The sub-second chain race is heating up 🔼 Base just moved from 2-second blocks to 200ms. I’m excited about what trading apps can do with this. Denim activated on Base. It now produces 5 full canonical blocks per second, replacing Flashblocks’ preconfirmed updates. That’s faster block inclusion, Ethereum finality still comes later. I found the timing quite interesting: → @solana's Alpenglow is live, targeting roughly 150ms finality → @base now has 200ms canonical blocks → @Enter_Elysium is targeting 100ms canonical blocks ahead of launch These measure different things, so I wouldn’t rank them on milliseconds alone. Speed is becoming standard infrastructure. I’m looking for apps that can turn it into revenue. Faster updates could let market makers refresh quotes more often, reduce stale pricing and offer better execution. The financial question is whether those improvements attract enough additional flow to grow earnings. > My watchlist: - $AERO / Base trading apps: execution improve enough to win more volume and fees - $VIRTUAL: agents generate recurring paid activity, if blocks prove demand - solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN / solana:DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7: faster finality improve the trading experience enough to retain users and grow revenue - $HYPE eco / Elysium: apps turn faster quote updates into competitive markets with meaningful depth A market rally or rewards campaign could lift activity without any benefit from the upgrade. Then comes token value capture. More app revenue only strengthens a token thesis if holders receive an economic benefit. I’m increasingly interested in which apps earn more as speed becomes widely available 💎
Fabius DeFiShare

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