co-founder @herd_eco, Solana/NEAR eco veteran, prev @Dune @Clutter @Video_Amp

Joined December 2008
305 Photos and videos
Pinned Tweet
28 Aug 2025
Our years of background in crypto data informed the design of Trails Bottom up, from contract primitives (functions, events, constants, etc) to our Explorer (search, understand) to Trails (app layer)
27 Aug 2025
So bullish on @andrewhong5297 and @herd_eco. Starting from an LLM, without building the primitives / structures to understand where the LLM is failing, is futile. @herd_eco trails solve for this gap as do @glider__'s building blocks Ahead of the curve. There's a reason we're both building this way.
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As much as I regret not going all-in on @EffectTS_ last year, the current state of coding agents has made the migration much easier than I expected Vendoring effect-smol with Bun/Effect testing tools has made porting Herd's codebase to Effect a breeze
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@herd_eco's stack has been Bun/TypeScript from the beginning and following design principles has made the agent port to Effect easier: - Isolated services for reasoning about errors -> errors as values - Function parameters for DI -> Effect DI - Ramda for FP -> Effect for FP
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We’ve been using this at Herd for the last year, and it has been always great 😌
This week, we open sourced Streamling, the engine behind Goldsky's pipelines. It powers data behind the biggest apps in crypto, and built for a world where agents write most software: the runtime guarantees correctness no matter what wrote the code.
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Jun 10
shoot for 2-3x faster - get that right. Then you can go chasing 10x 100x
Replying to @awscloud
The real bottleneck was never writing code. It's releasing it, debugging it, & keeping it running well. So when @Honeycombio CTO Charity Majors set a productivity target, she didn't chase 10x. She chose 2x, & built from there.
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I interviewed close to two dozen people this week and something I heard a lot of is "I don't think about the code too much but I think a lot about system design and architecture" I don't think that's quite right, and here's why: before you ever get to system design you should think about program design system design is important! it matters a lot for scalability. but if you don't think about your type system and if you don't carefully design your seams and figure out how to make your code testable (you should probably use dependency injection btw) and if you don't think about where state lives and how it's managed and if you don't think about control flow and where abstractions should and should not exist your code is going to be an unmaintainable, poorly-factored mess of bad types and spaghetti code and even minor changes will turn into shotgun surgery and MASSIVE diffs I have seen it done I have even done it myself and it has never ended well "GPT-7 will fix it" does not help you when there's an incident at 3am that the agents can't debug and now you can't debug it either and now you have to unwind months of bad code I also have never heard "I don't look at the code, just at the system design" said by someone who is actually good at system design program design and system design are more closely coupled than people think this was a very strong (negative) predictor of how someone would do on the system design part of the interview make of this what you will
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sometimes you just gotta clean house
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What are all the positions affected by apyx and the STRC depeg? 50 tokens and vaults are intertwined in apxUSD across pendle, morpho, termmax, infinifi, neutrl, royco, beefy, and more (cross chain too on base and bsc). I break down the apxUSD balance sheet graph here:
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Herd is a great tool to understand protocol risk and potential liquidity windfalls. We analysed apxUSD through Herd and Pendle has an exposure of $140M, Morpho $25M At a smaller scale Curve, Royco and Aeordrome also have exposure.
What are all the positions affected by apyx and the STRC depeg? 50 tokens and vaults are intertwined in apxUSD across pendle, morpho, termmax, infinifi, neutrl, royco, beefy, and more (cross chain too on base and bsc). I break down the apxUSD balance sheet graph here:
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Jun 5
how to be good at your job - realize this one thing is actually made up of two separate things - realize instead of solving the direct problem you can solve a broader problem - instead of implementing thing, implement other thing that makes it easier to implement thing
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"Linchpin" is the "smoking gun" of Opus 4.8
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Also learned it can be spelled "linchpin" or "lynchpin" en.wikipedia.org/wiki/Linchp…
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One of my favorite things about @EffectTS_ is that I’ve spent the last year building an Effect-native frontend framework, and I still could not explain to you what a monad is. Best I can do is “you can flat map it”.
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May 30
my goal is to keep kit so busy that "Later" never happens
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a hundred or so tokens covered by doubleclick now 👀 pretty cool to watch the agent start to scale and run into other tokens while building the graph. am also learning that the operations of these tokens are even more wild and complex that I could have imagined 🤣 threads soon
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May 30
using AI for coding is a deeply technical engineering craft most people don't approach it as so, and don't get the results we associate with high craft but the ones who do have been sprinting ahead more tokens wont save you, more thinking skill llm intuition will have been saying this for almost 9 months now
May 30
i have seen enough proof now that using a coding agent is a deep skill it's confusing because the people you see heavily using them produce horrible results but that's because it's a skill! you can get better and the ceiling seems pretty high - this is very exciting to me
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Why does tsgo use so much memory? Because it literally never frees memory allocated for types! And multi-threading overhead makes it likely to duplicate typechecking state on multiple threads I wrote about this in more detail here: zackoverflow.dev/writing/why… Basically: - nearly every type is allocated and then never freed (including transient types which are created and destroyed very quickly) - each thread gets its own type-checking state (types, symbols, etc.) - but they don't share data - so it's very easy for one thread to end up recomputing and allocating memory for types/symbols/etc. that another thread already did The end result is a very high peak memory usage!
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May 29
the real moat is understanding your customers' problems better than everyone else. AI can help with this, sure, but it still takes a lot of care and judgement - it hasn't been accelerated the way coding has.
Exactly right. The bottleneck has never been compute or capital. Its taste and judgment about what humans actually want. Infinite compute just makes the great founders faster and the confused ones more confused. x.com/dflieb/status/20601962…
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May 29
1/ Lots of people have asked me what I think about Claude’s new workflows. My take: they’re excellent. I’m already using them. I’m so energized to see the thesis behind Smithers getting validated.
May 28
Excited to share our most powerful new Claude Code feature: dynamic workflows! Mention "workflow" in a prompt and Claude will dynamically create an orchestration plan that it strictly follows, allowing you to confidently trust that every stage happens in the right order even across 100s of agents.
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Herd provides a level of transparency that is simply unheard of and cannot be replaced by a simple Proof of Reserve. Great stuff. More assets to come ;)))
tGLD is a tokenized gold RWA issued by tenbin, launched last week. But how does it actually work? Our agent built a balance sheet graph that shows the transparent structure of the asset at a glance, using onchain data and attestations from their TEE 👀
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your daily reminder to stop suffering through manual exploration on etherscan and use the herd MCP instead 🦬
May 26
Exploring blockchain data problems 10X faster with @Opencode and @Herd_eco MCP
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