David Markley

Building @yieldpointcap & tinkering w. ai
x @algorand, @HivemindCap, @carbonb1ack; @masschallenge alum

[David Markley @dbmarkley]

After spending time with clients and partners, the constraint is clear: the system is starved of high-quality collateral.

Meanwhile, perpetuals are becoming the core financial layer, concentrating liquidity and streamlining access to leverage.

Unity is built to sit at that intersection🐕

[YieldPoint @YieldPointCap]

The hunt is on.

XSY is becoming YieldPoint.
https://t.co/NFQqdkRsWQ

We’re now expanding beyond a single product and a single chain, toward a platform designed to deliver credible yield opportunities across markets, assets, and ecosystems.

We’re marking this shift, from beta to production, from product to platform, with a name that reflects that direction.

https://t.co/KEBCgPWmj1

Because once yield becomes reliable, it stops being a trade.

It becomes the foundation capital can build on. 🧵

[David Markley @dbmarkley]

@jeremykauffman @L0m3z @ChHouseBooks Did you say NH homeschool groups? 👀

[David Markley @dbmarkley]

h/t @garrytan for "fat skills, thin harness" & @claudeai for cooking on Claude Managed Agents

[David Markley @dbmarkley]

https://t.co/sdCqNn7NyH

[David Markley @dbmarkley]

@claudeai @bcherny - if a solopreneur was tinkering via their personal account and would like access to Outcomes, Multiagent Orchestration & Memory, is there a path?

Or is the answer to spin up a business account, migrate to working there, and then apply?

Thanks in advance!

[David Markley @dbmarkley]

@trq212 yes
https://t.co/uET0jfxKq5

[David Markley @dbmarkley]

https://t.co/PnClkmZB6r

[David Markley @dbmarkley]

Seeing a lot of builders post today that they were also building agent harnesses and orchestrators, thinking they were one of maybe 50 people with this idea.

Turns out there were thousands of us. Which raises an interesting question:

Did Claude lead us toward patterns that Anthropic had already discovered internally? Or did Anthropic watch how we were all building with Claude and productize what emerged?

Either way, it's a fascinating feedback loop. The tool shaped how we built. How we built shaped the next version of the tool

[David Markley @dbmarkley]

In a hilarious twist of fate, Anthropic appears to have launched Managed Agents ~10 minutes after I posted about building this all from scratch.

The timing is impeccable.

I'll be reading their docs tonight to see how much of my orchestrator just became unnecessary.
https://t.co/hfG0D0uCdK

[David Markley @dbmarkley]

@nikil thank you for the inspiration @nikil 🫡

[David Markley @dbmarkley]

https://t.co/PnClkmZB6r

[David Markley @dbmarkley]

💯 The stack I built is specific to how I operate as a PM running multiple projects. The orchestrator, knowledge architecture, and review pipeline all emerged from my specific constraints. Anthropic's Managed Agents will handle the generic infrastructure better than I ever could.

The question I'm most interested in is: what are the domain-specific patterns that sit on top of that infrastructure? The committee design, the verification fidelity spectrum, the knowledge routing. Unclear how we share those templates at scale as I don't think they get commoditized by Anthropic/OpenAI

[David Markley @dbmarkley]

@austin_way Isn’t the conclusion to use locally hosted open source models so they can’t take it away?

[David Markley @dbmarkley]

@fancylancer3991 My intuition is that the generalization works well across verifiable tasks, thus the work is to transform subjective tasks into objective approximations in order to benefit from the generalized intelligence

[David Markley @dbmarkley]

@nikil @davehappyminion Install ClawFlows...

... immediately feel like you live in the future

[David Markley @dbmarkley]

tried “remove HITL”

system ran better

so much for all those RTS hours

[YieldPoint @YieldPointCap]

Our co-founder & COO @dbmarkley will be live on X today at 12 PM ET discussing real-world stablecoin adoption and where the next wave of usage is coming from.

Tune in 👇

[David Markley @dbmarkley]

One of the remarkable things is that these models, despite being designed to predict the next token, are developing cognitive strategies that were never explicitly intended.

I’d wager that, with sufficient state and runtime learning, LLMs might provide these customizations on their own.

[David Markley @dbmarkley]

@iruletheworldmo Do you know of any work related to the evaluation of models solely trained on human-generated artifacts versus human+LLM generated artifacts?

[David Markley @dbmarkley]

Circa ~2020 I experienced a similar crisis of confidence in the space, and, aligned with what @nic_carter describes, came to the conclusion that the gap between expectation and reality was a feature, not a bug.

For most of the people I know in crypto this reconciliation has become a a right of passage. Many of us were drawn to crypto because we believed in its potential to create a better future; we stay to ensure that potential manifests itself.

[nicolas, 30 ans @nic_carter]

https://t.co/j7OZyqsTcx

[David Markley @dbmarkley]

Verify in real time w. @AccountableData
https://t.co/VGCxnEBUMg

[David Markley @dbmarkley]

Gotta keep your head on a swivel...
This space moves quick @xsy_fi - yUTY

[Stacy Muur @stacy_muur]

Great tier-list here!

Speaking of 7d avg yield:

• @Neutrl – sNUSD – 21.77%
• @GetYieldFi – yUSD – 12.62%
• @avantprotocol – savUSD – 12.15%
• @USDai_Official – sUSDai – 8.76%
• @infiniFi – siUSD – 8.71%
• @falconfinance – sUSDf – 7.02%
• @maplefinance – syrupUSDC – 5.48%
• @protocol_fx – fxSAVE – 5.17%
• @ResolvLabs –  stUSR – 4.85%
• @ethena – sUSDe – 4.56%
• @fraxfinance – sfrxUSD – 4.44%
• @SkyEcosystem – sUSDS – 4.09%
• @OpenEden_X – USDO – 3.59%
• @almanak – alUSD – 3.27%
• @OndoFinance – USDY – 3.21%

Anything else worth a mention?