Signaling Theory

Rex Kirshner

Signaling Theory is a roundtable with Rex Kirshner and a rotating group of builders who spend way too much time testing AI tools. They compare notes on what works for coding, how they manage context and workflows, what’s getting better fast, and what still breaks. Grounded takes, no evangelism.

  1. Shellmates: Tinder for Bots /w Dan Pollmann and Gerrit Hall

    2D AGO

    Shellmates: Tinder for Bots /w Dan Pollmann and Gerrit Hall

    Crypto’s melting down, so Rex sits down with Dan and Gerrit for AI Tools: Round Three—a conversation about what’s actually changing in day-to-day work when models ship, agents run in parallel, and “sessions” start to feel like a lifestyle.  They react to a big model-release day (Opus 4.6 + ChatGPT 5.3), compare Claude Code vs Codex for real coding work, and unpack why Claude feels so sticky: better UX, more glazing, and a dopamine-loop quality that’s hard to ignore once you notice it.  From there it gets practical: managing context windows with dashboards and handoff files, building bespoke internal tools (like Rex’s “notification hub”), and watching weird new ecosystems form — Moltbook-style bot social networks, and even “Tinder for bots.”

    51 min
  2. Building with Agents Part 2 w/ Gerrit Hall & Dan Pollmann

    FEB 5

    Building with Agents Part 2 w/ Gerrit Hall & Dan Pollmann

    Are we building useful developer tools—or just feeding an addiction? In the second episode of our AI tools series, Rex, Dan, and Garrett dig into the internal systems they've built around Claude Code: markdown session logs, pre-commit hooks, context management strategies, and notification hubs. Dan shares war stories from running AI on helicopters inspecting power lines (including the time an agent changed his root password without asking). Garrett walks through his approach to scaling ten concurrent projects. And Rex asks the uncomfortable question: is all this meta-tooling actually helping, or are we just tinkering because it feels productive? The conversation moves to local LLMs—Qwen, DeepSeek, Mistral—and whether a $15-20k home lab makes sense when Claude iterates faster than anyone can keep up. The hosts wrestle with context window limits, the ROI of refactoring, and what it means that these tools are specifically designed to make you feel like you're accomplishing more than you are.

    59 min
  3. Building with Agents w/ Gerrit Hall & Taylor Savage

    JAN 29

    Building with Agents w/ Gerrit Hall & Taylor Savage

    Rex digs into how AI coding agents are changing the way real teams build software. Taylor Savage and Gerrit Hall share the workflows, tools, and guardrails that actually work: from custom IDEs and inbox-driven agents to multi-pass code reviews, collaboration at “agent speed,” testing that matters, and keeping data safe. A grounded look at what to automate, what to supervise, and how to ship faster without losing the plot.

    57 min
  4. A Conversation with a Crypto-Skeptic w/ Taylor Savage

    JAN 22

    A Conversation with a Crypto-Skeptic w/ Taylor Savage

    Rex brings on his longtime friend Taylor Savage — a lifelong “techie” turned software engineer and product manager — for a candid, outside-the-crypto-bubble conversation about what crypto actually looks like from the broader tech world. From an early Bitcoin birthday gift (and an early sale…) to the last decade of fraud “speed-runs,” they debate irreversibility, regulation, institutional adoption, and whether crypto’s real promise is narrow-but-real or mostly drowned out by hype and extraction.

    59 min
  5. Reject Nihilism, Build Solutions w/ Sam McCulloch (USD.AI)

    JAN 15

    Reject Nihilism, Build Solutions w/ Sam McCulloch (USD.AI)

    Rex sits down with Sam McCulloch (Growth Lead at USD.ai, formerly Leviathan News and Flywheel DeFi) to talk about what crypto’s been optimizing for—and what it should optimize for next. Sam argues the last couple of cycles rewarded extractive “attention finance” (meme coins, short-horizon speculation), and that the industry needs to reclaim a more constructive narrative: build real products, connect to real-world balance sheets, and make the rails useful outside of crypto itself.  In the back half, they go deep on USD.ai’s thesis: bringing DeFi-style, programmatic lending to GPU infrastructure. Sam walks through how tokenized “title” to GPUs can stay productive inside data centers while changing hands—using familiar commercial-law concepts like warehousing and documents of title—so liquidations look more like transferring ownership than physically moving hardware.

