dataalways.eth ⚡️🤖 @Data_Always Twitter profile

Pinned Tweet

dataalways.eth ⚡️🤖

5 days

Explaining current blob pricing and diving into the impacts of implementing a minimum base fee in blobspace. (re: EIP-7762)

Understanding Minimum Blob Base Fees

Understanding Minimum Blob Base Fees by Data Always - Flashbots Research Special thanks to Quintus, Sarah, Christoph, and Potuz for review and discussions. tl;dr The myth that blobs pay zero transa...

ethresear.ch

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dataalways.eth ⚡️🤖

@Data_Always

2 years

Speechless.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

Spending to inscribe Ordinals is climbing every day. Still only 12% of total fees and 0.3% of the subsidy, but the rise remains exponential. Biggest mempool backlog since FTX and 3AC collapses.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

Tell me again about how Bitcoin is the blockchain that people want to use.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Tron YTD transaction fees: $272.2 million. Bitcoin YTD transaction fees: $270.3 million. People want stablecoins.

dataalways.eth ⚡️🤖

@Data_Always

1 year

Tron on pace to pass Bitcoin for cumulative 2023 fees in about two weeks.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

tldr; the success of restaking will nerf Ethereum's monetary policy, and it's wishful thinking to think that a validator cap isn't going to happen.

Endgame Perils of Restaking

Fear not that restaking protocols might fail, but that they could succeed.

dataalways.substack.com

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dataalways.eth ⚡️🤖

@Data_Always

4 months

Some of the least accessible data in the Ethereum ecosystem is live MEV data; when things go wrong there's only a handful of people with the tools to look under the hood in real time. Today, this data is accessible to anyone that can run a python script.

GitHub - dataalways/pbs-snapshot: Take a simplistic snapshot of PBS on Ethereum

Take a simplistic snapshot of PBS on Ethereum. Contribute to dataalways/pbs-snapshot development by creating an account on GitHub.

github.com

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Worst time in the past couple years to be an eth maxi rn.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

Diving into the 0x01 validator set to model partial withdrawals and remind you that almost every threadooor is always wrong.

Partial withdrawals after the Shanghai fork

Modelling the distribution of rewards by validator cohort.

dataalways.substack.com

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dataalways.eth ⚡️🤖

@Data_Always

5 months

This is a super important paper on the role of Ethereum private order-flow and why builders win blocks. Highly recommend a read, but some takeaways below. Authors: @syang2ng , @kartik1507 and @0xFanZhang

Decentralization of Ethereum's Builder Market

Blockchains protect an ecosystem worth more than $500bn with strong security properties derived from the principle of decentralization. Is today's blockchain decentralized? In this paper, we...

arxiv.org

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Tron on pace to pass Bitcoin for cumulative 2023 fees in about two weeks.

Hasu⚡️🤖

@hasufl

1 year

In 2022, Tron's blockspace was more valuable than Bitcoin's.

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dataalways.eth ⚡️🤖

@Data_Always

10 months

Paid for by the Rocket Pool marketing department.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

There was $29,082 spent inscribing Ordinals today, down from $114,590 a week ago today (-75%). If you take out the @TaprootWizards mint yesterday the chart is down only. Despite what influencers will tell you, demand is drying up now that the rush for <100k inscriptions is over.

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dataalways.eth ⚡️🤖

@Data_Always

10 months

The most important Ethereum flippening from this year. If Ethereum is successful long-term, users won't be sending ETH on mainnet.

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dataalways.eth ⚡️🤖

@Data_Always

5 months

The timing games as a service landscape is getting really interesting imo. bloXroute started an arms race, but the weapon might end up being colocation. We finally flipped the dynamic, instead of high latency being valuable we're starting to see the power of low latency.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

The ultra sound money cult really confuses me. If we match the highest ever yearly average burn we'll see a supply decrease of like 2-3%. With constant FDV it's an insignificant price pump. Deflation is a meme, the bull case is flows.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Activate the 1-minute candles. Trillions of eth dumped in seconds. But fr, glad to see that people are getting their money out. gg to all.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

@ercwl Perfect recreation.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Wrote about friend tech speculation on friend tech. tldr; christ.

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dataalways.eth ⚡️🤖

@Data_Always

9 months

Blocks have never been this full.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

Another giant Lido inflow today. About 430,000 ETH or $700 million over the past three days. Justin deploying more capital? via: @metrikaco h/t: @hooji2

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dataalways.eth ⚡️🤖

@Data_Always

2 years

I've made the inscriptions dashboard I created private. It's inaccurate to call it my dashboard since creators retain essentially zero IP and usage rights, so if you bug them @DuneAnalytics can just take it over and make it public.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

The crypto data analyst's journey.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

@LeonidasNFT Are you seriously continuing to crop my name out of this. What the fuck man.

