今天,DoubleZero(DZ)已上线 MainNet-Beta。今年早些时候, Multicoin Capital 作为领头人之一,在 DoubleZero 的融资 轮投资 2800 万美元。
区块链是全球分布式系统。 核心 L1 团队在过去十年中总共投资了 10 亿美元以上来优化网络协议、共识、执行和存储。 但他们尚未尝试解决的堆栈中还有一层:物理网络层。 直观上,这超出了 L1 团队的范围。 然而,在全球分布式系统中,物理网络层显然对整体网络性能至关重要。
DoubleZero 旨在加速全球物理网络层的数据包流。 怎么做? 为高性能网络链路(即专用光纤)创建一个免许可市场。DoubleZero(DZ)在 OSI 堆栈中的位置低于第 1 层(L1)。

什么是私有光纤?
广义上讲,全球互联网有两种线路:公用线路和专用线路。 绝大多数互联网流量流经连接城市、州甚至大陆的公共线路。
大约在 2008-2010 年期间,交易公司开始意识到公共互联网太慢也太不可靠,无法满足他们的时滞要求。 因此,他们开始投资专用网络基础设施,以确保可靠、低时滞的数据块交付。
如今,全球最大的贸易公司——Jump、Citadel、HRT、Two Sigma、DRW 等——都拥有价值数十亿美元的专用网络设备,涵盖从海底光缆到横跨密歇根湖发射无线电波的专用微波塔。 许多大型科技公司——谷歌、脸书、微软、亚马逊等——也拥有连接其全球数据中心的全球专用光纤。
DoubleZero 是一个无需许可验证的网络,允许任何拥有专用网络基础设施(从海底电缆到微波塔)的用户开放其闲置或利用率不高的基础设施,供他人使用。以前,只有全球最大、最先进的客户(例如 HFT 公司、Google、Meta)才能访问专用光纤。 DoubleZero 向任何人提供此功能。
DoubleZero 的首个带宽提供商是 Jump Trading,DoubleZero 的首 个客户是 Solana 网络本身。 Galaxy、Distributed Global Technologies、Rockaway X、Cherry Servers、Latitude、South 3rd Ventures、Teraswitch等众多公司最近也宣布将为 DoubleZero 提供光纤链路。 DZ 已集成到所有三大 Solana 客户端中:Agave、Firedancer 和 Jito。 Jito 的区块引擎也集成了 DoubleZero。
DoubleZero 为 Solana 主网测试版提供支持,验证者将更快达成共识,数据将更自由快捷地流动,用户和做市商将更快完成交易。 我们相信这对所有人来说都是双赢。
然而,DoubleZero 不仅仅适用于 Solana。 我们预计未来几年内每个主要 L1 都将采用它,因为我们相信其他网络将无法与 DoubleZero 增强型网络竞争。 此外,该网络甚至可以为集中式排序器 L2 提供服务,帮助它们将数据散发到全球各地的各种本地化 RPC 服务器,用于延迟敏感型应用(例如交易)。
展望未来,我们预计 DoubleZero 的采用将超越核心区块链基础设施。 任何延迟敏感的互联网应用都可以是 DoubleZero 的客户,我们预计视频通话、实时全球增强现实和竞争性游戏服务迟早将使用 DoubleZero。
2025 年 9 月 29 日,DoubleZero 大规模采用的前景扫清了重大障碍,美国证券交易委员会 (SEC) 公司金融部门向 DoubleZero 发出了一份不采取行动函 (NAL),对该协议原生代币 2Z 代币 (2Z) 的某些计划性转移给予宽免。 使用 2Z 做网络传输通信的用户需支付费用,费用的一部分将以程序化方式奖励给网络提供商,作为对他们提供光纤链路和运行网络硬件的补偿。此外,借助新投入使用的 2Z,资源供应商会为所提供的跟踪用户通讯和支付、计算网络供应商费用以及其他程序管理工作等服务,而获得程序化支付。
无行动函(NAL)确认,美国证券交易委员会(SEC)公司财务司不会建议对 2Z 的此类程序化自动转让采取执法行动,因此确认这些交易无需根据美国联邦证券法注册为证券交易。通过减少法律上的不确定性,无行动函(NAL)为 DoubleZero 铺垫了一条明确的路径,来启动和运营其网络,并彰显了 SEC 对数字资产领域有责任感的持续创新持认可态度。
Austin Federa 和 DoubleZero 基金会的总法律顾问 Mari Tomunen 与 SEC 合作,为网络实现了这一目标。 我们认识 Austin 已有多年,当他告诉我们他将与有数十年为 Jump 构建高性能专用光纤网络丰富经验的 Andrew McConnell 和 Mateo Ward 合作时,我们感到非常兴奋。我们相信 DoubleZero 团队聚集了最优秀的网络工程师、高性能区块链的丰富知识,以及一支令人难以置信的市场团队。
IBRL。
/创建全球领先的 Solana 存储公司


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