The Bandwidth Bottleneck Holding Blockchains Back | Mateo Ward & Austin Federa

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.

  • “I 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

  • “We expect there to be 30 to 200% latency reductions in at an aggregate level.”

    Mateo·56:03

  • “I think we're really well positioned to have a a great economic model as we move forward.”

    Austin·57:53
• $SOL - Bullish on Solana due to its high performance needs and large validator set, with potential for expansion to other networks.

  • “If we can nail the Solana use case, expanding out to other networks and customizing FPGA code to to meet whatever they need or expanding out to these noncompetitive use cases that still can benefit from IVRL. You know, if we nail Solana first, the rest is downhill from there.”

    Austin·41:40