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dataalways.eth ⚡️🤖

@Data_Always

7 months

We built a system that leeches money from high quality proposers to low quality proposers. On Ethereum, latency is money.

Latency is Money - HackMD

Timing Games /acc

hackmd.io

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Some thoughts on withdrawals so far. They're going great. /thread. jk let's look at a bit of data and see what mistakes I made.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

friendtech just needs to make each holder pay a harbinger tax. then you can have proper discovery and sustainable dynamics instead of ponzi nonsense.

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dataalways.eth ⚡️🤖

@Data_Always

6 months

13% of slots the past hour have been missed.

dataalways.eth ⚡️🤖

@Data_Always

6 months

I'm pretty confident that this is the worst network performance we've seen without a client outage.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

The claim: bitcoin transaction fees are finally increasing. The reality: the only thing that makes bitcoin holders transact is CeFi insolvencies. This may be the least sustainable tx model one could dream up.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

I'm sorry @pourteaux . It had to be done.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Sunday primer on why analysts make a fuss over poor citing practices for Dune data more than other platforms, on why many bad actors are largely invisible to the public, and why the solutions are imperfect.

User Generated Content Data Platforms

To most readers it makes little difference whether data in a figure is sourced from Dune Analytics or Coin Metrics. However, for an analyst the two platforms are nearly incomparable.

dataalways.mirror.xyz

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dataalways.eth ⚡️🤖

@Data_Always

2 years

The CT culture around not citing figure sources and reusing other people's work is ridiculous. Some analysts at big firms are basically cosplaying.

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dataalways.eth ⚡️🤖

@Data_Always

6 months

I'm pretty confident that this is the worst network performance we've seen without a client outage.

dataalways.eth ⚡️🤖

@Data_Always

6 months

time to see what those raspberry pis can handle.

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dataalways.eth ⚡️🤖

@Data_Always

11 months

Bringing some data to the conversation around whether MEV-burn effectively captures CeFi-DeFi arbitrage. The takeaway: it's mostly blind to it.

The Influence of CeFi-DeFi Arbitrage on MEV-Boost Auction Bid Profiles

The Influence of CeFi-DeFi Arbitrage on MEV-Boost Auction Bid Profiles Data Always - October 31, 2023 Acknowledgements. Thank you to Comet Shock and Justin Drake for feedback and discussions that...

ethresear.ch

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dataalways.eth ⚡️🤖

@Data_Always

6 months

Took some time to look at the footprints left in MEV data by min-bid usage, and to talk about how sanctioned transactions make it into blocks.

The Silhouette of Resilience - HackMD

The Silhouette of Resilience

hackmd.io

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dataalways.eth ⚡️🤖

@Data_Always

10 months

> "No one believed in stock-to-flow" > "ultrasound money is just a meme"

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dataalways.eth ⚡️🤖

@Data_Always

2 months

Titan and SCP have built a combined 89% of MEV-Boost blocks the past week. Basically down to two entities right now.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

lmeow. there's no mass run for the exit, it's all just kraken, and now your thesis is that genesis validators who locked small shares of their tokens are going to all simultaneously dump. take the L.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

lmao @DuneAnalytics is already removing csv downloads for free users. it's been real 🫡🫡

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dataalways.eth ⚡️🤖

@Data_Always

9 months

Interesting year.

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dataalways.eth ⚡️🤖

@Data_Always

7 months

How often do withdrawals distort block bidding? More frequently than you would expect (~10 times/day), but usually the differences are tiny and proposers only lose out on a few dollars.

Distortion of MEV Auctions by Withdrawals - HackMD

How much to distortions from withdrawals cost block proposers?

hackmd.io

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dataalways.eth ⚡️🤖

@Data_Always

10 months

Honestly the p2p data is pretty comical.

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dataalways.eth ⚡️🤖

@Data_Always

9 months

The timing game wars have begun. Happy new year.

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dataalways.eth ⚡️🤖

@Data_Always

5 months

Welcome to the next stage of the MEV arms race. Builders now have cover to drop low-fee transactions for the speed advantages because "that's what geth does". @MaxResnick1 is right, EIP-1559 was a mistake.

Péter Szilágyi (karalabe.eth)

@peter_szilagyi

5 months

The #Ethereum ecosystem seems to be gravitating towards 0 miner tips. Geth fixing it's minimum tip enforcement to 1 gwei caused some outrage; blobs do not tip miners at all; and multi-dimentional gas might also not. I'm worried this again favours MEV.

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dataalways.eth ⚡️🤖

@Data_Always

10 months

Working independently and unfunded in this industry has frankly become untenable. I have some projects I still want to finish up, but I'm excited to move on to a new adventure soon. Still need to figure out exactly what that is though.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

So what do I want? Better IP rights for content creators. Meaningful rewards for users that generate traffic. A UX that makes it more evident when work is simply copied from other users. Some level of respect for the anons doing the work.

