FinTech - Chain Hiker - Digital Cow 🇨🇭 @MonkeDAO | PFP: SMB #2504 | Banner: Life Paths 06 by @Eko33

Joined March 2018
Once again @MonkeDAO took over #SolanaBreakpoint. Over 310 members present, 9 exclusive events, on top of multiple key panels by the community's great minds. And on Sunday, monkeys took home the @SolSuperLeague championship title 🏆 The best part of it.. 🧵👇
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Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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The accelerating rate of software development is going to close the gap between blockchains and meatspace accounting systems (finance, legal, health, etc) shockingly fast.
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Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash. Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase). Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets. IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster). Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot. Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time? Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.) Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once. Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case. I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026). Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS. Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security. The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
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Cash dividends for stocks and ETFs are now live on Backpack. Eligible dividends are credited directly to your account 🎒
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We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: darioamodei.com/post/we-must…
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I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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Introducing JungleFun 🌴🐒 A new way to rediscover the fun of collecting NFTs. Open packs featuring SMB Gen2s, Gen3s, and pieces of Solana NFT history from across the last five years - built with @magicblock for full onchain verifiability. Enter the jungle 👇🏼
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Happy 5th Anniversary, Monkes! 🐒💛 Five years ago, the one and only Solana Monkey Business was born on @solana. None of us knew then that these pixelated Monkes would bring so many people together, or that the community around them would eventually become @MonkeDAO. Since then, we’ve shared the highs, weathered the lows, laughed through more chaos than we could ever fit into one post, and watched Solana grow as we grew alongside it. Five years later, we’re still here - connected by friendships that began behind a PFP, shared memories, and a global community that slowly became home. Did you really think we’d let this anniversary pass quietly? Not a chance 👀 So today, we’re looking back at how it all began, how far we’ve come, and the journey that made @MonkeDAO what it is today. This is for those who were there from Day 1, those who joined us along the way, and everyone who helped shape the story we now share. Here’s to five years of @SolanaMBS, five years of @MonkeDAO, and everything still ahead of us. 🍌 👇
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Dateo retweeted
Born on Solana, now on @amazon Prime Video xitter.cf/Claynosaurz/status/207…
Claynosaurz is now streaming on Amazon Prime Video
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Backpack launches the first 24/7 brokerage for real US equities. International investors can now buy and sell select US equities on Backpack 24/7/365. Not synthetic. Not derivatives. Real shares — tradable around the clock. Via the first always-on market infrastructure connecting direct TradFi brokerage access with 1:1 redeemable onchain liquidity. Starting with SpaceX (SPCX), Micron (MU), and SanDisk (SNDK). More coming. Capital doesn’t sleep. Markets shouldn’t close.
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We just had the first successful Alpenswitch on our Alpenglow community cluster! The @solana finalization time improved 100x. Thanks to everybody participating. Watch it live: ag.validblocks.com/ ag-community-status.stakingf…
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Alpenglow successfully enabled on the community test cluster Processing and confirmation times instantly dropped dramatically Time to run this exercise again and again before mainnet
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Dateo retweeted
To manage growing demand for Claude we're adjusting our 5 hour session limits for free/Pro/Max subs during peak hours. Your weekly limits remain unchanged. During weekdays between 5am–11am PT / 1pm–7pm GMT, you'll move through your 5-hour session limits faster than before.
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Dateo retweeted
Anthropic just pulled the oldest trick in SaaS pricing. I pay $200/mo for Claude Max. My limits have been noticeably worse this past week. Now they announce 2x off-peak usage for two weeks. Sounds generous. But here’s what actually happens: limits quietly drop, a temporary 2x makes the reduced limit feel normal, the promo ends, and you’re left at a baseline lower than where you started. You just didn’t notice the downgrade because the 2x absorbed the transition. These AI plans are massively subsidized. The raw compute behind a heavy user costs multiples of the subscription price. Every move like this is the subsidy quietly correcting. Very sneaky, Anthropic.
A small thank you to everyone using Claude: We’re doubling usage outside our peak hours for the next two weeks.
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Dateo retweeted
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
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TODAY 🚨: The Commission issued an interpretation that clarifies the application of federal securities laws to crypto assets. This is a major step to provide greater clarity regarding the Commission’s treatment of crypto assets. Read the release here: ow.ly/XhhV50YvxvO
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Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.
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introducing the next Backpack token utility, we'll be building out this year. IPOs, on chain, directly on Backpack. Normally when companies go public, the founders and executives go on a roadshow, sharing their story and garnering interest from Wall Street institutional buyers purchasing shares before they go public. For most, you normally have to wait for the stock exchanges to go live before getting access to these shares through your brokerage. What we're doing: working with Superstate for Backpack to become a stop on the roadshow, so that our users can get access to these IPOs before trading goes live on national stock exchanges. The catch: Our ability to do this successfully is purely a function of the Backpack community. The more active and valuable our users, the more viable Backpack is a venue for capital formation. As a result, we've put together this waitlist to collect interest from our users today on this product. The early users that signup will get early access to the first IPO. The more people that sign up for this, the more engaged and active our community is here, the better access we will get to companies when they go public. This will be the first test of the community. This is an enormously valuable opportunity, and we need your help signing up for this so that we can go out and get the best IPOs for everyone here that we can. The ask: add yourself to the waitlist now. We have a lot more coming on this front, and this is a perfect example of why we did not build a DEX. This is only something a compliant product can do. Go big or go home.
IPOs. Onchain. Get IPO share allocations directly on Backpack, enabled by our infrastructure partner @SuperstateInc. Real shares. Direct ownership. On @solana. Join the waitlist: backpack.exchange/ipo-access
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Dateo retweeted
Tokenized predictions powered by Kalshi are live on @Solana $2M+ in builder grants are open, @AxiomExchange is next, and more chains coming soon. Welcome to the "Powered by Kalshi" era.
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