# ![@ballsyalchemist Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2352646771.png) @ballsyalchemist Life is short, so am I

Life is short, so am I posts on X about onchain, ethereum, tokenization, solana the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2352646771/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:interactions.svg)

- [--] Week [-----] +237%
- [--] Month [------] -61%
- [--] Months [-------] +87%
- [--] Year [-------] -40%

### Mentions: [--] [#](/creator/twitter::2352646771/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:posts_active.svg)

- [--] Months [--] +20%
- [--] Year [---] -44%

### Followers: [-------] [#](/creator/twitter::2352646771/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:followers.svg)

- [--] Week [-----] +0.41%
- [--] Month [-----] +5.10%
- [--] Months [-----] +12%
- [--] Year [-----] +30%

### CreatorRank: [---------] [#](/creator/twitter::2352646771/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2352646771/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [exchanges](/list/exchanges)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [countries](/list/countries)  [events](/list/events) 

**Social topic influence**
[onchain](/topic/onchain), [ethereum](/topic/ethereum), [tokenization](/topic/tokenization), [solana](/topic/solana), [liquidity](/topic/liquidity), [token](/topic/token), [protocol](/topic/protocol), [hyperliquid](/topic/hyperliquid), [usdc](/topic/usdc), [has been](/topic/has-been)

**Top accounts mentioned or mentioned by**
[@thogardpvp](/creator/undefined) [@arbitrum](/creator/undefined) [@tenbinlabs](/creator/undefined) [@filecoin](/creator/undefined) [@0x94305](/creator/undefined) [@aeyakovenko](/creator/undefined) [@galaxyhq](/creator/undefined) [@risczero](/creator/undefined) [@sorellalabs](/creator/undefined) [@megaethlabs](/creator/undefined) [@maxresnick1](/creator/undefined) [@eclipsefnd](/creator/undefined) [@colludingnode](/creator/undefined) [@unichain](/creator/undefined) [@breviszk](/creator/undefined) [@umaprotocol](/creator/undefined) [@jskybowen](/creator/undefined) [@base](/creator/undefined) [@succinctlabs](/creator/undefined) [@aztecnetwork](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Arbitrum (ARB)](/topic/arbitrum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Chainlink (LINK)](/topic/chainlink) [zkSync (ZK)](/topic/zksync) [Celestia (TIA)](/topic/celestia) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Merge (MERGE)](/topic/merge) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"OMG that's why lmaoooo I was like why suddenly Filecoin tanked so much 😂 Cool cool. Now that I know the context I know what to do 😉 DCG related assets are being sold off aggressively. Strong likelihood theyre dumping. Bad news likely to come. https://t.co/fK70CJba3d DCG related assets are being sold off aggressively. Strong likelihood theyre dumping. Bad news likely to come. https://t.co/fK70CJba3d"  
[X Link](https://x.com/ballsyalchemist/status/1604001386307395584)  2022-12-17T06:31Z [----] followers, [---] engagements


"0. Today @_prestwich published an article about issues he found on LayerZero which became a heated discussion on whether such issues are even considered "vulnerabilities" as @PrimordialAA claimed. Here is why I think it's a vulnerability and why it's important for ALL LZ project Hello today we are disclosing two critical trusted-party vulnerabilities in the LayerZero smart contracts. These issues allow the LayerZero team to completely bypass the Oracle and Relayer for most applications (including stargate). https://t.co/C7Gh6ns56S Hello today we are disclosing two critical trusted-party"  
[X Link](https://x.com/ballsyalchemist/status/1620265641612828672)  2023-01-31T03:40Z [----] followers, [----] engagements


"2. Now if we take this to web2 and TradFi space integrated with the right use case for the capital the incentive becomes $yield instead of just token and would materialize DeFi's real-world utility. This model is already done and experimented by @warblerlabs with @goldfinch_fi"  
[X Link](https://x.com/ballsyalchemist/status/1621217712612741120)  2023-02-02T18:43Z [----] followers, [---] engagements


"Congrats to the amazing Eigenlayer team 🎉 Looking forward to all the apps leveraging eth security on top of Eigenlayer 👀 Happy to announce that EigenLabs the team behind the initial development of the EigenLayer protocol has raised $50 million in a Series A round led by @blockchaincap https://t.co/8tmvBkcttX Happy to announce that EigenLabs the team behind the initial development of the EigenLayer protocol has raised $50 million in a Series A round led by @blockchaincap https://t.co/8tmvBkcttX"  
[X Link](https://x.com/ballsyalchemist/status/1640962347572527104)  2023-03-29T06:21Z [----] followers, [---] engagements


"L2 peace talk today by @Scroll_ZKP @optimismFND @arbitrum @ClassLambda @zksync @0xPolygonLabs @ConsenSys @Starknet was great & peaceful But the overwhelming presence of ZK ppl in the call made it feel a bit. Anyway was a great call. Thanks for organizing this"  
[X Link](https://x.com/ballsyalchemist/status/1649140880068997143)  2023-04-20T20:00Z [----] followers, 28K engagements


"I love GTA (Grand Theft Antelope) @Ingo_zk got an amazing naming there"  
[X Link](https://x.com/ballsyalchemist/status/1652423128507727872)  2023-04-29T21:22Z [----] followers, [---] engagements


"Also don't think this article is any sort of refutation of restaking @eigenlayer. But it does make the point that restaking could lead to projects attempting to leverage eth social consensus in a long term"  
[X Link](https://x.com/ballsyalchemist/status/1660388452829913088)  2023-05-21T20:53Z [----] followers, [----] engagements


"@litocoen @antiprosynth I live on-chain. A place called decentraland anyone"  
[X Link](https://x.com/ballsyalchemist/status/1660566659873030144)  2023-05-22T08:41Z [----] followers, [--] engagements


"Was on-chain ML usage limited by. [--]. Types of dApps we have [--]. Lack of incentive to optimize the dApps (sth like ML driven dynamic interest rate etc) [--]. No trust-minimized ML infra to verifiably provide ML output on-chain (ZkML BFT execution of ML compute) 4"  
[X Link](https://x.com/ballsyalchemist/status/1660790966586933249)  2023-05-22T23:33Z [----] followers, [---] engagements


"@delitzer @nascentxyz Agree that Oracle has been a major security concern and will continue to be so. But at the same time an oracle could provide better trade execution. For example high-frequency oracle by @PythNetwork and @chainlink helps resolve price-stalling and minimize MEV"  
[X Link](https://x.com/ballsyalchemist/status/1661770906811727873)  2023-05-25T16:27Z [----] followers, [--] engagements


"@delitzer @nascentxyz @PythNetwork @chainlink Imo oracle-free sometimes comes with the tradeoffs of worse execution of trades which is very much the case for DEXes. But heavy reliance of oracles isn't great either. I believe there is a middle ground to be achieved here where you reference oracles but do not rely on them"  
[X Link](https://x.com/ballsyalchemist/status/1661771381606940674)  2023-05-25T16:29Z [----] followers, [--] engagements


"6. Some may wonder. what about few-of-N trust A good example is data availability sampling where erasure coding increases redundancy to the encoded data and enables the sampler to check the data availability across a network of nodes without sampling the whole data set"  
[X Link](https://x.com/ballsyalchemist/status/1664270774910459910)  2023-06-01T14:00Z [----] followers, [--] engagements


"7. For this paper I mainly put a spotlight on consensus verification which has been a big focus of MANY bridges aiming to be trust-minimized like @SuccinctLabs @CelerNetwork @PolymerDAO @LayerZero_Labs @wormholecrypto just to name a few"  
[X Link](https://x.com/ballsyalchemist/status/1664270777825505280)  2023-06-01T14:00Z [----] followers, [---] engagements


"@jiayaoqi Assume you are referring to shared sequencer and ZkML ZkML understandable but shared sequencer doesn't seem that challenging tho"  
[X Link](https://x.com/ballsyalchemist/status/1664542095498002434)  2023-06-02T07:58Z [----] followers, [--] engagements


"What would happen if zkSync actually need to process 2k TPS right now Is the sequencer ready for it Looking from what happened with most of the L2s (esp @arbitrum) I am inclined to say no. This also makes me wonder how battle-tested L2s really are at this point"  
[X Link](https://x.com/ballsyalchemist/status/1667318046120108034)  2023-06-09T23:49Z [----] followers, [--] engagements


"Been loving the stealth address and its subsequent discussion on privacy for Eth May use SGX or FHE innit for coordinators cc. @socrates1024 @randhindi"  
[X Link](https://x.com/ballsyalchemist/status/1667882752459395074)  2023-06-11T13:13Z [----] followers, [----] engagements


"@socrates1024 @randhindi This coordinator is solving the issues extending the stealth address (in-protocol) proposal here. Don't think it's a direct comparison to tcash for this gas ticketing feature"  
[X Link](https://x.com/ballsyalchemist/status/1667903256356438016)  2023-06-11T14:34Z [----] followers, [--] engagements


"UniV4 will turn what it was a pure composable DEX into an Ecosystem (more customizability). Here is why it's beneficial to build projects on UniV4👇 TLDR: Projects maintain a large governance surface with its hook + ecosystem boost (e.g build on ETH vs SOL) - real DeFi 2.0"  
[X Link](https://x.com/ballsyalchemist/status/1668831205695922176)  2023-06-14T04:02Z [----] followers, 21.5K engagements


