Umberto | Mostly Data 🧙♂️@MostlyData_
It's true that 90% of the focus is on validator client, scheduler, and microstructure.
The reason is very subtle I think, and that's because despite all evidences no-one is building towards a better Solana.
We are still anchored to "revenue driven" mentalities. We do something only if we can earn more. The funny thing is that by doing that we are loosing on other markets.
We still focus on FCFS vs FBA when the truth is that an every purpose chain should be FCFS with FBA at application layer.
This can be done at app level. FBA or rev strat are still used to create extractive incentives.
Do you think a user needs to wait 50ms before executing a simple transfer? No.
Do you think an oracle needs to wait 50ms before reflecting on-chain its knowledge? No.
I don't see a push towards a better FCFS with FBA at application layer, and this makes everyone still focussed on theoretical work that's not needed anymore.
Think about that, what makes HL great for perps?
1. Far more centralized and less distributed than Solana
2. Better control over validators
3. Unique set of rules (scheduler) for every participant under every validator
Things like "maker priority" are just fairy tales that one tells oneself to avoid accepting reality.
Solana to win needs to have:
1. Control over censoring
2. Unique set of rules for every participant under every validator
With these 2 points enforced Solana is already suitable to built a 5x better perp app.
N.B.: Pls don't say MCP will solve that, because we need a solution today, not tomorrow. Tomorrow the war is already lost.