please ser mi familia
Joined November 2021
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AI agents reading this literally right now
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.
👀
📈 New Milestone: 18,000,000 names.
@worldnetwork has issued over 18 million names powered by ENS since integrating in October 2024.
xox.eth retweeted
MetaMask and ENS go together like peanut butter and jelly.
It just makes sense.
.@MetaMask users can send without hesitation. Type your ENS name, select your amount, confirm. It’s that easy.
ENS resolution inside MetaMask makes any transaction safer and more intuitive. ⬇️
other than that, things are going great
• U.S consumer confidence has reached its lowest level in over 12 years.
• U.S. credit card delinquencies are rising, reaching their highest level since 2015.
• U.S household debt reached a new all time high $18.8 trillion in Q4 2025.
• U.S home sales fell -8.4% in January, the biggest monthly decline since February 2022.
But the DOW is over 50,000.
👀 the real ones have always known
It's a good decision!
ENS names and records are a form of state that is central to the Ethereum ecosystem, the state is limited in size and there is high value in it being as accessible as possible from anywhere.
It's also a semi-financial application, in the sense that buying and holding ENS names has a cost, and ENS names can become very valuable objects.
With the expanded scaling roadmap, Ethereum L1 is the ideal place for these applications.
More generally, I expect that the optimal architecture for decentralized identity and social (the general space I see ENS being in) is to have this kind of per-user account and profile data on L1, and to have special-purpose L2s, likely much simpler than full EVMs, to handle user actions (eg. actions on social platforms).
“are you talking about the crypto person?” lmao 😂
when the dinner party starts talking politics and you notice the other quiet husband at the end of the table
