Unlock chart for Anthropic for each group
- Employees get unlocked at roughly the same pace as SpaceX
- Investors get unlocked faster than SpaceX
- Founders get unlocked much faster, with 30% unlocked in 6mo vs musk's first unlock at 1y
dotted line = spaceX
Actually the number of exploitable machines from new CVEs hasn't changed that much YoY
I went through all CVEs and:
1. Filtered out all the ones that dont lead to RCE
2. Estimated # of affected machines
3. Deduplicated (so 2 chrome exploits dont count chrome install base x2)
just added liquidation heatmap on paperpro.app
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strobie reeeee ๐ ่่ ในใใญใใช retweeted
crypto went from giga chads like GCR making tens of millions shorting LUNA and betting against FTX while staying completely anonymous
to a bunch of low aura, chronically online KOLs with the most punchable faces imaginable being worshipped like they're the greatest traders alive
what the fuck happened to this space?
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strobie reeeee ๐ ่่ ในใใญใใช retweeted
it's not only charts btw, it's basically "generative" ui, so basically anything you can think of can be created by LlamaAI
jussa made an app - PaperPro, an advanced trading terminal for @papertrade_xyz
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cc @izebel_eth
sumting i feel kinda sad about issa back then if u encapsulate or abstract sum patterns or logic thats not ever done before u can make a smol library to share it wif ppl n it wud feel gud having helped anibooty else
making gud software was kinda lika art
nao no longer need ani of dis cuz can jussa ask claude to rawdog aniting n neva look at code wif biological eyes
errybooty finding out their ledgers have been impanted
are trezor etc safu n only ledgers are rekt so far?
cuz most of ze retailers n mani distributors work wif mani different brandsโฆ
strobie reeeee ๐ ่่ ในใใญใใช retweeted
I wasnโt going to comment since this is a really bad take IMO, but since itโs taken off I feel the need to. To my understanding, there is no evidence whatsoever pointing to a break of decades old hardness assumptions like elliptic curve cryptography. 1/n
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 Erdลs 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.
strobie reeeee ๐ ่่ ในใใญใใช retweeted
10ๆใฎๅฃ็ดใๆบๅใใใโช
ใญใฉใญใฉใฎๆ็ฉบใงใใใใฟใชใใ๏ฝ
after some onchain sleuthing, i think this is what happened:
19 metamask validators had won block rewards, and 18 of the rewards were not paid to the correct fee recipient but instead to this tornado funded account: 0x98B9231de84334c1d48BA0b72CF13f92484924A3
~17k validators proactively exited, ~523k eth total, unknown whether the attacker had the ability to change all fee recipients
it appears that 3 of the exploited validators have not yet been exited, and that 821 potentially impacted validators in total have yet to exit, unclear why
attacker only stole ~0.36 eth in rewards and likely never had the ability to withdraw any staked eth. however, depending on how the attacker managed to get signing access, they could potentially cause the validators to be intentionally slashed
Security Update: We are responding to a security incident affecting part of our infrastructure.
At this time, we have identified no immediate threat to MetaMask wallets.
As a precaution, we are proactively exiting affected validators within our non-custodial staking operations, in coordination with clients, partners and security advisors.
Weโll share further updates as appropriate. metamask.io/news/user-updateโฆ





































