Grace Deng 🦇🔊
@yuxiao_deng
Followers
2,922
Following
1,115
Media
246
Statuses
656
Explore trending content on Musk Viewer
مدريد
• 987688 Tweets
بنفيكا
• 470165 Tweets
Wizkid
• 369482 Tweets
Davido
• 346599 Tweets
Jack Smith
• 192706 Tweets
Bayern
• 129882 Tweets
Lille
• 119199 Tweets
Tigers
• 100854 Tweets
Aston Villa
• 74494 Tweets
Massa
• 71788 Tweets
#LaMarchaDeCFK
• 69492 Tweets
Duran
• 66958 Tweets
Benfica
• 64395 Tweets
Astros
• 60703 Tweets
Mbappe
• 58535 Tweets
Ancelotti
• 50890 Tweets
Bank of America
• 41400 Tweets
Shawn
• 31848 Tweets
Carlo
• 27999 Tweets
#LOSCRMA
• 22656 Tweets
Emery
• 19485 Tweets
Orioles
• 19444 Tweets
Dibu
• 18114 Tweets
Simeone
• 16171 Tweets
GOLD RUSH
• 12721 Tweets
Kroos
• 12247 Tweets
今季限り
• 11975 Tweets
Neuer
• 11532 Tweets
岡田監督
• 11205 Tweets
Gravenberch
• 11199 Tweets
Pinned Tweet
1/My biggest takeaway from
@SolanaConf
during Breakpoint: Solana Payment is the next big chapter 🔥🔥
Great Teams🧑🍳+ Great Chain⚡️ + Real PMFs💪 = Solana Payment💰
See summary here👇
37
49
251
1/
Restaking Summer is coming. Let's explore LRT (Liquid Restaking Tokens) in one thread, covering:
- Why we need it (comparing LST and LRT)
- Competition landscape analysis
- Related risks
- Future opportunities related to LRT
*Research done in collaboration with
@LukeWasm
25
58
329
1/
🔍 Dive into the latest episode of SevenX Research Day with focus on Restaked Modularity!
Discover the key takeaway in this thread: trends in modularity (scalability, interoperability, new features) and restaking (opportunities and risks).
Watch now:
11
57
232
1/
The centralization debate surrounding Lido has reached a boiling point. While paying attention to the risks, it is also important to note the related efforts and potential solutions being explored.
Join this thread to unravel the full picture of this centralization problem. 🧵
12
48
183
1/
- 4844 new DA solutions are live, busting the bottleneck of DA cost. But the quest for more scalability and solving new bottlenecks never ends. What will be the next step towards enhanced scalability while maintaining EVM compatibility?
*Research co-written with
@LukeWasm
. 🧵
10
41
169
1/ Discover the untapped potential of Stylus. 🧪
Stylus is renowned for its EVM+ capabilities, accommodating both EVM and WASM. Enabling WASM marks a significant milestone, expanding
@arbitrum
's reach to developers in Rust, C, and C++.
But that's not all. Let's take a deep dive
9
32
164
1/ Here's a high-level summary of the MEVconomics of
@ETHGlobal
. The goal is to introduce the latest developments and status of the different stakeholders in the MEV world.
Speakers and more info can be found at:
7
32
142
1/
Videos from our invite-only Research Day on "Infra Frontiers for Modular" are out!
Covering the latest developments and high-quality discussions on fault proofs, rollup MEV design, proof singularity, and rollup derivation function innovations, etc.
Links and summary below 🔗
9
72
108
1/ Eigenlayer is growing to be an important player in the realm of MEV. It's no surprise, as
@eigenlayer
involves the major player (aka validators) in the MEV supply chain. I summarize the combination of MEV and Eigenlayer into 3 parts:
2
25
126
1/
Get ready for an in-depth exploration of proposer commitments (PCs)!
Join this thread and discover::
- Why we need PCs
- Comparing PC solutions like PEPC, PEPC-DVT , PEPC-Boost, Mev-Boost+/++
- How different PC solutions,
@eigenlayer
, and SUAVE can combine
5
37
119
1/
Exciting proposals are emerging to tackle the interop between rollups! Dive into the latest proposals here, covering:
-
@Jskybowen
and
@benafisch
's talks in
@modular_summit
-
@alt_layer
's beacon layer
- Shared Validity Sequencing by
@pumatheuma
,
@0xShitTrader
and
@jtguibas
6
82
91
1/ Imagine a world dominated by multiple rollups, what necessary infrastructure would we need to serve as the "reinforced concrete" ?
