Michael (@mostlyblocks) / X

Michael

560 posts

Michael

@mostlyblocks

Advisor @titanbuilderxyz | @blockspaceforum | fmr. head of research @ChorusOne

Switzerland

Joined September 2022

Michael
@mostlyblocks
Aug 9, 2024
SBC impressions -> - Good energy from researchers; VCs stuck in infra<>token limbo & jaded. - MCP likely has a timing game that will be much more competitive than PBS, probably lower impact for users, TBD. - Maybe also possible for validators to outperform on tx fee capture
4.3K
Michael
@mostlyblocks
Jul 8, 2024
Searcher.wtf was great. Props to the @aori_io team, and hopefully the first iteration of many.
4.2K
Michael
@mostlyblocks
Jul 11, 2024
Wasn’t robbed of my enthusiasm in Brussels -> - Events were good. @aori_io @titanbuilderxyz @SorellaLabs stick out. - Preconfs are an unlock with clear problems; fun. - Many narrative plays, sure. Ignore & they’ll (infl-) fade away. - Plenty opps. to build disruptive tech
5.1K
Michael
@mostlyblocks
Jul 22, 2024
Started looking at @berachain / PoL. It's a cool concept. Best way for validators to distribute incentives will be via a public algorithm, computing on public inputs. We'll build it. Goal -> Maximize user welfare, minimize shitstorms, minimize slippage
7.6K
Michael
@mostlyblocks
Jun 19, 2024
1/ Our view of the mev-boost auction (v.01) -> adagio.chorus.one Tracks the PBS auction to simulate the payoffs with- and without timing games for our setup. The long-term upside settles around ~10%, which is a comfy risk-adjusted spot. Observations below ->
4.4K
Michael
@mostlyblocks
Aug 14, 2024
Quick(est) status quo of @monad_xyz MEV by popular interest. Challenge: Monad decouples execution from consensus. Implication: As validators reach consensus on the tx in block n, they are still executing block n-1. Upshot: The available state could be at n-2 still. Two ways to
Thogard | Holistic Arc
@ThogardPvP
Aug 10, 2024
Multiple Concurrent Proposers (MCP) is a fascinating spec that I fully support. That being said, some MEV strategies may interact suboptimally with it. I'd like to share some searcher alpha, some monad alpha, my thoughts on MCP, and what they all have to do with FastLane. 1/n
3.5K
Michael
@mostlyblocks
Jun 6, 2024
Enjoyed my conversation with @DeGatchi -> Timing Games, Solana MEV, DEX orderbook MEV mitigation… .. and an aside on fish tanks & lava lamps as a source of randomness.
Damian
@0xDamian0x
Jun 5, 2024
loading up another episode of @ScrapingBits from my homie @DeGatchi with @mostlyblocks @ChorusOne
4.5K
Michael
@mostlyblocks
Jul 2, 2024
Why delegated preconfs vibe like a bad idea - Goal / heuristic -> Preconf implementations should not create a centralization bottleneck that exceeds the current builder dominance. Claim -> Delegated gateway designs will fail this goal. Basic reasons and an alternative below.
3.1K
Michael
@mostlyblocks
Jul 31, 2024
Heading to NYC for SBC on Monday. Things I’m working on atm. - - Preconfs & role of the proposer / information games. - Berachain PoL / optimal allocation - Timing games etc - Personal currencies / pet interest …and anything infra / MEV. If interesting, DM to connect.
3.8K
Michael
@mostlyblocks
Jul 8, 2024
EthCC plan tomorrow: > Do a panel on restaking risk / cost management at the @gauntlet_xyz restaking day from 15.45 - 16.20 > Sprint across the street / context switch. > Do a panel on block sizing incentives at the @titanbuilderxyz event from 16.30 - 17.00 ..Lfg
1.8K
Michael
@mostlyblocks
Jun 11, 2024
Bullish @symbioticfi Felix is a great guy and true OG..:
Felix Lutsch
@FelixLts
Jun 11, 2024
Excited to share that I’ve joined @symbioticfi as the Head of Ecosystem to help build out a maximally permissionless and flexible shared security primitive.
1.1K
Michael
@mostlyblocks
Aug 1, 2024
Great to be on-board ⚔️ Two years ago, we open sourced our fork of the Solana client, capturing MEV in-validator. Excited to see @uriklarman & the team develop and support this approach, which will be a net benefit to the ecosystem. Throwback - - Our repo:
Uri Klarman ⚔️
@uriklarman
Aug 1, 2024
Paladin⚔️ - an ENTIRELY new way to address MEV here's how Solana validators can make more $ by NOT front-running 1/6 medium.com/@uri_61495/int…
1.8K
Michael
@mostlyblocks
Jun 13, 2024
Spent the last 3 days talking preconfirms at @ZuBerlinCity. Glad we proposed some of the first-ever preconfs. Very cool..! But mostly excited about what's still cooking.. 🕶️
01:32
Justin Drake
@drakefjustin
Jun 13, 2024
based preconfs are live on devnet 🕶️ → preconf modules by @chainbound_, @primev_xyz → commitment sidebar by @Commit_Boost → gateway operators @EspressoSys, @titanbuilderxyz → relay operators @titanbuilderxyz, @ultrasoundmoney → staking operators @ChorusOne,
1.9K
Michael
@mostlyblocks
Jul 23, 2024
Started to explore / build out infra for our @berachain PoL algo. Drafted up a toy dashboard to visualize things - check it out. Early Observations - -> Infra seems performant. Can query the RPC via multiple threads & it stays responsive. -> BEX is a fork of crocswap,
Michael
@mostlyblocks
Jul 22, 2024
Started looking at @berachain / PoL. It's a cool concept. Best way for validators to distribute incentives will be via a public algorithm, computing on public inputs. We'll build it. Goal -> Maximize user welfare, minimize shitstorms, minimize slippage
3K