Ted Mui

Founder/Investor |
Building w/ AI |
Advisor @ChibiClash

[Ted Mui @Wagomon]

When @ChibiClash was first created, our vision was to create a project that can utilize new technologies to push the boundaries of gaming. In these past 3.5 years, we continued to build and adapt while the landscape around us continued to evolve.

I am grateful to have met many friends throughout this journey. One such friend is @CottenIO, who first captured my attention with his early "AutoRPG" prototype. As we would go on to partner on the development of the Kingdoms meta game, I could see that our vision for the future of gaming x AI were very much aligned - and coming to the realization and Tim and his team had the tools to take the project further than I could ever imagine.

A new chapter for Chibi Clash begins with the project now flying the banner of the @scryptedinc team. I will continue to support the team to the best of my ability as an advisor, and look forward to seeing what unfolds in our ever-evolving on-chain gaming universe.

⚔️⚔️⚔️

[Andrej Karpathy @karpathy]

Judging by my tl there is a growing gap in understanding of AI capability.

The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code.

But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along.

So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions.

TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

[Ted Mui @Wagomon]

Alliance has only gotten better and better over the years. No better time to apply if you're actively building ANYTHING.

[Alliance @alliance]

The deadline to apply for Alliance’s ALL17 cohort is tonight at 11:59 PM PT.

If you’re building a startup, read on to learn why the best builders choose Alliance ↓

[Ted Mui @Wagomon]

Everyone is hyped about the TGE but I'm genuinely more excited to see MegaETH's real time oracles in action.

[Ravenium @0xRavenium]

MegaETH is fast but they're completely missing why that speed actually matters for defi

let me explain the two problems that have been quietly killing onchain lending and why @megaeth might actually fix both

problem #1: liquidations take forever

you post $1500 eth to borrow $1000 usdc on aave. they make you over-collateralize by 50%. why?

not because they're being conservative. because liquidations take TIME

on normal chains: eth drops, liquidator sees you're at risk, submits tx, waits for blocks... 30+ seconds minimum

during those 30 seconds eth could drop another 5-10%. so protocols need fat safety buffers

that's why you're locked into 150% collateral ratios. the ratio isn't about the drop itself - it's about what happens DURING the liquidation window

problem #2: price feeds are stale

but even if blocks were instant, there's a second issue

oracles update on schedules. chainlink might push new prices every 5 seconds, or every 0.5% deviation, or whatever their heartbeat is

so even if your liquidation executes fast, you might be liquidating based on a price from 8 seconds ago

eth actually dropped to $5000 but your oracle still shows $5250? congrats you just let someone get liquidated at the wrong price. or worse DIDN'T liquidate when you should have

price staleness + slow execution = protocols have to be super defensive with collateral ratios

now here's where megaeth actually gets interesting

they're solving BOTH problems simultaneously and i don't think people realize how much this compounds

10ms block times = liquidation executes instantly native chainlink precompile = prices update in real-time when you READ them

that second part is nuts. the oracle isn't on a schedule anymore. when your contract calls for a price, it gets the CURRENT price. not "5 seconds ago" price. actual real-time market data

so the flow becomes:

eth drops
contract reads fresh price (happens instantly, not waiting for next update)

liquidation executes same block (10ms)

done

this is why the capital efficiency thing actually matters
if your liquidation risk window drops from 30 seconds to 10 milliseconds AND you have real-time prices?
you could run 110% collateral ratios. maybe even 105%

same $10k in eth: normal chain → borrow $6,666 (150% ratio) megaeth → borrow $9,090 (110% ratio)

that's $2,424 more capital efficiency from the exact same collateral

and it's not just "number go up" this changes the entire risk model

tighter ratios = lower borrow costs = higher lender yields = more tvl = deeper liquidity = better rates = more users

it's a flywheel that only works if you have both speed AND accurate prices

here's what this actually enables that you can't do today:

higher leverage without liquidation risk you could safely do 8-10x leverage loops because each step executes and rebalances instantly

perp dexes with accurate funding rates funding rates update based on real-time prices not stale feeds, so you don't get rekt by drift

options protocols with tight deltas when greeks update in real-time you can price options way more accurately

rwa lending with institutional requirements tradfi money managers have compliance requirements around liquidation speed and price accuracy. megaeth actually meets those requirements

my actual take on why this matters

for years defi has coped with "well the tech isn't there yet" whenever someone asks why borrow rates suck compared to cefi