In this article, I break it down into 4 parts:
- Rollup Security🔒
- Rollup Interop🔄
- Rollup Cost💰
- Shared Security🤝
3
11
62
1/ 🧵 Exciting Possibilities with Sequencer Restaking in Rollups! 🌟
*special thanks to
@LukeWasm
for collaborating on this thread
1
12
49
1/
The Research Day conference from
@dba_crypto
,
@CelestiaOrg
,
@__geometry__
and
@robotventures
was truly remarkable.
The line-up of speakers was top-notch and the presentations were jam-packed with exciting ideas and insights.
Here are some highlights:
4
13
63
1/
🧐Are you curious about the current landscape of sequencer decentralization and how it caters to different types of rollups?🤔
In this thread, I'll present a clear and concise overview of the topic. Keep reading 👇
2
12
63
Are we at the dawn of the onchain financial world? 🌅✨
BTC has reached an all-time high, with the BTC ETF approved and the current total AUM of BTC ETF standing at an impressive $38.61 billion. However, the new liquidity that comes on-chain is stagnated and remains below
1
9
46
1/
The talks and Q&A from our MEV Day are now live!
Thanks to all our distinguished speakers
@MaxResnick1
,
@_danielmarzec
,
@0xfuturistic
,
@ballsyalchemist
, and
@hxrts
, as well as the audience for joining and participating in the discussions!
Intro and the videos are below.
4
10
45
Uniswap, followed by Curve and Balancer, and then Maverick, have progressively proliferated the AMM landscape. Valantis is the next to unlock a new era of DEX and on-chain asset trading 🚀.
The potential of DEX design space is greatly underrated. HOT AMM, as the first proof of
Introducing Valantis
The full design space of Decentralized Exchanges unlocked.
9
63
268
2
6
41
1/ Will Flashbots continue to be a major influencer in the MEV world after MEV-Boost is replaced by in-protocol PBS?
*Some latest updates and opinions on Flashbots.
3
8
39
@optimismFND
@eigenlayer
@nebrazkp
@Scroll_ZKP
@o1_labs
@AvailProject
@alt_layer
2/ ZK Fault Proofs by
@maqstik
- Amrit shares
@alt_layer
's joint work with
@RiscZero
on ZK Fault proofs, which only generate validity proofs when there is a challenge:
* Variant1: proof for a single disputed instruction under bisection
* Variant2: full proof without bisection.
1
7
24
1/
Obol recently announced their partnership with Nethermind in developing v2. Additionally, SSV Network has started and revealed its extended mainnet plan including the recent limited launch. The DVT industry is on the eve of takeoff!
Buckle up as we explore the dvt world.
2
9
34
1/
The rapid growth of RWA hints at the potential for institutions to engage onchain in the next bull run.
But I'm now bearish on RWA in short term because:
* my definition excludes stablecoins and only refers to non-crypto rwa assets/yields
3
13
36
In the world of intent in ST, users may depend on dapps to express their intents through interaction at the front end. In the LT, AI assistants may then step in to help with more expressive intents once the general intent-related infrastructure is prepared
2
8
35
1/
🚀The videos from our New Trends Summit are out!
Check out the videos to dive into the latest insights and hot takes on modular, MEV, zk, gaming, social, and DeFi. Let's kick things off with captivating highlights on modular and MEV. Thread 👇
2
3
24
19/ New Modular Features: FHE
- FHE enables computation and comparisons on top of encrypted data, bringing confidentiality on-chain and unlocking new use cases like poker games and private voting.
-
@inconetwork
providing fhevm can act as a universal confidential layer for Web3.
