JNP777

@mitchellh In a GC with low pause times and efficient bump pointer gen0 allocation, why is allocating something we should bend over backwards to avoid?

@himgajria no, its just the share of volume in exchanges that publish complete liquidation data is growing (i.e bybit, hl)

Hello world. @Overtime_io growth guy here. Few seem to understand where prediction markets space is heading and why @Overtime_io is perfectly positioned. It all comes down to winning the SPORTS prediction markets game. Here’s the playbook ↓ THE PROBLEM WITH CLOBs AND SPORTS CLOB-based sports prediction markets can’t scale. Each bet type = 2 order books, 4 sides of liquidity seeded by market makers. That’s heavy, slow, and non-composable. Can't give the people what they want. People want constant on-demand liquidity and the ability to place leveraged parlays across multiple bets for a shot at winning big. They want access to thousands of sports, leagues, bet types, and props, especially when the user base is global. THE OVERTIME APPROACH (the right approach) Overtime built a custom oracle-priced standalone AMM that manages liquidity per-unit-of-risk across thousands of markets, all from one counterparty pool. When one side runs dry for a certain market, users taking the opposite side free up AMM liquidity and reopen the risk caps. As users trade, the system naturally shifts from Pool-vs-Peer to Peer-vs-Peer, keeping liquidity available on-demand at fixed prices at all times. Elegant. Efficient. Very demure. Proof it works is that this AMM has already collateralized >$400M in organic flow with only six-figure utilization at peaks, while remaining net positive global PnL. Pricing has to be oracle-based, but it is secured by the same odds trusted by the offchain $100B+ industry. Heck, the same data is used by the best Polymarket market makers to fill their sports books. An OMEGA-efficient model for prediction markets market making! SCALING SUCCESSFULLY ENABLED? Let's be real. Sports markets are starting to dominate other markets on Polymarket and Kalshi. 1️⃣ They’re the most efficient to market-make → liquidity is deep. 2️⃣ Demand is 100x higher than exotic markets. Prediction markets are slowly evolving into new-age sportsbooks with a sprinkle of exotic markets. Overtime has been specializing in this vertical for four years with a completely different approach. Overtime's architecture enabled Overtime to layer advanced products on top which Polymarket and Kalshi can't: Parlays, SGPs, System Bets, Live Betting, Player Props, Futures, all collateralized by the same AMM and risk engine. Proudly building and perfecting an onchain liquidity and AMM layer for sports prediction markets since 2021. And it's fucking working. We are ready. At the bottom of it all, the core principle here is very simple for Overtime: the sports markets industry can and will be improved by rebuilding its foundation on @Ethereum. A whitelabel global settlement engine bringing @Ethereum fairness to a trillion-dollar industry? Yes, please.

@maxresnick i think capacity is not always stable (or was)

As I was exploring the base Data, I found something interesting. There should only be 10 flashblocks (200ms) per 2 second block. But if everything is priority ordered, why are there 13 spikes on this graph? Is this a bug in the base scheduler?

Whose hook is this: app.uniswap.org/explore/pools/… Hook Address: 0xA0b0D2d00fD544D8E0887F1a3cEDd6e24Baf10cc @unichain Since you are offering incentives, you must know, pls gib name

@hasufl @maxresnick @Togbe0x @EdFelten fcfs in rollups with cex in japans is always more democratic, in practice is much easier to get a smaller piece cause jitters. even happened in the superchain back in the day when priority fee was implemented

@maxresnick @Togbe0x @EdFelten That's what I said. My question is, was FCFS better than timeboost in the market structure sense?

Destroyed their market structure for just 1m a month for a 3.36b FDV token? Revert it @EdFelten Probably one of the highest distortion ways to collect this rake.

@Tudmotu @danrobinson i would say this too, or something about liquidations (lending protocols has much more liquidations from longers and liquidators are not such price sensitive)

@danrobinson Your query is wrong

Here's a mystery: AMMs seem to be much more profitable when buying ETH than selling it Look at how these cumulative markouts (grouped by direction) diverge over time The pool made >$20m from its ETH buys, but lost >$24m from its ETH sells! Any theories?

@0x94305 @yenwod_ alo orders/cancels 400 ms aprox, gtc/markets like 1sec so yea there speed delays too

@yenwod_ Very interesting - thank you! Do you happen to know if there is a speed bump for everything else? And if there is, then what is it? Or is everything else always included in the current block?

By the way, could someone in the know clarify the exact priority rules on Hyperliquid? Are all cancels prioritized or just the vault’s? Are vault’s other operations prioritized over non-vault’s? This is one tweet that I can end with hyperliquid

@StalkHQ goat top holders includes spot exchanges inventories, thats the reason mainly

Guess who own the supply of the top Ai tokens on Solana What are the whales supply and also Whale/Shrimp Ratio Here is our observation:

@veH0rny Any Nolan shit

Name a movie more overrated than Gladiator

LVR influencer

@heart_ gomorra ftw, missing 2 feet unders and the young pope there tho

//thread The slow death of on-chain defi. Intents, solvers and more problems.

@veH0rny no fellini, neither antonioni. sad

updated plz be kind im old

the only important list

@kassandraETH @ajnafi truly a lucid moment when u understand lup dynamics lol

no one understands @ajnafi yet 👀 and I get it, bc I'm (allegedly) professional in DeFi, and it was still pretty confusing for me at first but now i think it could be a Uniswap-esque gamechanger for onchain lending IT DOESN'T USE (EXOGENOUS) ORACLES TO FUNCTION unprecedented

DEX research paper review: Non-Atomic Arbitrage in Decentralized Finance arxiv.org/abs/2401.01622 by @liobaheimbach and others. This is a paper about how does CEX/DEX arbitrage look on the blockchain, how to identify it, and who exactly controls it.

vfat.io/yield page is live! Compare yield products across DeFi, enter and exit positions in one transaction. More information in our article: mirror.xyz/vfat.eth/Emb6C…

Last week, Chainlink pushed an incorrect wsteth/eth price on arbitrum. It only lasted for a few seconds but led to a few wrongful liquidations on @SiloFinance. Silo is returning the liquidation fee they earned but this is only a fraction of loss (most is from slippage)

@ThinkingUSD @azidynamics there is no second best

What's the best perpetual swap DEX right now and why?

@itznottripleb Yes the entire Ethereum protocol block building cabal has thought of this