"Projects building on top of UniV4 can benefit from [--]. gas savings + multi-pool composability via singleton [--]. Uniswap's network effect (ppl build more DeFi dApps on ETH/Arbi because there is more liquidity and users well same thing here but in the context of DEXes)"  
[X Link](https://x.com/ballsyalchemist/status/1668831208107565057)  2023-06-14T04:02Z [----] followers, [---] engagements


"Also by being on Univ4 still allows projects to capture value via governance control over the pool fee + hook contract parameters (possibly added fee). The interplay between protocol fee vs dApp fee is sth we have already seen on L1s (ppl pay gas to use dApps)"  
[X Link](https://x.com/ballsyalchemist/status/1668831210116640771)  2023-06-14T04:02Z [----] followers, [---] engagements


"With this much strength in memecoin are we gonna start seeing VC-backed memecoin soon Oh actually forgot bout cryptoGPT"  
[X Link](https://x.com/ballsyalchemist/status/1669593423345602561)  2023-06-16T06:31Z [----] followers, [--] engagements


"WASM oracle in @arbitrum Nitro: Secure enclave for event proof generations + offchain frontend (WASM) triggering execution on-chain. Bridging web2 apps with Web3"  
[X Link](https://x.com/ballsyalchemist/status/1670577033032744962)  2023-06-18T23:40Z [----] followers, 18.2K engagements


"Time Boost by @EdFelten for @arbitrum: While it does not provide txs atomicity (time boost for better ordering = txs bundling ) it enables MEV to be captured via dApps and vendors where the orderflow is generated. This can change the MEV game on arb"  
[X Link](https://x.com/ballsyalchemist/status/1671980779386052629)  2023-06-22T20:38Z [----] followers, [----] engagements


"OMG. Just saw a collab between @1inch & @square_lazy on a crypto ads This is one of the funniest crypto ads I have ever seen. Big fan of lazy square's work. https://youtu.be/xrWKKo1rHa0 https://youtu.be/xrWKKo1rHa0"  
[X Link](https://x.com/ballsyalchemist/status/1673034369517211650)  2023-06-25T18:24Z [----] followers, [----] engagements


"@_khanhamzah @1inch @square_lazy It's good no"  
[X Link](https://x.com/ballsyalchemist/status/1673054237797019648)  2023-06-25T19:47Z [----] followers, [---] engagements


"Astar is going down a very unorthordox challenging but potentially extremely fruitful route to bringing crypto to everyone. Quite cool stuff. We may see usage of crypto beyond just DeFi and all the usual stuff from @AstarNetwork"  
[X Link](https://x.com/ballsyalchemist/status/1673979035922120705)  2023-06-28T19:41Z [----] followers, [----] engagements


"Many ppl have been saying UX issue this and that hindering the mass adoption of dApps/crypto. But what does it really mean to have a UX issue and why is it so hard to fix it Part technical issue (like AA wallet recovery etc) and part design"  
[X Link](https://x.com/ballsyalchemist/status/1676450308782686209)  2023-07-05T04:37Z [----] followers, [----] engagements


"@bkiepuszewski This guy clearly did not learn the mechanism of bridging.esp for LZ and Thorchain and others that he referred to in the post"  
[X Link](https://x.com/ballsyalchemist/status/1677577025844830208)  2023-07-08T08:22Z [----] followers, [---] engagements


"@colludingnode Ok that's good. Mainly thinking bout it cause of the consideration around atomic interoperability. Essentially shared sequencer that validate the states for OPRU may have atomic interoperability. So it won't be just atomic inlcusion. Referring to the shared validity sequencer"  
[X Link](https://x.com/ballsyalchemist/status/1678969384977727491)  2023-07-12T03:28Z [----] followers, [--] engagements


"👀👀 1/🚀 Exciting news Brevis @brevis_zk Alpha has launched The cutting-edge ZK co-processing and data attestation SDKs are ready for developers to build numerous transformative applications. Get the details here: https://t.co/fJY4Qgco6v 1/🚀 Exciting news Brevis @brevis_zk Alpha has launched The cutting-edge ZK co-processing and data attestation SDKs are ready for developers to build numerous transformative applications. Get the details here: https://t.co/fJY4Qgco6v"  
[X Link](https://x.com/ballsyalchemist/status/1681456671028314123)  2023-07-19T00:11Z [----] followers, [---] engagements


"I really like how @bkiepuszewski help us debunk a lot of the inaccuracies associated with marketing contents. Imo that matters a LOT. It is crazy to me how many projects have been adopting OP stack even though its stack is still quite immature"  
[X Link](https://x.com/ballsyalchemist/status/1683744499481341953)  2023-07-25T07:42Z [----] followers, [--] engagements


"@0xQuintus I was thinking scenario where I could be buying like extra time before the target txs within timeboost to account for any latency. And if I bought "too much" could sell it elsewhere. Censorship on arbitrum"  
[X Link](https://x.com/ballsyalchemist/status/1683845290296774657)  2023-07-25T14:22Z [----] followers, [--] engagements


"@Elegy4TheArctic Though if permissionless expect to have space for any shared sequencer to tap in. The tradeoff here would most likely be latency for interop that is achieved that way"  
[X Link](https://x.com/ballsyalchemist/status/1684124573317447680)  2023-07-26T08:52Z [----] followers, [--] engagements


"Re modular blockchain narrative: Can't deny that ppl may see modular infra as a way to create more 'infra' tokens and dump on retails. But imo the bigger concern is the misdirection of the concept of modularity: all projects that are compartmentalizing functions are modularizing"  
[X Link](https://x.com/ballsyalchemist/status/1685679148705177601)  2023-07-30T15:53Z [----] followers, [--] engagements


"hence @arbitrum @zksync @StarkWareLtd @optimismFND are all modular infra in that they are compartmentalizing execution away from the consensus infra. Another aspect to consider is the cost of modularization AKA fragmentation of security"  
[X Link](https://x.com/ballsyalchemist/status/1685679151431532544)  2023-07-30T15:53Z [----] followers, [--] engagements


"Being modular on the execution layer like an L2 already brings lots of issues around trust and liveness assumptions (e.g running and properly incentivising fraud-proof sequencer centralization/governance etc.)"  
[X Link](https://x.com/ballsyalchemist/status/1685679154149408768)  2023-07-30T15:53Z [----] followers, [--] engagements


"Does intent have to be interoperable There are two aspects to interoperability here: [--]. Crossing the domain (L1s/L2s) [--]. Crossing the dApps (Cowswap/1inch) Having [--] will make such intent to be more composable with others protocols but to what extent would that be useful"  
[X Link](https://x.com/ballsyalchemist/status/1686229249013751808)  2023-08-01T04:30Z [----] followers, [---] engagements


"This is the only Ethereum classic that I dig 😂 The canonical rollups lol"  
[X Link](https://x.com/ballsyalchemist/status/1689646177422376962)  2023-08-10T14:33Z [----] followers, [---] engagements


"So I guess Wintermute Exploiter is the last standing major LP for 3Crv pool owning over 50+% of the pool. Might as well call it @wintermute_t pool at this point. All the DeFi liquidity thanks to Wintermute and its exploiter. Good catch by @mr_dddt"  
[X Link](https://x.com/ballsyalchemist/status/1690382856525328384)  2023-08-12T15:20Z [----] followers, [---] engagements


"Gonna be a fun and roasty discussion around the problems of integrated builder and implications of recent findings around ToB dominance 👍👍 Come join for some roasty roast 🔥🔥 🥵🥵"  
[X Link](https://x.com/ballsyalchemist/status/1691977986470302105)  2023-08-17T00:59Z [----] followers, [----] engagements


"Welp now the zkEVM war has spread over to the OP side. Guess there were pent up emotions from both sides"  
[X Link](https://x.com/ballsyalchemist/status/1692177804115468618)  2023-08-17T14:13Z [----] followers, [---] engagements


"Riding the @friendtech train chuu chuu Feel free to take em. ft-jdcjwqre ft-z578gbns ft-nwy0tni1"  
[X Link](https://x.com/ballsyalchemist/status/1693806051399799153)  2023-08-22T02:03Z [----] followers, [---] engagements


"This is a super exciting development from @RiscZero Full consensus verification with the help of RiscZero zkVM comes miles closer to reality than it was half a year ago. With the rollout of Zeth we may see an OP stack type of iterative experiments down by projects on top of STARK-based zkEVM. And @RiscZero is so far the only zkVM that can run large scale continuous computation like this. The future is superchains Naaaa Zeth-chians it is 👍😉"  
[X Link](https://x.com/ballsyalchemist/status/1694082402056901008)  2023-08-22T20:21Z [----] followers, [----] engagements


"At this point I'm inclined to call every rollups verifiable offchain compute (VC). Seems less complicated and implies a lot less thing. ZkSync is VC Arbitrum is VC every damn "rollups" are just VC 😂 *Plz do not take the last sentence out of context"  
[X Link](https://x.com/ballsyalchemist/status/1698720644228096445)  2023-09-04T15:32Z [----] followers, [----] engagements


"The highlight of my talk is ripped Shiba lol"  
[X Link](https://x.com/ballsyalchemist/status/1698726143409402243)  2023-09-04T15:54Z [----] followers, [---] engagements


