Making test-time compute go brrrr @frok_ai @LlamaRisk Stables & veTKN connoisseur @vyperlang enjoooyer @WenLlama #4

Latent Space
Joined January 2022
Tokenized equities are so fragmented by issuers and liquidity. One company (E.g., NVDA) can have 5+ wrappers , each with different underlying structure , trading hours and live on different chains. If I traded stock and wanted to buy a tokenized stock onchain, I would find it confusing too. We still have a lot of room to improve.
79
14
13
251
22,674
knows retweeted
I don't have a horse in this race but there is exactly 0 (zero) point in comparing whatever the UI quotes and judging execution quality based on that without knowing the backend infra / state lag of the providers etc. Anyways... you guys should probably take a look basescan.org/address/0x00000…
Decided to test this out. Went to matcha, which defaults to USDC -> ETH Typed in a 1,000,000 USDC Uniswap: 417.5 ETH Matcha: 417.3 ETH am I doing something wrong?
1
1
3
424
Shock-and-awe
Today we unveil our first JIT router for ETH/USDC, available on swap.frok.com — 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. 1/4
18
313
broke: chasing ev in +1 woke: anticipating same block ev bespoke: anticipating +1 chasers, and doing the opposite, assuming its impact and going for same block ev in +1
lots of same-block DEX backruns on RH chain, anyone know if orderflow auctions or private flow deals going on?
1
3
700
Hard to fathom the climb it took to build this. Solving for same pair N-pool, then multi-path, then trying to win the latency race, eventually realizing off-chain is a dire path, with no end. “fuck it just do it all on-chain” then turning into a superoptimizer and a yul fork to get around compiler limits, enabling probably the most cursed golfs one can do in the EVM
The last on-chain router you'll ever need And the first on the EVM to execute at scale, solving splits entirely on-chain Delivering perfect execution across up to 120 liquidity sources—in any block, at any position Landing soon on @base, covering major pairs and stocks
4
5
29
1,737
knows retweeted
The last on-chain router you'll ever need And the first on the EVM to execute at scale, solving splits entirely on-chain Delivering perfect execution across up to 120 liquidity sources—in any block, at any position Landing soon on @base, covering major pairs and stocks
11
19
11
66
9,135
knows retweeted
argot was spun out of ethereum foundation with a mandate to maintain ethereum's core programming languages and developer tooling. then it immediately begins to launder research as if it was core infrastructure maintenance. if you read their blog, they spend a lot of resources on fe, a language that has been "emerging" for over 5 years. they have long plans for fe, while the language itself has seen zero adoption and zero production use. their long term goal is "non-trivial contracts in production-like setting". meanwhile vyper is actual production infrastructure. it secures real protocols, with real users and tvl, and real audit surface. curve, lido, yearn, frax, velodrome all use vyper. yet vyper lives grant-to-grant, while argot started with a $16.6m check, about as much as ethereum started with. argot doesn't disclose how much time and energy it spends on the fe fantasy versus solidity, sourcify, hevm, or other genuinely core tooling. but clearly this pet project abuses and stretches the mandate. even though it's a programming language, by no serious measure it's "core". it should spin out and try to survive and prove demand independently. production compiler maintenance should get baseline funding before speculative language incubation gets considererd. vyper is in good shape today despite the ecosystem, not because of it. and it still does not sit right with me that resources keep getting misallocated away from the compiler people actually use. ethereum keeps saying "public goods", then funds the toy compiler like infrastructure and makes the production compiler pass the hat. that is not stewardship.
23
43
8
419
59,133
knows retweeted
6
10
2
36
4,211
knows retweeted
ever wondered how reliable aggregation quotes are? below is a real time view of how quickly optimal paths can skew, every 200ms to rely on pre-configured routes, in hopes of getting it right, is a sad indictment in 2026—and a gap we aim to close viz: mevmogged.frok.com
8
19
4
45
6,595
The @paradigm challenges are somewhat reminiscent of Tokyo researchers trying to figure out the perfect railway system. Just a few drops of sugar at critical locations is enough to have the mould“hivemind” find the optimal paths. Knowing where to put the drops and how to create the right environment perhaps an even more difficult feat than the problems itself. Same applies to the actors within said challenges. Picking the most promising paths the model should spend its time on, and what harness / env to use. arxiv.org/abs/2103.00172
1
1
8
469
knows retweeted
fuck letting go
3
8
4
39
6,352
We set out to examine effective latency in ethereum & rollup-boost, uncovering how compression affects both client-to-node latency and vice versa, pinpointing the primary bottlenecks and practical solutions to mitigate them. 1/9 - A quick overview tadpole-labs.ai/articles/com…
2
13
8
32
7,423
Decentralization underpins permissionless blockchains, but what about geography? 🌍 Our new study explores this often-overlooked dimension of crypto. (1/n)
11
38
9
155
35,248
How about a filter dropdown: • Human / Verified • Likely Human (Default) • Neutral • Clanker Juice the sensitivity. Let false positives occur. First time it’s a warning, second time a week in clanker jail, third time ban.
If an account is found to use AI to write automated replies, they should be:
39%Permanently suspended
32%Temporarily suspended
29%Free to post slop
29,784 votes • Final results
6
1,216
knows retweeted
Bald man announces @base szn
We’re exploring a Base network token. It could be a great tool for accelerating decentralization and expanding creator and developer growth in the ecosystem. To be clear, there are no definitive plans. We’re just updating our philosophy. As of now, we’re exploring it.
33
48
16
486
70,950
knows retweeted
Replying to @tittyrespecter
Respect the mascot frok.com
3
15
2,838
The elephant in the room: What happens to _________ if the average consumer device can run a gemini 2.5 equivalent model at >100 TPS? The hardcoded shovels are not just competing against ever-improving hardware or models, but also against open source, which reaps benefits of these advancements as well. Retaining users will become harder as the value prop of paid-for applications dissolves. Intelligence will be commoditized, with the AI and crypto blend eventually converging into just three flavors: 1. Distributed Training • Taps into compute that otherwise would have gone unused. • Predictable and uniform workloads make it possible. 2. Distributed Inference / Model Serving • Redundant — Suitable for very specific use cases where redundancy, decentralization, and fault tolerance are desired (e.g., automating DAOs — A swarm performing decisions steps against predefined conditions to streamline governance efficiency). • Non-Redundant — In light of advancing consumer devices, unlikely to remain competitive, particularly if we attempt to adhere to current standards of decentralization. Decentralized by means of having Protocol Owned Datacenters in >20 countries is a different question though. 3. On-chain Economic Layer for Inference • Pricing and distributing (rather centralized) compute similar to blockspace, given it yields the 1-2 OOM better model performance vs personal devices. • Compensating priced-out users through a non-linear cost increase borne by other users (e.g., fee burn or vesting). • No rate limits or guesstimated pricing policies -> high availability and more efficient pricing/allocation frontier vs Web2 Efforts in the space will have to pivot from chasing the current state of progress towards chasing its future, or otherwise risk ending up as a transitory phenomenon.
1
3
1
25
1,362
knows retweeted
The Frok spirit is re-entering the airspace. On frok.com We build towards a future where intelligence, test-time compute, is priced and distributed similar to blockspace and gas markets. (No, it's not another L1. We are on @base and adapted state channels)
8
17
12
64
13,102