doublezero (2Z) controls 60% of solana validators and 50% of total stake. trading at sub-5x price-to-fees with 23.6% month-over-month revenue growth. token is down 91% from ATH. $5.86m in 30-day revenue from validators paying for fiber routing they can't afford to drop. the network effect inflection happens at 50% penetration and they just crossed it. validators earning subscriber revenue from Edge won't switch back to public internet. that's not a feature, that's a lock-in. grayscale added 2Z to their Q2 c ...