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Blockchain

Why does exclusive order flow let two builders dominate 86% of Ethereum block production?

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Möglichkeit

Private order flow agreements between wallets, apps, and a small number of builders give those builders a structural informational advantage that compounds over time. Beaverbuild and Titan Builder produced roughly 86% of Ethereum mainnet blocks during a two-week period in early 2025, and the Herfindahl-Hirschman Index for block building rose from around 0.2 in late 2023 to 0.35 by mid-2024. ePBS moves the builder-proposer auction on-chain but does not break the exclusive deal pipeline: a builder holding the majority of private flow still wins most auctions after the protocol change. BuilderNet is a voluntary countermeasure without on-chain enforcement, and as of January 2026 it produced only 25.5% of blocks. The feedback loop is self-reinforcing: only builders with high market share attract exclusive flow, and only those with exclusive flow consistently win.

Warum es wichtig ist

A two-builder effective monopoly at L1 means those two entities can reorder or delay any transaction on the chain, regardless of what the consensus protocol says.

Wie ich die Chance bewerte

Der Opportunity Score ist meine persönliche Einschätzung, keine Messung: wie stark es schmerzt, wie oft es auftritt und wie wenig heute existiert, um es zu lösen. Ein höherer Wert bedeutet, dass ich es für lohnender halte, es umzusetzen.

Schweregrad9/10

Wie viel Schmerz es verursacht, wenn es auftritt.

Häufigkeit9/10

Wie oft Menschen tatsächlich darauf stoßen.

Whitespace7/10

Wie wenig gute Werkzeuge dafür heute existieren.

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