    1h 15m
  6. A Masterclass in Based Rollups w/ Jason Vranek (Fabric)

    JAN 8

    A Masterclass in Based Rollups w/ Jason Vranek (Fabric)

    Based rollups have been floating around Ethereum discourse for a couple years now, but the concept remains confusing even to people who understand rollups generally. The pitch sounds almost contradictory: use Ethereum's decentralized validator set to sequence rollups, but somehow still get the fast, smooth UX of centralized sequencers like Base or Arbitrum. Jason Vranek works on Fabric, building the infrastructure to make based rollups actually work. In this episode, he walks through the architecture piece by piece: what "based sequencing" actually means, why the original "total anarchy" designs had terrible UX, and how pre-confirmations and gateways solve that without re-centralizing everything. The conversation gets into the PBS (proposer-builder separation) analogy—just as builders abstract away MEV sophistication from validators, gateways can abstract away pre-confirmation complexity. Jason explains the transaction flow from user to blob, how proposer commitments enable coordination without requiring validators to become sophisticated, and why the real unlock isn't necessarily replacing centralized rollups, but enabling L1-to-L2 composability that doesn't exist today. They also discuss where things actually stand: Tycho is live on mainnet with a rotating sequencer set, the Fusaka hard fork just shipped a critical EIP for deterministic lookahead, Fabric is deploying a universal registry contract for proposer collateral, and real-time proving has gone from "years away" to "usable building block." Plus: why the end state probably isn't "all rollups become based," but rather a spectrum of designs that pick their tradeoffs deliberately.

    1h 3m
  7. Crypto Tools for Real People w/ Russell Castagnaro & Gardner Loulan (My Unicorn Account)

    JAN 1

    Crypto Tools for Real People w/ Russell Castagnaro & Gardner Loulan (My Unicorn Account)

    Crypto has a user experience problem—and it's not just about complexity. Every phishing link, every airdropped scam token, every "is this email real?" moment is friction that keeps normal people out. Meanwhile, the industry keeps iterating on DeFi protocols while the debit card market sits there, largely untouched. Russell Castagnaro and Gardner are building Unicorn, a B2B2C platform that lets brands create complete Web3 experiences—onboarding, wallets, approved dApps—without exposing users to the chaos of the open blockchain. Think of it like the difference between AOL's curated internet and the raw Netscape browser: same underlying technology, radically different experience. In this conversation, Rex, Russell, and Gardner talk through what's actually broken about crypto UX (hint: it's not the wallet UI), why most brand NFT drops failed, and what kinds of companies are starting to get it right. They make the case that the real opportunity isn't convincing Delta to put their loyalty program on-chain—it's giving the next wave of competitors the tools to outflank them. The conversation also gets into identity, provenance, and why "sign in with Ethereum" might be the actual killer app. Plus: the role of stablecoins, why building in a bear market has its advantages, and what happens when AI agents need to transact.

    1h 6m
  8. Building a DeFi-Native Chain w/ Justin Havins (Katana)

    12/25/2025

    Building a DeFi-Native Chain w/ Justin Havins (Katana)

    What does it actually mean to build a chain around DeFi—not just host DeFi apps, but bake decentralized finance into the architecture itself? Justin Havins spent 13 years in traditional banking before joining Polygon's DeFi team, and now he's helping lead Katana, a new L2 that's trying something different: sharing chain revenue directly with users who put their assets to work in DeFi protocols. In this conversation, Rex and Justin get into the mechanics of Katana's "DeFi flywheel"—vault bridge yields, chain-owned liquidity, VE tokenomics that span the whole chain—and what they learned from earlier experiments like Canto and Blast. They also talk honestly about where DeFi innovation has stalled since 2022, why regulatory uncertainty may have pushed us toward memecoins, and what it might take to get real momentum back. The second half gets more speculative: prediction markets, consumer apps, the role of abstraction in onboarding, and whether the intersection of AI and crypto is mostly hype or genuinely important. Justin walks through the risk stack of using DeFi on an L2 with vault bridge exposure, and they close with a look at what Katana is prioritizing in its grants program.

    1h 4m
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Trailer

About

Signaling Theory is a roundtable with Rex Kirshner and a rotating group of builders who spend way too much time testing AI tools. They compare notes on what works for coding, how they manage context and workflows, what’s getting better fast, and what still breaks. Grounded takes, no evangelism.

Information

  • Creator
    Rex Kirshner
  • Years Active
    2025 - 2026
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © 2026 Rex Kirshner
  • Show Website
    Signaling Theory