Ann: Escrow.com completes US$50m IPv4 transaction, page-4

As all posters know, I'm not the biggest fan of this company, but this seems overly negative. For a start, that's 0.3% - the old fee structure had 0.89% and the new fee structure had 0.7%. You're right that this isn't really price sensitive, though. It's still part of normal business.

Escrow might well become the tail that wags the dog - given the way the marketplace segment is still sinking (roughly $A250K worse every quarter, starting with the COVID-era peak but continuing to the point that it's well below pre-COVID levels.