By modeling a robust set of demand scenarios, Helium may have been able to detect early on that their issuance curve was too aggressive, and miner ROI too low, in low-demand situations like the present. And even if Helium’s initial analysis had not considered the sharp peak and drop off in demand that occurred mid-year 2022, they could use a model now to revise their issuance curve. A full demand model would inform not just whether the issuance curve should be updated, but by how much.