"This article isn't the first to suggest multi-prover/2FA with SGX yet it's not citing the original proposal for some reason. Similar idea has been previously proposed by @drakefjustin .don't know why @taikoxyz is not referencing it. It really should.u"  
[X Link](https://x.com/ballsyalchemist/status/1699844494252720551)  2023-09-07T17:58Z [----] followers, [---] engagements


"Unless @taikoxyz claims that @drakefjustin stole the idea from Taiko which I doubt 🤔🧐"  
[X Link](https://x.com/ballsyalchemist/status/1699844496379335098)  2023-09-07T17:58Z [----] followers, [---] engagements


""TRUE recursion at zkVM layer is totally unexplored" "Embedded zkDSLExternal zkDSL" "FPGA & ASIC for witness generation" "Latency of zkCoprocessor isn't a big issue" Here are the recordings from our Open Talk (+ comments) with many open research problems & hot takes😉🧵"  
[X Link](https://x.com/ballsyalchemist/status/1701725380757844418)  2023-09-12T22:32Z [----] followers, 17.6K engagements


"Interesting learning about the operational overhead of managing nullifiers. Especially the tradeoffs that Maiden has to make on the length of the nullifier storage period and considerations around assets that do not move for a very long time i.e. delegation of membership proof"  
[X Link](https://x.com/ballsyalchemist/status/1701725401263771715)  2023-09-12T22:32Z [----] followers, [---] engagements


"@bkase_ from @o1_labs shared about challenges around zk DSLs and his vision for web2-friendly languages that bring the right amount of abstraction for maximum usability of the zkDSL"  
[X Link](https://x.com/ballsyalchemist/status/1701725404166336644)  2023-09-12T22:32Z [----] followers, [----] engagements


"Among many of the hot takes he shared including NO zkVM does True recursion LOL his framework of usability axes presented an interesting dimension to consideration of embedded zk DSL vs standalone zk DSL"  
[X Link](https://x.com/ballsyalchemist/status/1701725406204772582)  2023-09-12T22:32Z [----] followers, [---] engagements


"Aligning the prover incentive while promoting decentralized proving and preventing a winner-take-all scenario is an imminent problem that needs to be addressed. Projects like @aztecnetwork have had some headstart in that exploration but looking forward to more proposals/ideas"  
[X Link](https://x.com/ballsyalchemist/status/1701725410709414224)  2023-09-12T22:32Z [----] followers, [--] engagements


"@rumata888 from @aztecnetwork has shared about security challenges and considerations for ZK Systems. Many of the traditional auditing processes and tools may not be sufficient and have to strive for better security awareness around ZK. https://youtu.be/fVCRLN5lrvcsi=nmAlBoMrYhgg66ST https://youtu.be/fVCRLN5lrvcsi=nmAlBoMrYhgg66ST"  
[X Link](https://x.com/ballsyalchemist/status/1701725413838373154)  2023-09-12T22:32Z [----] followers, [---] engagements


"Project security is often considered technical and many resources have been spent to avoid making such technical mistakes. But it is also important to note that human factors esp for large teams play one of the biggest risk factors for system hacks (refer to Harmony hacks.)"  
[X Link](https://x.com/ballsyalchemist/status/1701725415918706727)  2023-09-12T22:32Z [----] followers, [---] engagements


"@no89thkey from @CelerNetwork shared his recent work on building their zkCoprocessor and light client bridge @brevis_zk. He has discussed the level of abstraction that zkCoprocessor needs for optimal usability (API/SDK) and many use cases around it. https://youtu.be/1OvKDptuI5osi=eJ9Xc8u7UAad2Wh0 https://youtu.be/1OvKDptuI5osi=eJ9Xc8u7UAad2Wh0"  
[X Link](https://x.com/ballsyalchemist/status/1701725418401698171)  2023-09-12T22:32Z [----] followers, [----] engagements


"Commitment for L2 sequencers is an interesting direction to explore how to enforce and align sequencer behaviour with Eth. Some considerations include CR for L2s state drift (if the txs on L2s handles L1 data) more opinonated proposers (treatment of MEV etc.). As we build up the commitment lego via out protocol PEPC it would be interesting to explore scenario around cascading commitment failure and what kind of impact it may bring to validators partaking in the commitment"  
[X Link](https://x.com/ballsyalchemist/status/1702043750761898195)  2023-09-13T19:37Z [----] followers, [---] engagements


"@AlanaDLevin @OffchainLabs @arbitrum @EspressoSys Regarding the espresso integration I believe it's collaborative development on the Time-Boost stack that enables more rollups to adopt the Time-Boost framework. Slightly different from what u mentioned there"  
[X Link](https://x.com/ballsyalchemist/status/1703854574778380336)  2023-09-18T19:32Z [----] followers, [---] engagements


"Trillion dollar company = Trillion dollar security. Prob harder to attack a Chainlink network than to infiltrate the google data center lol"  
[X Link](https://x.com/ballsyalchemist/status/1706161075782070400)  2023-09-25T04:17Z [----] followers, [--] engagements


"@deepcryptodive Projects typically implement delay on multi-sig updates and lockup period. So it will be tough to use multi-sig alone to hack the system in real time. I think it would be quite naive of ANY projects to use vanilla multi-sig for contract update without those security measures"  
[X Link](https://x.com/ballsyalchemist/status/1706400178389885366)  2023-09-25T20:08Z [----] followers, [--] engagements


"As I grew more fond of DAC I also grew more fond of EigenDA. And I see a lot of similarities across those two. Note: DAC doesn't have to be a small insecure/fully-trusted set of nodes. (1/13) As the blockchain ecosystem aims for global adoption there is a clear bottleneck: greater throughput. Enter EigenDA a hyperscale data availability service powered by EigenLayer. Learn more about EigenDA below (1/13) As the blockchain ecosystem aims for global adoption there is a clear bottleneck: greater throughput. Enter EigenDA a hyperscale data availability service powered by EigenLayer. Learn more"  
[X Link](https://x.com/ballsyalchemist/status/1706419560264409238)  2023-09-25T21:25Z [----] followers, [---] engagements


"@crispheaney @colludingnode Again The added cost on MEV capture = Reduced MEV. Just mor MEVs will be paid to cover the cost"  
[X Link](https://x.com/ballsyalchemist/status/1707845753303928859)  2023-09-29T19:52Z [----] followers, [--] engagements


"Waaa👏 Kudos to @vaneck_us 🫡🫡 Esp coming from more TradFi institutions. Quite impressive. Hope to see more of this and one day relays can be added as part of the recipient perhaps ;) Big announcement We intend to donate 10% of our $EFUT ETF profits (https://t.co/gr652AkUvv) to @ProtocolGuild for at least [--] years. Thank you Ethereum contributors for nearly a decade of relentless building & ongoing stewardship of this common infrastructure. Details 👇 Big announcement We intend to donate 10% of our $EFUT ETF profits (https://t.co/gr652AkUvv) to @ProtocolGuild for at least [--] years. Thank you"  
[X Link](https://x.com/ballsyalchemist/status/1707898323804274821)  2023-09-29T23:21Z [----] followers, [---] engagements


"Ofc there are also other benefits such as enabling hard fork as a fix for any code bug risk (avoid fund drainage) and reduced complexity around adding inclusion lists due to enshrinement of user operations (bundled user ops becomes semi-invisible to builders/validators) etc"  
[X Link](https://x.com/ballsyalchemist/status/1708336106675093736)  2023-10-01T04:20Z [----] followers, [---] engagements


"2. Enshrining zkEVM: Instead of having to hold a large state + perform signature verification for consensus verification we can try to achieve both with a single consensus proof. This opens up the opportunity to further compress the data (no need to hold some data anymore)"  
[X Link](https://x.com/ballsyalchemist/status/1708336108742844917)  2023-10-01T04:20Z [----] followers, [--] engagements


"This will also fully realize trust-minimized cross-chain txs for Ethereum. It's def an aspiration. But it doesn't come without a problem either. The approaches to generating such proof and the construction of zkEVM bring multitudes of tradeoffs"  
[X Link](https://x.com/ballsyalchemist/status/1708336111242629132)  2023-10-01T04:20Z [----] followers, [--] engagements


"@VelvetMilkman Are you frustrated that ETH is not a governance token 😉"  
[X Link](https://x.com/ballsyalchemist/status/1708515834115567715)  2023-10-01T16:14Z [----] followers, [---] engagements


"Re: LST centralization issue. Smells some minimally viable enshrinement for enabling trustless and more decentralized liquid staking"  
[X Link](https://x.com/ballsyalchemist/status/1708519052614791347)  2023-10-01T16:27Z [----] followers, [---] engagements


"@VelvetMilkman That may be true but time isn't a particularly good indicator of proficiency in the face of our big daddy @VitalikButerin He prob thought about liquid staking issues before Ethereum unfortunately"  
[X Link](https://x.com/ballsyalchemist/status/1708522041857433663)  2023-10-01T16:39Z [----] followers, [---] engagements


"TLDR: A validator was missing [--] % of the attestions. Turns out that the p2p comm was not broadcasting attestation efficiently. So it had to raise the peer count by double (100 to 200) on Teku. If some validators are already missing attestations due to inefficient p2p and have to up the max peer count what about sync committee attestors That will be even worse. We tried getting rid of centralization due to high hardware requirement but we may now see centralization due to higher network requirement"  
[X Link](https://x.com/ballsyalchemist/status/1709631760751837646)  2023-10-04T18:09Z [----] followers, 11K engagements


