Umberto | Mostly Data 🧙‍♂️

Research @SolanaFndn

PhD in Physics - Cosmology - Solana

Views are my own.

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@7LayerMagik @fd_ripatel @cavemanloverboy Ops…I start to feel something

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@cavemanloverboy I think actually biased, comparing apples with oranges

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@fd_ripatel But these are not the same measure of time, right?

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@cavemanloverboy ….constrained to 0?

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@fd_ripatel @alessandrod Wondering if it is an apple to apple comparison tho.

This is from 5 different (Agave vals), last 7 days.

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

AI-slop "research" is still here, AI-slop "research" everywhere...

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@cavemanloverboy @JotaDotSol isn't this measure highly biased?

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@alessandrod @bread_ How hard is life for Italians?

No matter what, no matter with...always fighting with someone...anyone...

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@alessandrod @bread_ Hey @alessandrod, I had a lengthy ChatGPT convo to confirm my understanding + check for any recent changes in behavior.

You should close X and come back to work.

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

"Did I formulate a hypothesis before asking? Before I run an agent on any non-trivial task, I write down, even just in my head, what I think the answer might be. It's OK if it's a bad guess. You're always welcome to change your mind in light of new information. Once you've read a well-written response, though, it's hard to imagine any other possibility. If you have no guidance whatsoever, ask for what Thariq Shihipar calls a blind spot pass: give the model what you know and have it find your unknown unknowns."

The time everyone start to do this...

[Addy Osmani @addyosmani]

https://t.co/2gyp2Erpxx

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@therealchaseeb oh...

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

If you try to compile a list of things that cannot currently be done on Solana, you will be surprised to find nothing but a blank page.

[Jacob Creech @jacobvcreech]

@Tristan0x @alessandrod Tech is one thing and must be good enough to unblock everything else. Solana is basically here.

GTM is the secondary component and where most products fail. It's incredibly hard and it doesn't matter where you're deployed, bad GTM can fail your product.

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@Austin_Federa Really strange....would be much more efficient if they update you on when they will work...

Ah no wait, it's Italy, so cannot be efficient.

[Solana Foundation @SolanaFndn]

Introducing the Solana Asset Registry

Fact checking a Solana token? This is the tool for you.

A canonical search engine for every Solana asset, classified, with data from @AlliumLabs, @coingecko and @RWA_xyz behind every entry.

https://t.co/WuTEfsznh2

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@brianlong That’s the conclusion, so your point is correct and I highlighted it at the end (the advantage is the knowledge of the trigger).

https://t.co/kWVWR0h8PZ

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

8/8 To sum up:
• It loses ~45% of the time
• It reacts to a big buy that is already public
• It sells on a timer, while buyers keep coming
• The same pattern shows up on the token without it

The only advantage here seems the knowledge of the trigger, which the bot never frontrunned.

No sign it knows the trade flow before it lands. That’s pointing to a momentum bet, not a sandwich.

Calling something a sandwich needs evidence the bot knew the flow. Here, the data says it likely guessed.

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

1/8 There are rumors of a new kind of sandwich on Solana.

However, a sandwich needs one thing: knowing your trade before it lands.

We looked at the on-chain data and found no sign of that. What we see is a momentum bet.

👇🧵

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@marcryptonio Congrats Michael 🔥

[Jacob Creech @jacobvcreech]

Consolidation is happening in blockchain.

Apps are moving to infrastructure that has:
→ Handled the most traffic
→ Consistently increased capacity
→ Proven institutional-grade security

Only one network clears that bar for critical financial infrastructure.

Solana.

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@Austin_Federa @Cointelegraph @doublezero Geo-aware leader schedule

[Umberto | Mostly Data 🧙‍♂️ @MostlyData_]

@cavemanloverboy @nl_gripto Don’t tell @TheWattenhofer that