ex-tradfi | toolmaker | playing with Schrödinger profits

Joined January 2024
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quite happy that the simulation overlords arranged the arrow of time such that crypto happened in the game before the explosion of ai the reverse scenario would have been catastrophic on all axes
crypto is pretty much just getting started as an industry
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rustynode retweeted
Many of you don't understand how serious this is, so let me break it down. In computer science there is a famous kind of puzzle called 3-SAT. You are given a long list of yes-or-no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force. For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall: the time required kept exploding as the puzzle grew. About 25 years ago, two computer scientists, Russell Impagliazzo and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea. They proposed the Exponential Time Hypothesis, which says this explosion is not a failure of human cleverness but a law of nature. No algorithm, however brilliant, will ever solve 3-SAT without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science. Researchers used it as a measuring stick. If you could show that solving some other problem quickly would also crack 3-SAT quickly, you had shown that problem was hopelessly hard too. Hundreds of papers, across scheduling, graphs, logic and much more, rest on this one assumption. Now an internal AI model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean. And here is the remarkable part: the very people who proposed the hypothesis, Impagliazzo and Paturi, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea. So what happens next? If the disproof holds, a large part of theoretical computer science has to be revisited. Every result that said "this problem cannot be solved faster, assuming ETH" loses its foundation, and researchers will have to work out which of those walls were real and which were simply where we stopped looking. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms and this is not the famous P versus NP problem being solved. But it means our map of what is possible was wrong in a place we were very confident about, and it was an AI that redrew it. If the disproof fails, the hypothesis survives and the field breathes out, but we will still have watched an AI produce serious, checkable work on one of the deepest questions in the discipline, closely enough that the founders of the idea had to take it seriously. Either way, something has shifted.
An internal model at OpenAI has produced a claimed refutation of ETH! Russell Impagliazzo, Mohan Paturi, and I have been asked to help organize an open and independent examination of this claim. 1/4
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ETH=Exponential Time Hypothesis I think academics should be sensitive to the fact that acronyms are not globally deduped. Just write the full meaning.
An internal model at OpenAI has produced a claimed refutation of ETH! Russell Impagliazzo, Mohan Paturi, and I have been asked to help organize an open and independent examination of this claim. 1/4
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Replying to @poteto
so much negative energy captured in that post
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Replying to @bindureddy
Apparently I forgot to block you on this account as well Resolved
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rustynode retweeted
not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.
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normally reference value != realizable value due to tx costs, routing mechanics, etc but now adding some toxic extras: 🟠 insufficient exit liquidity 🟠 weak price alignment 🟠 incomplete promise to the user just takes the entire experience to the gutters
I feel scammed by @coinbase and @base, and here's why. Two weeks ago, I bought 3.99 tokenized Reddit shares (RDDTc) on Base. I used the token contract address listed on the official Base website. The tokens are issued by Coinbase and backed 1:1 by shares held in regulated custody. Reddit is listed there under Coinbase Tokenized Stocks, along with its prospectus and contract address. Today, I tried to sell my shares. Here's what I found: Underlying stock value: ~$590 @aeroxyz sell quote: ~$0.20 @Uniswap sell quote: ~$150 How is this acceptable? I contacted @CoinbaseSupport, but they replied that, for the best chance of getting a price close to the stock's market value, I should use Coinbase's official tokenized stocks interface on the Base website. But there's no sell option there. My concern isn't whether the token itself is legitimate. My concern is LIQUIDITY. Tokenized stocks have been live on Base for over 60 days, yet many still have almost no DEX liquidity. Out of 100+ tokenized stocks on Base, I've noticed that only around 15–20 have sufficient liquidity. Many others have less than $5K in liquidity. On October 11, I raised this issue with @jessepollak. Jesse replied: "It's coming, y'all are fast!" But we're still facing the same problem. We bought tokenized stocks because we expected to be able to trade them whenever we wanted. What's the point of bringing stocks onchain if users can't sell them at a reasonable price? Some tokenized stocks, like Apple, have sufficient liquidity, and trading works smoothly. So we know the experience can work. But for many other stocks, the situation is completely different. I've also noticed some tokenized stocks trading at significant premiums compared to their underlying shares. @base and @coinbase need to address two major problems: 1. Liquidity: Provide or incentivize sufficient liquidity across tokenized stocks, not just a handful of popular ones. 2. Price alignment: Improve price alignment so tokenized shares trade close to the value of their underlying stocks. If tokenized stocks are supposed to represent real shares backed 1:1, users deserve clarity about how liquidity, pricing, and redemption actually work. This is feedback, NOT FUD. I love Base. 💙 I build on Base, I support the ecosystem, and I genuinely want it to grow. But loving an ecosystem doesn't mean staying silent when something is wrong. Real feedback is necessary for real growth. Onchain stocks need onchain liquidity. @base @coinbase @jessepollak Let's fix this.
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My working premise is that I shouldn't have to set up multiple accounts to get remote features working as they should
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Replying to @ArifromJelly
once codex has full context of any desktop app, navigation isn't a problem
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remote is harder on claude than it is on codex
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Replying to @ArifromJelly
same desktop that's how im able to tell codex desktop to click and start child sessions from parent sessions running inside claude desktop
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Replying to @simonw
crypto, unlike other ventures, was born and has thrived in darkness, vuln exploits and so forth it's great that crypto flourished first *the way it did* before ai otherwise the asset destruction would be devastating e.g. see the bitcoin inflation bug, aug-15-2010
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Replying to @strimblez
mostly the deep awareness of claude across my entire array sessions and projects, somehow it's able to know and learn from something that failed or went sideways before in one project to not repeat it in another project it's like an expert programmer with soul and situational awareness combined
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> remote is harder that's just not true openai is miles ahead anthropic on remote features im constantly orchestrating codex sessions incl computer use sessions remotely without issues
Replying to @claudeai
@claudeai you should support starting sessions from a remote control message while inside another session can't see a reason not to do this always having to get codex:computer-use to click on a task card inside a claude session just to start a child session is not optimal
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Replying to @claudeai
@claudeai you should support starting sessions from a remote control message while inside another session can't see a reason not to do this always having to get codex:computer-use to click on a task card inside a claude session just to start a child session is not optimal
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rustynode retweeted
🚀 Introducing DeepInfer, our in-house inference framework, now fully open source! Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable. 🔗 github.com/deepseek-ai/DeepI… 1/4
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Replying to @thsottiaux
add the option to allow a side-chat become a main chat
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Replying to @polar_sh
Unfortunately not for finance/trading/analytics spaces per your terms
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rustynode retweeted
New from our STEM Fellows Program: Designing more efficient quantum circuits with Claude. Given plain-language instructions, Claude Mythos 5 designed quantum circuits that improve on the best published ones, sometimes by an order of magnitude or more. More efficient circuits reduce the resources needed by quantum algorithms, which could bring quantum computing applications in chemistry and materials science within reach sooner. Read more: anthropic.com/research/desig…
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some of the most important cryptographic curve parameters were generated using a simple 1990s C pseudorandom number generator seeded with Unix timestamps
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