Max Kaplan

Bit of an announcement Tomorrow marks my last day as CTO of @solstrategies It's been an absolutely incredible ride. From starting @orangefincrypto , to coming onto SOL Strategies, to being the first Solana focused company ever to get listed on Nasdaq, to being the staking provider for an ETF, to so much more, it's been an experience I wouldn't trade for the world. None of it would be possible without the amazing team I had the pleasure of interacting with. This includes @michael_hubbard , @Ehrls15 , @AfroMonkey404 , @coderigo , @TrilliumJohn and more that aren't on X, but appreciate them just as much. Thank you to all of you for being amazing to work with. Additionally, I wanted to give a shout out to the @darklakefi team that have already brought such amazing energy and ideas to the company in @vitorpy , @DuchessofSOL , @yesjess , and the rest of the team. I'm super excited to see what the rest of you build! Lastly, as far as the team goes, I'd like to also give a public shout out to @LeahWald , @TonyGuoga , and @moeadham . Thank you for bringing me on board, taking a chance on me, and teaching me many things I'll take with me for the rest of my life. In addition to the team, I'd like to shout all the investors and ecosystem teams I have had the pleasure of working with. There's far too many to name, and because I don't want to risk forgetting to include one, I won't name any. But please know if I have ever talked to you, I appreciate you 🙏. As for what's next, I'll continue to be involved in SOL Strategies as a consultant, helping to ensure everything operates smoothly and providing help in any place I can. Additionally, I plan on trying to find a happy balance between touching grass and experimenting with AI more 😀. My thoughts on Solana and crypto overall remain unchanged. If you are a builder on Solana and need (free) help with anything such as intros, fundraising, technical advice, etc, don't hesitate to reach out. If there is a way I can help you, I intend to do my best to do so. Thank you 🫶

1. To gain what? Block space is incredibly cheap right now, the CU limit was just raised. There's no real write contention and it's not like pump fun users are sensitive to latency, and they clearly are not sensitive to priority fee prices right now as shown in your graph. 2. Priority fees are nowhere near their ATHs. For pump to roll out their own L1, it would be an incredibly big effort for little gain relative to their revenue and what they currently bring in. Given their team, seems like their time is far better spent building out their product, which they are clearly world class at. 3. Number of users is mostly a vanity metric. It means extremely little. Liquidity is king. As you know, >90% of liquidity is going to come from 1% of users. 4. Haven't we seen this play out in history before with dydx? They once had all the users also. I think you are overstating how much pump truly "owns the users." Pump gets plenty from Solana. I can see an argument for why they should migrate to an L1, but it's similar to an argument as to why Netflix should migrate away from AWS. Sure, they'd save on costs, but Netflix's time is far better spent increasing revenue vs reducing costs.

I mean at this point someone has to ask the question: Why is @Pumpfun not forking the SVM? They basically own all the @solana users.

If there's one hardware wallet I always told people not to trust it's COLDCARD. Not surprised in the slightest by the recent events. (They messed up their RNG in multiple ways, leading to - so far - user losses above $38 million USD.)

@cavemanloverboy incorrect, sorry, try again

might be better than grok/composer

This is AGI to people who are smooth brained like me when it comes to crypto tax accounting. It will be peak UX once I rip out MCP.

@0xkron Yeah, you can't just use it out of the box. I spent a lot of time securing it and making it more robust.

@maxekaplan Hermes is great. Am thinking about organising Arizuko around it, but it lacks so many features to be organised and secure...

Seeing lots of posts like this lately. They are wrong. I use hermes every single day. I own multiple rental properties on the side. The entire back office of my operation is managed and automated by hermes. This is a real, cash flowing business with customers and bills to pay. While I don't use openclaw anymore, as I switched to hermes long ago, where I think a lot of people go wrong is thinking that hermes is a competitor to Codex / Claude code. It is not. At a high level: - Codex: I use to write all my code. 0 lines of code are written by my hermes agent. - Hermes: Contains a bunch of CLIs built to operate my business. These include clis to talk to banks, process journal entries, automate the flow of cash, as well as move money in and out of multisigs (proposer privileges only) and brokerages. Hermes is superior to codex in terms of UX when it comes to making a bunch of tool calls, crunching a bunch of data, and taking an action on it. Codex is superior for engineering. In the list of things I am NOT going to do, I will not: - Download some "Claude desktop app" or the chatgpt equivalent. This is because - 1. I use linux, none have a Linux app. 2. I'm not keeping my laptop open 24/7 (lol). 3. Its a complete joke to call hermes insecure but your running business on a laptop is secure (skill issue). - Run on a "Mac mini" or some equivalent device. My whole stack sits in a very locked down environment with no public subnets, mounts a read only root file system so it can't just do "anything", real logging and alerting, and more. Mac minis are great and all to mess with, but 1. I don't use macOS at all and 2. I'm not operating a business of a f'n Mac mini. - Use hermes as "an assistant." This was never the use case. Its way more powerful than that if you know what you are doing. You don't give an employee access to your email, so you shouldn't give your agent access to your email. Very common sense stuff. I started running openclaw in the peak of the hype and switched to hermes shortly after. I'd say I actually use hermes more now than I did back then. Most importantly, its made this business more profitable as I have been able to cancel multiple subscriptions, do not need to pay a bookkeeper, and more.

Incident with @COLDCARDwallet is a shame. One of many reasons I do everything via a @multisig and don't trust any single hardware wallet provider, even personally.

@0xkron Great minds think alike

he's read my twitter or blog or something ... rm/acc, and go

Every week we see an announcement of of a new tokenized stock product launching, adding a new letter to the end of a ticker we already have on chain, just issued by a different middleman. These types of RWAs are where the real innovation is happening though (AUTO, PRIME, ONyc, etc).

@0xPlish @tobeycodes Based

@maxekaplan @tobeycodes untyped Lisp + JVM idk where "boomer wearing fedora" lands on the curve

go is the best language for vibe coding

Lol. I could see that. Haven't built anything with clojure yet. Maybe will give it a shot. I feel like golang is perfectly midcurved for vibe coding. Performance is good enough, quick to compile, and you get a single binary. JS and Rust I think are the left / right curve vibe coding languages. Not sure where that puts clojure 😀

@maxekaplan you should try clojure. most token efficient

Thinkboi stack: 1. Tweet about the importance of openweight models 2. Run them on closed source OS 3. Shit on hermes / openclaw on X while you use a closed source desktop app with no firewall and / or run "cloud agents" 4. Tweet more about the importance of openweight models

no thanks

How could you, as a man, let your agents import tools from a remote server?

@cavemanloverboy Cope

@maxekaplan incorrect, sorry, try again

number one unsolved problem in AI is still ux imo we are like miles away from butter smooth ux

@uriklarman 💯💯💯. Also, people complain all the time about how tone of voice doesn't come across in text based messaging, meanwhile they don't want to listen to voice notes. I'm a huge voice note guy

you guys are crazy ask me a Q and it would take me - 5 min to write - 2 hrs to find the time - you get a text wall or i can send you a 2 min voice braindump y’all just looking for reasons to be insulted

@tobeycodes @pidotdev @herdrdev @plannotator 🐘🐘🐘

PHP is so back 🔥 @pidotdev @herdrdev @plannotator

@SolanaFndn @nocircuit @vitorpy @solstrategies My quant

New episode of The Stack with @nocircuit In this episode, @vitorpy from @solstrategies dives into cryptography challenges and the future of Solana Check out the full episode 👇