Does Fogo Có Đang Tối Ƣu Quá Sớm So Với Nhu Cầu Thị Trường?
One question I find few people ask is: @Fogo Official l is it really solving the problem, or optimizing something that the market doesn't actually need yet?
$FOGO focuses very clearly on extremely low latency and optimal execution for trading. The assumption here is that on-chain will get closer to the CEX experience, and the latency-sensitive strategy will shift on-chain.
From a technical standpoint, this logic makes sense. But looking at the current flow, most of the market is not limited by block time. What is limiting is liquidity depth, fees, and the reliability of the infrastructure.
I have previously discussed with a few teams working on perp and orderbook. They like the performance of Fogo. But when choosing the main deployment location, they still prioritize places with available liquidity. Order flow remains the decisive factor.
Therefore, the current bottleneck may not be 40ms or 400ms, but rather where the cash flow concentrates.
If in the next 1–2 years trading on-chain becomes truly latency-sensitive, Fogo will be one step ahead. But if the market structure does not change as quickly, it is very likely that they are optimizing too early compared to actual demand.
The final answer likely does not lie in the technical specifications, but in how the market evolves.