2
3
19
Future Alpha Leaked: Leveraged Restaking Yield Farming
*ion protocol is in testnet now
1️⃣ Stake ETH into
@RenzoProtocol
, get ezETH
2️⃣ Deposit ezETH into
@ionprotocol
's LRT money market, borrow ETH
3️⃣ Repeat 1️⃣
Getting leveraged yield & farming Renzo + Ion + Eigenlayer ALL IN ONE
Join the first Renzo Twitter Space! Learn about the
@eigenlayer
DeFi ecosystem and how we're making it accessible to everyone
@kratikl_
@ChundaMcCain
@MeirBank
@sunandr_
0
8
32
2
2
18
Hill and I spent a month exploring how zk can tackle the trust issues in AI/ML, and how the combination of AI/ML and zk will revolutionize Web3. Tons of exciting developments and opportunities inside! Hopefully, this article could guide you through this magical jungle with ease😊
The web3 space is quietly undergoing a radical transformation with the convergence of blockchain, ZK, and AI/ML
Our latest research, "Balancing the Power of AI/ML: The Role of ZK and Blockchain" by
@Hill79025920
and
@yuxiao_deng
, explains how. Read more 👇
5
43
99
2
1
17
4/ Avail: Architecture and Use Cases by
@anuragarjun
- Anurag introduces
@AvailProject
's architecture and its vibrant ecosystem of differrent types of rollups
2
3
17
2/ Avail: Architecture and use cases by
@prabalbanerjee
, Co-Founder
@AvailProject
- Rollup only scales execution; DA also needs to scale. Every base layer is going to be a DA layer (new trend)
- Avail provides the base layer and aims to optimize it.
1
6
19
6/ A zkVM for the MIPs architecture and OP fault proofs by
@dwillems42
-
@o1_labs
is developing a zkVM for the MIPS architecture in particular for the OP stack based on O(1) Labs' original tech stack, i.e. snarkifying the op fault proofs
1
6
17
10/
To compare existing players in LT:
- Node Operating Mgt: whitelisted NOs/permissionless/directly delegate to multiple EL NOs
- Risk Mgt/AVS Strategies: enter all AVS/all selected through DAO/sophisticated risk mgt method
- Liquidity Mgt: LRT use cases and liquidity
2
0
13
4/
- LRT protocols can help solve these problems at the same time, abstracting away all the complexities:
Users deposit ETH/LSTs
Instantly get liquid LRTs with staking, restaking rewards, and future airdrops
LRT protocols deal with all the restaking processes in the background
1
1
14
Someone commented on our last tweet suggesting we add more coverage on Solana. We're excited to introduce our new speaker,
@supermarioblock
, founder of
@magicblock
. Magicblock is developing a new scaling solution on Solana to enable high throughput and super low latency, making
Are we at the dawn of the onchain financial world? 🌅✨
BTC has reached an all-time high, with the BTC ETF approved and the current total AUM of BTC ETF standing at an impressive $38.61 billion. However, the new liquidity that comes on-chain is stagnated and remains below
1
9
46
1
2
11
2/ Why do we need:
- Let's start with LST. As ETH staking has technical barriers (validating the chain), financial barriers (32 ETH), and liquidity constraints (locked), we need liquid staking token solutions. Currently, over 50% of ETH staking happens through LSTs.
1
1
11
3/
- With
@eigenlayer
mainnet launching gradually, similar problems might appear again. For ETH stakers who want more yield through restaking, they are now facing:
- Technically: They need to choose AVS and run the AVS or delegate to EigenLayer's NOs who can select and change AVS
1
0
10
@pendle_fi
7/ Part II Competition
- Currently, 3 LRT protocols (
@RenzoProtocol
,
@KelpDAO
, and
@ether_fi
) already live with 8 in testnets. A total of 145k ETH is restaked through LRT, accounting for approximately 23.27% of the restaked ETH, which accounts for around 2.1% of ETH staked.
1
1
12
26/ Other LS protocols
-
@Rocket_Pool
's future Saturn upgrade can greatly scale permissionless LSP and potentially lower bonding requirements for NOs to 1.x by implementing MetaPools that connect validators and adjust risk calculation (solving the dilemma mentioned before).
@Rocket_Pool
@NodeOperators
@KaneWallmann
@AaveAave
It's a clever curve.
The left bound will be dominated by MEV theft analysis. The right bound will be the limitations of the Ethereum spec based on execution-slashing risk
The expected range is 8 ETH on the left and 1.x on the right
For growth, this is a 10x opportunity.
