A thesis, argued from public data: Polkadot shipped a hard supply cap, a US spot ETF (TDOT), and a finished scaling program in one year — and Moonbeam (GLMR) handles a fifth of Polkadot’s activity for a ~$15M market cap. Why I think DOT and GLMR are mispriced against their own utility, and how to access both from Kraken in Canadian dollars.