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dataalways.eth ⚡️🤖

@Data_Always

6 months

No one could have seen this coming.

dataalways.eth ⚡️🤖

@Data_Always

10 months

pls tell me that 4844 testnets are spamming inscriptions to try to break the chain.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Measuring security in hashes only makes sense against a static attacker. 50% of hash rate has come online in the last 18 months from machines made by one company. Arguably this is the least secure Bitcoin has been (totally reliant on Bitmain broadly distributing machines).

Demosthenes

@DemosCrypto

1 year

First, despite energy volatility, bearish market conditions, and negative public opinion towards PoW, Bitcoin's hash is at an all-time high. Bitcoin has never been more secure.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

One of the big reasons that I've been pushing for more options and more transparent code licensing on Dune is the frequency with which research firms use our work, throw it behind a paywall, and benefit w/out us benefiting. Honestly shocking that this has become the norm.

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dataalways.eth ⚡️🤖

@Data_Always

6 months

I think inclusion lists are bad, but I also think that Titan being responsible for 54% of censorship resistance is bad. So let's do inclusion lists.

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dataalways.eth ⚡️🤖

@Data_Always

1 month

90% of block value coming from private orderflow now.

EigenPhi HQ 🎯 Wisdom of DeFi (🔭, 🎙) 🦇🔊

@EigenPhi

1 month

How much has the 🔝3👷s earned via public vs. private during the last 12 months? Our tables show 1. Beaver: public-$27.4M; private-$252.8M. 2. Titan: public-$20M; private-$175.4M. 3. Rsync: public-$14M; private-$117.7M. 90% of all builders' income comes from private channels. We

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Curious to when the cheapest time to send bitcoin transactions is? Avoid Thursdays, Fridays, and US business hours. big h/t to @hildobby_ for the inspo

Bitcoin Fee Tracker

Free crypto analytics by and for the community. Access crypto data tools and blockchain analytics with 700,000+ dashboards covering DeFi, NFTs, and onchain data. Track meme coin metrics, DEX analys...

dune.com

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dataalways.eth ⚡️🤖

@Data_Always

13 days

For the sake of clarity, geth blocks carry 700-1000 blobs per day. With the average geth block including about 2.4 blobs--very in-line with blob usage on the network.

Péter Szilágyi (karalabe.eth)

@peter_szilagyi

13 days

Curiously, Geth currently sees maybe more-or less 0 blob tx traffic on the public mempool. Does this mean #Ethereum managed to centralize 100% of blob traffic into MEV builders? If so, good job everyone! /s

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dataalways.eth ⚡️🤖

@Data_Always

9 months

NFT demand is dead. 4844 will push L2 data out of the main gas market. Solana DeFi is starting to out-compete Ethereum. What are we going to do with all this blockspace?

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dataalways.eth ⚡️🤖

@Data_Always

2 years

For the past few years I've felt indebted to the crypto community for its life-changing impact. I now hold this obligation fulfilled.

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dataalways.eth ⚡️🤖

@Data_Always

6 months

Good thread. The other thing I would highlight is just how far apart MEV and core devs have grown. Almost no one knows both stacks, no builders/relays show up to ACD, and no core devs go to MEV community calls. People should have realized this would be an issue months ago.

Michael Sproul

@sproulM_

6 months

This post-mortem misrepresents the issue as a Lighthouse p2p bug, when in fact it was caused by an untested interaction between Bloxroute's centralised "block distribution network" (BDN) and Lighthouse's HTTP API Here's an account from my perspective

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dataalways.eth ⚡️🤖

@Data_Always

1 year

This is the thread where people who fearmonger using my work will have their losses enshrined for eternity.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

In the first year of Ethereum proof-of-stake, MEV-Boost paid out just under $500 million. For reference, the consensus layer issuance was ~ $1.1 billion and burn was about $1.65 billion.

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dataalways.eth ⚡️🤖

@Data_Always

11 months

beaver and rsync winning over 80% of slots earlier today. what a great decentralized and censorship resistant system we have. via:

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dataalways.eth ⚡️🤖

@Data_Always

11 months

my favorite part of the cypherpunk manifesto is the appeal to regulators to rein in competitors to cryptography

Adam Back

@adam3us

11 months

@JSeyff @SGJohnsson it's really not a commodity. howey test...

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dataalways.eth ⚡️🤖

@Data_Always

2 years

I'm not sure who this is bullish for, but it's interesting. Two year low in volatility for the ratio. Ethereum seems pretty pinned until Shanghai then relative vol probably explodes, but direction is anyone's guess.

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dataalways.eth ⚡️🤖

@Data_Always

3 years

There are two stories to tell about EIP-1559. The disinflation has been bigger than anyone expected. With supply now increasing at a slower pace than bitcoin, there is a legitimate SoV case to be made. Ethereum is becoming scarce.

