Polkadot shifts to a conservative model: What should investors do?
The change from spending 87 million USD in the first half of 2024 to just over 7 million USD in the last quarter of 2025 shows a drastic shift for Polkadot. The project is trying to escape the shadow of a "money burner" to become more pragmatic. The most notable point is that they have started prioritizing the accumulation of stablecoins to protect their treasury against market volatility. #anh_ba_cong
The advice for everyone right now is not to FOMO too much based on profit news, but also not to be overly negative. Polkadot is in a "restructuring" phase under the guidance of Gavin Wood. Focusing the budget on development rather than promotion is a right step to build internal strength. However, the risk regarding the price of the DOT token still exists due to inflationary pressure and the overall market trend. Consider this a long-term accumulation phase. The best risk management right now is to monitor whether Polkadot can maintain this level of profitability in the coming quarters. If they continue to uphold financial discipline, confidence from large funds will return. $DOT
