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Model 2 — Economics

Risk-adjusted economics for the recommended recommended_safe topology (48 validators). All figures are CTN per year unless noted. The optimizer maximises the risk-adjusted net value — gross rewards minus every cost and risk penalty, plus the beacon-diversity bonus.

Headline

Metric Value
Gross expected annual rewards 184.32 CTN
Risk-adjusted annual net value 86.52 CTN
Principal required 1,536 CTN
Annual infrastructure cost $7,200 / 28.80 CTN
Monthly infrastructure cost $600 / 2.40 CTN

Waterfall (gross → net)

Line item CTN/yr
Gross expected annual rewards +184.32
− Infrastructure cost −28.80
− Capital opportunity cost −46.08
− Expected downtime penalty −17.56
− Slashing risk penalty −1.44
− Operational risk penalty −0.96
− Provider concentration penalty −1.12
− Failure-domain concentration penalty −0.64
− Operational complexity penalty −2.40
+ Beacon diversity bonus +1.20
= Risk-adjusted annual net value 86.52

Notes

  • Capital opportunity cost (46.08 CTN) is the largest single deduction — the cost of locking the 1,536 CTN principal (48 validators × 32 CTN). This is why over-staking is not "free" and why the optimizer does not push validator count to the capital ceiling.
  • Beacon diversity bonus (+1.20 CTN) rewards the all-to-all, cross-provider beacon failover design; it is the only positive adjustment besides gross rewards.
  • Unsafe AWS-only layouts can post a higher raw net value because they spend less on infrastructure, but they fail required protected scenarios and are not feasible recommendations. See the Tradeoff Table.

Profile economics

Profile Validators Gross CTN/yr Net CTN/yr Principal CTN
minimal_viable 12 46.08 12.57 384
cheaper_riskier 45 172.80 98.36 1,440
recommended_safe 48 184.32 86.52 1,536
maximum_reward_current_safety 48 184.32 86.52 1,536
higher_resilience 36 138.24 54.53 1,152