0xResearch Cross-Post: The Bandwidth Bottleneck Holding Blockchains Back | DoubleZero

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 - Solana's transaction processing capabilities are expected to dramatically increase, potentially reaching 500,000 transactions per second by the end of next year. This significant performance improvement could solve many of the network's economic challenges.

  • “If we can run Solana at 50,000 transactions per second by the end of the year and then you can run it at 500,000 transactions per second by the end of next year, like, you know, at that point, the economics of the network kind of solve themselves.”

    Austin·23:23
• $FPGA - Field-Programmable Gate Arrays (FPGAs) are being utilized to perform high-speed signature verification in hardware, potentially increasing demand for these specialized chips in blockchain infrastructure.

  • “We can do things like perform signature verification in hardware on FPGAs at a hundred gigabits per second.”

    Austin·36:45