Latest DoubleZero (2Z) News Update

Deep Dive

1. Grayscale Watchlist Addition (12 January 2026)

Overview:
Grayscale expanded its Q1 2026 watchlist to include 2Z under the “Utilities” sector, signaling institutional interest. The list evaluates assets for future ETFs or trust products, though inclusion doesn’t guarantee a launch. Grayscale emphasized infrastructure themes (DePIN, AI) over short-term trends.

What this means:
This is neutral-to-bullish for 2Z, as watchlist additions often precede liquidity inflows. However, Grayscale’s historical caution (products take 6–18 months to launch) tempers immediate expectations. (MEXC News)

2. Sharps Tech Validator Launch (12 January 2026)

Overview:
Sharps Technology (Nasdaq: STSS) partnered with Coinbase to operate a Solana validator, delegating 2M SOL. The announcement highlighted Forward, a Solana-focused treasury, using DoubleZero’s validator for network security.

What this means:
This reinforces 2Z’s role in Solana’s infrastructure, as validators generate recurring revenue. Increased validator adoption could drive staking demand for 2Z, though competition remains fierce. (TradingView News)

3. SEC No-Action Letter (30 September 2025)

Overview:
The SEC confirmed 2Z isn’t a security, allowing programmatic transfers without registration. Commissioner Hester Peirce stated DePIN tokens like 2Z compensate contributors for services, not speculative gains.

What this means:
This is bullish long-term, removing a key regulatory overhang. The ruling sets a precedent for DePIN projects, though 2Z’s inflation model (~5% annual minting) and token unlocks remain investor concerns. (Cryptonews)

Conclusion

DoubleZero’s inclusion in Grayscale’s pipeline and validator adoption highlight growing institutional and ecosystem traction, while SEC clarity mitigates legal risks. However, tokenomics (34.7% circulating supply, inflation) could cap upside until adoption outpaces dilution. Will DePIN’s infrastructure narrative drive sustained demand for 2Z in 2026?

Deep Dive

1. @denispodd_17: Solana bottleneck solver bullish

"24.85% of $SOL staked assets running on $2Z infrastructure [...] burns > issuance, not pow, not pos – $2Z plays a different game"
– @denispodd_17 (3,204 followers · 2026-01-11 16:33 UTC)
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What this means: This is bullish for 2Z because it positions the token as essential infrastructure enhancing Solana validator efficiency, potentially driving demand if adoption grows.

2. @Finora_EN: Bearish momentum with reversal watch mixed

"If price drops into 0.12658 or 0.12524 regions, watch for reversal confirmations [...] Bias changes only if reclaims 0.12888"
– @Finora_EN (6,486 followers · 2026-01-15 14:37 UTC)
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What this means: This is mixed for 2Z as it acknowledges downside risk but identifies precise support levels ($0.126–$0.125) where traders anticipate bullish reversals.

3. @doublezero: RPC node integration bullish

"RPCs connected to DoubleZero skip open internet → faster transactions [...] Accelerate Solana, accelerate everything"
– @doublezero (63,778 followers · 2025-11-26 20:03 UTC)
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What this means: This is bullish for 2Z because expanding to RPC nodes could increase network usage and token utility, especially for latency-sensitive applications like DeFi.

Conclusion

The consensus on 2Z is cautiously bullish, balancing infrastructure milestones against technical resistance. Monitor validator adoption rates and price reactions near $0.126 support for directional cues.

Deep Dive

1. Multi-Chain Integration (Q1 2026)

Overview: DoubleZero plans to expand its high-performance network beyond Solana to support additional blockchains like Ethereum and Cosmos. This aims to offer low-latency routing universally, leveraging its existing fiber infrastructure and edge hardware. The integration will enable validators across ecosystems to reduce latency by up to 70% compared to public internet paths.
What this means: This is bullish for 2Z because broader chain compatibility could drive adoption, increasing demand for 2Z tokens to access the network. Risks include technical complexity and competition from similar DePIN projects.

2. Staking Program Expansion (Q2 2026)

Overview: Building on the existing DoubleZero Stake Pool, the team will enhance staking mechanisms to reward contributors more dynamically. Updates include slashing safeguards and tiered APY (5–10%) based on uptime and resource quality. The goal is to incentivize high-value bandwidth provision while burning tokens from underperforming nodes.
What this means: This is neutral for 2Z because while staking could reduce circulating supply, it depends on sustained validator participation. Metrics to watch: staking participation rate and net token burns.

3. Layer 2 Scaling Solutions (2026)

Overview: Long-term plans involve deploying Layer 2 solutions optimized for AI compute and high-frequency DeFi. These will use DoubleZero’s deterministic routing to enable sub-millisecond transactions. The project will prioritize developer toolkits for seamless dApp integration.
What this means: This is bullish for 2Z because new use cases could cement DoubleZero as critical infrastructure. However, timelines are fluid, and delays could dampen sentiment.

Conclusion

DoubleZero’s roadmap focuses on scalability and utility, with multi-chain expansion and staking upgrades as near-term catalysts. How might validator adoption trends signal the network’s readiness for Layer 2 deployments?

Deep Dive

1. Mainnet-Beta Launch (2 October 2025)

Overview: DoubleZero’s mainnet-beta went live, offering Solana validators dedicated fiber routes to bypass public internet bottlenecks. This reduces block propagation delays and stabilizes consensus timing.

The network integrates 70+ direct fiber links (100 Gbps each) across 25 global locations, contributed by partners like Jump Crypto and Galaxy. Validators using DoubleZero’s routing saw a 40–60% reduction in latency, critical for high-throughput chains like Solana.

What this means: This is bullish for 2Z because faster validator communication improves network reliability, attracting more institutional participants. Reduced jitter also lowers missed rewards for validators, enhancing staking yields.
(Source)

2. Validator Client Upgrades (October 2025)

Overview: Core contributors like Anza and Jito Labs optimized validator client software for DoubleZero’s infrastructure, including Firedancer enhancements.

Key updates include dynamic packet prioritization and GRE tunneling optimizations, which minimize protocol overhead. These changes align with Solana’s focus on sub-second finality, reducing vote credit accumulation delays by ~30%.

What this means: This is neutral for 2Z in the short term, as adoption depends on validator migration. However, long-term efficiency gains could drive demand for 2Z as a network access token.

3. Multi-Chain Roadmap Activation (Q4 2025)

Overview: DoubleZero began testing compatibility with Ethereum and AI-training networks, aiming to become chain-agnostic.

Developers added support for ERC-2711 packet formatting and cross-chain MEV auction layers. This positions 2Z as a backbone token for decentralized physical infrastructure (DePIN) beyond Solana.

What this means: This is bullish for 2Z because expanding use cases could increase token utility and burn mechanisms (20% of fees are burned).

Conclusion

DoubleZero’s codebase updates emphasize performance and scalability, directly tying 2Z’s value to blockchain infrastructure efficiency. With validators already seeing tangible benefits, watch for adoption metrics like connected SOL stake (currently 24.85%) and cross-chain integration timelines. How quickly can DoubleZero onboard non-Solana networks to diversify its utility?