16/30
1
0
18
1
4
13
8/
- Services LRT provides include basic mechanism+operator mgt+risk mgt (which becomes more important when more AVS goes alive) +liquidity mgt
- I mainly categorize LRT into legacy LST players + new LRT-focused players
@Defi0xJeff
breaks down through the LST pooling method
There are 2 Sub-Types of Liquid Restaking Protocols
𝐁𝐚𝐬𝐤𝐞𝐭-𝐛𝐚𝐬𝐞𝐝 Liquid Restaking (bLRT) — the LRT protocol allows for multiple LSTs to be deposited in exchange for 1 LRT, diversifying the LST assets
This is similar to
@GMX_IO
GLP basket of assets
13/21
2
0
9
1
0
10
@AvailProject
@megaeth_labs
@brevis_zk
@nebrazkp
@Optimism
@alt_layer
@Stake_Stone
@EspressoSys
@inconetwork
@RenzoProtocol
2/ Scalability: DA
- DA layers scale rollups via light clients and DAS
-
@AvailProject
(DA mainnet in H1'24) light clients allow verification w/o downloading whole block and can also only download txs for a single app/rollup. More optimizations during KZG are also to be expected
7
3
11
*Footnote for the pic above:
MaxLoss = maximum percentage of stake that can be frozen/slashed by each AVS; quantifying the slashing risks for a restaking portfolio.
The Sharpe ratio is a measure of risk-adjusted return in finance. The higher the ratio, the better the performance
1
0
7
@subinium
14/ Part III Related Risks
- LRT smart contract risks: Carefully choose LRT with audits. Astrid got hacked before.
*Native restaking suffers less from this risk because staked ETH is not sitting in the LRT contract
- 3rd party risks: Related risks from integrated LSTs and EL
Unfortunately our smart contract was exploited due to a fix recommended by our auditor.
We have paused the contract.
We have taken a snapshot of all holders and will offer full refund and make everyone whole. Please wait as our team work out the refund process.
We truly
12
10
38
2
0
11
5/
- Risk management for LRT will be more complex than LST (single return to multiple AVS returns; single asset investment to portfolio mgt). The num of strategies increases with the num of AVS (pic).
- More stakeholders: AVS, and LSTs all have skin in the game (bribing enabled).
1
0
9
4/
- Liquidity of ETH/LST is locked again.
- Rewards: AVS will distribute countless different rewards, which might be extremely gas inefficient on the ETH mainnet. Meanwhile, LRT collecting rewards for the entire pool together can help save gas.
3
0
9
15/
- Slashing risks: As always, higher yield comes from higher risks.
*LRT managing multiple AVS actually helps reduce single AVS slashing risk through diversification.
- LRT depeg risks: Similarly to LST, this is influenced by market supply and demand and liquidity.
1
0
9
6/
- LRT yield is built on top of LST yield. It caters to people want more yield besides the "risk-free rate". Now the additional yield comes from subsidising future incentives from both EL and the LRT protocol (~23.56% now). It will also include restaking yield once AVS is alive
2
0
7
13/
- Demand side: Institutional users have lower risk preference and care more about risk control or customized strategies, while retail users might care more about tokenomics, liquidity, and use cases of LRT, etc
- However, FMA, branding, and network effects still exist
2
0
10
Many thanks to
@hxrts
,
@OisinKyne
,
@0xkydo
, and
@IsdrsP
for relevant discussions and review!
For more details on the PEPC universe, check out
@barnabemonnot
's PEPC FAQ and latest SBC talk. For more details on mev-boost+/++, check out
@0xkydo
's CR with restaking.
1
0
10
18/To The Proposer Go The Spoils by
@MaxResnick1
@specialmech
- Price moves a lot in 12s, creating CEX-DEX profits.
- Max explores if validators benefit most from CEX-DEX profits after auctioning the right to build and if the auction is competitive enough.
1
1
10
12/
- Avail Nexus also enables asynchronous composability through proof aggregation.
