Noah

I'm your exit liquidity | Team Arkhe | @GiwaterFinance

[Noah @noah_kokor]

I tried the GIWA Wallet at KBW. Upbit's L2 (@GIWA_by_Upbit) can put your identity and your Upbit balance onchain as a stamp any app can read.

I decoded one on testnet to see what it actually writes, and what it could unlock. https://t.co/DLwQBSHA6C

[Noah @noah_kokor]

@Angaisb_ a one-line 'got it, switching to X' ack would fix most of that. without it you can't tell if the steer landed or just got queued behind the current tool call

[Noah @noah_kokor]

@mikepat711 the bad pings cost more than they look. after a few useless ones you swipe without reading and the useful ping goes with them

[Noah @noah_kokor]

@mehulmpt been on plain tmux panes with agents. what made cmux stick for you, seeing which pane is waiting on input?

[Noah @noah_kokor]

@jahooma the ad-funded part assumes cost per job falls as fast as cost per token. agent runs eat way more tokens than chat ever did, so cheap per token doesn't automatically mean cheap per task yet

[Noah @noah_kokor]

@tonyfer291 @arc 98% USDC tracks, gas is USDC and the big lending markets are USDC too. i'd watch the EURC line more. if StableFX volume keeps growing that's probably where other currencies show up first

[Noah @noah_kokor]

@MemeFab_fun nice that the panel shows the time. is that measured to the flashblock preconf or to the sealed block? a trader cares about the first, anything settling or bridging cares about the second

[Noah @noah_kokor]

@dani_avila7 branching into its own worktree is the bit i'd use most. a lot of bad sessions go sideways at one tool call, and right now the fix is re-prompting everything from the top

[Noah @noah_kokor]

@alexlimasia the vietnam fan example is basically an FX hop at settlement. buyer pays in usdt, seller wants won, neither should have to think about it. so KRW1 probably earns its keep on that last leg. that's also why it being one of the StableFX currencies on Arc caught my eye

[Noah @noah_kokor]

@corey__cooper @ZeroDev @CashApp @arc so cash app pays out on polygon/arbitrum and the routing address carries it over to arc. is that leg CCTP or Gateway? matters for how long someone waits before the usdc is actually spendable on arc

[Noah @noah_kokor]

@exvulsec a newly whitelisted contract getting the borrow path is the scary part. whitelist changes should sit behind the same timelock as upgrades

[Noah @noah_kokor]

@daniel_mac8 timing makes or breaks it for me. a useful nudge at 2am still gets muted

[Noah @noah_kokor]

@Angaisb_ or at least make the newest model the default. most people never open the model picker, whatever is preselected is what they use

[Noah @noah_kokor]

@Riosweb3 some of it is already rotating into new chains. arc went to ~$520M in stablecoins in under a month, mostly usdc sitting in lending

[Noah @noah_kokor]

@inno_sol @SuperteamKorea @SuperteamSG @akshaybd @mert @SuperteamBlack @superteam @solana Solana Summit Korea with institutions presenting PoCs is very on brand for korea. banks and brokers here usually want a PoC on stage long before anything goes public

[Noah @noah_kokor]

@gh0stlayer agree on looking past the launch print. I'd watch the lending side too, most of that TVL is morpho and aave, so borrow utilization says more about real demand than any single volume number

[Noah @noah_kokor]

@Bullishboyx part of that lending share is probably the app kits. circle's earn kit and borrow kit both sit on morpho on arc, so every app embedding them feeds the same markets

[Noah @noah_kokor]

@izzetcakmak35 @arc @USDC fun detail from the docs: arc targets ~$0.001 for a plain erc-20 transfer, and the base fee is smoothed with a moving average so it doesn't jump when blocks fill up. heavier calls cost more, probably where your $0.004 came from

[Noah @noah_kokor]

@dexterderler appreciate you actually opening positions and writing it up. if anything about picking a range felt confusing, tell me, I read all of it

[Noah @noah_kokor]

@Mintscope1 job, spend bound, revoke is a clean filter. I'd use that to read any agent payments dashboard tbh

[Noah @noah_kokor]

@dani_avila7 read-only tools plus a USD cap is the right default for anything on cron. i'd want it to log which files it skipped when it hits the cap, otherwise the next run's 'what got fixed' report has blind spots