3 ms·
Well, I remember reading a blog post from someone who analysed IPv4 address pricing, and concluded it was increasing quadratically (ah, here it is https://www.r
by rstuart4133 5y ago
Well, I remember reading a blog post from someone who analysed IPv4 address pricing, and concluded it was increasing quadratically (ah, here it is https://www.retevia.net/address-pricing-2019-and-beyond/ https://www.retevia.net/address-pricing-2019-and-beyond/). The noise is so high it seemed such certainty seems a little out of place, but clearly it is going up and it's growth rate is at least linear and much bigger than inflation.
Given that's true, what happens next is not so hard to predict. The price will continue to go up for a while, but then it will hit an inflection point. It's an inflection point because what makes IPv4 attractive is better connectivity. Network effects in other words. But once the real migration starts, connectivity will swing in towards IPv6, so an IPv4 address will be worth less than an IPv6 address. Which is to say it will be worth nothing.
That translates into a rapid rise in price presumably artificially inflated by speculation, then the bubble will pop, the bull will turn into a bear, and the price will drop off a cliff.
In other words, you will know the transition to IPv6 has happened when you see that price crash.