- Following a few parameters, rollups that use Avail can verify the state of other rollups with a single proof. (Targeting late H2'24)
6
4
9
@arbitrum
2/ Basic Intro - EVM+
- Before Stylus, Arbitrum Nitro was already able to deterministically prove arbitrary WASM in the fraud-proof process
- Stylus further enables the WASM VM to process any programming language that can be compiled down to WASM
- EVM contracts remain unchanged
1
2
10
17/
- LRT + other DeFi legos:
LRT + DEX trading: see pic below
LRT + lending & borrowing: Restaking will introduce more complex risk components and more fragmentation. LTV and money market pricing model become difficult.
@ionprotocol
comes into place.
With restaking and Eigenlayer's vision to create a decentralized trust marketplace, we need to find new ways to price that credit risk -- AMM liquidity and price oracles are no longer enough
@ionprotocol
is prioritizing access to the best LST & LRT lending/borrowing UX
🧵 👇
2
6
19
1
0
10
11/
- Basic mechanics related to receiving ETH and distributing rewards: Many parameters worth comparing, such as supported LSTs, fees, referral mechanisms, withdrawal timeframe, etc.
Refer to
@jinglingcookies
's comparison.
With so many LRT protocols being built currently, I've created a consolidated table to compare the differences in mechanisms (fees, withdrawals, etc.) and rewards between the various protocols. I've also written a comprehensive article that dives deep into the various
45
91
428
1
0
8
Shared sequencer tastes good
Thank you everyone that attended the
@AstriaOrg
happy hour last night, all credit should go to
@eshita
.
I'd like to reiterate that I will not be relocating to the dystopian hellscape of NYC that many of you call home, but I will unfortunately be in town for the next 3 weeks.
5
0
79
4
0
9
Featuring top-tier speakers and cutting-edge topics, this is a must-read if you want to catch up on the latest developments with zk in just a few minutes. 👇
We hosted the inaugural Proof Singularity Event () at Istanbul.
What is Proof Singularity? To us, It means Ethereum will be the ultimate settlement layer of human civilization, and proofs will be the final forms of computational settlement on Ethereum.
2
15
55
0
0
8
Onchain dark pool is no longer a dream🔥Powered by Arbitrum Stylus🔥🔥🔥
Renegade, the first on-chain dark pool, is live on Arbitrum.
Fully-private trading with zero MEV, slippage, or price impact.
Dark pools account for nearly half of the TradFi market, and Renegade unlocks dark pools for DeFi —
Here's how Renegade works 🧵
46
70
585
0
0
9
@RenzoProtocol
4/
Similar to LST, but with a few differences:
- LST deposit is capped on EL, but no caps on native restaking. However, native restaking requires 32 ETH, running a node, and integrating with EigenPods. Depositing in native-staking-supported LRT protocols can bypass this limit
3
0
8
28/
-
@divastaking
= Liquid Staking + DVT + cryptoeconomic mechanisms, which allows for operating a node with just 1 ETH.
- Currently Diva is in a “pre-launch” phase where participants can stake their ETH or stETH and get DIVA tokens incentives.
Thinking about running a validator with just 1 ETH?
Well, pretty soon, you will be able to, with
@divastaking
🧵👇
17
29
132
1
1
8
3/ Scalable+
- With its compatibility with WASM, Stylus leverages the scalability benefits of a WASM runtime. It also takes advantage of the efficiency of Rust and C programs, which have benefited from decades of compiler development
- The computation cost is thus 10x-100x lower
1
0
8
2/ Part I: Centralization Problem
- Lido's market share is almost one-third of all staked ETH.
- Concerns revolve around governance attacks, and Lido's continued growth may lead to stETH being overly dominant (may even bigger than unstaked ETH).
* Current ETH supply staked: ~23%
1
0
7
@tarunchitra
16/ Part IV Future trends and opportunities
- DVT + LRT: DVT protocols like
@ObolNetwork
can help reduce node operating risks similarly to LSTs
- Multichain LRT:
@RenzoProtocol
is exploring this opportunity actively;
@Stake_Stone
is exploring this area leveraging
@LayerZero_Labs
4
0
6
4/
- Let's take a simple ADD operation as an example. The efficiency of the WASM runtime makes it 150x cheaper (and faster) than EVM
- This reduction in computation gas is so significant that Stylus has even introduced a new subunit called "ink", which represents 1/10000 of 1 gas
1
0
7
7/
- Danny went through different components of zkVM and corresponding optimizations.
