blade

412 posts

blade

blade

@bl8_runner

guy @solanafndn views are my own

Katılım Ağustos 2025
949 Takip Edilen1K Takipçiler
Sabitlenmiş Tweet
blade
blade@bl8_runner·
the best way to experience what it's like to be VIP9 on Binance is simply to trade on Solana Markouts for SOL/USDC trades in epoch 940 against Binance mid, incl of fees, show us that routing through titan or jup to a prop AMM will generally give you a better price than any CEX
blade tweet media
English
13
11
79
34K
blade
blade@bl8_runner·
drew this up for @yo_itsmatt this am to illustrate to why Solana beating CEX in spot is inevitable On Solana, traders interact DIRECTLY with the market maker 3.4 bps goes back to the user and MM, resulting in better prices for the user, and more revenue for the MM
blade tweet media
English
6
6
35
4.4K
blade
blade@bl8_runner·
@Chuzi_Defi @yo_itsmatt for the average click trader in combination with onchain routing (quickly becoming the standard on Solana), this will continue to be the case
English
0
0
2
56
chase
chase@therealchaseeb·
BANGER
blade@bl8_runner

drew this up for @yo_itsmatt this am to illustrate to why Solana beating CEX in spot is inevitable On Solana, traders interact DIRECTLY with the market maker 3.4 bps goes back to the user and MM, resulting in better prices for the user, and more revenue for the MM

Indonesia
2
0
10
1.8K
blade
blade@bl8_runner·
Everyone excited about PMMs is correct The outcome was that spreads onchain became competitive with spreads on Binance, which meant the entire 3.4 bps could be disintermediated
English
0
0
6
163
blade retweetledi
blade
blade@bl8_runner·
@TheCryptoNexus agreed that protocol would continue to run, but what happens if AWS decides to take down their info/exchange APIs?
English
0
0
0
102
Nexus
Nexus@TheCryptoNexus·
Quarterly reminder that hyperliquid literally has no mechanism to enforce kyc on a protocol level and that hyperliquid dot xyz is solely a frontend to access the protocol, if you are ‘banned’ there you can literally just use the protocol as normal from any other interface 💀
Emporos@EmporosResearch

@TheCryptoNexus Its more likely KYC will come to hyperliquid after the stablecoin bill passes then another airdrop

English
12
5
159
15.6K
blade
blade@bl8_runner·
@abmisx0 @lokpray need to look at the data, but there's likely an equilibrium for prop AMM vs. traditional DEX volume that's in line with the proportion of retail volume vs. bot / informed taker / toxic volume
English
0
0
1
73
abmis.base.eth
abmis.base.eth@abmisx0·
@lokpray @bl8_runner I encourage all feedback, but what I’ve claimed above holds true (1) mechanically as to how propAMMs operate and (2) empirically in the data.
English
1
0
2
105
abmis.base.eth
abmis.base.eth@abmisx0·
propAMMs have always been very fickle and relying on them to service your chain’s volume is stupid propAMMs adjust their quotes every block so under a LVR framework their margins to eat toxic flow is little to none On CL pools LPs tend to have longer rebalancing periods so they’re able to eat more toxic flow while still being profitable Also when lending market liquidations occur, the market is usually stressed and in those moments propAMMs are no where to be seen too. However CL liquidity is there and publicAMMs save lending markets from building up bad debt
Jommi@joakimhi

did propAMMs just die?

