Episode Details
Title | 0xResearch Cross-Post: The Bandwidth Bottleneck Holding Blockchains Back | DoubleZero |
---|---|
Date | 5/20/2025 |
Podcast | 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 - 🔒
- 🟢 $FPGA - 🔒