"A new L1 secured by tokenized Singaporean car license plates cc. anyone from Singapore IYKYK"  
[X Link](https://x.com/ballsyalchemist/status/1709658141862871148)  2023-10-04T19:53Z [----] followers, [---] engagements


"The thing is even if it's updatable (presume with delay and time-lock on the multi-sig update) and somehow it enables free mints of stETH (very bad ofc) if the protocol enables trustless withdrawal of the stake it shouldn't be a problem for user funds. In the end ETH is not sitting on the Lido contract. It's on the validators"  
[X Link](https://x.com/ballsyalchemist/status/1710392963992285604)  2023-10-06T20:33Z [----] followers, [---] engagements


"Nowadays whenever I see trust/security risk around data sources for a protocol whether on or off-chain data I'm inclined to throw in SGX and call it a day. Is that SGX-alignment Did I become SGX-aligned Is that even a thing Did @socrates1024 turn me into SGX shill"  
[X Link](https://x.com/ballsyalchemist/status/1711495425029558531)  2023-10-09T21:34Z [----] followers, [----] engagements


"Don't think deflationary has to be a pre-requisite for good digital money. I mean if that's the case USD wouldn't have such prolonged dominance to date"  
[X Link](https://x.com/ballsyalchemist/status/1712265830975586339)  2023-10-12T00:36Z [----] followers, [----] engagements


"Breaking news: @GwartyGwart turns out to be my primary school friend Satoshi Kumamoto. I'm not in the habit of doxing anons but I recently found out that @GwartyGwart is satoshi and thought everyone should know about it. I'm not in the habit of doxing anons but I recently found out that @GwartyGwart is satoshi and thought everyone should know about it"  
[X Link](https://x.com/ballsyalchemist/status/1712597743741382957)  2023-10-12T22:34Z [----] followers, [---] engagements


"Japanese MEV event anyone Will be in Japan next week. Looking forward to meeting up with Japanese protocol devs 👍"  
[X Link](https://x.com/ballsyalchemist/status/1713300582096572781)  2023-10-14T21:07Z [----] followers, [----] engagements


"@toghrulmaharram @ETazou @StarkWareLtd I see what you mean. But my assumption is more statistic adversary here since another assumption I am making is that the block time is quite fast. Such that even dynamic set of adversary may just as well be statistic"  
[X Link](https://x.com/ballsyalchemist/status/1716660514808615112)  2023-10-24T03:38Z [----] followers, [--] engagements


"Relay has been servicing validators & builders for FREE. But ePBS is uncertain & relays are slowly exiting without proper incentives in place. For the pursuit of all relays' happyness here is my attempt at exploring the relay incentivization mechanism"  
[X Link](https://x.com/ballsyalchemist/status/1717526503527981086)  2023-10-26T13:00Z [----] followers, 22.6K engagements


"Isn't this question quite dependent on which type of dApps you are talking to I can see that liquidity will trump any of the considerations above for DeFi dApps. But maybe you are referring to dApps that are building more siloed applications that just need some offchain compute"  
[X Link](https://x.com/ballsyalchemist/status/1719501816398770229)  2023-10-31T23:49Z [----] followers, [---] engagements


"For anyone who is an interop connoisseur should def check it out. @seunlanlege has single handedly turned @Polkadot into a zk-multi-coprocessor"  
[X Link](https://x.com/ballsyalchemist/status/1720125766636028395)  2023-11-02T17:08Z [----] followers, [----] engagements


"Hey ☺ I know you heard me many times already. BUT we got another workshop for one of the most important aspect of onchain activities Data and Storage Discussions on extending IPFS/Filecoin edge compute and more. Not for the faint hearted. "No party just research""  
[X Link](https://x.com/ballsyalchemist/status/1722667330264535344)  2023-11-09T17:27Z [----] followers, [----] engagements


"@toghrulmaharram Trustless bridge has been resolved internally by Ava Labs (by redefining trustless)"  
[X Link](https://x.com/ballsyalchemist/status/1724162482317463943)  2023-11-13T20:29Z [----] followers, [---] engagements


"From now on imma put my eth on the balance sheet so I see how much liability my ETH has become 😭😢"  
[X Link](https://x.com/ballsyalchemist/status/1725082773151465570)  2023-11-16T09:25Z [----] followers, [---] engagements


"So would I be super innovative if I forked Berachain and made it into an OP rollup without posting ANY research and blogs I can't tell if it's sarcasm or serious. Blast is so refreshing I wish most other L2s would pursue the same route. The major innovation is that they skipped with all the research papers and blog posts pretending to explain how L2s are trustless and instead just went with it (almost all L2s are simply glorified Blast is so refreshing I wish most other L2s would pursue the same route. The major innovation is that they skipped with all the research papers and blog posts"  
[X Link](https://x.com/ballsyalchemist/status/1726932184634904729)  2023-11-21T11:54Z [----] followers, [----] engagements


"Finally done with @EFDevconnect Fortunately our first Fenbushi Research House and the workshop series went very well thanks to all the amazing ppl who attended and shared their insights at our workshops. Looking forward to jamming with you all next time 👍"  
[X Link](https://x.com/ballsyalchemist/status/1728031584270401689)  2023-11-24T12:43Z [----] followers, [----] engagements


"Will share the videos and slides soon 👍 😉 (Can only post [--] pics here. Will have more with videos 😊)"  
[X Link](https://x.com/ballsyalchemist/status/1728031587558719763)  2023-11-24T12:43Z [----] followers, [---] engagements


"Congrats to everyone ;))"  
[X Link](https://x.com/ballsyalchemist/status/1729681817488253033)  2023-11-29T02:00Z [----] followers, [---] engagements


"Distributed block building era soon"  
[X Link](https://x.com/ballsyalchemist/status/1730004249122107807)  2023-11-29T23:22Z [----] followers, [----] engagements


"Why are ppl talking about L2 liquidity fragmentation when we really should be talking about UI fragmentation from all the wrapped coins. The other day I was tryna bridge out USDC from Optimism but the bridge I was using didn't recognize the USDC because it wasn't USDC.e so I had to use CEX. Imo this UI fragmentation across all the wrapped coins is wayy worse than whatever liquidity fragmentation across chains"  
[X Link](https://x.com/ballsyalchemist/status/1731781220797718995)  2023-12-04T21:03Z [----] followers, [---] engagements


"@fede_intern Wen Lambda coin"  
[X Link](https://x.com/ballsyalchemist/status/1731812147007524993)  2023-12-04T23:06Z [----] followers, [---] engagements


"Goddam I'm blown I know blind arbs and probabilistic arbs are a thing but this is quite smart. Wonder if there are more ppl doing this type of 'time-delayed'arbs would the value of RoB increases as this gets more competitive"  
[X Link](https://x.com/ballsyalchemist/status/1732563096147746912)  2023-12-07T00:50Z [----] followers, [---] engagements


"@0xShitTrader Also just imagine Coinbase and Lido having to run its own HFT shop to be competitive. That's gonna be funregulatory-wise"  
[X Link](https://x.com/ballsyalchemist/status/1735759817896087631)  2023-12-15T20:32Z [----] followers, [--] engagements


"Exactly So in the world without PBS for Coinbase it's either they forgo the opportunity of gather bunch of ETH to build thier staking business or that they partner with multiple HFT firms and they have to blindly sign off the blocks for deniability which essentially turn into PBS right"  
[X Link](https://x.com/ballsyalchemist/status/1735770312334020625)  2023-12-15T21:14Z [----] followers, [--] engagements


"2020 Bull: "Fuk ETH atl-L1 will be ETH-killer" [----] Bear: "ETH has won" (Repost that [----] tweet) [----] Bull: "Fuk ETH atl-L1 will be ETH&L2-killer" (Repost [----] tweet) [----] Bear: "ETH & L2 has won" (Repost that [----] tweet) . Crypto Market in a nutshell"  
[X Link](https://x.com/ballsyalchemist/status/1736220473967415658)  2023-12-17T03:03Z [----] followers, [---] engagements


"@0xQuintus Let me go create a LDO token pool for enabling builder discounts 👍 Builders just gotta sign some signs from the contract with their address to validate their ownership"  
[X Link](https://x.com/ballsyalchemist/status/1736903924093792584)  2023-12-19T00:19Z [----] followers, [--] engagements


"Apparently the Twitter chain went down while I was watching One Piece. Guess Twitter's sequencer also couldn't withstand the inscription overload. Sadge"  
[X Link](https://x.com/ballsyalchemist/status/1737726741999648848)  2023-12-21T06:48Z [----] followers, [---] engagements


"Nowadays I'm starting to consider PBS as an umbrella term for generally offloading compute from core consensus (bundle-merge commitment proof state offload etc.) This is my guilty pleasure. Also just me being lazy with terms 🤣"  
[X Link](https://x.com/ballsyalchemist/status/1738363530036818369)  2023-12-23T00:58Z [----] followers, [----] engagements


"@badcryptobitch I am in Toronto philosophically"  
[X Link](https://x.com/ballsyalchemist/status/1742705310924513394)  2024-01-04T00:31Z [----] followers, [--] engagements


