Lorenzo Valente(@LorenzoARK):We need much more throughput. These chains work “fine” under normal conditions, but trading infrastructure matters most when people actually need to use it, not when the network is quiet and execution is easy. Being able to send a stablecoin payment cheaply is not enough. The real test is whether the chain still performs when volatility spikes, everyone is trying to trade, and you have price discovery for blockspace

Lorenzo Valente

@LorenzoARK

Crypto at @ARKinvest I Director of Research I Disclosure:

Joined May 2024

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Lorenzo Valente@LorenzoARK

2026.09.04 14:58

We need much more throughput. These chains work “fine” under normal conditions, but trading infrastructure matters most when people actually need to use it, not when the network is quiet and execution is easy. Being able to send a stablecoin payment cheaply is not enough. The real test is whether the chain still performs when volatility spikes, everyone is trying to trade, and you have price discovery for blockspace