Episode Details

0xResearch Cross-Post: The Bandwidth Bottleneck Holding Blockchains Back | DoubleZero
5/20/2025
Bell Curve

Key Insights

Bullish:

  • 🟢 $INFRA - Blockchain infrastructure is expected to see significant performance improvements, with potential latency reductions of 30-200% at an aggregate level. This could lead to increased demand for blockchain infrastructure solutions and network capacity.
    • We expect there to be 30 to 200% latency reductions in an aggregate level.” - Mateo (32:30)
    • There is a massive global market for connectivity, and there's lots of people that own capacity. And so a new use case for applying that to, a monetizable project is wonderful for all of these, people that own networks.” - Mateo (14:24)
  • 🟢 $SOL - 🔒
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  • 🟢 $FPGA - 🔒
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