Wednesday 28 October 2026
Signals
What the people I follow in AI and crypto said in the last 24 hours, in my own words. Follow the links for the originals. Not investment advice.
AI
Karpathy's list of how AI coders go wrong became a CLAUDE.md file
RoundtableSpace points to a single CLAUDE.md built from Andrej Karpathy's complaints about coding agents: they assume instead of asking, write a thousand lines where a hundred would do, and quietly touch code nobody asked them to touch. It is a cheap way to give your own agent the same guardrails.
RoundtableSpace on XWorking developers are open sourcing the skills they use every day
Robert Martin released ub-mode, a skill that makes an agent get it working first and then make it right: tests first, fix root causes, subtract before adding. Theo shared his daily skills too, including one that takes a change all the way to a merged pull request. Worth reading as process documents, not just tools.
ub-mode, via RoundtableSpaceTheo's skills, via RoundtableSpaceThe shift from prompting to running loops of agents
A senior Anthropic engineer says prompting is no longer the job and that most people calling one chat window an agent setup are missing the point. Jensen Huang makes a similar argument: the engineers who moved on from prompting to loops and graphs are pulling ahead. Both are talks, so treat them as direction of travel rather than evidence.
Anthropic engineer clipJensen Huang clipLiquid AI releases LFM3, six small models
The family covers text, audio, vision and a combined model. The claim is that the 2B vision model matches a model six times its size and that the 1.7B text model leads on on-device intelligence. These are the release's own comparisons, so wait for independent tests before building on them.
RoundtableSpace on XA free, read-only check for government-grade spyware on your phone
Zero Breach Toolkit looks for traces of known spyware such as Pegasus and Predator on Windows, Mac, Android and iPhone backups. It makes no changes to the device. Useful for anyone who travels with sensitive contacts or deal information.
RoundtableSpace on XAgent Reach lets coding agents read pages they normally cannot
Agents usually fail on YouTube, Reddit and X because of logins and video. Agent Reach adds one command that pulls subtitles and thread content so the agent can work from them. Handy for research, but check what the sources allow before relying on it.
RoundtableSpace on XCrypto
Ark swaps some of its own Bitcoin ETF for Circle shares
Kyle Chasse reports that Ark sold $15.9M of its Bitcoin ETF and bought $5.2M of Circle stock. His reading is that the money is moving from the asset to the company that issues digital dollars. It is one small trade, so read it as a sign of interest in stablecoin issuers, not a trend.
Kyle Chasse on XFed decision day, with Bitcoin watchers focused on one chart
Crypto Man Ran notes that markets expect rates to stay unchanged even though inflation came in hotter, with Kevin Warsh leading the meeting. He points to a pattern in the Bitcoin chart around the decision. Volatility around the announcement is the safer expectation than any direction.
Crypto Man Ran on XAnsem on why ETH and SOL are hard for traditional investors to value
He treats both as monetary assets tied to the growth of their ecosystems, not as businesses valued on revenue, which makes them hard for traditional finance to judge. Elsewhere he says he is bearish on majors for now and expects concentrated attention on onchain data during peak fear. His views, not mine.
On ETH and SOLOn being bearishSUI transaction counts have jumped
Kyle Chasse says SUI processed 39M transactions in one day, more than three times the average from two months ago. Transaction counts alone do not show real demand, since they can be inflated by bots and incentives, so look at fees and active users before drawing conclusions.
Kyle Chasse on XA BlackRock paper says AI agents favor Bitcoin as a store of value
Chasse cites a BlackRock paper arguing that AI agents prefer bitcoin as a store of value over other assets. I have not read the paper itself, so check the original before repeating the claim. It does show how the agent economy is becoming part of the Bitcoin argument.
Kyle Chasse on XRobinhood's crypto revenue beat estimates
Altcoinist reports Robinhood's third quarter crypto revenue at $120M against an estimate of $114.1M. A small beat, but a useful data point on retail activity through a regulated broker.
Altcoinist on X