Research Report｜In-Depth Analysis and Market Cap of DoubleZero(2Z）

Bitget2025/10/09 09:28

By:Bitget

1. Project Overview

DoubleZero (2Z) is a decentralized protocol dedicated to creating and managing high-performance, permissionless networks to optimize communication for blockchains and other distributed systems. By mobilizing underutilized private fiber resources to build dynamic networking, DoubleZero aims to eliminate existing communication bottlenecks and push performance closer to physical limits.

The project positions itself as an “N1 Layer” (Network Layer One) — distinct from traditional blockchain L1 or L2 layers — focusing on building dedicated fiber-optic infrastructure to significantly reduce latency (up to 50%) and increase bandwidth.

This solution is particularly suited for high-throughput, low-latency blockchains such as Solana, providing validators with low-jitter direct connections and traffic filtering. The 2Z token adopts a Proof of Utility (PoU) mechanism, used for network incentives, staking, and governance.

Regarding token allocation, 28% goes to Jump Crypto, 14% to Malbec Labs, and 12% to other institutional investors, though some community concerns exist about transparency and internal token control.

The project’s mainnet-beta launched in 2025, now serving 300+ blockchain validators, with $28 million raised at a $ 400 million valuation, supported by an SEC no-action letter for compliance. By innovating at the physical layer, DoubleZero is reshaping blockchain infrastructure, with a current focus on the Solana ecosystem.

2. Key Highlights

Revolutionary “N1 Layer” Infrastructure

DoubleZero is pioneering a decentralized global physical network that forms the “foundation of blockchain foundations.” Its goal is to overcome latency, bandwidth, and centralization bottlenecks in public internet communication, enhancing blockchain performance, resilience, and decentralization at scale.

Hardware Acceleration & Physical-Layer Optimization

The project deploys dedicated hardware (e.g., FPGA accelerators) at network edges, leveraging idle fiber globally. It performs traffic filtering, rapid data validation, and dedicated routing, effectively decoupling data verification from block production and transaction execution. This design reduces validator workload, supports multicast transmission, and strengthens DDoS resistance.

Proof of Utility (PoU) Token Model

DoubleZero introduces a Proof of Utility (PoU) model, where the native 2Z token powers incentives and network security.

Nodes contributing fiber or hardware earn 2Z.

Validators and users pay 2Z for optimized transmission services.

Smart contracts and SLA frameworks ensure fair and transparent incentives. Through network effects, each node becomes part of a globally resilient, scalable communication fabric.

Cross-Industry Integration Potential

Beyond blockchain, DoubleZero’s network architecture supports RPC nodes, MEV systems, L2 rollups, and can extend to CDNs, online gaming, AI model training, and enterprise systems, offering high-bandwidth, low-latency connectivity across industries.

3. Market Outlook

As one of the leading protocols optimizing blockchain communication, DoubleZero has deployed its Beta mainnet with 300+ validators globally. With a $ 400 million valuation and strong backing in the rising DePIN narrative, DoubleZero is positioned to become a core “N1 Layer” infrastructure in Web3.

Research Report｜In-Depth Analysis and Market Cap of DoubleZero(2Z） image 0

4. Tokenomics

Total Supply: 10 billion $2Z

Allocation Breakdown:

Foundation & Ecosystem: 29% (unlocked)

Jump Crypto: 28% (5% unlocked, remainder standard lockup)

Malbec Labs: 14% (standard lockup)

Institutional Investors: 12% (standard lockup)

Team: 10% (standard lockup)

Contributors: 4% (standard lockup)

Builders: 2% (standard lockup)

Validators: 1% (0.7% unlocked at launch; remainder unlocks ~Apr–May 2026)

Token Utility:

Network fees: Pay for data transmission and transaction bandwidth.

Incentives: Earned by contributors based on throughput and uptime.

Staking & Governance: Secure the network and participate in decisions.

Cross-chain utility: Supports DeFi, interoperability, and distributed applications.

5. Team & Funding

Core Team:

Austin Federa (CEO) — Former Head of Strategy & Communications at Solana Foundation, responsible for strategic direction and ecosystem development.

Andrew Reed (CTO) — HFT network expert with deep experience in distributed systems and low-latency infrastructure; leads protocol and hardware design.

Mateo (Matteo) Ward — Specialist in fiber infrastructure and network engineering; responsible for physical links, security, and validator integration.

Nihar Shah — Former Head of Data Science at Mysten Labs; oversees economic modeling, data analytics, and tokenomics.

Funding:

Total Raised: $28 million

Valuation: $400 million

Lead Investors: Multicoin Capital and Dragonfly Capital

Other Participants: Foundation Capital, Reciprocal Ventures, Borderless Capital, Superscrypt, Frictionless, and angels including Anatoly Yakovenko and Raj Gokal (co-founders of Solana).

6. Token Unlock & Sell Pressure Analysis

Initial Circulating Supply: ~34% (Foundation 29% + Jump 5%) This is relatively high for infrastructure projects, suggesting notable early sell pressure potential.

Short Term (0–3 months)

Risk from Foundation (29%) and Jump Crypto’s 5% unlocked tokens.If used for ecosystem incentives or partnerships, tokens may enter circulation quickly. Risk Level: High

Mid Term (3–12 months)

Standard lockups for Malbec Labs, Team, and Institutions begin unlocking.If revenue generation or demand remains limited, selling pressure could emerge. Risk Level: Medium

Long Term (12–24 months)

Validator allocations (unlocking around Q2 2026) are small but ongoing.Combined with staking rewards, could contribute to gradual sell pressure. Risk Level: Medium-Low

7. Official Links

Website: https://doublezero.xyz

Twitter (X): https://x.com/doublezero

Disclaimer: This report was generated by AI and human-verified for accuracy. It is not intended as investment advice.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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