$6M/month to $48K — that's a 99.2% revenue drawdown, worse than STRK's own price chart. EIP-4844 commoditized L2 blockspace and broke the fee model for every rollup, but most L2 teams just kept hiring. StarkWare building its own apps now is them realizing pure infra doesn't survive when your product is a near-zero margin commodity. Meanwhile 127M STRK unlocks April 15 — cutting staff while the vesting schedule dumps on remaining holders is peak crypto timing.

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