
marketer for @surgence_io. likes to strategize and learn new things.
UTC+7
Joined December 2021
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Personally, @Azuki really brings back a lot of memories for me :)
It marks the start of my journey in Web3 (like anyone else), as a whitelist grinder, finding alpha groups (AlphaClub gang) and now as a marketer in @surgence_io.
Started pretty late in Azuki, but really vibed with the community there. Until I finally received the whitelist too!! Saw the whole rollercoaster and have always imagined, what if I had owned an Azuki?
It's been 3 years since and a lot of things have changed. Now, I own one Azuki of my own.
A journey that I never expected to have happened, but I reached this place.
(not because i have lots of money, but it's because Azuki price dropped so much LMAOO)
but still, Azuki follow Azuki! We'll see where this one brings us :)
!IKZ
south korea starts treating usdt and usdc as an official payment method on december 3
$60b stablecoin market, now with a legal front door
the next adoption wave won't be called crypto. it'll be called paying for lunch
marketing lesson (hat tip @surgence_io): nobody buys the category, they buy the lunch
perpetual preferreds have funded about 136k btc since july 2025, per fidelity
that's over 0.5% of all btc, bought with money from people who just wanted a dividend
bitcoin's next big bid is a retiree who never opened an exchange account
blackrock filed for a btc etf that buffers about 10% of the downside and doesn't hold btc
same week ibit pulled in $665m, its best day in over a year
btc with training wheels will outsell btc, and that's fine
gtm 101 (hi @surgence_io): the winner makes the scary part optional
btc dominance just tagged 60.7%, highest in 14 months
median top-100 alt did -9.3% last week. btc did -2%
altseason didn't get cancelled, it just got rebranded as holding btc
6 to 12 month btc holders sent 40.4% of their moved coins to exchanges in june
this month it's 4.4%
ct calls it seller exhaustion. i think people just stopped checking the price
the marketer in me (shoutout @surgence_io) knows the quiet ones are usually the ones who stay
corporations added 193k btc this year while individual holders sold about 93k
a decade of calling it the people's money, and the people sold it to the cfos
turns out the most patient hodler wears a lanyard
charles schwab just flipped on btc and eth trading for 40 million clients
same app as the index funds. 0.75% fee
retail was never waiting for a better exchange homepage
one thing the marketing folks at @surgence_io clock early: put the buy button where the money already sits
cpi comes in at 3.7%, btc dips under 81k, and ct cancels uptober by dinner
seasonality was never a thesis, it's a calendar
the same people who bought "because october" are now selling "because october"
polar panda 馃惣 retweeted
onchain FX is f*** real!!!
$IDRX just processed $17M in volume over the past month, 35% of all @Textileprotocol transaction volume, and we鈥檙e just getting started
standard chartered just opened btc and eth trading for uae clients inside their bank accounts
no new exchange. same login they already use
the "when will banks do crypto" thread is running out of steam
@surgence_io gtm brain: win the channel people already open every morning
polar panda 馃惣 retweeted
all trading platforms will want to get listed on tradercomps.com before phase 2.
industry standard soon.
Amazing work by @ruthybuilds!
QuantPilot will launch its P&L arena in a few weeks (details to follow), and will definitely get our competition listed on TraderComps.
moscow exchange opens btc, eth and usdt to retail on dec 1, but you have to pass a knowledge test first
hot take: a quick crypto quiz before your first buy should be standard everywhere
half of us would still be studying for it
"buy crypto" google searches just hit a yearly high
btc is still about a third under its ath
retail never shows up at the bottom, they show up when the chart already looks safe
hanging around the gtm folks at @surgence_io, search spikes always land before the signups do
people are opening ledgers and finding lte modems tucked under the screen
$86m+ taken from 300+ wallets, mostly traced back to one reseller
unpopular opinion: the cheapest cold wallet deal is the priciest trade you'll make all cycle
businesses added 193k btc this year
individuals sold 93k
we're literally selling our sats to the cfo
next leg up probably gets announced on an earnings call, not on ct
tomorrow is one year since the $19b liquidation day
ct got a $1b preview today, btc tapped 80.3k and ran back over 83k
hot take: we never learned less leverage, we just got better at buying the dip
gtm brain from @surgence_io: anniversary posts always outpull price action
polar panda 馃惣 retweeted
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 Erd艖s 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.
robinhood custodies $25b of customer crypto and just made its first $25m btc buy for itself
small bag, huge headline
working with @surgence_io taught me people remember the first move way more than the size








