
Founder https://xitter.cf/t.co/JrTBgXl0w8, tokenising $BAGEY✨ex BD Consensys, MetaMask 🦊, Linea, web3 Security 🛡️ and Electric vehicles ⚡️ Turtle mode maxi 🐢 Views are my own
wallisi.eth
Joined July 2008
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AI is breaking the verification layer of society. Zero knowledge proofs can restore that verification layer. We went from http 🏴☠️ to https 🔐and now we need to go to httpz 🔍 as per @balajis
Hard to read this.
“We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once.”
This has huge implications for online authentication not just onchain key security 🧵
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.
First @blast now @AbstractChain winding down. To be successful, chains need distribution channels converting to regular usage. Not an easy thing to achieve
wallisi 🛡️⚡️ retweeted
I told you couple months ago I am becoming increasingly bullish on Ethereum as technology. This is insane. 1 of the most important milestone in whole crypto imho. Unlike other tech developments this can also help to ETH directly a lot.
Atomic synchronous composability is no longer a promise. History made on mainnet: the first atomic cross-chain L1->L2 transaction ever 🔥 And this is only the beginning for EEZ ... 🚀 @etheconomiczone
wallisi 🛡️⚡️ retweeted
Nearing the security rubicon. The world isn’t ready to deal with this.
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
Gotta love @tayvano_
Replying to @andyyy
I mean their post is pretty explicit, I'm not sure what I can add without making shit up like you're doing lmao.
They detected some weird shit happening somewhere.
They are obviously rotating shit out of an abundance of caution.
I haven't worked for MetaMask for ages now but, generally, when people detect a threat, remediate a threat, announce that they are taking precautions regarding a threat, and then actually take those actions, then everything is ~fine.
Every major hack crypto was the result of people NOT detecting shit. People NOT having logs, edr, siem. People NOT remediating. People NOT rotating.
Thus, you should be more worried about the people who don't know they are rekt and aren't mitigating risk than the ones who are telling you they are rotating their shit to prevent future harm. 😅
This is really fascinating - government run dating app using game theory rather than weird engagement algos
Singapore's govt dating app runs on a Nobel Prize-winning game theory algorithm 👏
FirstDate uses Gale-Shapley, the 1962 stable marriage algorithm that won the 2012 Economics Nobel and still runs hospital residency matches and kidney exchanges today.
how it works:
1 | your preferences and dealbreakers build a ranked priority list
2 | proposers offer to their top pick. receivers hold their best offer and reject the rest. rejected proposers move down their list. rinse and repeat until locked
3 | the result is mathematically stable: no two people exist who would both prefer each other over their assigned matches. "the app never showed us each other" becomes impossible by design
the UX:
• one match per cycle, zero infinite scroll
• 72-hour decision window
• contact info revealed only on mutual yes
• Singpass-verified, so everyone is exactly who they claim (told my husband I'm annoyed I can't test it. his response: most people sneak onto dating apps, and here you are openly filing a product research request 🤣 )
commercial apps need you to keep swiping but this app is designed to get you off the platform. Singapore built the first dating app whose success metric is deleting its own users 💀
(fun game theory note: Gale-Shapley yields proposer-optimal outcomes - meaning proposers get their best possible stable match, receivers their worst 👀)
public servants aged 21-35 only for now. interesting to see if state-sponsored game theory beats the free market (or rather, all the tinders and hinges out there) 🍿
wallisi 🛡️⚡️ retweeted
OK, we spent a while @rebellion_sys building authensee.com, to then build trustgraph.rebellion.systems (a private, ZK reboot of PGP's web-of-trust) and realizing that we have a distribution problem.
So now we've built doitrustthis.com.
A free service that uses all the latest bells and whistles to actually help you if you are not a security or privacy freak.
Point anything at it, forward an email, tag it on insta or tiktok and get back a trust score and maybe some warnings on what to do next.
And if you're feeling adventurous, install the TrustGraph app (you can get a TestFlight invite on the website) and start signing shit today!
Also I am EAGER to get feedback from early testers. So, please DM me or @vqlqx if you think "this is cool, but..."
Today we opened up the $BAGEY tokenised fund to investors on Ethereum. The first UK FCA regulated fund to be natively issued onchain. A lot of hard work has gone into this from the @BaillieGifford team with @BNYglobal , @TheFCA , @Anchorage , @BitGo and @ArchaxEx . Amazing teamwork 🚀
$BAGEY is open.
The Baillie Gifford Enhanced Yield Fund is now open for investment. Actively managed short-duration bonds, issued fully nativelyonchain, with the blockchain as the legal record of ownership.
Subscribe and redeem in USDC or fiat. $100 minimum.
Available via @Anchorage, @ArchaxEx and @BitGo.
$BAGEY. Own it, natively.
Capital at risk.
Cascading agentic bank runs coming for us 😳
This chart does not show an agentic bank run; it shows the collapse of cheap funding for banks.
This means return on equity for banks will collapse, as it will for brokers like Schwab and IBKR, where idle cash sitting in sweep accounts comprise something like half of their net revenues.
Business models built on friction and human laziness will (rightly!) get slaughtered in the coming years.
That said, agentic bank runs are another thing entirely, and they will absolutely happen. Remember, SVB was triggered by a fear contagion where all of their customers behaved the same way and triggered a stampede. Agents will be like this, but on steroids.
The reason why agents magnify this kind of phenomenon is because AIs have much lower diversity of behavior than humans. This is especially true if we're all using the same model, like if everyone has Muse or Claude optimizing their finances.
See examples of this from the Anthropic research piece on multiagent systems. When you have multiple agents coordinating together in a game, you see a lot of bunching of behavior, and very little strategic diversity compared to humans.
This means cascading agentic bank runs will likely be more violent and sudden than human ones. The banking system is absolutely not ready for this.
Awesome to see this. Have been banging on about this for a while. I presented on the challenges of KYC documentation collection and verification at the @FinTechScotland FRIL event last week and only yesterday to our internal AFC team. I’m up for being an early adopter on this. Let’s do it @TheFCA
JUST IN: 🇺🇸 SEC Commissioner Hester Peirce calls to end mass KYC data collection, warning it puts crypto holders at risk of phishing and physical attacks.
Pierce says the current KYC/AML system creates massive databases of sensitive information that can be hacked, leaked, or exploited.
She's pushing for zero-knowledge proofs (ZK proofs) that could verify users meet regulatory requirements without exposing their personal information.
Mobile phone manufacturers adding crypto and stablecoin support to their wallets will change so so much:
1. Every iPhone or Samsung user could easily get access to a secure crypto wallet
2. These wallets can properly secure the keys at the hardware level
3. They can then add stablecoin support to their ecosystem eg App Store and in app purchases
4. POS support for Apple Pay and Google Pay is already in place
5. They can cut out middle man networks like Visa and Mastercard over time and save merchants money
🚨JUST IN: Apple hints at adding stablecoin support, potentially allowing CRYPTO payments via Apple Pay.
Apple posted a job listing requiring stablecoin expertise for payment roles, offering up to $280,000.
This follows Samsung’s plans to introduce the same feature to Samsung Wallet.
Together, Apple and Samsung have more than 3.5 BILLION active devices worldwide.



