English
3
4
31
4.6K
blade
blade@bl8_runner·
i imagine you want your chart to look like the one on the right
blade tweet mediablade tweet media
English
1
0
5
190
blade retweetledi
Seraphim
Seraphim@MacroMate8·
personally i like the majority of perp dex teams on solana, whether their engines are onchain or off chain phoenix guys are great. they built one of the best propamms in the space and are brilliant quants pacifica are ingenious pulling strong volumes, implemented tap to trade and are working on cool options stuff bulk lads are eyeing more arcane markets and i am told are cooking bullet, gmt etc are all solid guys as well either way solana will be upgraded within 12 months and they can bring the majority of their architecture onchain. until then, lets just ship as many cool products as possible
English
20
7
112
9.3K
blade retweetledi
Amrit
Amrit@aadotsol·
i am looking for someone to hand over my money to for: * funding rate arb tools integrating phoenix * pair trading app integrating phoenix * basis trade products integrating phoenix * prediction market trading app integrating phoenix (might build this myself over a weekend) the list goes on!
Phoenix@PhoenixTrade

Phoenix builder codes are live. Flight Codes let any trading app, terminal, bot, or agent route order flow to Phoenix and collect a fee on every trade.

English
43
11
148
35.8K
blade retweetledi
Accretion | Solana Audits
Accretion | Solana Audits@accretion_xyz·
An issue that comes up regularly during our audits: Using slot times as a measure of time. If you implemented a timelock of 24h by checking if 216000 slots have passed, this SIMD cuts your timelock in half. It was always a bad idea to measure time this way, because often the network didn't even operate an an average of 400ms. How to fix? You're using the Clock sysvar to get the current slot already. It also provides you a unix_timestamp which you should use instead. And you should know that this timestamp is the same for all transactions in the same block!
Triton One 🌊🌋@triton_one

Good day for Solana. @bw_solana's SIMD-0525 just merged: slot time will go from 400ms down to 200ms, staged in four 50ms steps, each behind a feature gate. What this means: - Confirmation and finalisation will happen twice as fast at the end of the rollout 🥳 - Blockhash expiry stays 151 slots, but at 200ms that's ~30s of wall-clock time (vs ~60s) - Per-slot compute, write, and account limits get scaled down with slot time - Vote costs go up by ~1 SOL/day per validator at 200ms

English
0
5
27
4.3K
blade retweetledi
Triton One 🌊🌋
Triton One 🌊🌋@triton_one·
Good day for Solana. @bw_solana's SIMD-0525 just merged: slot time will go from 400ms down to 200ms, staged in four 50ms steps, each behind a feature gate. What this means: - Confirmation and finalisation will happen twice as fast at the end of the rollout 🥳 - Blockhash expiry stays 151 slots, but at 200ms that's ~30s of wall-clock time (vs ~60s) - Per-slot compute, write, and account limits get scaled down with slot time - Vote costs go up by ~1 SOL/day per validator at 200ms
Brennan Watt@bw_solana

wake up babe, Solana's getting faster again

English
8
15
95
17K
blade retweetledi
kabir
kabir@ethtwit·
spoke with a market maker yesterday that said out of the 40-50 integrations they’d done that @PhoenixTrade was the easiest to implement the network effects of being so simple to plug into are going to be clear very soon rising
English
14
7
97
6.3K
miles
miles@wedtm·
@bl8_runner @CloakdDev Why can’t they just send 0.01 USDC? Why does it need to be another protocol?
English
1
0
1
36
Cloakd ⌛
Cloakd ⌛@CloakdDev·
The more i think about it, x402 seems more overhyped than the whole cNFT fad * Most data AI can source elsewhere for free * Per-request payments is incredibly niche unless used for shopping (which has other blockers) * Implementation is janky AF and causes more friction Seems that unless you have some incredibly niche/valuable data its really not worth building for
English
8
0
16
1K
blade
blade@bl8_runner·
@CloakdDev Google is a strong counterexample, latest pay.sh was a good example of this there's also a universe where if rev predictability is required, someone can work out a redist deal to pay the API monthly while offering it via micropayments
English
1
0
0
27
Cloakd ⌛
Cloakd ⌛@CloakdDev·
@bl8_runner If it’s valuable it will be behind a monthly payment rather than piecemeal - vendors don’t want choppy revenue they want predictability It’s like paying for a sip of someone else’s coffee, sure you can do it but it’s a giant waste of resources
English
1
0
0
41