ICP broke through a 15% increase on January 13th, with market discussion clearly rising. From the data perspective, this wave of market movement is supported by substantial logical backing rather than purely emotional factors.

Long-term investors observing ICP may remember that the core pain point the project faced was inflation pressure. An annualized inflation rate of 14.4% is indeed not low, mainly maintained through governance staking and node rewards. Under this model, the long-term holders face relatively high cost pressures.

The release of the Mission70 white paper has changed this situation. DFINITY founder Dominic Williams' publicly announced strategic plan explicitly aims for a 70% reduction in inflation rate around 2026. This is not a vague promise but a concrete adjustment of the economic model with specific pathways.

From the fundamental logic of crypto assets, a decrease in inflation rate directly corresponds to changes on the supply side. Historically, many projects have achieved valuation recovery by optimizing inflation mechanisms — this time, ICP has chosen to implement within a clear time window, and the market's response has been relatively rational.

Of course, whether the plan can proceed as scheduled still requires subsequent verification. But based on current progress, this adjustment indeed touches on the project's fundamentals, and further observation is warranted.