- Future explorations into zkVM's tests with other projects, more folding optimization, and research into ISA, zkVM, and MCC can be expected.
1
2
7
2/
- The article logically breaks down the topic into different sections. Within each section, it explores potential problems, discusses how the latest solutions/proposals can help solve the issue, and offers insights into what we can expect in the future.
1
0
7
@Sei_Labs
21/ Canto Cyclone EVM upgrade
-
@CantoPublic
also recently announced the Cyclone upgrade, which features:
• Upgrade to Cosmos SDK v50 and ABCI 2.0 for sub-second block time
• Implement OCC for parallel execution
• Integrat in-memory IVAL to reduce storage access bottlenecks
1
1
7
16/ All-in-one Comparison
- PEPC-boost: simple experiment with least changes but high trust assumptions
- PEPC-DVT: offchain, less secure than enshrined PEPC, more general than PEPC-boost
- MEV-boost+/++: partial block auction with 30eth guarantee, more optimistic than PEPC
2
1
7
Switching from backend researcher to frontend host for one day🙈
See you all at the summit!📍🔥
0
1
7
7/ Execution: ZK Coprocessor
- For data-rich and heavy computation, executing onchain can be too expensive, eg calculating a user's 30 days trading volume in Uniswap for loyalty program can cost $20k. Coprocessors like
@brevis_zk
can help scale these compute trustlessly off-chain
1
0
7
9/
- Legacy LST already have existing node operating infra and have accumulated a certain num of eth
- New LRTs like Renzo only focus on LRT and have a sophisticated background in risk mgt, supporting more LSTs and future token 100% related to LRT (easier to design bribing)
1
0
7
6/
- Calling a Stylus program costs between 200 and 2000 gas (this cost will be reduced with improvements on the WASM VM).
- The fixed cost will be quickly amortized as long as the program performs enough executions.
1
0
6
6/ Intents, SUAVE, and offchain auction infra by
@_danielmarzec
from Flashbots
- If you have ever seen this popular meme, check out
@_danielmarzec
's explainations on why he thinks intents are a psyop and the potential bull case for intents besides being a psyop.
1
1
6
21/ Honorable mention: block sdk by
@SkipProtocol
- While all the solutions mentioned above are Ethereum-related, which is a general-purpose chain with thousands of validators,
- For Cosmos' customized appchains, equipped with ABCI++, they can already obtain consensus-level PCs.
2
2
6
5/
However, it is important to note that as security increases, there is often a trade-off with scalability. The modular world offers different security choices, which is a great feature. It allows for a tailored approach to meet specific needs while maintaining system integrity.
1
0
6
18/
- More specifically, to address the state access problem (reducing disk I/O), MegaETH sequencer that with high RAMs will keep the execution state in the memory
- MegaETH is also currently exploring various solutions to speed up the merkleization process for state updates.
1
0
6
12/
- LST market is winner-takes-most due to first-mover advantage, branding, and network effects in liquidity and use cases. LRT has similar features but would be more diverse because:
- Supply side: LRT design is more complex, and players can differentiate in different aspects.
2
0
6
Many thanks to
@IsdrsP
,
@mikeneuder
,
@OisinKyne
, and
@drjasper_eth
for their valuable reviews and engaging discussions!
2
0
6
21/
- Last but not least, as it has been mentioned numerous times, Stylus opens the door to a larger ecosystem of developers.
- Dapps that were previously written in Rust for other ecosystems can now transition more seamlessly to Arbitrum without changing their codes to Solidity.
1
0
5
20/
+ Arbitrum Orbit: For dapps that want further customizability, they can combine Stylus with Orbit to customize their sequencing, execution, etc using RAAS service like
@Calderaxyz
,
@alt_layer
and
@conduitxyz
.
2
0
5
5/
- However, the improvement is not totally "free."
- The initial activation requires a fixed 14 million (which will depend on the complexity of the program in the future). There is no additional activation cost to activate future copies of the same program though.
