mteam.gwei
16.2K posts
@mteamisloading
cofounder @spire_labs ~ eliminate the middleman
Hello. We have reached 8M active users across Codex and ChatGPT Work. We are once again resetting the usage limits for all. And we continue to not have the 5h rate limit as well, allowing everyone to explore the boundaries of GPT-5.6 Sol and discover how ambitious you can be. See you tomorrow for more updates on our growth!
The Robinhood Chain is the cleanest case study of what happened to ETH's economics over time. Since inception, @RobinhoodApp Chain has grossed ~$816K in revenue. @Arbitrum, the middleware provider, takes 10%: ~$80K. Arbitrum then pays Ethereum for settlement: $1,538. The margin profile roughly: Robinhood: 89% Arbitrum: 10% Ethereum: 0.15% If your thesis is "ETH is money," Robinhood building here is ultra bullish. More activity, more ETH collateral, more lindyness. If your thesis is "ETH is a revenue generating asset," this is the ultra-bear case. And here's the uncomfortable truth: Robinhood was never going to build on Solana, Sui or any monolithic L1. They want the stack customization. They want to be landlords, not renters. Ethereum won this deal on merit. It's just not pricing it right. A healthy split to me looks more like: Robinhood: 75% Arbitrum: 10% Ethereum: 15% Ethereum sells the most valuable settlement layer in crypto at marginal cost. Things need to change. @ethlabs_org
Quoting Curve is hard for aggregators. It's now easy for Fynd: Native Rust implementations for every large @CurveFinance pool went live in Tycho today. Quote on Curve pools in ~13.8µs instead of ~4.18ms (~300x faster).
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
If you set gpt-5.6-sol to "ultra", all the subagents it spawns will also be set to ultra. IMO this is a fumble. Causes massive token burn for no good reason. At the very least, I should be able to hard-set the subagent effort level to "medium". Claude Code is far ahead here
i was hoping for an answer that was something beyond memecoins because we know that only takes us so far. none of this is new, we've had this all for 5 years now. by now it seems more clear that L2s are largely independent blockchains and the vast majority of economics is not captured by ETH (by design)