"Here is a quick list of things I am excited about investing in: quick list of themes i am excited about investing in this year: useful in generating this list was starting by considering assets we will see onchain and the themes that will catalyze that (non-exhaustive did this in [--] mins hit me with ideas im missing) Asset: Prediction quick list of themes i am excited about investing in this year: useful in generating this list was starting by considering assets we will see onchain and the themes that will catalyze that (non-exhaustive did this in [--] mins hit me with ideas im missing) Asset:"  
[X Link](https://x.com/ballsyalchemist/status/1743479584329203787)  2024-01-06T03:48Z [----] followers, [---] engagements


"If full danksharding with max [---] blobs is implemented. That would be insane. This amounts to roughly 128kb*256/12 = 2.730Mb/s of data throughput Assuming calldata byte per txs of 250bytes. That will be roughly 2.730Mb/250b = [-----] tps. Assume there are [--] meaningful rollups survived at that point there might be 3k tps per rollups if split equally. Ofc could vary depending on the txs load across rollups. But this DA throughput prob will suffice for most use cases. Obviously if u wanna build orderbook or something heavier should consider external DAs"  
[X Link](https://x.com/ballsyalchemist/status/1743491031402680322)  2024-01-06T04:33Z [----] followers, [----] engagements


"@IgMosqueira Who is trying to block Solana Plz don't make my bags fight with each other"  
[X Link](https://x.com/ballsyalchemist/status/1743551052228501808)  2024-01-06T08:32Z [----] followers, [--] engagements


"@ViktorBunin @lisacuesta @RepDanGoldman @usv @keoneHD looking swole with the guns"  
[X Link](https://x.com/ballsyalchemist/status/1744808523861528617)  2024-01-09T19:49Z [----] followers, [--] engagements


"Missed slots are often discussed from validators' views. But here is an analysis of missed slots from PBS relays' views where I found observations that may lead to a path for sustainable relay incentivization. Missed slots = PBS Relays' Revenue🧵👇 https://ethresear.ch/t/analyzing-missed-slot-through-the-lens-of-relays-a-potential-path-for-relay-incentivization/18257 https://ethresear.ch/t/analyzing-missed-slot-through-the-lens-of-relays-a-potential-path-for-relay-incentivization/18257"  
[X Link](https://x.com/ballsyalchemist/status/1744875379792187408)  2024-01-10T00:14Z [----] followers, 36.1K engagements


"One of the core concerns that arise during the relay incentive discussion is competitive relay VS cooperative relay. One competes for the highest bid and charges a delta between its highest bid and the second-highest bid from other relays"  
[X Link](https://x.com/ballsyalchemist/status/1744875384758268145)  2024-01-10T00:14Z [----] followers, [---] engagements


"While this enables relay monetization it will lead to relay centralization. But what is the tangible impact of centralized relay for Ethereum This question led to further analysis on missed slots to understand how relay setups/assumptions impact the slot miss rates"  
[X Link](https://x.com/ballsyalchemist/status/1744875387811758119)  2024-01-10T00:14Z [----] followers, [---] engagements


"Next I have analyzed the missed slot of each individual relay when broadcasting as a single relay. Results showed that there is a large discrepancy between relay on % of single relay broadcasting and the subsequent slot miss rate"  
[X Link](https://x.com/ballsyalchemist/status/1744875396108107877)  2024-01-10T00:14Z [----] followers, [---] engagements


"Large relays like @bloXrouteLabs @flashbotsmev @ultrasoundmoney had 3040% of slots broadcasted as single relay with an average miss rate of 0.2%. While smaller relays who perform very little single relay broadcasting (@AestusRelay @GnosisDAO) have lower missed slot %"  
[X Link](https://x.com/ballsyalchemist/status/1744875398385508408)  2024-01-10T00:14Z [----] followers, [---] engagements


"@tzhen @bloXrouteLabs @flashbotsmev @ultrasoundmoney @AestusRelay @GnosisDAO Ohhh I thought u guys created one when I saw it 😂 Understood"  
[X Link](https://x.com/ballsyalchemist/status/1744912097471812058)  2024-01-10T02:40Z [----] followers, [--] engagements


"@blockrotator @ultrasoundmoney @bloXrouteLabs @GnosisDAO @AestusRelay Data is taken from early-Nov to early Dec [----]. I believe the exploit was not counted for the analysis"  
[X Link](https://x.com/ballsyalchemist/status/1745174304864551282)  2024-01-10T20:02Z [----] followers, [---] engagements


"Everyone is talking about Bitcoin ETF But WEN ETH ETF"  
[X Link](https://x.com/ballsyalchemist/status/1745219969112068177)  2024-01-10T23:03Z [----] followers, [---] engagements


"@SizeChad @arbitrum LFG"  
[X Link](https://x.com/ballsyalchemist/status/1745227000036422075)  2024-01-10T23:31Z [----] followers, [---] engagements


"Still remember the matrixport analyst Anyone"  
[X Link](https://x.com/ballsyalchemist/status/1745232930321113212)  2024-01-10T23:55Z [----] followers, [---] engagements


"@cburniske ETH ETF is pricing in slowly"  
[X Link](https://x.com/ballsyalchemist/status/1745243724890714574)  2024-01-11T00:38Z [----] followers, [---] engagements


"@DCbuild3r @reilabs_io @__geometry__ @class_lambda @Ingo_zk @UlvetannaHQ @cysic_xyz @zksecurityXYZ @zellic_io @VeridiseInc Whats reilabs"  
[X Link](https://x.com/ballsyalchemist/status/1746713144271978939)  2024-01-15T01:57Z [----] followers, [---] engagements


"For those who were wondering "wtf are PeerDAS and SubnetDAS" you are not alone. So here is a quick explainer on PeerDAS and SubnetDAS and how exactly they are different from each other and why they matter within the ETH roadmap 🧵👇"  
[X Link](https://x.com/ballsyalchemist/status/1748359684061606232)  2024-01-19T15:00Z [----] followers, [----] engagements


"Since there might be varied types of nodes (some super beefy some less) there will be varied amounts of custodied data & the number of connected peers"  
[X Link](https://x.com/ballsyalchemist/status/1748359696451547169)  2024-01-19T15:00Z [----] followers, [---] engagements


"The flow for nodes in PeerDAS will look sth like this: [--]. Nodes will all perform peer discovery processes where they maintain a distribution of high-value nodes (nodes that custody lots of data aka beefy nodes) and low-value nodes (nodes that custody less data smaller nodes)"  
[X Link](https://x.com/ballsyalchemist/status/1748359699941179741)  2024-01-19T15:00Z [----] followers, [---] engagements


"What if private RFQ starts giving you "points" instead of MEV rebates Would ppl like that better"  
[X Link](https://x.com/ballsyalchemist/status/1748486088417513517)  2024-01-19T23:22Z [----] followers, [----] engagements


"@Palworld_EN Wish I can play but . Black screen on launch 😔"  
[X Link](https://x.com/ballsyalchemist/status/1748636239698313373)  2024-01-20T09:19Z [----] followers, [--] engagements


"But we could also expect the opposite if we have [--]. Validator cap raise to significantly reduce the validator counts (tending towards full node count) alleviating network comm overhead. [--]. Enforce missed slot penalties (better if the penalties vary based on slot delays)"  
[X Link](https://x.com/ballsyalchemist/status/1749540848117621085)  2024-01-22T21:13Z [----] followers, [--] engagements


"2. Establish relay mesh network 😉 @chainbound_"  
[X Link](https://x.com/ballsyalchemist/status/1749540851510821276)  2024-01-22T21:13Z [----] followers, [--] engagements


"@hal2001 @uriklarman @MevRefund @llamaonthebrink @chainlink Would love to arbitrate this discussion if u guys looking for neutral and totally unbiased host 😂"  
[X Link](https://x.com/ballsyalchemist/status/1750297856043336151)  2024-01-24T23:21Z [----] followers, [---] engagements


""I snipe liquidation txs and censor them just to joke with @hal2001 onchain" presenting: UMA Sniper🥷 (this is a joke) a new service for validators 1) we identify @UMAprotocol liquidatons 2) censor OVAL Tx for [--] blocks (use bundle that pays if no OVAL update) 3) 3rd block proposer paid by regular PBS auction 4)we charge 3rd block proposer 1% fee presenting: UMA Sniper🥷 (this is a joke) a new service for validators 1) we identify @UMAprotocol liquidatons 2) censor OVAL Tx for [--] blocks (use bundle that pays if no OVAL update) 3) 3rd block proposer paid by regular PBS auction 4)we charge 3rd"  
[X Link](https://x.com/ballsyalchemist/status/1750580859055321395)  2024-01-25T18:06Z [----] followers, [---] engagements


"@0x94305 @uriklarman @UMAprotocol For [--]. If you simply own a builder and bid large amount of ETH. For [--]. If for joke purposes I wouldn't even charge proposer"  
[X Link](https://x.com/ballsyalchemist/status/1750599986943857046)  2024-01-25T19:22Z [----] followers, [---] engagements


"Wtih the advent of OEV Ethereum is getting to a point where even 1-2 block censorship which is relatively cheap to do could be disastrous for protocol. In the case of Oval by @UMAprotocol it will be the lending protocols who cannot liquidate effectively. In the case of a decentralized stablecoin it will be the rebalancing procedure during volatility event. And so forth"  
[X Link](https://x.com/ballsyalchemist/status/1750601913270186136)  2024-01-25T19:29Z [----] followers, [---] engagements


