المنشور

The fee waiver matters more than fiber. I read @Kalshi putting Level 1 and full Level 2 sports/perps data on DoubleZero Edge while waiving its own data-license share for year one as a direct subsidy to quant desks that were stuck rebuilding books through APIs. DoubleZero started with Solana shreds in April; now the same deterministic multicast pipe is carrying off-chain order-book data for a CFTC-regulated venue doing 1B+ weekly crypto perps. My view: prediction markets are crossing from narrative products into market-microstructure products, and latency is becoming part of the regulatory moat.#CPIEasesHikeBets #AIInfraEarningsWatch #SpaceX99%ValueFromAI