Episode Details

The Bandwidth Bottleneck Holding Blockchains Back | Mateo Ward & Austin Federa
5/19/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $INFRA - Bullish on blockchain infrastructure due to expected significant growth in network capacity and resources, with potential for substantial improvements in latency for high-frequency trading in crypto markets.
    • β€œI think if we are not providing capacity for networks to double and triple and quadruple the available resources on those networks, then I think we've either done something wrong where the ambition of the space is just too small.” - Austin (54:47)
    • β€œWe expect there to be 30 to 200% latency reductions in at an aggregate level.” - Mateo (56:03)
    • β€œI think we're really well positioned to have a a great economic model as we move forward.” - Austin (57:53)
  • 🟒 $SOL - πŸ”’
    • Sign up to see full quotes, jump to timestamps, & more