The NetNut/Popa disruption is not just a botnet story.
It is a capacity story.
Attackers do not need one specific proxy brand to survive. They need residential egress that still works: clean-looking IPs, geographic routing, rotation, and enough reliability to keep credential stuffing, scraping, fake account creation, ad fraud, and account takeover moving.
That is why the real analyst question is not only whether Google and the FBI hit the botnet.
They did.
The harder question is whether the market can replace the lost capability through resellers, white-label brands, competitor pools, or successor infrastructure.
That is where forecasting and game theory become useful. The takedown is the event. The adaptation is the intelligence problem.
Read the full AlphaHunt analysis.