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Dor

@dor

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Last week Tal/I have been working on building a small Trader PnL Webapp powered by sim. This ended up being particularly timely as @zachxbt recently identified 11 wallets owned by Murad, which generated some excitement on CT. The PnL app shows the profit and loss (PnL) and other details of a trader's activity by token, given their address(es) active on @base or @ethereum The data is live, not a snapshot from minutes/hours ago. Test drive the PnL app on these wallets or any wallets on: playground.sim.io/trader-pnl?addresses=0x6b411100c72ba2445e50ffd20839c28b3546de7c%2C0xcbd0dee0c3eed152c3398b062361becc4a15522b%2C0x13fc38ec99a8217a06d1dc6db8c0bf0ee97ebf7f%2C0x71b4fd11eef705ba60176e7c034cd1a4f97ae02d%2C0x30b46a659761b576a00028b44d1e37fdc64b034d%2C0x5b1569db234a0f2884814a3f7184f01cf641b0c6%2C0x464e0a666734ba93e231d929ace538eaf05ff424%2C0xdb47714727cba70f0408ba30dc4ea0b5ac436055
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There was some recent minor "drama" on CT about @uniswap vs. @aerodrome volume which sparked our curiosity. So we used sim to investigate and here's what we found: Focusing on aggregator trades (used by retail, not arbitrageurs) on Base over the last 7 days: - Aerodrome has the largest aggregator trade volume - Uniswap V3 has more than twice as many aggregator trades Trade size breakdown: - Small trades (<$10k): Uniswap and PancakeSwap dominate - Larger trades ($50k+): Mostly routed to Aerodrome's deeper liquidity pools Top aggregators on Base by volume: - ODOS - 1inch - KyberNetwork On Ethereum, Uniswap remains the clear leader in aggregator trade volumes There isn't any earthshattering insights here, if anything this data shows the importance of considering multiple metrics when comparing DEX performance. You can the full thread here: https://x.com/smlxldotio/status/1841160530683445672
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The EVM Lambda and our Patch component are two of the core components used to instrument the chain and run off-chain computations based on on-chain events. We've received many questions about both and when to use them. The quick answer is: it depends. Each has its advantages: • Lambdas are more flexible: : You can insert execution across many contracts (e.g., those that share an ABI), upon each transaction, each storage write, or each block. None of these is possible with Patch. • The Patch on the other hand, puts you within the contract: If you're interested in a single contract, and particularly if you'd like to emit transient values from it, Patch is very powerful. Check out the full FAQs to learn more EVM Lambda FAQ: https://x.com/smlxldotio/status/1820900717751635976 Patch FAQ: https://x.com/smlxldotio/status/1825622147035013616
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