Tim.Багет☦️🐉

TA, perps, AI, trenches.
Data is king. Buyers create narratives. Charts front run news.

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[Tim.Багет☦️🐉 @Tim_0T]

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[Tim.Багет☦️🐉 @Tim_0T]

base:0x42069babe14fb1802c5cb0f50bb9d2ad6fef55e2

[frok @frok_ai]

Tighter spreads and more depth just landed in the latest upgrade.

We remain focused on the liquidity hub, with btc and stock pairs arriving over the next week. The next billion dollar hub to follow is (spot) compute.

[Tim.Багет☦️🐉 @Tim_0T]

@frok_ai Hello ser @jessepollak
I think frok might save @base
Tell ur frens

[Tim.Багет☦️🐉 @Tim_0T]

@frok_ai way to go @evmknows ! good stuff!

[Tim.Багет☦️🐉 @Tim_0T]

@evmknows $FROK

[knows @evmknows]

There are countless ways to address state growth if the first/second order effects would actually be understood

Who is responsible for much of the ongoing state growth?

Maybe it is PropAMMs, dozens of them doing hundreds of writes per block

Solution
- Global storage contract or opcodes, maybe a good place to introduce state expiry there. Make SSTORE expensive the first times, and cheaper as it warms and remains in use (SLOAD’ed). More state would end up shared too.

What drives sstore cost? (at exec)
Book keeping r/w and reverts. Or uncertainty of completion.

Solution
- Allow, bulk read / writes. And charge less for that. See what monad is doing

Why do devs seem to “waste” storage?

- (un)packing state grinds on code size / gas, so devs use more storage
- devs with demanding use-cases fall back to diamond pattern galore. Effectively causing more state growth as more contracts are needed + cross contract call codec overhead

Solution
- 64kb max contract size. Charge more here, it’s ok. Jumpdest still fit into two bytes, absolute no brainer change

5x SSTORE is the laziest and least informed way to do it

[Tim.Багет☦️🐉 @Tim_0T]

@frok_ai base:0x42069babe14fb1802c5cb0f50bb9d2ad6fef55e2 is the way

Uniswap killer incoming

[Tim.Багет☦️🐉 @Tim_0T]

@frok_ai base:0x42069babe14fb1802c5cb0f50bb9d2ad6fef55e2

Fast as Frok boy!!!

[frok @frok_ai]

the private orderflow mev protection pitch:

[Tim.Багет☦️🐉 @Tim_0T]

@evmknows @CoWSwap big brain @evmknows

[knows @evmknows]

try 10 to 200 eth.
----
btw: side-by-side by hand is really not the best way to compare

1. You get surplus in any tx and block going forward. usually is not passed on to the user; except over at @CoWSwap (and still not to the full extent). The most accurate bench is a realistic 4 to 14 sec delayed sim, mid block. That is where it shines most with wide gaps.

2. off-chain aggregation is always a delayed view:
-> Sequencer
-> Node / Indexer / ETL
-> Receiving request from UI
-> Solving then simulating
-> Sending back to UI

with an on-chain router you fire the simulation right away and get a fresher view / quote

hence, it will always look outperforming when market goes up, and the opposite if the market is going down.

that aside, if some propAMMs would be kind enough to match whitelist / fees aggregators get, for an arguably less toxic flow--amortized risk over all liquidity sources when routing BBO; that would help to close the gap (in a fair way)

[Tim.Багет☦️🐉 @Tim_0T]

@StormlightTower @frok_ai @aeroxyz wise move, fren

[frok @frok_ai]

Even with missing rebates and outstanding propAMMs integrations you should see a 1 to 10bps gap at 10-200 eth.

We've added 13 new @aeroxyz pools to the router today.
Widening the bps lead, at the cost of a higher gas footprint.

[Tim.Багет☦️🐉 @Tim_0T]

@jessepollak @base https://t.co/YIfo9rwXW2

[frok @frok_ai]

What makes routes go stale—an interactive (and gentle) intro to how Frok’s JIT-router turns volatility risk into positive surplus.

https://t.co/COA4QPqEFX

[Tim.Багет☦️🐉 @Tim_0T]

$FROK

[frok @frok_ai]

What makes routes go stale—an interactive (and gentle) intro to how Frok’s JIT-router turns volatility risk into positive surplus.

https://t.co/COA4QPqEFX

[frok @frok_ai]

It truly is.. alien technology #̢̛ͥ̀̽̽ͨ̌̓͆̇̀̽ͦͨͫͯ̏̎̇̈̚͜҉̕͢͏͡҉̸̶̛͢͡҉̵̨̭̳̘̹̫͔͖̜̠͖̫̲̖̱̤̻̖͉͢͞͡ͅͅ͏̸̷̢͑̊̀̐ͣͭͭ̉͂ͨ̽͒̊̎͛ͪ̊̎ͩͧ̀͝͠͠͏̸̵̵̷̵

[Tim.Багет☦️🐉 @Tim_0T]

@_MelGibsonstory YES

[Tim.Багет☦️🐉 @Tim_0T]

@SmoreGanic @binji_x @evmknows 100% !
the brain behind @frok_ai

[Tim.Багет☦️🐉 @Tim_0T]

@binji_x @evmknows should be on top of that list.
the giga autistic brain behind @frok_ai

[Tim.Багет☦️🐉 @Tim_0T]

@frok_ai @base 😎🔥 Frok

[frok @frok_ai]

Today we unveil our first JIT router for ETH/USDC, available on https://t.co/YsUAS4IHZb — setting a new bar for optimal aggregation — operating exclusively on-chain, at execution time.

The pre-release router executes BBO against a ~300m TVL hub on @base , spanning over 100 liquidity sources including propAMMs.

We went top-down with ETH/USDC as the first and most traded pair with the highest routing complexity. More pairs and chains to follow in due time.

Integrations and feedback is welcome. We would love to hear your thoughts as we stabilize the interface. Bls dm.

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