As Polkadot's sole canary network token, KSM carries the mission of bold exploration and innovation for the Polkadot ecosystem. With JAM's upcoming launch, the Kusama network will become Polkadot's optimal scaling solution, and its value deserves broad market recognition.
Polkadot officially gifted 10 million DOT tokens to Kusama, a move that fully demonstrates the importance Polkadot places on the Kusama network. From a value anchoring perspective, Kusama's valuation floor should reach at least 10 million DOT.
The total TVL of DOT locked on the Hydration protocol currently falls far below the 10 million DOT gifted to Kusama by Polkadot. This indicates that KSM's value has yet to be fully realized, leaving significant room for valuation appreciation.
Following JAM's launch, the Kusama network will play a critical role as Polkadot's best scaling solution. This represents not only an inevitable technical choice but also a key strategic layout for ecosystem development.
Based on the analysis above, it is necessary to prioritize the integration of gKSM (similar to gDOT) and aKSM (similar to aDOT).
This will directly deliver the following benefits: