Big funds don’t deploy capital because something is trending. They move when the plumbing works.
They care about execution quality. Latency consistency. Whether risk can actually be modeled instead of guessed. Hype might attract attention, but it doesn’t pass an investment committee.
That’s why infrastructure conversations matter more than marketing cycles.
Fogo’s approach is interesting in that context. Targeting ~40ms block times with a Firedancer-based client and a multi-local consensus model isn’t about flexing TPS screenshots. It’s about reducing variance and making performance predictable. For institutions, predictability is everything.
If you can measure execution, you can model risk.
If you can model risk, you can size positions.
And once positions can be sized confidently, capital tends to follow.
The real question isn’t whether 40ms sounds fast.
It’s whether the system behaves the same way under pressure as it does in ideal conditions.
Because institutional money doesn’t chase speed.
It chases reliability.
