Crypto Is Built on a Broken Internet | Tom Warner

Key Takeaways

• DoubleZero Edge is a permissionless, high-performance multicast network distributing Solana shreds as its first product to equalize real-time data access and tighten spreads.
• The stack collects shreds from validators and uses private subsea links and multicast replication to cut latency, packet loss, and execution variance for traders.
• Any firm can contribute cables and links; DoubleZero doesn’t own the infrastructure and partners (e.g., Shelby) to scale across more chains and non-crypto datasets.
• By forecasting and minimizing end-to-end latency, DoubleZero aims to make execution predictable enough for institutional deployment and enable low-latency strategies for smaller traders.
• Business model and roadmap: pay data originators for shreds, replicate the Solana model across markets, and extend to other high-performance chains and traditional finance traffic.
• Major adoption barriers remain: custody models, legal/regulatory clarity, and a mainstream catalyst; institutional custody and clear rules are critical for large capital flows.
• Practical advice: investigate nascent infrastructure problems, verify solutions and teams, and prioritize projects fixing real pain points before investing.

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