Log inSign up
Image
user avatar
Alex Nezlobin
@0x94305
strategy @uniswap
Joined July 2022
815
Following
12.1K
Followers
  • user avatar
    Alex Nezlobin
    @0x94305
    Nov 16, 2025
    There is woman who frequents the coffee shop from which I work. We met each other’s gaze on occasion but never spoke. Today she approached me. “Can I meet you?”she asked directly, as I recognized the familiar gaze. My heart skipped if only one beat. “It’s ‘𝘔𝘢𝘺 I meet
    255K
  • user avatar
    Alex Nezlobin
    @0x94305
    Nov 23, 2022
    1/ The new Curve stablecoin whitepaper is not an easy read, but I think I got through it. Let me share my first thoughts; caveat emptor applies. At the center of the mechanism lies a new AMM called LLAMMA. I'll discuss only this component for now... github.com/curvefi/curve-…
  • user avatar
    Alex Nezlobin
    @0x94305
    Jun 30, 2023
    So it begins. How do we cut the losses of LPs to arbitrageurs by 95%? Let's start with a simple trick that should give us 10-15% right away... 1/
    Image
    GIF
    188K
  • user avatar
    Alex Nezlobin
    @0x94305
    Apr 3, 2025
    Looks like CoW AMM can be used to exploit CoWSwap users. Here is a story how one user lost tens of thousands of $ on one trade. The user is swapping 1,000 ETH for CBBTC—and the order gets filled for 29.64 CBBTC. Remember this amount, you'll soon see that it's very low! 1/
    Image
    149K
  • user avatar
    Alex Nezlobin
    @0x94305
    Feb 2, 2023
    1/ What is the optimal way to extract MEV from a large uninformed swap? I'll show you three strategies with different returns and of different levels of ungodliness. The best one will surprise you! So, let's say Ben wants to buy six units of liquidity as in the picture below..
    Image
    92K
  • user avatar
    Alex Nezlobin
    @0x94305
    Dec 17, 2022
    Pro tip: to get street cred in the DeFI community, you can start flaunting words like “martingale”, “risk-neutral measure”, and “Radon–Nikodym derivative”. If you encounter a finance bro calling your bluff, immediately switch topic to MEV in ZK rollups.
    65K
  • user avatar
    Alex Nezlobin
    @0x94305
    Sep 3, 2024
    Amounts approximate
    Image
    32K
  • user avatar
    Alex Nezlobin
    @0x94305
    Oct 6, 2025
    Batched life updates: 1. About two years ago, I founded a company known in small circles as Guidestar. 2. Since then, we've been building AMM and routing tech in stealth. 3. Guidestar has now been acquired by Uniswap Labs. What's next? 1/4
    87K
  • user avatar
    Alex Nezlobin
    @0x94305
    Mar 12, 2023
    Image
    23K
  • user avatar
    Alex Nezlobin
    @0x94305
    Jan 27, 2025
    Be careful in SF everyone. A guy approached me on the street asking if I have “a few minutes to get onchain.” I told him that “on chain” is two words, not one, and then started chanting “IBRL” in his face. His crew was like “dude, eth is the ticker”, a fight almost broke out.
    23K
  • user avatar
    Alex Nezlobin
    @0x94305
    Apr 4, 2025
    “CoW Protocol's team has been made aware”
    Image
    user avatar
    CoW DAO
    @CoWSwap
    Apr 4, 2025
    CoW Protocol's team has been made aware of an instance of surplus shifting that negatively impacted a trader on CoW Swap while positively (though unfairly) impacting LPs on CoW AMM. The team has investigated what happened. Read below for more info and next steps. A 🧵
    28K
  • user avatar
    Alex Nezlobin
    @0x94305
    Nov 28, 2022
    1/ Frequent batch auctions (FBAs) are a perfect nerd-snipe. They almost don't exist irl, yet smart people can argue for hours if they can solve hft. In this 🧵, I'll explain why 1. the original FBA argument is likely flawed 2. their application in crypto is also problematic
  • user avatar
    Alex Nezlobin
    @0x94305
    Oct 10, 2024
    Let's talk about the secret message in the new Unichain logo. You surely recognize the hyperbola. One part of it is the familiar xy=k for k>0. But the other is xy=-k! My theory is that Unichain will finally allow pools with negative liquidity. And negative liquidity means
    Image
    31K
  • user avatar
    Alex Nezlobin
    @0x94305
    Oct 12, 2022
    Ok frens, I promised big ideas this week - time to lay them bare. Let's talk about multiblock MEV, but not the usual kind. Instead I'll focus on something I believe is new and unexplored. I'll call it *lazy* multiblock MEV... [1/n]