What can I say, financial health matters. Clearly where things are at now is not in a place of financial health.

You need a fixed reimbursement mechanism at the end of the day, for the lowest level infra only, but still there. Black and white. No confusion, no blind trust in the miracle of value for value. Companies and communities can subsidise on top of that, they can throw around relay-locked sats like confetti, they can invest in other things.

If not you get a situation where a few players invest in better rails and then capture the bulk of the revenue. This more or less always happens.