🌌🌲Navigating the Dark Forest: Unraveling the Mysteries of the MEV Market 🌲🌌

After spending weeks researching, we've mapped the complex #MEV Market Landscape! Explore the intricate world of the MEV stack across 3 categories: 1. Infrastructure
2. Solutions
3. Applications
👇 Full blog post here:
mirror.xyz/0xfE32bbB2DdB1…

SMS Anatoly Keynote Notes:

Primary Research on Solana Developer Sentiment👇

"It's a capital mistake to theorize before one has data"-Sherlock Holmes

Lots of commentary on Solana devs the past week so decided to go direct to the source and ask Sol devs how they're feeling, data collected from devs (n=107) Survey Questions:
1. How are you feeling about Solana?
2. Are you deploying on any other chains?
3. Developer Solana NPS
4. Consumer Solana NPS
5. Developer experience of building on Solana?
6. Was your team directly impacted by FTX?

*some* MEV Camp notes at Lisbon

Thanks to @mangomarkets @xNFT_Backpack @SolanaFndn @triton_one @jito_labs @Neodyme @FTX_Official @laine_sa_ and others for all the hard work and alfa leaks! 🫡

Brilliant talks by @buffalu__ @jackshaftoes @aeyakovenko @segfaultdoctor @TusharJain_ @Neodyme Stories and strategies from the early days of @solana MEV

#algorithms

Some interesting @solana MEV metrics from @jito_labs:

👇

https://twitter.com/jito_labs/status/1544422217286647808

MEV as a % of Blockspace (MEV / Non-vote Txns) currently hovering around 6-9%

Saw peak MEV as % for 2022 on May 12 = 27% MEV of Blockspace

With all the PVP & Activist M&A activity in the Crypto space thought it would be good to go review some M&A Defense strategies.

Though these exist for traditional Finance - we may see some of these strategies come into play in Crypto - or new strategies develop...
👇
(n/n) 1/ Token Repurchases:
Token repurchases are purchases for a company or protocol's tokens done by its existing holders or key stakeholders. [Could be also in the form of DAOs burning their tokens]

🚨So proud & happy for our team @ReciprocalVC 🚨

Extremely bullish on the space. We are here to support all Builders & Teams and excited for the future!

https://twitter.com/CraigBurel/status/1542202123873566721

The greatest things about working here have been:

> Building long-lasting Friendships
> Meeting genuine people in the space that really care about pushing the boundaries
> Seeing Ideas come to fruition
> Intellectual curiosity & going down rabbit holes

MEV🤝Users
A lot of the focus on MEV has been on Miners & Searchers. However, with PoS we may see some interesting social effects for Users

We discuss:
>ETH MEV Players
>MEV Economic Market Structures
>PoS
>Solana MEV
>MPSVs
>Game Theory

@ReciprocalVC

recvc.com/mev-2-0-the-ri… We first review the current ecosystem.

Today's market consists of predominantly two players: Miners and MEV Searchers.

Some of the greatest innovation has come from Flashbots.net which has been trying to "democratize" MEV

My goal for this year is to start writing more, with that one topic I will be following monthly:

Chasing the Meta: January 2022

analyticali.substack.com/p/chasing-the-…

> Writing
> Ve-Tokens
> Community Airdrops
> (3,3)
> DFK
> FOAN
and a few more... Some observations:

1. You either create the Meta or you are part of the Meta. Just make sure you understand which category you are in.

🚨 Breaking News 🚨

I'm leaving Web2.0 to go full-time into Crypto and Web3.0! 👇

(and Yes I got the job via Crypto Twitter 😃) In 2016 - I started going down the Crypto rabbit hole for fun. Today, as a crypto degen, I spend almost all my time interacting with my crypto family and friends, hanging out in crypto Discord, Twitter, Telegram, WhatsApp as well as being part of awesome DAOs.

Since everyone is posting 2022 predictions, here are the topics I am interested in:

1. Abstraction @LayerZero_Labs
2. Composability @cosmos
3. Modularization @CelestiaOrg
4. Derivatives @01_protocol
5. Sharding @NEARProtocol

At a min you should know these definitions👇 Abstraction: The process of removing physical, spatial, or temporal details or attributes in the study of objects or systems to focus attention on details of greater importance

TLDR: Removing complexity providing only essential information

Cheat Code for @NEARProtocol Analytics.

