Overview - Arc aims to be a top platform for tokenized, yield-bearing assets [1] Technology & Performance - Achieves approximately 3,000 TPS with finality under 350 ms using 20 validators [5] - Can reach 10,000 TPS with finality under 100 ms using four validators [5] - Solana achieves 4,000-5,000 TPS with 400-500 ms finality, but Arc prioritizes decentralization [1] Privacy & MEV - Offers opt-in privacy with confidential transfers (hidden amounts, visible addresses) and selective disclosure via "view key" [2] - Implements MEV mitigation roadmap including encrypted mempools, batch processing, and multi-proposer setup, while preserving constructive MEV [2] Stablecoin & Payments - Will launch supporting Circle's USYC, an interest-bearing token backed by short-term U S Treasury securities [2] - USDC is the default gas token, but users can pay fees using local stablecoins with future embedded paymaster abstraction [2] - Offers built-in tools for businesses to automate and secure payments, including invoices embedded in transactions, onchain refund/dispute handling, and AI agents to manage corporate treasuries [4] Bridging & Trading - Facilitates fast bridging and liquidity distribution via Circle's CCTP and Gateway [3] - Incorporates chain-abstracted balances [3] - Includes a built-in currency trading system where approved institutions can settle FX trades atomically onchain, with prices sourced offchain through a request-for-quote process [3] Consensus & Validation - Uses permissioned validators, specifically regulated institutions, running a Tendermint-based PoA consensus (Malachite) [5]

Chainlink SVR Overview - Chainlink SVR successfully recaptured over $200 thousand in liquidation MEV [1] - Smart Value Capture (SVR) is a novel oracle solution enabling DeFi applications to recapture oracle-related MEV from liquidations [2] DeFi Impact - SVR recaptures value, providing DeFi protocols with new revenue streams [3] - SVR supports the long-term economic sustainability of the Chainlink Network [3] Transaction Details - $100 thousand in liquidation MEV was recaptured in a single transaction [1]

so basically...Figma IPO'd at ~$30 as valued by private bankers where you got allo based on fees you pay to the underwriters~60% of the sale was for private shareholdersthe actual market opens at 95, and goes past 120 meaning...Figma missed out on ~$3B and retail got rinsed so basically this is was a bundled shitter with MEV for Wall Street suits ...

Market Inefficiency - Traditional IPO pricing by private bankers can lead to significant undervaluation, as seen with Figma's ~$30 IPO price versus a market open at $95, exceeding $120 [1] - This undervaluation resulted in Figma missing out on approximately $3 billion and retail investors facing losses [1] - The current system is likened to "MEV with suits," highlighting unfair advantages for insiders [1] Solana's Solution - Solana aims to create more fair markets through on-chain markets [1]

Decentralized Exchange Innovation - Angstrom is a new decentralized exchange built on Uniswap v4, utilizing custom hooks to internalize arbitrage and prevent sandwich attacks [1] - Angstrom aims to transform DEX architecture by reordering the MEV supply chain, enhancing LP profitability, and improving execution for users [1] - The discussion covers the future of DEXs and Angstrom's potential legacy [2] Angstrom's Features and Goals - Angstrom 101 is introduced, explaining its core functionalities [2] - Angstrom's goal and next steps are discussed [2] - The impact on price discovery is analyzed [2] Ecosystem and Competition - The conversation addresses Angstrom's competition in the DEX landscape [2] - Future ecosystems related to Angstrom are explored [2] - Impacted parties are identified [2]

DeFi Trading Challenges - DeFi trading faces issues like slow speed, clunky processes, and fragmentation across different applications [1] - These issues, including missed entries, MEV (Miner Extractable Value), and poor UI, hinder traders [1] Telegram Bots as Solutions - Telegram bots are emerging to provide CEX (Centralized Exchange)-level speed and tools within chat applications [1] - @TrojanOnSolana is a leading example, boasting $25 billion in lifetime volume and 2 million users [1] - @TrojanOnSolana claims to be the fastest Solana trading bot available [1] - Features include limit orders, DCA (Dollar-Cost Averaging), copy trading, MEV protection, and real-time analytics, all accessible within Telegram [1] Potential Shift in Trading Behavior - The report poses the question of whether traders would prefer to trade exclusively through Telegram for faster fills and better tools [1]

Solana Ecosystem Improvement - Addresses three major critiques: extractive sandwich attacks, institutional sequencing control, and onchain CLOB building difficulties [1] - Introduces a solution that tackles all three issues simultaneously [1] Key Technological Advancements - Implements a private encrypted mempool to prevent sandwich attacks [1] - Enables app-specific sequencing for building onchain CLOBs [1] - Provides verifiable ordering, allowing institutions to build without MEV concerns [1] - Improves transaction landing efficiency [1] Industry Impact - Represents a significant change in Solana's history [1]

this is colossalyou can now get all the benefits of centralized sequencers around MEV and txn orderingbut *without needing an entire new chain* and with all the existing network effects (liquidity, users, infra) of Solanaabsolutely huge for apps and instituionsmert | helius.dev (@0xMert_):biggest change in solana historyprivate encrypted mempool (no sandwiching)app-specific sequencing (build onchain CLOBs)verifiable ordering (institutions can build without worry of MEV)better txn landingLETS GOOOO ...

RT Andrew T (@Blockanalia)Good morning.Jito is proposing a shift in Solana's architecture that:- Largely mitigates harmful MEV- Enables a Solana-native Hyperliquid competitor- Introduces programmable blockspace as a development mediumIt fixes the problems and prepares for the futureAccelerate ...

yet another case of thiswe learn from the mistakes and we fix them all, fastJito team is goatedhttps://t.co/avFcniwm9Dmert | helius.dev (@0xMert_):here's the thing chain maxis don't get about Solana:if you FUD it and you're wrong:- you will get proven wrong and look stupidif you FUD it and you're correct:- we will take the learnings and ship the improvementfee markets, MEV reports, etc came directly from the latter ...