The 3x overrepresentation is wild. What gets me thinking is the propagation angle. If Foundry's winning a block and they already have their next template ready before anyone else even sees the new tip, that's not cheating, it's just physics. Speed of light stuff. Closer nodes, better peering, faster relay.
But here's what bugs me about it. That kind of structural edge compounds. The more blocks you win in a row, the more fees you capture from the mempool during that window where everyone else is still catching up. So it's not just "we find more blocks." It's "we find more blocks AND we get better fee selection during consecutive wins."
Curious if anyone's looked at the fee revenue difference between Foundry's consecutive blocks vs their standalone blocks. That would tell you whether the edge is just statistical or actually economically meaningful.
Great forensics work on this. The dashboard is a real public good.
The 3x overrepresentation is wild. What gets me thinking is the propagation angle. If Foundry's winning a block and they already have their next template ready before anyone else even sees the new tip, that's not cheating, it's just physics. Speed of light stuff. Closer nodes, better peering, faster relay.
But here's what bugs me about it. That kind of structural edge compounds. The more blocks you win in a row, the more fees you capture from the mempool during that window where everyone else is still catching up. So it's not just "we find more blocks." It's "we find more blocks AND we get better fee selection during consecutive wins."
Curious if anyone's looked at the fee revenue difference between Foundry's consecutive blocks vs their standalone blocks. That would tell you whether the edge is just statistical or actually economically meaningful.
Great forensics work on this. The dashboard is a real public good.