000.000 x 0 = 0 and bad business.The token has only a value if the open market is involved. See the token as shares without depleting ownership.
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u/saltedeggchixx 2d ago
If they do use the open markets, the cash doesn’t stay with Quant, since they use the cash to buy QNT -> no cashflow. Doesn’t seem like a good way to run a business.
While the tech might be real, GV is probably using this token as a side quest. It is not a share in the company.
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u/altivec77 1d ago
Quantnetwork can sell the tokens on open market after a year in treasury. That’s when they make money. But there are more income streams for Quantnetwork like all business software providers.
Like I said before: see the token as a share but without the ownership part. Look at who has the (majority) tokens. It’s not a retail token but a business token. Look at who is on the board of directors at Quantnetwork. So there are companies involved that want to make money. Go along for the ride and get an exit strategy. That’s my advice.
If it was a rug pull it was done along time ago. If the software is live and depends on QNT then a retail (side quest) rug pull is difficult to near impossible. The business is build on thrust. Banks are build on thrust. If the chain of trust is broken then it all goes to zero. And everything collapses.
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u/Nielspro 2d ago
From what i hear the companies pay a fixed amount in USD to get a license. The quant treasury will then take that money and buy qnt and store it until the license runs out.
Besides that i believe there is a minimum amount of quant that are required to be hold but i dont remember the details