the tech is there now. 10ms blocks + native oracles solves the fundamental infrastructure problems

if defi protocols on megaeth still can't compete with cefi rates after this? then we have to admit maybe it's not an infrastructure problem, it's a product problem
but i'm weirdly optimistic we're gonna see some wild shit

because once you remove technical constraints (slow blocks, stale prices, gas limits), the only limit is whether builders can actually design good financial products
the training wheels are off. now we find out if people can actually build defi that normies want to use

anyway this is why i'm paying attention to whatever lending protocols launch on megaeth
not because "ooh fast chain" but because the combination of instant execution + real-time oracles changes what's financially possible

tight collateral ratios, accurate liquidations, competitive rates - stuff that's been impossible becomes table stakes
and if defi can finally offer better capital efficiency than cefi? that's when institutional money actually flows onchain

not for "decentralization" or ideology. just because the numbers are better

/megaeth

[Ted Mui @Wagomon]

Always have 2FA for all accounts.

Found the culprit connecting to my account disguising as X support 🤬

[Ted Mui @Wagomon]

@BaseVolApp Congrats @KDragon_vol and team!

[Ted Mui @Wagomon]

@KDragon_vol was great seeing you @KDragon_vol!

[Ted Mui @Wagomon]

@CottenIO @ChibiClash Amazing seeing the Chibis come to life!

[Ted Mui @Wagomon]

@CottenIO @scryptedinc @ChibiClash A new chapter begins! Excited for the future of Chibi Clash and our community

⚔️⚔️⚔️

[Ted Mui @Wagomon]

@coin_artist @CottenIO is a must follow

[Ted Mui @Wagomon]

@PlayToEarn @ChibiClash @Play_Eternis @PlayAwakenHQ ⚔️⚔️⚔️

[Ted Mui @Wagomon]

@CottenIO @ChibiClash TY Tim!

[Ted Mui @Wagomon]

Super proud of what the @ChibiClash team has delivered over the past year.

2025 is going to be a blast ⚔️

[Chibi Clash ⚔️ @ChibiClash]

🥊 WE DID IT 🥊

Chibi Clash is crowned BEST FIGHTING GAME of 2024! 🏆🎉

To our community of warriors - you’re the real champions behind this knockout victory! 💪 Thank you for being us this glory.

Clash on! ⚔️✨

[Ted Mui @Wagomon]

🗳️

[Chibi Clash ⚔️ @ChibiClash]

🎉 Chibi Clash - Nominated! 🎉

We’re honored to be nominated for the Blockchain Game Awards! 🏆

✅ Best Action Game
✅ Best Adventure Game
✅ Best Fighting Game

Vote for a chance to win a PS5 or USDT! 🎁

🗳 Voting links below ⤵️

[Ted Mui @Wagomon]

ChatGPT Pro Max wen

[OpenAI @OpenAI]

Today we’re also adding ChatGPT Pro, a new plan that allows us to offer the best of our models & tools at scale, including unlimited access to OpenAI o1 and a Pro-only version of o1 that thinks longer for even more reliable responses. https://t.co/UqhfbGkMgl

[Chibi Clash ⚔️ @ChibiClash]

❄️ A Frosty Finale ❄️

Season 2 ended in a storm, and now voices ripple through the kingdoms...

What are they saying? 👀👂

Lands start to shiver…
Unseen powers awaken…
A foe turns loyal…

🔜

[Ted Mui @Wagomon]

@PlayToEarn @SuperChampsHQ @MaviaGame @juicy_adventure @ChibiClash @base ⚔️⚔️⚔️⚔️

[PlayToEarn @PlayToEarn]

TOP 4 MOST POPULAR GAMES ON BASE BLOCKCHAIN🎮🏆

Ranked by our #PlayToEarn score - a social metric that gauges community activity 📊

🔥@SuperChampsHQ
🔥@MaviaGame
🔥@juicy_adventure
🔥@ChibiClash

What #Web3Games would you recommend on @base? Comment below..💬💬

[Ted Mui @Wagomon]

👀

[Elon Musk @elonmusk]

Too many game studios that are owned by massive corporations.

@xAI is going to start an AI game studio to make games great again!

[Clash Foundation ⚔️ @ClashFoundation]

🚨 Big News for $CLASH! 🚨

After careful consideration, we’re making a major shift:

$CLASH will be delisting from MEXC on November 22nd to focus entirely on decentralized exchanges (DEX), starting with Aerodrome on Base.

Here's why this is great news for our community! 👇