1
0
6
Many thanks to
@13yearoldvc
,
@prabalbanerjee
,
@maqstik
,
@ballsyalchemist
,
@donnoh_eth
,
@ChundaMcCain
,
@shumochu
,
@ranvirrana001
,
@afk0b
and others for their valuable contributions and reviews! 🙏👏
For further discussions, feel free to DM 💬
0
0
6
@jinglingcookies
24/
- Monad addresses the state access issue with a new DB that leverages kernel support for async I/O and bypasses the filesystem to avoid costly overhead, instead of increasing RAM
* Key to decentralization and minimizing node requirements
Monad is probably best known for its Parallel EVM. However the key to making Parallel EVM actually performant is MonadDb, the Parallel Access Database, which enables high-performance state access with minimal RAM requirements, because the bottleneck is state. Without it, Parallel
132
187
817
1
0
5
12/
- However, enabling parallel execution alone has its limitations. Research indicates that the maximum speedup achieved in historical blocks is only around 4x.
- To address other bottlenecks, let's continue exploring further.
1
0
6
👐 Research Day is backkkkkkk
Heading to
#ETHDenver2024
and interested in
#Modularity
#Restaking
#AVS
#LRT
?
Don't miss SevenX Research Day presented by
@SevenXVentures
, cohosted by
@mirana
, and supported by
@eigenlayer
, taking place on Feb. 26th and Feb. 27th.
Top researchers, developers, entrepreneurs, and
1
6
17
0
0
6
Great LRT risk dashboard including metrics such as trade size required to incur 2% slippage and LP centralization🧙
For LRT users - transparency into risk metrics around slippage, LP concentration, historical tracking error, and others.
1
2
22
1
1
6
4/
- While there are still some lingering security concerns, numerous solutions are already emerging to address these potential loopholes. These range from the future upgrades of major rollups like Arbitrum's BOLD to the development of new protocols like shared sequencers, etc.
2
0
6
Big thanks to all our amazing speakers:
@maqstik
,
@anuragarjun
,
@dwillems42
,
@MMJahanara
,
@_danielmarzec
,
@shumochu
,
@0xkydo
, and
@tyneslol
again!
1
0
6
29/
-
@EclipseFND
brings in SVM (high-performant and battle-tested using Memory Locks) and Rust-written dapps to Ethereum, opening a new liquidity world for Rust developers.
-
@movementlabsxyz
enables Move rollups on Ethereum, benefiting from the security features of Move.
1
0
5
14/ State Updates & Merkleization
- State updates and merkleization (updating the Merkle trie/state root at the end of each block), are the most costly parts of execution. According to
@yilongl_megaeth
's experiments, they are the primary reason why live sync TPS is limited to 1k
1
1
6
19/
- It's fantastic to witness the emergence of numerous generic and app-specific rollups already. With improved infrastructure or solutions for a secure, interoperable, and high-performance multi-rollup world, we can anticipate a more interconnected and thriving web3 space.
1
1
4
The ZKML ecosystem is thriving🫡
0
1
5
26/ Restaking: Risks of LRTs
- Except for the design, the risks of LRTs also have more dimensions and are more complex. Research by
@tarunchitra
and
@mikeneuder
explains 5 types of risks of LRTs in comparison to Trafi.
1
1
5
9/
- In Stylus, the cost is based on the largest memory footprint of your transaction, not the cumulative cost for each increase. Reallocating memory after releasing it will result in cheaper subsequent allocations since the cost for the released memory is not recalculated.
1
0
5
By the way, I just noticed a more in-depth article by
@waltjsmith
from
@galaxyhq
delving into MEV+Eigenlayer. Give it a read!
In a new post by our Ventures' team,
@waltjsmith
explores MEV on
@EigenLayer
, namely how EigenLayer node operators have the potential to one day dominate the Ethereum validator set and become powerful block proposers on Ethereum.
7
21
128
0
0
5
17/ Megaeth
-
@megaeth_labs
chose a heterogeneous scaling method of rollups to achieve 100-200k TPS:
1) beefy, optimized and centralized sequencer(sequencing and execution) with OCC
2) cheap & decentralized full nodes (only apply compressed state diffs without re-execution)
3
0
5
Also, except for the talk, there are many intriguing discussions at the end of the videos. Many thanks to
@protolambda
,
@DoganEth
,
@mikeneuder
,
@Jskybowen
,
@kubimensah
,
@jiayaoqi
, and many other participants for joining and contributing to the discussions! 🙌
1
0
5