beardeddragon

🦎

[beardeddragon @Zup88]

@EliBenSasson This is easy. It will be spring for teams like Starkware, for end users this will be an ice age, possibly eternal.

My prognosis for Starkware: You’ll do some nice projects this and next year and then get acquired.

[beardeddragon @Zup88]

@TMTLongShort Geo brainwashed much?

Opensource is always the most bullish scenarion for human race

[beardeddragon @Zup88]

@citrini @zephyr_z9 China ready to eat the lunch hehe

[beardeddragon @Zup88]

One of the most bizzare posts on this platform so far. Or great pasta

[Steve Yegge @Steve_Yegge]

This was probably a dumb gamble, but when they teased Mythos at the beginning of April-ish, when Opus 4.6 was the frontier model, I gave up coding new stuff and went into maintenance mode. Said fuck it, I'm not going to sit around wasting tokens on shite models when there's a good one coming. I was irked.

I figured, even if I stopped coding for N months, Mythos would quickly catch catch me up with whatever progress I'd have made with Opus over those N months, provided N wasn't too large. It would be like the Voyager 1 from 1977 getting passed up by newer space probes. I could take a break, wait for Mythos, and then catch up.

N turned out to be 2 months. I think everyone was guessing 3 to 6 at least, I was on the high side myself. But my gamble paid off. Fable is on track to crank through my entire 2 months of planned work in about a week, if not less.

And by waiting, I got a 2-month vacation. I missed the big regression-storm with Opus 4.7, just watched with popcorn from the sidelines. I even shut down 3 of my claude pro accounts for those 2 months.

And yet I didn't lose any progress. However far I would have run with Opus during those 2 months, Fable will just drive right past it in a week or two. It's just so weird.

So far, one day in, I don't have many impressions of Fable beyond blistering capability.

But I'll tell you this: capable as it might be, Fable *definitely* does not want to be your friend.

[beardeddragon @Zup88]

@jukan05 @jukan05 any 2/3-tiered Chinese player worth looking into?

[Jukan @jukan05]

Huawei's latest announcement carries real significance, because China has, in effect, shown the direction in which advanced technology needs to move. And it has done so in cutting-edge semiconductors, no less.

China has long been a follower. In semiconductors, Western technology played the role of the pioneer, while China was preoccupied with simply keeping pace.

But by banning EUV exports to China, the U.S. manufactured a bottleneck at the lithography tool — and in doing so, it effectively forced creativity onto China.

To circumvent the sanctions, China was pushed toward approaches the West had never needed to take.

That is exactly what today's announcement represents.

Where Nvidia co-designs memory, packaging, and logic to optimize TCO at the system level — doing it rack by rack — Huawei is doing the same thing at the chip level.

I'll say it again: this is a genuinely striking approach. Memory makers are already struggling with cost scaling. As linewidths shrink, the resources required to keep shrinking them — capital, manpower, time — are climbing exponentially.

So the day will come when the West, too, must make packaging, logic, and memory collaborate from the node-design stage. And it won't be far off.

China, through the paradox of sanctions, has been driven to do this ahead of the West — unintentionally.

This is what genuinely frightens me. As YMTC has already demonstrated, U.S. sanctions pushed China to skip the incumbent standard and jump straight to the next-generation one.

The result? YMTC carved out a meaningful presence in hybrid bonding — and even Samsung, the king of NAND, ended up licensing YMTC's patents.

I believe the West may well find itself licensing this Huawei technology a few years down the road. And I believe cases like these will multiply, spreading China-style standards in their wake.

[beardeddragon @Zup88]

@ready_co I still hope it at least manages to attract new users. You are the brightest spot of the Starknet eco besides Ekubo and in crypto as a whole.

Do the points expire after each month? Is an auto-redeem feature planned, or is “some users not redeeming” part of the plan?

[beardeddragon @Zup88]

@ready_co 1% cashback instead of a 3% cashback would be simpler and hassle-free for users if previous schema was unsustainable. This complicates things.

It’s a very uncool move to erase cashback for the first days of May. Had more than €1000 spent. Now I got points that are worth 3x less

[Ready @ready_co]

Introducing Ready Rewards 💎

From Claude to coffee, use points to pay

Earn points buying and selling crypto, or by spending with a Ready Metal card

Coming soon: Discounted Claude, Netflix and Spotify subscriptions. Learn more below 👇

[beardeddragon @Zup88]

@EliBenSasson Usdc/usdt and ethereum as such are too controlled by US goverment. There’s limited grassp on bitcoin though. Adding privacy would solve a lot.

[dbk @dpotsdobeck]

the reality is you're either using a knock-off of @sendmoodz codebases or one of his actual codebases

using his latest and greatest codebase is free so this is all quite silly and unnecessary

my 2 cents

[Morpho 🦋 @Morpho]

USDC earn is now @ready_co

Ready is scaling its neobank thesis at an accelerated pace as it rolls out USD Prime. Users can access USDC yield in Ready within just a few taps.

Curated by @SteakhouseFi. Powered by Morpho.

[beardeddragon @Zup88]

@AMK_Mapping_ No as much as you, but I see patterns in your feed

[beardeddragon @Zup88]

Starkware team is still GOATed. Endgames:

Realistic: JPM like player buys them for the tech —> Starknet ceases to exist.

Optimistic: Natives realize it’s an unparalleled tech wise.

Utopian: Masses start to care about privacy & decentralization. Impossible.

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

Starknet is that chain that already has in production stuff that other chains tweet about adopting or building in the future.
It really is Future Proof, and like all things that live in the future, it'll take time for most of you to see this.

[beardeddragon @Zup88]

@sendmoodz @0x_TEU Which pools are incentivized ekubo usdc also?

[beardeddragon @Zup88]

My fav tweet of the 2026 so far

[Le Shrub🌳 @agnostoxxx]

Famous pick-up lines:

“May I meet you?” - Bill Ackman

“Open the F*ckn’ Strait!” - Trump

[Moody 💭 @sendmoodz]

I still think TWAMM is woefully underutilized in protocol design

Eg you could have liquidations be triggered at any point you fall below a relatively high health factor, but also cancel the liquidation part-way through if price recovers

Greatly reduces the amount at stake for oracle manipulation, so you can use Ekubo's best in class price oracle too

And it reduces lender risk which allows you to charge borrowers less

If you're interested in building a new lending protocol, stablecoin or anything else with Ekubo's tech, DMs open

[beardeddragon @Zup88]

Truth.

[Eli Ben-Sasson | Starknet.io @EliBenSasson]

My Number 1, Best thing ever, about being at StarkWare, is working alongside ultra-mega-giga brains folks.

Today the world is realizing what a genius @avihu28 is, but all of us at StarkWare knew this from day 1.

And here's the beautiful thing, he's not the only one.
Cairo, Starknet, SHARP proof aggregation, recursive proving, proximity gaps, DEEP FRI, Sierra, Decentralization, zk threads, 100% native account abstraction -- there's so much that other blockchains are saying they'll do in the future, and we've already shipped. And all of that is the brain fruit of this team.

[beardeddragon @Zup88]

@EliBenSasson Basic deduction skills: Satoshi is (was) Hal Finney.

Zero concrete reasons to think otherwise. Seems like the article was paid for by his son Jason to divert attention.