bertcmiller

It's simple

Arbs either take 200,000 gas, or they take 130,000,000 gas

MEV either gets leaked to searchers, or captured by sequencers

Not a hard choice

A bunch of people read that arbs are taking 100m+ gas when they could be taking 200k and decided to reply "actually, this is fine"

MEV is scaling technology

For the first time in years I've got reply guys shilling new chains and coins that "solve" MEV. Nature is healing, they went away for awhile

Today, we introduce a new thesis: MEV has become the dominant limit to scaling blockchains.

Spectacularly wasteful onchain searching is starting to consume most of the capacity of most high-throughput blockchains.

This is a market failure we can no longer ignore.

Sunt foarte sceptic cu privire la "sandwiching-ul orb"

Se pare că este mult mai plauzibil ca "sandwiching-ul orb" să fie pur și simplu validatorii care fac sandwiching și încearcă să evite să fie prinși

One of the tough truths about REV is that apps/wallets/users have a lot of power over the fees that they generate.

In turn, the most eye-popping REV amounts are not sustainable because apps/wallets/users will try to internalize them.

Unclear what the long term equilibrium is.

Crypto nu va învinge TradFi dacă ajungem din nou cu Jump și Citadel conducând afacerea pe un registru de comenzi rezistent la cenzură.

Crypto câștigă construind noi structuri de piață unde utilizatorii au avantajul. Susținut de criptografie și economie.