ktramble

@cal_engineer @cal @tuckschool

[ktramble @ktramble_eth]

Most AI projects fail. The reason has almost nothing to do with the AI.
30 years ago I bought a giant red toolbox from Sears. I was going to fix my car for the rest of my life.
Two thermostats later, I gave up.
Tools do not make mechanics. 🧵

[ktramble @ktramble_eth]

The fix isn't a better vendor. It's climbing the Ladder.
30 years across Chevron, Oracle, Apple, and a $16M nonprofit taught me to predict the outcome before the first dollar gets spent.
Full framework + six signals:
https://t.co/3Kj9TdGjDw

[ktramble @ktramble_eth]

Most AI projects fail. The reason has almost nothing to do with the AI.
30 years ago I bought a giant red toolbox from Sears. I was going to fix my car for the rest of my life.
Two thermostats later, I gave up.
Tools do not make mechanics. 🧵

[ktramble @ktramble_eth]

Six signals tell you where your firm is.
Three predict success:
→ Leadership has used the tool with their own time → Success is one number the board would care about → A named owner on the org chart after launch
Three more predict failure. Different list.

[Shoal Research @Shoalresearch]

The Onchain Underworld: How Solvers, Market Makers, and Routing Algorithms Compete Beneath Every Swap, and Where AI Fits In

Shoal Signal Ep. 1 with @NovaOvchinnik from @BarterDeFi hosted by @zaddycoin

0:00 Intro and Nikita’s background
2:50 Barter origin and core traction
3:55 What is a solver?
6:43 Market makers vs. algorithmic solvers
11:20 Solver landscape and market-maker dominance
15:53 Superposition and self-custodial yield
20:54 AI inside the company and agents onchain
25:00 Where AI helps the algorithm
26:48 Routing as logistics and why true DeFi “hasn’t happened”
31:35 Market sentiment and where the real building is
36:11 Ethereum, L2 specialization, and fragmentation
37:25 Crypto x AI, risk, and long-term conviction

[The Associated Press @AP]

BREAKING: Immigration officers are asserting sweeping power to enter homes without a judge’s warrant, a memo obtained by AP says. https://t.co/r3uyyj3LWL

[ktramble @ktramble_eth]

https://t.co/YFQ9Xg4fgN

[ktramble @ktramble_eth]

@minilek @Berkeley_EECS @minilek Congratulations!!!

[Ajay Agrawal @professor_ajay]

Even the most sophisticated, modern AI systems are still just computational statistics that generate predictions. @rotmanschool @creativedlab

[Cal Bears History @CalBearsHistory]

On May 17, 1967, Rev. Martin Luther King, Jr. gave his last public speech in the Bay Area from the steps of Sproul Hall at Cal. He told the crowd of 7,000, "You, in a real sense, have been the conscience of the academic community and our nation.”

[ktramble @ktramble_eth]

#GoBears! Congratulations @ShareefAbdur_R

[Shareef Abdur-Rahim @ShareefAbdur_R]

Truly honored to be named a Golden Bear of the Year alongside my wife, @DeeDeeRahim . Cal will always hold a special place.

Thank you @calathletics and Dr. Nichols for the warm welcome and grateful to celebrate with family and friends.

#GoBears

[ktramble @ktramble_eth]

@Win4Cal @Win4Cal is 🔥🔥🔥

[ktramble @ktramble_eth]

“This is Bear Territory!” I joined the Tell the Whole Damn World podcast to talk Cal pride, CAA, and the power of our alumni network.
🎧 Listen here: https://t.co/Sls6xOy3Pw
#GoBears #CalAlumni #BearTerritory #TellTheWholeDamnWorld

[ktramble @ktramble_eth]

#gobears Let’s beat Florida State!

[ktramble @ktramble_eth]

Great work @Shoalresearch !

[Shoal Research @Shoalresearch]

We're absolutely thrilled to share that @ShoalResearch
has hit 5,000 followers!

We are proud to deliver high-quality research and collaborate with early-stage, innovative projects led by the smartest and brightest founders and teams. Our growing community of top builders, innovative projects, and leading institutions is passionate about pushing the boundaries of research and discovery.

Your support inspires us to dive deeper and deliver cutting-edge insights every day. Join us as we continue to explore the frontiers of crypto research!

[ktramble @ktramble_eth]

Grateful for the opportunity to speak at the 2025 Leadership Award Scholar Celebration! 🐻💙💛https://t.co/eMmwPpangH

[Twist @TwistNH7]

Cal day is bonkers

[Sujal Jethwani @SujalJethwani]

Here are 10 must-read newsletters that will save you time in crypto! 👇

➤ @glassnode
➤ @MessariCrypto
➤ @rektmando
➤ @thedailydegenhq
➤ @Shoalresearch
➤ @Tyler_Did_It
➤ @Delphi_Digital
➤ @crypto_linn
➤ @wizardofsoho
➤ @blocmates

[Cal🌟Alumni of LA @CalAlumniLA]

Saturday. 2:30 pm. Galen Center.

Bring your dancing shoes, #CalFamily!

Tickets in the Cal section: https://t.co/LppLToAgQz

#GoBears. #MarchMadness2025.

[Haseeb ＞|＜ @hosseeb]

Here were the most common answers I saw for people's favorite crypto newsletters:

@Decentralisedco Decentralised
@milkroad Milk Road
@Shoalresearch Shoal Research
@0xResearch 0xResearch
@rektmando Mando Minutes
@wizardofsoho Weekly Wizdom
@joemccann Asymmetric Market Updates
@glassnode GlassNode
@BoysClubWorld Boys Club
@Unchained_pod Unchained
@bankless Bankless
@colosseum Codex (Solana-focused)
@cot_research Chain of Thought (Crypto x AI focused)