It's pencils down, people. Writing code by hand is no longer an economically viable skill for most programmers at most companies. But the future of making software has never been brighter. Don't you dare black pill this beautiful moment! piped.video/vDjW_dRyKXY?si=6Fsf…

Introducing cbMaxxxing: K3 Capital's new USDC vault on @Morpho, live on @base. One job: lend USDC against Coinbase-wrapped assets. cbBTC, cbXRP, cbDOGE, cbZEC, cbHYPE and more. ~6% net APY. $2M seeded. Here's why we built it 🧵

Read this. Read all of it. And then draw your own conclusion. My conclusion: he’s right on.

what if copy/paste was smart? powered by @typesafeai jev it feels like every computer interaction will get rewritten

This is golden. Some very interesting examples how an ultra fast structured LLM (aka Jev) can be used in practice. The log sentinel and the inbox classifier are quite interesting. We are about to see a future where this is integrated all over the place

🌿KEEP OFF THE GRASS!

i read the headline; message received Dairo it is indeed time to pick up the pace 🚀 This is what DeepSeek-4.1-Flash running locally @ ~1k c8 aggregate decode on 4 RTX Pros with SSD engram offload looks like gl with the IPO friend, all the best ☺️

Oh no… I was just going to switch to a $200 Pro plan. I even don’t use Astra yet 😭

DwarfStar running DeepSeek v4.1 Flash on a 128GB M5 Max. I didn't expect with SSD streaming it could be so fast. Recent SSD streaming changes to retain the right experts surely helped, but also maybe DS4.1 uses the same experts more. Will push online when ready QA > ASAP.

So I tested DeepSeek V4.1 Flash on real tasks. 2 repos, 105 hidden bugs, find and fix what you can. Opus 5 (max): 27 Grok 4.6 (max): 27 DeepSeek V4.1 Flash (max): 24 GPT-5.6 Luna (xhigh): 23 Opus 5 (high): 21 A really strong model for everyday tasks. And look at the cost: Opus 5 (max): $51.33 Grok 4.6 (max): $16.96 DeepSeek V4.1 Flash (max): $1.80 GPT-5.6 Luna (xhigh): $2.50 Opus 5 (high): $38.77 It's at the Pareto frontier. Other effort levels (high) and extra tests for DeepSeek V4 Pro dropping every hour in this thread 🧵

I've been using Deepseek 4 Flash for a few weeks now and the productivity/cost ratio is insane. Can't wait for 4.1 to land in @OpenRouter to test it out!

Still building in crypto. An ultra simplified async vault 🤓

It was just brought to my attention that there is a role titled, "Rescue Engineer" - which is,,,, you are not ready a very SPECIAL KIND of SOFTWARE ENGINEER that goes in an organization and "rescues" a vibe-coded initiative that was started by a non-technical person who had reached a point where they are stuck due to lack of experience/knowledge pic unrelated :)

Galaxy credit is now composable. Live on @eulerfinance x @monad: an @withAUSD money market collateralized by tokenized @galaxyhq receivables from our @AccountableData vault. An onchain fixed/variable interest rate swap on institutional credit. How it works 🧵

In defence of Morpho: There’s still a widespread misconception in crypto that nobody should ever lose money lending, and that if they do, the protocol or curator must have failed and somebody else should make them whole. But the interest lenders earn is compensation for taking risk. Risk means losses will sometimes happen. Over a long enough period, lending against almost any collateral will eventually produce losses, regardless of oracle design, LTVs or other parameters. If there were literally no risk of loss, there would be little reason for borrowers to pay meaningful interest. Higher yields generally exist because somebody is taking more risk. There’s also no universally “safest” lending design, because protections for lenders and borrowers are often in tension. Every design makes trade-offs. A fixed oracle can protect borrowers from short-term volatility and manipulation, but transfers more risk to lenders. Lenders should demand more interest for bearing that risk. A market oracle gives lenders more responsive pricing and can protect them better as collateral deteriorates, but exposes borrowers to volatility, liquidity shocks and manipulation. Borrowers should therefore be more conservative. No protocol design can protect lenders if the collateral itself goes sour or if there’s a hack somewhere else in the system. Morpho has more blow-ups than Aave largely because it permits a much broader spectrum of markets and risk. Anyone can create a market, so naturally some markets will be much riskier than anything Aave would list. That isn’t evidence that the model is broken.

coding is solved. but engineering is not. don’t mistake the two.

Aave is a good product. But the 'Just Use Aave' crowd that shows up every time something breaks on Morpho is either clueless or ragebaiting, and I'm not sure which is worse. We all remember them going door to door to get made whole after an oversight of their own. Imo the current oracle config makes sense. For years the criticism was that PT oracles were fixed or near fixed. Taking the lower of a 15 minute average and a discount curve is an elegant answer to that, and it strikes a good balance between protecting lenders and reducing variance for borrowers. You can argue the window is too short. That's a parameter discussion, not an indictment of the design. As a looper (we loop ourselves) you know the spread you're capturing is paid for with risk. Don't over lever. Monitor. Have automated exits. Actually sit down and calculate what it would cost someone to move the market you're levered into, here that number was about $1m against $36m of positions. Do that and you're covered for most irregularities that aren't a blatant exploit. Levering to 91.5% in a market you don't understand is a choice. Own it.

Life Update: After 4.5+ years at @jumperapp & @lifiprotocol, this chapter has come to an end. I joined as employee #14 at @lifiprotocol and was part of the founding team at Jumper, starting as Community Lead, later becoming Marketing Lead. In that time I led product launches, social strategy, positioning, partnership marketing, and more. Along the way we scaled Jumper to $40B+ in cumulative volume and 100k+ MAU. I'm proud to have co-created the @jumperpass, one of the longest-running loyalty programs in crypto. Watching Jumper grow from an early-stage idea to one of the leading platforms for moving money on and across chains has been the privilege of a lifetime. The Jumper community is something special, and I'm proud to have played a part in that story. So many people made this job what it was. Massive thank you to @PhilippZentner, and @zord4n for giving me the opportunity back in 2022 to join the team, and to @arjunnchand, @DominikHell6, @0x_Mathis, @0xSkinnyG, and @OctavioNotPunk (and others) for the grind, the memories, and everything we built together. Best group of lads to do this with. I'm now looking for my next opportunity as a Marketing Lead / Head of Marketing/Head of Socials. If you're hiring, or know someone who is, send me a DM and let's chat :)