Marcin Pawlowski 3c52aeec0e
Settle §6.9's multi-coalition conjecture: refuted for deflation, confirmed for the threshold
§6.9 flagged multi-coalition selfish mining as conjectural on two counts taken
from the literature — that splitting a coalition can deflate D-hat FURTHER than
one coalition of the same size, and that individually sub-threshold coalitions
can be jointly profitable. With rival private chains in the engine, both are now
measured (scripts/multi_coalition.py, fig39), and they point opposite ways.

DEFLATION — REFUTED. Splitting a fixed stake into K rivals reduces estimator
damage, monotonically, at every beta and K tested (t = 4.3 to 14.3):

  beta   K=1     K=2     K=3     K=4
  0.20   0.908   0.928   0.922   0.928
  0.30   0.778   0.858   0.880   0.880
  0.40   0.586*  0.764   0.807   0.823

The mechanism shows in the fork structure: a lone coalition holds one private
chain ~2000 blocks deep, while two rivals cut each other to depth ~2. Rivals
spend their advantage burying each other instead of honest work. So D-hat ~ 0.70
at alpha = 0.4 IS an upper bound on multi-coalition deflation, not the
under-estimate §6.9 warned it might be. (* boundary-affected: 66% of that cell's
adversarial blocks were still private at epoch end even with the lead cap. The
0.2 and 0.3 rows have <1% stranding and carry the result alone.)

THRESHOLD — CONFIRMED, and 1/3 does not hold at this load:

  one coalition at 0.200      0.875x   t = -2.5    does not pay
  one coalition at 0.295      1.232x   t =  2.7    PAYS
  two rivals at 0.200 each    1.045x   t =  2.5    each PAYS
  three rivals at 0.133 each  0.852x   t = -5.1    does not pay

Two results against the folklore. A single coalition already profits at
alpha ~ 0.295, because the honest network forks at ~0.48 here so the public
chain's HEIGHT advances at only (1-a)*f*(1-fork) while a coalition sharing one
view extends privately at the full a*f — the threshold falls with the fork rate.
And a 0.20 coalition that does NOT pay alone DOES pay against a second 0.20
rival: the rival displaces honest blocks too and both collect on the disruption.
That is the "individually sub-threshold, jointly profitable" case, confirmed at
K = 2 and not extending to K >= 3.

The practical split: coalition fragmentation is good for TSI's estimator and bad
for the incentive argument. "No coalition holds 1/3" is not a safety property at
a load where the honest network forks appreciably, which makes rho < 1 an
incentive constraint and not only an accuracy one.

§8.3 item 2 narrowed accordingly; fig39 marks boundary-affected cells hollow.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-10 12:42:54 +02:00
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2026-07-31 10:04:10 +02:00