Did you know you can access some of Near's mainnet analytics using SQL to query things like:

> Daily Active Accounts
> Daily Active Contracts Count
> Daily Gas Used
> Deployed Contracts

> *Near Ecosystem Entities*

Thread below 👇 Instructions for connecting to the @NEARProtocol analytics database here:

analyticali.substack.com/p/near-analyti…

Sunday Funday - Weekly Roundup with @santiagoroel and @JasonYanowitz

These are great talks to keep track of what is going on, if you only have time for 1 podcast, this is your alpha.

> @PleasrDAO
> FOMC & Markets
> Defi & Warren
> @zhusu ETH tweet
> NFTs
> Institutions Tweets discussed:

https://twitter.com/santiagoroel/status/1471619413690494977?s=20

@blknoiz06 kills it in this thread, definitely worth the read. Here are a list of projects that are mentioned in this post!

As always dyor

blknoiz06.substack.com/p/quarter-iv-2… @OlympusDAO

olympusdao.finance

TOP Crypto Shows & Podcasts

Primary sources are key to understanding Crypto and essential for anyone who wants to understand the space.
Choose 1-2 to listen to consistently but listen to others sometimes
Overview:
1. Why Unique
2. Host/s
3. Example Guests
4. My favorite episode @UpOnlyTV
1. Fun podcast, feels like you are in the conversation, extremely informative; go into detail and ask the questions no one is asking

H: @ledgerstatus& @CryptoCobain

G: @mcuban @egirl_capital @pythianism @cmsholdings @zhusu @lightcrypto

E:

MEGA-Thread:
Top 50 Anon / Defi / Shadowy-Super Coder Accounts
to follow

A lot of new people to Crypto have no clue
Who?
What?
Where?
Why?
About these accounts. This thread covers:

1. A Short Bio
2. 1 top or famous tweets by the account
3. Relevant video or interview Although there is no ranking, a few things about these accounts:
1. They consistently drop Alpha
2. Most come from humble backgrounds
3. They are genuinely responsive when interacting with each one of them & give back to the Crypto community

I don't think I've ever heard @hasufl being so euphoric and excited during his talks, but his chat with @mevintern is worth the listen!!! #MEV ALPHA below:

> Reorgs
> MEV Overview
> Flashbots
> Searchers
> MEV Strategies

and much more. Notes below!

Crypto Reading & Notes Thread for Week of June 21-27

Total Time Saved via Notes: 7 Hours

Topics included: Bollinger Bands, Polygon, Technical Roundup, ETH Dev Call, Defi vs NFT, China Mining, and Real life updates on trading / bear markets from top traders.
(1/n) @UpOnlyTV conversation with @bbands notes (6/22)

https://twitter.com/cmsintern/status/1407447357185212421?s=20

State of the Market by @hasufl and @zhusu
Thread (1/n)

Youtube:
Apple Podcast: podcasts.apple.com/us/podcast/unc…
Spotify: open.spotify.com/show/3vuV292Hi… Is the Bull Market over?

People generally have trouble zooming out:
> YoY Total Value Lock in protocols
> YoY Activity in Addresses
> Daily Volumes
We are at monumental figures, healthy signs of adoption & continued interest

Macro/Inflation Trends have been a big topic in the Crypto space.
Was very much in @ThinkingUSD's camp regarding inflation vs. @mattysino but after listening to @RaoulGMI realized there is more nuance. Shout out to @ledgerstatus and @UpOnlyTV for driving the convos
Thread: (1/n) @ThinkingUSD Macro Thesis:
1. Federal Reserve has bought 50-60% of all US treasuries issued by US govt since Covid
started. US Govt issuing bonds, selling to the Fed.

2. US deficit so big right now that no one can absorb it other than the Fed, basically financing themselves

@UpOnlyTV my thread notes on the awesome chat with @RaoulGMI , @CryptoCobain and @ledgerstatus (1/n) Background: Raoul path to Defi:
Global Macro Investor - Investment Research
Was trying to make the world's safest bank after seeing the Global Financial Crisis but shifted gears and started investing in BTC 2012/2013
2014/2015 — @RealVision — people needed to understand finances