Current Network Metrics

Note: The numbers in this document are indicative and not final. They reflect the current framework discussed in Townhall 23 and may change based on community feedback and final launch parameters. We recommend reading this alongside the Townhall recording for full context.

This section applies the token architecture to Dabba’s current operating metrics.

Baseline Assumptions

• Active Hotspots: 120,000

• Monthly ARPU: $7

• Monthly Hotspot Growth: 20%

• Initial Annual Emission: 600,000,000 DBT

• Emissions decline 10% annually

• Token Price (illustrative): $0.05

1. Current Monthly Revenue

Monthly revenue:

$$R_{month,0} = 120{,}000 \times 7 = 840{,}000$$

Annualized revenue:

$$R_{year,0} = 840{,}000 \times 12 = 10{,}080{,}000$$

2. Revenue Allocation Today

From monthly revenue of $840,000:

• 75% LCO + Bandwidth Buyback:

$$0.75 \times 840{,}000 = 630{,}000$$

• 5% HO Liquidity Pool:

$$0.05 \times 840{,}000 = 42{,}000$$

• 20% Operating Allocation:

$$0.20 \times 840{,}000 = 168{,}000$$

3. Tokens Absorbed at $0.05 Price

Monthly LCO + Bandwidth buyback capacity:

$$B_{LBW} = \frac{630{,}000}{0.05} = 12{,}600{,}000 \text{ DBT}$$

Monthly HO liquidity absorption:

$$B_{HO} = \frac{42{,}000}{0.05} = 840{,}000 \text{ DBT}$$

Total monthly token demand created by revenue:

13,440,000 DBT

4. Emissions Comparison (Year 1)

Year 1 emissions:

$$E_1 = 600{,}000{,}000 \times 0.9 = 540{,}000{,}000$$

Monthly emissions:

$$45{,}000{,}000 \text{ DBT}$$

LCO + Bandwidth share (37%):

$$0.37 \times 45{,}000{,}000 = 16{,}650{,}000 \text{ DBT}$$

At current revenue:

• Protocol absorbs 12.6M DBT per month

• 16.65M DBT allocated to LCO + BW

• Remaining ≈ 4.05M DBT may remain with operators

This reflects early-stage partial absorption.

5. 12-Month Growth Projection (20% MoM)

Hotspots after 12 months:

$$120{,}000 \times (1.2)^{12} \approx 1{,}069{,}920$$

Monthly revenue after 12 months:

$$1{,}069{,}920 \times 7 \approx 7{,}489{,}440$$

Annualized revenue:

≈ $89.9M

6. Buyback Capacity After 12 Months

75% allocation:

$$0.75 \times 7{,}489{,}440 = 5{,}617{,}080$$

Monthly tokens absorbed at $0.05:

$$\frac{5{,}617{,}080}{0.05} = 112{,}341{,}600 \text{ DBT}$$

Compare with Year 1 monthly LCO + BW allocation:

16,650,000 DBT

Result:

Buyback capacity exceeds allocation by ~95.7M DBT per month.

This implies:

• Full absorption of LCO + Bandwidth allocation

• Additional secondary market absorption

• Strong net burn pressure

7. Structural Implication

With an initial emission of 600M DBT declining 10% annually:

• Emissions fall predictably each year

• Revenue scales with hotspot growth

• Buyback capacity grows faster than emissions decline

Under sustained 20% MoM growth, the model transitions from partial absorption to structural over-absorption within 12 months.

This creates a measurable path toward:

• Full allocation absorption

• Net deflation

• Supply tightening anchored to broadband adoption