Key Requirements for Onchain Securities Trading - The chain needs speed and throughput to compete with Nasdaq, processing billions of transactions per day at extremely low latencies [1] - Insufficient throughput or speed will lead to wider spreads and liquidity moving elsewhere [1] - The chain must be sufficiently decentralized to avoid regulatory intervention (registration or shutdown) [2] Solana's Potential - Solana is currently the only chain that is both sufficiently decentralized and performant to seriously pursue tokenized securities [2]

Google Cloud Managed Luster Overview - Google Cloud Managed Luster is a fully managed service running on top of DDNX Scaler, launched 4 and a half months ago [1][7] - It addresses the need for high throughput and low latency storage in HPC environments to keep GPUs and CPUs efficiently fed with data [4][5] - The service is integrated with Google Cloud services like DCS and GKE, offering easy data import/export from/to Google Cloud Storage [7][8] Performance and Scalability - Google Cloud Managed Luster offers up to 1 TB (Terabyte) per second of throughput with sub-millisecond latency and millions of IOPS [9] - It scales from a starting size of 9 TB (Terabyte) up to 8 PB (Petabyte) [9] - Performance tiers range from 125 MB (Megabyte) per second per TB (Terabyte) to 1,000 MB (Megabyte) per second per TB (Terabyte), catering to different throughput needs [15] Customer Benefits and Use Cases - Customers have experienced significant performance improvements, with one customer, Resemble AI, achieving full GPU saturation and 6x faster performance compared to other storage solutions [10] - Sony Honda Mobility's department, Fila, saw a 3x performance improvement compared to their previous storage solution [17] - Key use cases include KV cache, multimodal training, and checkpointing, all requiring low latency and high throughput [11][13][14] Partnership with DDN - Google partnered with DDN (DataDirect Networks) due to their mature, reliable Exoscaler product with a rich feature set [6] - The partnership aims to provide a fully managed solution, relieving customers of storage management burdens [6]

Privacy Technology & Market Positioning - Zcash could be a leading PoW privacy solution, but not necessarily the ultimate solution [1] - Privacy is essential for various financial activities beyond sending money, including payments, trading, borrowing, investing, and app usage, especially at scale [1] - The long-term goal requires privacy, high throughput, and good user experience (UX) [1] - Some entities are strategically positioning themselves to address these requirements [1]

Performance Improvement - MegaETH aims for a significant throughput improvement, comparing the experience to moving from slow internet downloads to enabling smooth Youtube streaming [1] - A developer minted approximately 500 thousand NFTs in a single transaction [1] - The single transaction only utilized about 70% of the transaction gas limit [2] Potential Impact - The industry anticipates a transformative impact upon MegaETH's launch [2]

Profitability Analysis - Monad retains 80% of transaction fees, significantly more than MegaETH's 30% after deductions [1] - Even with MegaETH achieving 100 thousand TPS and Monad at 10 thousand TPS, Monad is projected to generate higher profits [1] Valuation and Market Perception - A $6.4 billion Fully Diluted Valuation (FDV) gap exists, indicating the market values value accrual over raw throughput [1]

Network Performance - Network 延迟更低 [1] - 交易最终确认接近瞬时完成 [1] - 网络吞吐量增加 [1] Security - 重组风险消除 [1] Upgrade Overview - Polygon 最新网络升级带来新的三位一体改进 [1]

Performance Upgrade - Sei Giga 升级将实现低于 400 毫秒的最终确认时间，以及每秒 5 Gigagas 的吞吐量（约 20 万 TPS）[1] - Sei Labs 工程师发现了节点运营商延迟优化方案，可带来 10 到 40 倍的性能提升 [1] Technical Analysis - Sei Labs 在准备 Sei Giga 升级时，使用不同的状态存储后端对节点性能进行了基准测试 [1] - 在比较 RocksDB 和带有 MVCC 的 PebbleDB 用于索引繁重的历史查询时，RocksDB 能够将节点运营商延迟降低 10 到 40 倍 [2]

Technology & Blockchain Performance - Anza's research indicates that the Efficient Token Program will free up 12% of blockspace, enhancing Solana's throughput [1] - The proposed upgrade aims to reduce Token program Compute Unit (CU) usage by up to 98% [1] - Anza proposes replacing the current SPL token program with a compute-optimized version called p-token [1]

Token Program Optimization - Anza 的研究表明，高效 Token Program 将释放 12% 的区块空间，提高 Solana 的有效吞吐量 [1] - SIMD-0266 提议用新的计算优化版本 p-token 替换当前的 SPL token 程序 [1] - 升级将减少 Token 程序 CU 使用量高达 98% [1]

区块链性能对比 - Solana 在峰值时达到 3,200 TPS（Transactions Per Second，每秒交易数），费用为 0.006 美元[1] - Base 的吞吐量为 Solana 的 1/10，成本是 Solana 的 500 倍[1] - Ethereum 的吞吐量为 Solana 的 1/100，成本是 Solana 的 10,000 倍[1] 行业观点 - 报告认为 Solana 是互联网资本市场唯一可行的链[1]