加密狗|Nov 19, 2025 04:41
Yesterday, the global Internet was temporarily suspended, affecting 10% of the population and causing immeasurable economic losses.
This was supposed to be a rare narrative window for Web3 in the past decade, but the entire industry remained silent, which was disappointing. They lacked the courage and ability to turn this into a narrative.
✅ Why did Cloudflare go down globally yesterday, but not a single Web3 Infra came out to show off?
Yesterday's global shutdown was the most anticipated moment for all Web3 Infras to perform. In theory, any project can be said to:
See, this is the risk of Web2 single point crashes
We are a decentralized CDN and we have no single point of failure
The whole world is down, we are always online
That's why we need DePIN/DeCloud/DeCDN
Even a narrative can make the dish look beautiful.
But what is reality?
No one dares to step forward. No one can take advantage of it. No project has turned Web2's downtime into Web3's victory.
Why?
one ⃣ Most so-called 'decentralized Infras' cannot even withstand Cloudflare's 0.1%
Reality is cruel, but it needs to be made clear:
Cloudflare hosts:
20% -25% of global website traffic
More than 7.5 million applications (including Twitter, ChatGPT, Uber, PayPal, Discord, AWS (some), Letterbodd, Gemini, Coinbase, most banks, Ele.me/Meituan (some cities))
Billions of requests per second
High SLA services underlying finance, transportation, payment, entertainment, and AI
What can Web3 Infra handle today?
image storage
static files
NFT JPEG
Node RPC
Toy level bandwidth/low SLA
If we really connect Cloudflare traffic today: 80% of Web3 Infra will self ignite within 1 second.
So you let them take advantage? They are actually afraid that you will really test it.
two ⃣ On chain bandwidth/node throughput/DePIN scale are simply not enough
The window period for Cloudflare downtime is when billions of users worldwide refresh simultaneously:
X、ChatGPT、Spotify、 Various banking/transportation apps, websites API、 Data flow and image loading
The reality is:
Web3 Infra cannot even connect to the peak bandwidth of a medium-sized country today, let alone globally.
So what they were thinking was, 'If I jump out now, if you really test me, I'll die on the spot.'
three ⃣ They don't have a real product to match Cloudflare's capabilities
What can the Web3 CDN project currently do?
Provide bandwidth
Provide decentralized source sites
Provide content distribution
What does Cloudflare do?
CDN, DNS, WAF, Bot management, API gateway, Zero Trust, Workers computing, load balancing, DDOS protection, R2 object storage, TCP+UDP network acceleration, enterprise security system
Do you want Web3 Infra to benchmark? This is not a fight, this is a different species.
Cloudflare is the "power company" at the bottom of the Internet, and Web3 Infra is the "power bicycle".
✅ Web3 projects rely more on narrative and dare not memorize the KPIs of real SLA
Cloudflare's SLA is 99.99%, while Web3's SLA is' We are working hard to improve '(nice version).
Web2 will be on the news in 5 minutes (I saw it yesterday, major media outlets reported it one after another, and Cloudflare apologized)
The scene changed when it came to Web3, with many projects hanging for 5 hours and everyone pretending not to see it.
At this point, should I have them jump out and publicly compare with Cloudflare? Inviting them to provide industrial grade SLA, bandwidth, latency, pricing, and disaster recovery will directly expose the underwear.
✅ Is there really no Web3 project working on Cloudflare?
Obviously, there are:
Filecoin Saturn: "Native Web3 CDN" that focuses on distributing content through Filecoin+IPFS.
Advantages: Native Web3 architecture, decentralized node distribution.
Shortcomings: User base, global node coverage, enterprise level SLA, etc. have not yet been publicly disclosed to a level comparable to Cloudflare.
Pipe Network: a decentralized CDN project based on the SOL (Solana) ecosystem. Backpack Learn+1
Advantage: Clear goal is "Web3 content high-speed distribution+blockchain coordination"
Shortcoming: The main focus is on Web3 community/content distribution, and the ability to cover traditional Web 2/finance/high traffic services remains to be observed.
Edge Network: known as "the only dedicated edge computing network/edge CDN in the world", covering multiple continents.
Although the background technology is biased towards edge computing (not only content distribution), it is also one of the paths of "infrastructure substitution".
Therefore, many of the current Web3 projects are still in the user/developer level verification stage, and have not really withstood the pressure of "global Internet level", let alone replace Cloudflare, a global traffic giant.
✅ Conclusion:
❌ Web2 downtime ≠ Web3 wins
❌ Web3 Infra is not yet qualified to take over Cloudflare's drive
❌ Yesterday was a godsend opportunity for decentralized storytelling, but no one dared to step forward
To be honest, if I were the project team, the process would have been well thought out for them:
At the moment of downtime, provide technical analysis and bind narrative
Let the market maker pull two candlesticks to prove that 'we didn't shut down'
The next day, the media rolled out the slogan 'Decentralization is the future'
In the afternoon, let KOLs flood the screen and bring the topic to the retail end
Then - the market maker quietly ships, the project party quietly unlocks, and both the media and KOLs make money.
But yesterday's feeling was:
The global Internet is out of power, and Web3 doesn't even turn on its lights.
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