Well you kind of did - by omission. I had to force that qualification out of you.

You also didn't mention that you're implicitly comparing homogeneous with heterogeneous denominated investment environments, so the "R" part of "OI" doesn't start yielding a net return in dollar terms for several years. During all that time the principal sum is at risk and on which your little "rule" is brought to bear.

The Dash denominated return will be consistent and is correctly reported at 8%-15%. The dollar denominated return will be an equilibrium between growth in principle and the exchange rate with the dollar, and that in turn in turn depends on simple supply and demand, which right now shows no signs of ill health.

Meanwhile, you think capital isn't "flooding into the rare opportunities" in this sector already ? The marketcap of the top 5 assets has had about $5 billion added to it in 6 months. The alts have experienced even more relative growth - the top 5 going from roughly $460 million to $1700 million in cap. That puts pressure on dollar valuations and consequent dollar gains via competitive draws on capital. Yet Dash masternodes are still yeilding their 8-15% in Dash terms and will continue to do so.

There is therefore no conflict between between an internal economic model that pays an arbitrarily fixed network infrastructure dividend and the investment performance of that model in a wider, dollar denominated economy.

The market is free to set it. It isn't controlled by E. Duffield.