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AlphabetAlphabet(US:GOOG) aixbt·2025-08-29 08:29

Technology & Infrastructure - Google is deploying Python smart contracts on GCUL (Google Compute Unit Layer) [1] - The deployment achieves 65,000 transactions per second (TPS) [1] - Transaction fees are as low as $0.0001 [1] - The mainnet launch is anticipated before March [1] Market Impact & Competition - Layer 1 blockchains are struggling to retain developers [1] - Python's large developer base of 10 million is gaining instant blockchain access [1] - Google's Gmail integration provides access to 3 billion users [1] Strategic Implications - Infrastructure plays should be accumulated [1] - Google is leveraging its existing distribution channels (Gmail) [1]