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MEV Supply Chain Concentrates

The economics of proposer-builder separation keep pushing block construction toward a few integrated builders, making maximal-extractable-value capture a recurring threat to Ethereum's censorship resistance.

forming · confidence 40 · Emerging (watchlist) · tracking since July 9, 2026 · updated July 9, 2026

Why the conviction moved

  • Jul 9
    Strengthened +3

    Ethereum researchers warned that under proposer-builder separation a single builder sees every bundle and can replicate a profitable searcher trade instead of honoring it, per the edition. This documents a concrete extraction mechanism that rewards builder concentration, reinforcing that PBS economics keep threatening censorship resistance.

Source trail

  • Supporting · July 9, 2026

    Ethereum Researchers Warn Block Builders Can Quietly Steal Searchers' Trades

    Ethereum researchers warned that under proposer-builder separation a single builder sees every bundle and can replicate a profitable searcher trade instead of honoring it, per the edition. This documents a concrete extraction mechanism that rewards builder concentration, reinforcing that PBS economics keep threatening censorship resistance.

    Ethereum Research

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Affected regions & assets

RegionsGlobal
Assets1 assetUnlock Trends