"@doganeth_en @UMAprotocol Because liquidity is still on L1"  
[X Link](https://x.com/ballsyalchemist/status/1750603661137359193)  2024-01-25T19:36Z [----] followers, [--] engagements


"@doganeth_en @UMAprotocol Could change but not sure how long that will take"  
[X Link](https://x.com/ballsyalchemist/status/1750604248067248232)  2024-01-25T19:39Z [----] followers, [--] engagements


"A third scenario I would add is if the proposer gets assigned consecutive slots (say all [--] slots) and that this proposer collude/vertically-integrated with a specific builder. In which case Oval will need to whitelist the builder set such that this collusion can be mitigated. In collusion/vertical integration scenarios there is technically an opportunity cost of not including winning bids from other legitimate builders. But if the reward outweighs the cost it may still occur"  
[X Link](https://x.com/ballsyalchemist/status/1750793046361292862)  2024-01-26T08:09Z [----] followers, [--] engagements


""Switching off of this time-tested reliability and choosing to connect to contracts run by centralized infrastructure from third-party OEV systems introduces a number of risks" AKA Chainlink being salty. Maybe @hal2001 can host another space with Chainlink to have a talk on Permissionless Development 😂 Chainlink is committed to helping the blockchain and DeFi industry manage the challenging and multilayered dynamics of onchain value extraction from oracle reports now being called Oracle Extractable Value (OEV). Chainlink has been working on solving the complex problems around Chainlink is"  
[X Link](https://x.com/ballsyalchemist/status/1751030955538546850)  2024-01-26T23:54Z [----] followers, [----] engagements


"@LambdaOversight @hal2001 Show me the proof"  
[X Link](https://x.com/ballsyalchemist/status/1751051585596088435)  2024-01-27T01:16Z [----] followers, [---] engagements


"@LambdaOversight @hal2001 @CatfishFishy has put it here eloquently why that's not a proof. @ballsyalchemist @LambdaOversight @hal2001 You literally have no idea how logic and evidentiary burden works. The burden of proof is on the one making the affirming claim. How can I prove I didn't work with you I can simply withhold the evidence that would prove I am lying. **HE** is the one who has to show the proof @ballsyalchemist @LambdaOversight @hal2001 You literally have no idea how logic and evidentiary burden works. The burden of proof is on the one making the affirming claim. How can I prove I"  
[X Link](https://x.com/ballsyalchemist/status/1751095152179880029)  2024-01-27T04:09Z [----] followers, [--] engagements


"Congrats to @teemupai on the raise Looking forward to Gevulot innovating on & disrupting the prover market 👍 We are excited to announce our $6M seed round led by @variantfund with participation from @Rockaway_X @VoltCapital @StakingFac & more. We are also launching the Gevulot devnet March 25th in collaboration w/ @_Supranational & @P2Pvalidator Sign up: https://t.co/4AnFGMVgnY 🧵👇 https://t.co/Y0sLNeDcFW We are excited to announce our $6M seed round led by @variantfund with participation from @Rockaway_X @VoltCapital @StakingFac & more. We are also launching the Gevulot devnet March 25th"  
[X Link](https://x.com/anyuser/status/1752014497231819005)  2024-01-29T17:03Z [--] followers, [----] engagements


"@uriklarman Typical seems to be the key here Cause most ppl trading don make money it seems 😞"  
[X Link](https://x.com/ballsyalchemist/status/1753884886467842118)  2024-02-03T20:55Z [----] followers, [--] engagements


"This is a great thread and brings up interesting points. However on the second point about making all uninformed flow "informed" by participating in OFA I believe that it is very much the case assuming all flow will have bids. But can't I make the case that those flows that really are uninformed and do not hold much first type of value (perhaps due to inefficiencies as u mentioned) should simply not get any bids Not very up-to-date on the data but I had a recollection that most of the tx via OFA do not even get bids. Only a small portion actually gets significant enough bid rebates to the"  
[X Link](https://x.com/ballsyalchemist/status/1755141725427790206)  2024-02-07T08:09Z [----] followers, [----] engagements


"Sure. But could it be possible that the second value isn't there due to the way in which OFA is constructed today (where it optimize for the first value and first value only). I am not sure if it's simply an issue with per-txs OFA or just that way ppl designed OFA has very narrow scope and didn't accommodate well enough of the second value that is derived from uninformed flow"  
[X Link](https://x.com/ballsyalchemist/status/1755144846929510890)  2024-02-07T08:21Z [----] followers, [--] engagements


"Congrats to @shumochu If ppl didn't notice @worldcoin consume over 1/3 of the gas consumed for all of the SNARK and STARK verified on Eth (despite on op/Polygon gas terms) agg/acc 👍 We are excited to work with the amazing @worldcoin / @worldcoinfnd team to bring more proofs onchain LFG🔥🔥🔥 We are excited to work with the amazing @worldcoin / @worldcoinfnd team to bring more proofs onchain LFG🔥🔥🔥"  
[X Link](https://x.com/ballsyalchemist/status/1756021930027598324)  2024-02-09T18:27Z [----] followers, 13.7K engagements


"@PrimordialAA @hal2001 @TrustlessState @UMAprotocol @AcrossProtocol @Blockworks_ @BanklessHQ @arjunnchand @litocoen @AureliusBTC @ChainLinkGod How about just tell everyone what @hal2001 lied about exactly. No point calling out lier. At some points you may risk yourself looking like a lier calling other ppl lying"  
[X Link](https://x.com/ballsyalchemist/status/1756123570646745239)  2024-02-10T01:11Z [----] followers, [--] engagements


"If you abstract it even further we have liquidity fragmentation across many layers. CEXs-L1s and its dApps - L2s and its dApps - even L3/dApp rollups in the future. At least on the CEX and L1 level we have tolerated and frankly benefited from the liquidity fragmentation which lead to subsequent convergence of the liquidity on one market/chain as the market becomes more developed. As such few within the most liquid market (Binance/Uniswap) will improve. Why wouldn't that be the case for L2. Or perhaps it is already"  
[X Link](https://x.com/ballsyalchemist/status/1756917179616813507)  2024-02-12T05:44Z [----] followers, [--] engagements


"Left: Not solo-staker Right: Solo-staker The lack of solo stakers here is shocking. With the ETH ETF approval (hopefully) and the growing centralized custody of ETH via TradFi firms solo staker number is likely going to decrease further. Only if Blackstone let me stake it for em"  
[X Link](https://x.com/ballsyalchemist/status/1759472422908985780)  2024-02-19T06:58Z [----] followers, [----] engagements


"It's a bull market Time to read papers"  
[X Link](https://x.com/ballsyalchemist/status/1759794050633216188)  2024-02-20T04:16Z [----] followers, [---] engagements


"@fede_intern I would like to request the curriculum for the [--] years"  
[X Link](https://x.com/ballsyalchemist/status/1759867769074466977)  2024-02-20T09:09Z [----] followers, [---] engagements


"@0x94305 So you will be forgiven and will drop 10% of $ALEX to EF"  
[X Link](https://x.com/ballsyalchemist/status/1760358386179158164)  2024-02-21T17:38Z [----] followers, [---] engagements


"@mati_onorato @zksync @class_lambda Wen $LAMBDA"  
[X Link](https://x.com/ballsyalchemist/status/1761824436116705309)  2024-02-25T18:44Z [----] followers, [---] engagements


"OH: "Difference between @eigenlayer and @babylon_chain is that @sreeramkannan has rizzzz""  
[X Link](https://x.com/ballsyalchemist/status/1762694303342571779)  2024-02-28T04:20Z [----] followers, [----] engagements


"This is beautifully presented. I also observed that most blocks (roughly 50% for my datasets) are just not proposed at all aka validator offline/lazy. Not surprised to see that Solo stakers have a high rate of truely missed slots. Solo stakers are missing their slots mainly because they don't show up (=are offline) and are not reorged significantly more often than other (arguably bad) validators. Same applies to Rocketpool. The actual surprise is Coinbase though. https://t.co/BuyeBaCI8p Solo stakers are missing their slots mainly because they don't show up (=are offline) and are not reorged"  
[X Link](https://x.com/ballsyalchemist/status/1765817001790820815)  2024-03-07T19:09Z [----] followers, [---] engagements


"Missed slot penalties will disproportionately harm solo stakers clearly. But perhaps we could help them have better uptime by having solo-staker focused DVT which I believe is being built by @ObolNetwork 👍"  
[X Link](https://x.com/ballsyalchemist/status/1765817004009615404)  2024-03-07T19:09Z [----] followers, [--] engagements


"I originally thought also that Jito's decision seems bad. But after learning more from @buffalu__ it started to make more sense. Solana txs is private by default. No public mempool for searchers. But now you create a public one. What's gonna happen @DCbuild3r i think you have a misunderstanding of what's going on. there is still an auction running: https://t.co/owq3qyk7Aj it's still landing 70-80k bundles/hour on-chain. validators are receiving tips in the open. all of the data is transparent and the value is democratized @DCbuild3r i think you have a misunderstanding of what's going on."  
[X Link](https://x.com/ballsyalchemist/status/1766295563715166341)  2024-03-09T02:50Z [----] followers, [----] engagements


