Lex K

Philosophy, coding, investments, AI, bots, psychology, social networks and data mining

[Lex K @zbit]

Кажется, процесс начался. Майнеры потихоньку начали менять свои старые асики на машины с GPU для обслуживания запросов к LLM. Падение средней сложности за последний год и значение следующей сложности майнинга это косвенно подтверждают.

[Lex K @zbit]

Тейк: $BTC переидёт на PoS ещё до того как будет замайнен последний биткоин. Тот, кто сейчас накапливает BTC делают это для того, чтобы иметь вес своим стейком в сети, чтобы решать кто будет валидатором и зарабатывать на этом. Контроль сети будет много стоить.

[Lex K @zbit]

@theaspect @andrei_pog @egalenko Скрещивать ужа с ежом, конечно, увлекательно, но зачем? :)
Афганистан — плохой пример, у них текущие институты очень молодые

[Lex K @zbit]

@theaspect @andrei_pog @egalenko В РФ большая территория где можно жить.
Я бы упростил до «местным норм или не норм»

[Lex K @zbit]

@theaspect @andrei_pog @egalenko Слова красивые, сложены ладно, но смысла мало. Нет никакого смысла сравнивать институты настолько разных стран/культур. Это как сравнивать камаз с ламбой — можно, но какой практический смысл в этом не понятно

[Lex K @zbit]

@andrei_pog @theaspect @egalenko Россию сложно оценивать по такому признаку т.к. там нет устоявшихся институтов, есть только заявления о том, к каким институтам государство стремится

[Lex K @zbit]

@andrei_pog @theaspect @egalenko Любая политическая система может быть «хорошей», даже не демократическая. Единственная функция политической системы это воспроизводить себя без потрясений, если политическая система может это делать не ломая устоявшиеся институты, то это хорошая политическая система

[Lex K @zbit]

@theaspect @andrei_pog @egalenko Если речь про то, что Биби на своем посту засиделся, то в Израиле премьер не избирается народом, а назначается парламентом, так же как и президент.
Тяжело сравнивать парламентскую республику с получившейся в РФ политической системой, там нет почти ничего общего.

[Lex K @zbit]

@elonmusk This stat is bullshit. Just check it with @grok

[Lex K @zbit]

AI agents are reshaping the org charts of companies that adopt them

#AI #agents #Developers #startups #vibecoding

[Lex K @zbit]

Trump's impeachment is a matter of time

[Lex K @zbit]

@coincatalyst1 @zBit_Official @crimatekay How can I help you, dude? :D

[Lex K @zbit]

This is incredibly cool!

[Dima Krenskiy @krenskiy]

The basic frontend for the pet creation flow is done. Keep feeding Codex with Figma layouts through MCP, and ask it to fix mistakes afterwards. 😄

[Lex K @zbit]

The New Era of Software Dev(AI)lopment

[Lex K @zbit]

@mercy_adelowo @zBit_Official Totally agree :D

[Lex K @zbit]

Users don’t care about proof plumbing — they care about the capabilities and experience exposed by the upper layer.

[Lex K @zbit]

I like this point of view!

If an L2 differs from others only in how it packages and submits proofs to L1, while remaining identical at the user-facing execution layer, it is not bringing real innovation.
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[vitalik.eth @VitalikButerin]

Have been following reactions to what I said about L2s about 1.5 days ago.

One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done far too much for far too long, because we got comfortable, and which has sapped our imagination and put us in a dead end.

If you make an EVM chain *without* an optimistic bridge to Ethereum (aka an alt L1), that's even worse. We don't friggin need more copypasta EVM chains, and we definitely don't need even more L1s. L1 is scaling and is going to bring lots of EVM blockspace - not infinite (AIs in particular will need both more blockspace and lower latency than even a greatly scaled L1 can offer), but lots.

Build something that brings something new to the table. I gave a few examples: privacy, app-specific efficiency, ultra-low latency, but my list is surely very incomplete.

A second important thing that I believe is: regarding "connection to Ethereum", vibes need to match substance.

I personally am a fan of many of the things that can be called "app chains". For example I think there's a large chance that the optimal architecture for prediction markets is something like: the market gets issued and resolved on L1, user accounts are on L1, but trading happens on some based rollup or other L2-like system, where the execution reads the L1 to verify signatures and markets. I like architectures where deep connection to L1 is first-class, and not an afterthought ("we're pretty much a separate chain, but oh yeah, we have a bridge, and ok fine let's put 1-2 devs to get it to stage 1 so the l2beat people will put a green checkmark on it so vitalik likes us").

The other extreme of "app chain", eg. the version where you convince some government registry, or social media platform, or gaming thing, to start putting merkle roots of its database, with STARKs that prove every update was authorized and signed and executed according to a pre-committed algorithm, onchain, is also reasonable - this is what makes the most sense to me in terms of "institutional L2s". It's obviously not Ethereum, not credibly neutral and not trustless - the operator can always just choose to say "we're switching to a different version with different rules now". But it would enable verifiable algorithmic transparency, a property that many of us would love to see in government, social media algorithms or wherever else, and it may enable economic activity that would otherwise not be possible.

I think if you're the first thing, it's valid and great to call yourself an Ethereum application - it can't survive without Ethereum even technologically, it maximizes interoperability and composability with other Ethereum applications.

If you're the second thing, then you're not Ethereum, but you are (i) bringing humanity more algorithmic transparency and trust minimization, so you're pursuing a similar vision, and (ii) depending on details probably synergistic with Ethereum. So you should just say those things directly!

Basically:

1. Do something that brings something actually new to the table.
2. Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.

[Lex K @zbit]

@VitalikButerin Refocusing on L1 scaling and honestly redefining the role of L2s allows Ethereum to compete not only on TVL, but also on the architectural integrity of the system.

[Lex K @zbit]

@VitalikButerin Improvements in TPS and latency in L2s are almost always achieved by shifting trust boundaries — usually in ways that are invisible to the end user.

The blockchain trilemma does not show up in whitepapers, but in governance keys, emergency upgrades, and sequencing power.

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[Lex K @zbit]

@VitalikButerin If an L2 is architecturally glued to Ethereum as its data availability and settlement layer, and cannot exist without it, then its value is entirely derivative.

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