Cardano’s new roadmap assumes a 500% price explosion to mask an alarming gap in real protocol revenue

Cardano's Intersect Product Committee released the "Vision 2030" roadmap, signaling a pivot from academic research toward a commercially viable "operating system" model focused on enterprise metrics like 99.98% uptime and specific transaction/TVL targets by the decade's end.

This strategy intentionally offloads high-frequency volume to Layer 2 networks, reserving the mainnet for high-value settlement, though this contrasts sharply with competitors' throughput capabilities. Furthermore, the plan introduces "Treasury Seasons" to enforce fiscal discipline on grant funding, requiring projects to meet measurable utility KPIs to secure continued support.

The financial projections reveal a reliance on ADA reaching $5.00 (a 500% increase) to achieve projected annual protocol revenue of $81 million, which is significantly lower than current revenue generated by Ethereum, suggesting the model is heavily dependent on speculative price appreciation rather than organic fee demand.

(Source：CryptoSlate)