"@_danielmarzec @uriklarman @jito_sol I'm not one of em for sure"  
[X Link](https://x.com/ballsyalchemist/status/1767319150962045124)  2024-03-11T22:38Z [----] followers, [--] engagements


"How would you describe CoW Swap 1inch Fusion and Uniswap X"  
[X Link](https://x.com/ballsyalchemist/status/1771746030108774842)  2024-03-24T03:49Z [----] followers, [----] engagements


"@0xtaetaehoho @_weidai @megaeth_labs Give it 3TB just to be safe"  
[X Link](https://x.com/ballsyalchemist/status/1772007566253461584)  2024-03-24T21:08Z [----] followers, [--] engagements


"@bertcmiller Do you know if most volumes of blob demands are coming from inscriptions I thought it was mostly from rollups according to the blob dashboards"  
[X Link](https://x.com/ballsyalchemist/status/1773115429881336217)  2024-03-27T22:30Z [----] followers, [---] engagements


"I am excited to announce that I'm joining @SorellaLabs to lead the Research & Growth alongside @ksrini_ and @0xvanbeethoven 🧵👇"  
[X Link](https://x.com/ballsyalchemist/status/1775161378120335701)  2024-04-02T14:00Z [----] followers, 22.2K engagements


"@fede_intern @a16z Why was the pre-compiles not used Quite confused 🤔"  
[X Link](https://x.com/ballsyalchemist/status/1777891308755103977)  2024-04-10T02:48Z [----] followers, [---] engagements


"@MaxResnick1 Would we ever get it tho Someone's incentive compatibility leads to others incentive incompatibility 😂"  
[X Link](https://x.com/ballsyalchemist/status/1778779875798557020)  2024-04-12T13:39Z [----] followers, [---] engagements


"@MevRefund @sui414 It's just overbidding competing builders. And refund is just on the Delta between the highest bid and the second highest"  
[X Link](https://x.com/ballsyalchemist/status/1779135114410176882)  2024-04-13T13:10Z [----] followers, [--] engagements


"Where can I buy $PHIL Is $FIL the token I should ape here Let's not fumble the bag with EIP-3074. It's a huge upgrade for wallet UX and AA *BUT* it has a big flaw (I'm not talking about the potential for 1-sig drainers IMO that's just a wallet skill issue): You see the actual problem The nonce & chainId fields. 1/9 👇🧵 https://t.co/SKMAwFDFa8 Let's not fumble the bag with EIP-3074. It's a huge upgrade for wallet UX and AA *BUT* it has a big flaw (I'm not talking about the potential for 1-sig drainers IMO that's just a wallet skill issue): You see the actual problem The nonce & chainId"  
[X Link](https://x.com/ballsyalchemist/status/1779164845817889253)  2024-04-13T15:08Z [----] followers, [----] engagements


"All L2s built on Celestia and their users won't be bothered to run light clients to perform DAS"  
[X Link](https://x.com/ballsyalchemist/status/1779186915817730356)  2024-04-13T16:36Z [----] followers, [----] engagements


"When ur lending protocol desperately needs positions liquidated and have to drop a message in TG group to get more searcher attention. 👀 👀 👀 http://searcher.dev http://searcher.dev"  
[X Link](https://x.com/ballsyalchemist/status/1779288735382687814)  2024-04-13T23:21Z [----] followers, [----] engagements


"@apriori0x How does Airdrop Incnetive help promote the adoption of those light nodes for DAS. Also not sure how sustainable such incentive is long term"  
[X Link](https://x.com/ballsyalchemist/status/1779372521516617964)  2024-04-14T04:54Z [----] followers, [---] engagements


"One step closer to verifiable Minecraft with ETH as the underlying in-game currency 😳 The Future of Verifiable Computation Is Coming We're launching R0 zkVM [---] the world's first production-ready general purpose zkVM to enable a future where you can prove anything and verify everywhere. A future where zero knowledge is universal. https://t.co/JljKzhs2a8 The Future of Verifiable Computation Is Coming We're launching R0 zkVM [---] the world's first production-ready general purpose zkVM to enable a future where you can prove anything and verify everywhere. A future where zero knowledge is"  
[X Link](https://x.com/ballsyalchemist/status/1780326830530035845)  2024-04-16T20:06Z [----] followers, [----] engagements


"Verifiable Pokemon with stETH as the in-game currency. What's next"  
[X Link](https://x.com/ballsyalchemist/status/1780371373040295962)  2024-04-16T23:03Z [----] followers, [---] engagements


"I'm hopeful for a future where the reason for LPing into an AMM pool is not JUST for added token incentive + future airdrop opportunity. WHAT IF.JUST WHAT IF LPing could be a fundamentally lucrative activity. Just imagine that.for now ;))"  
[X Link](https://x.com/ballsyalchemist/status/1781773350118789401)  2024-04-20T19:54Z [----] followers, [----] engagements


"Ever wondered what it takes to build a DA on @Filecoin (the most widely used storage network) A natural question that came up many times in the past. So @turanzv and I have done the exploratory work to showcase what it takes to build a DA on Filecoin (not ez) 🧵👇 Why couldnt all the DA/execution split designs run on arweave or filecoin Why couldnt all the DA/execution split designs run on arweave or filecoin"  
[X Link](https://x.com/ballsyalchemist/status/1783586800830951535)  2024-04-25T20:00Z [----] followers, 18K engagements


"@aeyakovenko For those who want to dive straight into the article feel free to check out this @fenbushi medium post. Now let me outline the background and some of the discussion here. (The piece is not an SoK on DA but touches upon many existing ones for reference) https://fenbushicapital.medium.com/data-availability-on-filecoin-3555fc121765 https://fenbushicapital.medium.com/data-availability-on-filecoin-3555fc121765"  
[X Link](https://x.com/ballsyalchemist/status/1783586816521826703)  2024-04-25T20:00Z [----] followers, [---] engagements


"Besides @aeyakovenko asking on CT I also had a few conversations last year that had L2 frens asking me why no one built a DA on DSN (Decentralized Storage Network) like @filecoin sth that has been operational for many years and proven to be relatively robust"  
[X Link](https://x.com/ballsyalchemist/status/1783586831482925477)  2024-04-25T20:00Z [----] followers, [---] engagements


"DA - Publish and make the data available long enough such that all nodes and light clients across rollups can agree on the validity of the block. This is required to tackle the data unavailability problem. (For anyone who wants a refrehser on this check https://www.youtube.com/watchv=OJT_fR7wexw https://www.youtube.com/watchv=OJT_fR7wexw"  
[X Link](https://x.com/ballsyalchemist/status/1783586866740244696)  2024-04-25T20:00Z [----] followers, [---] engagements


"@VitalikButerin DSN - Store the data for designated length of time. And cryptographically prove at every now and then that the data remains stored within the network. Such proof could be proof of replication (PoR) and proof of spacetime (once stored) for @filecoin. https://docs.filecoin.io/basics/the-blockchain/proofs https://docs.filecoin.io/basics/the-blockchain/proofs"  
[X Link](https://x.com/ballsyalchemist/status/1783586881944596495)  2024-04-25T20:00Z [----] followers, [---] engagements


"Doing so regularly then allows proving the persistence of the data. One major functional difference across the two however is the publishing of the data"  
[X Link](https://x.com/ballsyalchemist/status/1783586917998817710)  2024-04-25T20:00Z [----] followers, [---] engagements


"@colludingnode @ozyman42 As suggested publishing of the data is not incentivized. E.g Failure to publish the data (aka retrieve the data and give that data to a third party) on Filecoin does not impose any penalty while failure to publish data via DA could either suggest"  
[X Link](https://x.com/ballsyalchemist/status/1783586933391929357)  2024-04-25T20:00Z [----] followers, [---] engagements


"demotion of full nodes participating in the DA subnet via peerDAS for Ethereum possible slashing for @eigen_da or malicious attack on DA network in case of a DA chain like @CelestiaOrg and @AvailProject. Essentially consequence is big and non-publishing is disincentivized"  
[X Link](https://x.com/ballsyalchemist/status/1783586948025856318)  2024-04-25T20:00Z [----] followers, [---] engagements


"This lead to the question of "What IF we design an abstraction on top of @filecoin that could better incentivize the publishing of the data and leverage its storage network to run a DA-like construct""  
[X Link](https://x.com/ballsyalchemist/status/1783586962915635357)  2024-04-25T20:00Z [----] followers, [---] engagements


"To start there are few challenges with building DA on @filecoin. [--]. Long latency - To build PoR and PoSt sealing has to take place to prevent on-demand generation of the proof to spoof the verication of the storage. This could take up to [--] hours which is way too long"  
[X Link](https://x.com/ballsyalchemist/status/1783586977394335943)  2024-04-25T20:00Z [----] followers, [---] engagements


"2. Large section for sealing - Each section for sealing consist of up to 32GB of data. This further adds the latency overhead on the storage process IF we wait for the entire 32GB section to be filled before sealing"  
[X Link](https://x.com/ballsyalchemist/status/1783586991843778631)  2024-04-25T20:00Z [----] followers, [---] engagements