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dataalways.eth ⚡️🤖

@Data_Always

7 months

Probably the deepest discussion there is about potential MEV on Bitcoin, would recommend.

walt smith | {bip420 edition}

@waltjsmith

7 months

At the start of the year, we began to ask ourselves - how big is Bitcoin MEV, what forms are there today (and tomorrow), and how is it different then Ethereum MEV?

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dataalways.eth ⚡️🤖

@Data_Always

4 months

@peter_szilagyi Not necessary sir. We just had a communication issue (my fault).

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dataalways.eth ⚡️🤖

@Data_Always

1 year

I'm really impressed by the recent @DuneAnalytics changes. The response has been far stronger than I expected. QoL for creators is night/day improved from a couple months back. Well done @hagaetc and team.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

Crazy competition for inscriptions that were trying to be #100 ,000. The third transaction cost over $4,000 to inscribe a pretty small image, only to lose out to someone inscribing text of the 'first' for $60.

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dataalways.eth ⚡️🤖

@Data_Always

2 years

The temporary emergence of MEV on Bitcoin while chasing inscription #100 ,000.

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dataalways.eth ⚡️🤖

@Data_Always

2 months

Here for it.

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dataalways.eth ⚡️🤖

@Data_Always

11 months

we're so back.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

How about we just don't glorify stuff like this. It's not a lucky proposer it's a rekt user that is done with DeFi forever after losing $30k

jasperthefriendlyghost.eth

@drjasper_eth

1 year

This lucky node operator with just a SINGLE minipool, 8 ETH, just got a lottery MEV block worth 20 ETH!! I hope it wasn’t from any exploit, but congrats anon

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dataalways.eth ⚡️🤖

@Data_Always

1 year

The Exit Queue Death Spiral. Hundreds of thousands of views plastering my figures anywhere you could w/out even bothering to tag me. Relentless nonsense, even admitting that you still didn't understand how the queue worked. @kamikaz_ETH collect your L.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

@ercwl It's because people live in a fairy tale and believe that Bitcoin is free to hold. Staking breaks the 4th wall and forces them to acknowledge the opportunity cost of hold non-productive assets; this makes the dilution real in their eyes.

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dataalways.eth ⚡️🤖

@Data_Always

4 months

Gas prices ⇩ Value of public order flow ⇩ Private flow is more important than ever.

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dataalways.eth ⚡️🤖

@Data_Always

11 months

Kind of wild. Two pools at 56% and still growing.

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dataalways.eth ⚡️🤖

@Data_Always

10 months

honestly so clean. probably my new favorite explorer

parsec

@parsec_finance

10 months

Or search for an EOA to see their portfolio, recent trades and funding history, alongside the ability to traverse transaction data and transfers across 9 chains:

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dataalways.eth ⚡️🤖

@Data_Always

10 months

Mitigation of timing games was the hot topic of the latest MEV-Boost community call ( #7 ). I highly recommend the calls themselves, but if you want a summary and transcript here you go. Thanks again to @ralexstokes for hosting.

Timing Games - MEV CC 7

Mitigation of timing games was heavily discussed during the MEV-Boost community call this past week. Here we provide a summary and general thoughts, as well as a full transcript of the call. The...

dataalways.mirror.xyz

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dataalways.eth ⚡️🤖

@Data_Always

1 year

Dropped a new dashboard. Bear market things.

Dune

Free crypto analytics by and for the community. Access crypto data tools and blockchain analytics with 700,000+ dashboards covering DeFi, NFTs, and onchain data. Track meme coin metrics, DEX analys...

dune.com

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dataalways.eth ⚡️🤖

@Data_Always

2 years

@LeonidasNFT At what point do we stop pretending that Leo isn't intentionally cropping authors tags? At least he can't rip mine anymore. @DuneAnalytics are you going to start enforcing your IP+citation policies? cc: @to

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dataalways.eth ⚡️🤖

@Data_Always

5 months

@koeppelmann @dankrad The average locally built block makes under 0.01 ETH these days, while the average MEV-Boost block makes about 0.05 ETH.

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dataalways.eth ⚡️🤖

@Data_Always

1 year

It's been a while and I doubt you even remember. You took my explicitly unmonetized content and slapped on ads for a trading course. Profiting from misleading your audience, withdrawals were hardly the collapse of crypto. @realMeetKevin collect your L.

The Coming Collapse of All Crypto.

EXPIRING FRIDAY 1️⃣Programs & Livestreams 50% off w/ code: FUTUREMILLIONS https://metkevin.com/join 2️⃣Here is description for MOOMOO “Get Up to 10 Free Stoc...

www.youtube.com

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dataalways.eth ⚡️🤖

@Data_Always

4 months

Zillow is going to crash when the Ethereum ETF is officially approved.

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