Lex (超越)

Prev. @revolut, now exploring quantum. Founder of Beyond (acq. @animocabrands)

[Lex (超越) @beyond_nalex]

Months of work materializing—no doubt Beyond is in good hands. Next weeks will be fire, so don't forget to turn on notifications for Beyond if looking to be part of the journey!

Mainnet coming very, very soon, but before we have a nice surprise for everyone.

[Beyond | Connecting Bitcoin @beyond__tech]

https://t.co/CHc5h3pTf3

[ClaudeDevs @ClaudeDevs]

We've been working hard on making the Claude Code desktop app great for running lots of sessions side by side.

It's now much quicker to start sessions, easier to split work across a few, and you can always see what each of them is doing. Here’s what's new:

[Andrej Karpathy @karpathy]

Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel.

- Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all.
- Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract.
- Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code.
- And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while.

The funnel is driven by a combination of factors:
1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel.
2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel.
3. Access. Free-tier, paid-tier, internal.

So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.

[Lex (超越) @beyond_nalex]

@newmichwill we know how to deal with quantum, i fail to see where all this ‘doomerism’ comes from

[Lex (超越) @beyond_nalex]

Those that don't migrate still hold their coins as suposed. And as a side benefit they'd likely never get them hacked because the incentives to do so drop to 0.

[Lex (超越) @beyond_nalex]

Bitcoin's Quantum upgrade is a no-brainer. We already have multiple BTC's inside Bitcoin L1 (e.g. Segwit, Taproot) and as Forks (BCH, BSV...).

Simply agree on the best solution, launch it, migrations open for 2 years. Market decides which BTC wants as THE BTC (my guess is that today's BTC will become the equivalent to what ETC is to Ethereum).

What's innit for anyone to win if we do nothing?

[Theo @w3theo]

I have been using six crypto cards hard this year:
Plasma One, Tria, KAST, Moto, https://t.co/TqESdcuUjx, and Tuyo.

This is my experience with each one, not a ranking.

Plasma One: Core
- Nice UI/UX
- Fees feel average
- Support has been fine most of the time (UK timezone availability tho)
- I have not found a withdrawal route on any network other than Plasma
- Surprising changes in the referral system made me sad ngl

Tria: Platinum
- Highest cashback I have seen so far. BUT!!! it arrives much later
- Campaign rules changed without a clear notice, including the loyalty token unlock
- I felt KOLs were prioritized over users. every. single. time.

KAST: Free
- Payments in almost any currency have gone through local rails for me, usually within seconds
- Fees are very high in my use: low-value fees, FX conversion, and declined transaction fees

Moto: Free (changing now)
- Best customer care I have had so far
- Support is very fast and available 24/7
- Especially useful for high net-worth individuals
- Amazing value you get with your card alone (Infinite Visa Perks)

https://t.co/TqESdcuUjx Cash: Luxe (thanks @MikeSilagadze)
- Had zero fees, nice cashback settled instantly and Google rates. It was my number one
- Compliance randomly asked me to stop using it in a neighboring country where I spend a lot of time. sooo I had to stop using it as my main card

Tuyo, Free
- Fun stuff: Tuyo's Buy Now, Pay Maybe. Some card purchases are randomly free, so a purchase can cost $0 (I had quite high hit rate, nowadays it became 0)

My shorthand:
- Plasma One for UI/UX
- Tria for cashback, if you got months to wait
- KAST for coverage
- Moto for customer care and excellence
- https://t.co/TqESdcuUjx if the geography works for you
- Tuyo for Gambling

Whats the best card in your case?
Would love to learn about more

[Lex (超越) @beyond_nalex]

@TonySopraNFTo keeping an eye 👀

[Hayden Adams 🦄 @haydenzadams]

Some bangers from the SEC today:

1) buybacks do not make a commodity token into a security

2) liquid staking tokens for commodities are not securities

https://t.co/kkRNqT3den

[Claude @claudeai]

Introducing Claude Opus 5.5, the first model in our new Claude 5.5 family.

It performs at the level of Claude Fable 5.1 for most tasks, and costs 40% less to run than Opus 5.

[Lex (超越) @beyond_nalex]

degens are pretty much all broke these days, why do new chains obsess on targeting them if doing so is net negative

[MetaLawMan @MetaLawMan]

This is hilarious.
Yesterday, Democrats kill the CLARITY Act, which would have significantly curtailed payment of stablecoin rewards by crypto exchanges.
Today, @Coinbase RAISES its payout on USDC stablecoins.
Brilliant. 😂👇

[Lex (超越) @beyond_nalex]

@andyyy agreed

[Lex (超越) @beyond_nalex]

The problem with old people regulating the future is past beyond their capacity of 'understanding'. They simply don't care enough because they won't be alive to see the outcome of their decisions.

Extended life expectancy broke our political system, it needs to be fixed asap.

[eric @econoar]

This is a perfect example of what's wrong with America right now

Early in its history, 30-40 year olds were determining the future of the country

Now, 77 year old dinosaurs are telling you why you can't have innovation and progress

This needs to somehow be fixed asap

[Lex (超越) @beyond_nalex]

this is the way

(and not memes!)

[jesse.base.eth @jessepollak]

A quick update on Base, decentralization, and Coinbase Wallet.

First of all, Base is growing. Our focus on trading, financing, and payments in 2026 is paying off.

Base is leading onchain spot trading for BTC and ETH. DeFi TVL is at an all-time high of $5.7B. And Base is the #1 chain for stablecoin transfers.

We’re also making progress toward decentralization. We want Base to be infrastructure that every company and individual can build on.

Going forward, the name Base will represent the chain and its ecosystem. The name Coinbase Wallet will represent the self-custodial version of the Coinbase app. It will continue to be a top place to discover Base assets, markets, and apps. And we'll keep driving a ton of value together to the ecosystem.

I’m excited for @cobie to make Coinbase Wallet into the best trading app you’ve ever seen. And I’m excited to focus on building Base into the blockchain for global finance.

🫡

[Lex (超越) @beyond_nalex]

@XenBH we’ll have bonds but better once these enter @pendle_fi

this is getting fun now

[Lex (超越) @beyond_nalex]

someone give this intern a raise 😂

[Solana @solana]

Did you pass the IQ test?

[Lex (超越) @beyond_nalex]

please not again, can we move past memes for good?

[aaalex.hl @aaalex]

Kraken deleted the post but we keep the screenshots for prosperity sake

Company trying to IPO btw

[Lex (超越) @beyond_nalex]

@KingBootoshi astra 6 or fable 5.1?