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Robbie Petersen Profile picture
Robbie Petersen
@robbiepetersen_
Investing @dragonfly_xyz | prev: @delphi_digital
Jan 2 • 11 tweets • 5 min read
My 2025 Predictions🧵 Prediction #1: Front-ends increasingly capture value

As the MEV supply chain matures, value gets captured by whoever owns exclusive order-flow.

The reason is simple. Anyone downstream of order-flow origination — DEXs, searchers, builders, validators etc. — will experience more competition for the same order-flow.

Conversely, the originator of that order-flow (i.e., front-ends) retains an inherent monopoly within the MEV supply chain.

This suggests that the only stakeholder that can increase their take rate without losing meaningful market share is front-ends — specifically those that own "fee-insensitive" order-flow (e.g. wallets).

Emerging primitives such as conditional liquidity (@DFlowProtocol) should accelerate this trend as well.Image