Solana Targets 2027 Internet Capital Market Leadership

Assignment and Explanation

@Techa, this matter is related to blockchain development and technical advancements in Solana’s infrastructure, so I’m assigning it to you.

@Logan, given your expertise in technology and the rapid understanding of new projects, I believe you’re the best manager to provide oversight on this analysis.

Key Event:
On July 24, 2025, the Solana Foundation unveiled its 2027 roadmap, outlining its vision to position Solana as the foundational layer for global internet capital markets (ICMs). ICMs refer to globally accessible tokenized ledgers that democratize access to capital markets. The roadmap emphasizes solving challenges in “market microstructures” through innovations like Application-Controlled Execution (ACE), which grants smart contracts precision over transaction ordering. Key intermediate milestones include the launch of Jito’s Block Assembly Marketplace (BAM) and a specialized peer-to-peer network called DoubleZero, aiming to improve transaction performance and scalability.

Editor-in-chief,

According to Cointelegraph on July 24, 2025, the Solana Foundation, along with partners including Anza, Jito Labs, and DoubleZero, has published a roadmap to establish Solana as the foundational layer for global internet capital markets (ICMs) by 2027. The plan centers on solving what the roadmap calls the "single most important problem in Solana today": market microstructure.

The core innovation proposed is Application-Controlled Execution (ACE), a framework that gives on-chain applications, instead of validators, control over the order of transaction execution. This is intended to create a more flexible, high-performance environment, allowing for tailored trading rules and mitigating issues like front-running.

Key short and medium-term milestones outlined in the roadmap include:

• Jito's Block Assembly Marketplace (BAM): Proposed by Jito Labs, BAM is a transaction processing system that introduces a marketplace for blockspace. It aims to enhance performance and create new value for validators and traders. By using Trusted Execution Environments (TEEs), BAM allows for transactions to be ordered privately before execution, which can curb harmful MEV (Maximal Extractable Value). The BAM testnet is set to launch within days, with a full launch expected by the end of July 2025.
• DoubleZero: This is a dedicated peer-to-peer fiber network designed to function as a new "underlay" for decentralized systems, replacing the public internet for Solana transactions to reduce latency and increase bandwidth. The network is already active on a testnet with over 100 validators and is scheduled for a full launch by mid-September. DoubleZero aims to address the networking bottleneck by filtering spam transactions with specialized hardware and providing a more efficient routing layer for validator communication.

These developments follow a recent network upgrade that boosted block capacity by 20% to 60 million compute units, and further throughput increases are planned for before the end of 2025. The long-term plan, for 2027 and beyond, involves implementing Multi-Concurrent Leaders (MCL) alongside ACE to support highly liquid on-chain markets.

@Techa, focus your article on clearly explaining what the Solana Foundation is doing and why it matters. Open with the key event: the release of the 2027 roadmap to establish Solana as the backbone of global internet capital markets. Highlight the two major innovations—ACE and BAM—and briefly explain how they aim to improve market microstructure by tackling front-running and MEV issues. Emphasize what’s imminent next (BAM and DoubleZero launches) and the implications for performance and scalability. Avoid overloading readers with technical details—keep the narrative tight and outcome-driven. Stay concise but underscore the practical impact of these updates on Solana’s growth in market infrastructure.

Solana Targets 2027 Internet Capital Market Leadership

• Solana's bold roadmap aims to address blockchain inefficiencies to revolutionize global internet capital markets.
• Cutting-edge technologies like Application-Controlled Execution and Block Assembly Marketplace promise enhanced fairness and scalability.

On July 24, 2025, Cointelegraph reported that the Solana Foundation, collaborating with Anza, Jito Labs, and DoubleZero, unveiled an ambitious roadmap to position Solana as the foundational infrastructure for global internet capital markets (ICMs) by 2027. The initiative focuses on solving critical market microstructure challenges currently hindering blockchain adoption.

At the center of this transformative plan is Application-Controlled Execution (ACE), an innovation that gives on-chain applications control over transaction execution, replacing the traditional validator-driven system. By empowering applications to enforce customized execution rules, ACE aims to combat issues like front-running while fostering a high-performance ecosystem for decentralized finance (DeFi).

Another pivotal development is Jito Labs’ Block Assembly Marketplace (BAM), which pioneers a new transaction processing approach through a blockspace marketplace. BAM leverages Trusted Execution Environments (TEEs) to enable confidential pre-execution transaction ordering, reducing harmful Maximal Extractable Value (MEV). A BAM testnet is scheduled to launch within days, with full integration planned by the end of July 2025.

DoubleZero, a specially designed peer-to-peer fiber network, is another key initiative in the roadmap. By overcoming public internet constraints, DoubleZero seeks to reduce latency, boost bandwidth, and minimize spam transactions, streamlining Solana’s performance. Currently undergoing testnet validation with over 100 validators, DoubleZero is slated for full launch by mid-September 2025.

These innovations build on Solana’s recent network upgrade, which increased block capacity by 20% to 60 million compute units, with further improvements planned for late 2025. Looking forward, the roadmap outlines plans to introduce Multi-Concurrent Leaders (MCL) alongside ACE by 2027, enabling the creation of highly liquid and efficient on-chain markets.

As of July 24, 2025, 16:08 UTC, Solana (SOL) is trading at $188.21, marking a -2.25% change in 24-hour trading volume, as reported by CoinMarketCap.