"3. Lack of retrieval incentive - Retrieving data requires storage providers (SP) to unseal the data which adds latency and there is no well-defined incentive scheme for data publishing enshrined in @Filecoin. (Tho protocols like is trying to fix this) https://www.retriev.org/#/ https://www.retriev.org/#/"  
[X Link](https://x.com/ballsyalchemist/status/1783587006364430449)  2024-04-25T20:00Z [----] followers, [---] engagements


"I hope this provide enough background for the challenges behind architecting a DA on top of filecoin. In the paper we have also briefly discussed about the cost of data withholding attack across various DA solutions"  
[X Link](https://x.com/ballsyalchemist/status/1783587028048982169)  2024-04-25T20:00Z [----] followers, [---] engagements


"And the cost analysis (bit of an apple and orange comparison) between DA and DSN for refrenece. Just trying to show here that DA is expensive when compared to storage (cheaper by more than [-----] x)"  
[X Link](https://x.com/ballsyalchemist/status/1783587049624481999)  2024-04-25T20:01Z [----] followers, [----] engagements


"And finally here is our proposed architecture for DA construction on top of Filecoin. We have taken some inspiration from EigenDA's aggregator to build a hot data pooling and coordination mechanism on top of Filecoin with Filecoin Subnet"  
[X Link](https://x.com/ballsyalchemist/status/1783587070558253562)  2024-04-25T20:01Z [----] followers, [---] engagements


".which essentially is a Filecoin-based rollup with full composability with Filecoin base layer. This architecture also leverages Proof of Data Segment Inclusion (PoDSI) which is used to prove to the rollup that the data is included as part of the ongoing sealing processes"  
[X Link](https://x.com/ballsyalchemist/status/1783587085708079165)  2024-04-25T20:01Z [----] followers, [---] engagements


"respond to data retrieval request. (Note that this retrieval will still have some latency from the unsealing process)"  
[X Link](https://x.com/ballsyalchemist/status/1783587158076600723)  2024-04-25T20:01Z [----] followers, [---] engagements


"5. Any faulty storage of the data can be penalized as usual according to the sector fault penalty of @filecoin. I have glossed over lots of other details discussed in the article and will urge anyone to check it out if interested"  
[X Link](https://x.com/ballsyalchemist/status/1783587178427347054)  2024-04-25T20:01Z [----] followers, [---] engagements


"In conclusion: Building a DA on DSN is a VERY non-trivial task and this exploratory work has helped us understand the core differences between data storage infra like Filecoin and data publishing infra like DA"  
[X Link](https://x.com/ballsyalchemist/status/1783587193300365735)  2024-04-25T20:01Z [----] followers, [---] engagements


"But more importantly it has uncovered what it takes to build a practical DA on @filecoin. [--]. A smaller data sector requirement for sealing to reduce sealing/unsealing latency. [--]. Further development of PoDSI for faster data inclusion verification"  
[X Link](https://x.com/ballsyalchemist/status/1783587208060145877)  2024-04-25T20:01Z [----] followers, [---] engagements


"Unfortunately @Filecoin cannot provide the guarantee. Only can incentivize it via the generated fees from such DA construct as you suggested. A major difference here is that. Filecoin SP not publishing data- network continues as usual. Celestia/EigenDA/Avail/. not publishing data - either network attack by malicious node and/or false RS encoding etc. require even social consensus for slashing/reboot (possibly). The consequence of not publishing in the latter is much bigger and sorta "enshrined" to the design of the DA itself"  
[X Link](https://x.com/ballsyalchemist/status/1783621311362646311)  2024-04-25T22:17Z [----] followers, [--] engagements


"@Sota_Web3 ASTR JPY 😉"  
[X Link](https://x.com/ballsyalchemist/status/1783899397136294309)  2024-04-26T16:42Z [----] followers, [----] engagements


"@Junger0x @Filecoin @turanzv @aeyakovenko thx man"  
[X Link](https://x.com/ballsyalchemist/status/1783908798664523808)  2024-04-26T17:19Z [----] followers, [--] engagements


"@alphaK3Y @0xRainandCoffee @Filecoin @turanzv @aeyakovenko ;))"  
[X Link](https://x.com/ballsyalchemist/status/1783908888955191566)  2024-04-26T17:19Z [----] followers, [---] engagements


"@belowthe38th @Filecoin @turanzv @aeyakovenko @CelestiaOrg @aoTheComputer I believe @aoTheComputer is mostly focused on enabling compute on top of arweave"  
[X Link](https://x.com/ballsyalchemist/status/1783909121646850259)  2024-04-26T17:20Z [----] followers, [--] engagements


"Me: "Oh I want to bridge over my USDC from Polygon to Arbitrum and use it." [--]. Swap some dust into USDC [--]. Swap USDC to USDC.e to bridge (USDC was not an option) [--]. Bridge (2mins) [--]. Swap USDC.e to USDC (cant use USDC.e) [--]. Use USDC We are so ready for the next billion"  
[X Link](https://x.com/ballsyalchemist/status/1783982630985158987)  2024-04-26T22:12Z [----] followers, [----] engagements


"@Jaimin_Building I used Across It didn't specify its USDC option on the frontend. Essentially some bridge doing only native USDC and some others doing the bridged USDC & native USDC"  
[X Link](https://x.com/ballsyalchemist/status/1784015881162441128)  2024-04-27T00:25Z [----] followers, [---] engagements


"May seem trivial at first where any additional rewards from all AVS is net positive for the restakers (esp if they use stETH) but that ignores the potential slashing risk/cost. There likely gonna be many AVSes whose restakers are underpaid for the slashing risk that they bear. And some real slashing events may accelerate the convergence of stake as you suggested"  
[X Link](https://x.com/ballsyalchemist/status/1785478895170626009)  2024-05-01T01:18Z [----] followers, [---] engagements


"OH: "@danrobinson's brother @wiIIiamrobinson is building @SorellaLabs". 👀 👀 👀 Fact check plz"  
[X Link](https://x.com/ballsyalchemist/status/1787605628145303790)  2024-05-06T22:09Z [----] followers, [----] engagements


"I am still waiting for the devs to build out Verifiable Minecraft that runs off-chain with VC and settle on-chain. Great overview here 1/ Verifiable Compute is as important of a technological revolution as blockchain itself. I've written a piece on the tech including: - an overview & history - an outline of the use-cases - a framework for evaluating verifiable compute projects https://t.co/FjV3a9VgDQ 🧵👇 1/ Verifiable Compute is as important of a technological revolution as blockchain itself. I've written a piece on the tech including: - an overview & history - an outline of the use-cases -"  
[X Link](https://x.com/ballsyalchemist/status/1788652322509279456)  2024-05-09T19:28Z [----] followers, [----] engagements


"What if.just what if.LP of pegged pairs like stETH/ETH are also suffering from LVR (the adverse selection cost from CEX-DEX arbs) Just saying"  
[X Link](https://x.com/ballsyalchemist/status/1789195725672169800)  2024-05-11T07:27Z [----] followers, [----] engagements


"Is it fair for me to assume that you have somewhat abandoned the notion of governance via token that every projects tries to do as they crawl towards decentralization Good founders not doing tokens means either [--]. Centralized governance forever or [--]. immutable contract from the get-go no governing entity needed. To me your point implies more that you don't believe in the broader scope of decentralized governance which in itself could be a fair opinion"  
[X Link](https://x.com/ballsyalchemist/status/1791966451156316661)  2024-05-18T22:57Z [----] followers, [----] engagements


"@tomwalpo Uni and Lido are pretty typical example in that arena. Imo there is nothing wrong in that. Value of such token aren't necessary derived from the underlying utilities anyway"  
[X Link](https://x.com/ballsyalchemist/status/1791975540070478009)  2024-05-18T23:33Z [----] followers, [---] engagements


"@0xMert_ @dankrad Agree. **checks the price of LTC** Yap market totally does"  
[X Link](https://x.com/ballsyalchemist/status/1792276944727203922)  2024-05-19T19:31Z [----] followers, [---] engagements


"I thought we were all advising Eigenlayer weren't we Together with Justin and Dankrad I have recently decided to become an advisor to Eigenlayer on slightly different conditions -- I am taking this position personally not representing the Ethereum Foundation and with a focus on risks and decentralization. I am therefore fully Together with Justin and Dankrad I have recently decided to become an advisor to Eigenlayer on slightly different conditions -- I am taking this position personally not representing the Ethereum Foundation and with a focus on risks and decentralization. I am therefore"  
[X Link](https://x.com/ballsyalchemist/status/1792781455845888509)  2024-05-21T04:56Z [----] followers, [----] engagements


"@badcryptobitch I am kinda shocked how heavy it is"  
[X Link](https://x.com/ballsyalchemist/status/1793338120789725331)  2024-05-22T17:48Z [----] followers, [--] engagements


"@Jskybowen @jon_charb That number seems bit higher than I would have imagined"  
[X Link](https://x.com/ballsyalchemist/status/1793495612866146755)  2024-05-23T04:14Z [----] followers, [---] engagements


"@0x94305 @GwartyGwart Reckon Algorand is best suited for check out in sth like Metaverse"  
[X Link](https://x.com/ballsyalchemist/status/1793702134774706648)  2024-05-23T17:54Z [----] followers, [---] engagements


"@_Dave__White_ Pokemon lfg"  
[X Link](https://x.com/ballsyalchemist/status/1795582901989634095)  2024-05-28T22:28Z [----] followers, [---] engagements

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