Everyone focuses on execution speed. I’m more interested in failure containment.
When a chain grows, the real stress isn’t volume — it’s correlation. Multiple protocols reacting to the same shock at the same time. Collateral drops, funding flips, arbitrage fires, liquidations stack. If the base layer doesn’t isolate and resolve those reactions cleanly, instability spreads faster than the price move itself.
What I’m watching with Fogo isn’t how fast blocks are. It’s how the system behaves when reactions cluster. Does congestion spill across applications? Do state updates stay orderly? Does execution remain readable?
Infrastructure maturity isn’t measured in calm cycles. It’s measured in how contained chaos feels when markets turn.
If Fogo can keep correlation from becoming contagion, that’s not just performance. That’s structural resilience.