Eigen price

ok so "decentralized AWS" doesn't actually make sense, but it's a bit hard to see why so here's the nuance: the spirit of the question is "I want to achieve 99.999% uptime". And in particular, negate the risk exposed from yesterday's outage where an entire AWS region can go offline. This could be addressed by deploying fallbacks across either 1) multiple AWS regions or 2) multiple cloud providers. from an engineering perspective, I really struggle to think of any non-financial use case where it makes sense to spend the significant eng effort to deploy and maintain logic on decentralized infra. In conclusion- its hard to see, but in practice it's larp bc you can just deploy fallbacks across more locations.

Previously, I wrote an analysis that Perp Dex would definitely explode within the @solana ecosystem. Now, the Github repository unexpectedly exposed by @aeyakovenko, a framework for a sharded perpetual contract protocol named Percolator, has become the focus of attention: 1) Its architectural innovation roughly involves breaking the order book into multiple shards for parallel processing, including global scheduling and margin management via Router + an independent matching engine via Slab. Additionally, it employs high-frequency trading optimizations and risk control designs, such as a reserve-commit two-phase execution mechanism to prevent MEV attacks. Interestingly, Toly mentioned in the comments that they might introduce a prop AMM competitive experiment mechanism, allowing LPs to customize the matching engine and risk parameters. 2) Unexpectedly, I thought Solana would support its ecosystem's emerging Perp Dexs like @DriftProtocol, @pacifica_fi, and @bulktrade to enter the Perp Dex competition, but it has elevated to a strategic level managed by Solana's official lab. This shows how eager Solana is to continue the Perp Dex craze. 3) The logic behind this is clear; in my view, Perp Dex is a track that can simultaneously accommodate high frequency, high leverage, and large volume. Solana has polished its Alpenglow consensus, Firedancer client, and other performance optimizations for over a year, and it can withstand peak trading volumes during Meme Season. Now is the best time to integrate this infrastructure capability into the Perp Dex scenario. Moreover, the imaginative space for optimizing the validator layer, along with further optimizations on network bandwidth by @doublezero, are all enhancing Solana's performance limits. @jito_sol has already proven that professional optimizations at the validator layer can work. From a technical foundation perspective, it is entirely feasible for a @HyperliquidX level Perp Dex to emerge within the Solana ecosystem. 4) Mentioning this, Toly, @calilyliu, and other core executives must be quite indignant. With Solana's excellent infrastructure, how can projects like @Aster_DEX and @Lighter_xyz, which are still unclear about their own identities, show off excessively? The key issue is that the Perp Dex driven by the exchange camp is facing many problems, such as false trading volume stimulated by airdrops, the unsustainability of trading-as-mining, and the lack of real high-frequency trading demand, which gives Solana a reason to jump out and intercept. 5) With the basic layout in US stock tokenization and the long-term layout in the ICM internet capital market, Solana has the opportunity to provide a truly capable application scenario for Perp DEX infrastructure that can accommodate traditional financial asset trading needs, rather than just staying at the level of trading crypto-native assets. Imagine this: after US stock tokenization, users can directly open leveraged long and short positions on Tesla and Nvidia on Solana, settling with $SOL or stablecoins, and trading fees flowing back into the ecosystem. This narrative of "on-chain Nasdaq" is surely much higher than the ceiling of simply trading perpetual contracts for BTC, SOL, and ETH assets? That's all. Next, let's see how the Perp Dex counterattack on Solana will perform!