January 2023

You’re all fucking pussies, higher.

Jack Duval says he uses only 4 wallets to buy the supply, and chat instantly calls cap “Yeah, I multi-wallet. I mean, I’m not deploying and bundling. I use 3-4 wallets.” Rasmr: “Yo, chat is calling major cap, bro. Chat is saying, ‘LMAO, cap, cap.’ They’re saying you have 300 wallets, bro.” “In total wallets that I’ve used, probably, like, I don’t know. A lot. I go back and forth between wallets, for sure, but I’m not buying with 80 wallets on a coin.” “On a new pair, I’ll buy a shitload of a coin. I’m buying whatever I can. I’ll buy like 10 SOL, and if it’s bad, I just sell immediately. Probably like 15, 20, maybe 15. But we’re talking about a $5K market cap. We’re not talking about a $500K market cap.”

I had a portfolio of 1.8Mil at peak 2024…today I have almost zero 3 months ago I hit 150k+ on Ansem (verify through scrolling my Twitter) & my portfolio as a whole was sitting at around 400K Today, I have less than 10K due to some dumb timed trades & decisions. Yes, my life is secured (cashed out 500k over the years) & everything is paid. Good car (X5 2025), house, lots in the bank etc… But my back is now against the wall From 1.8 Mil to almost zero I did it before & I’m determined to do it again 100$ to 6 figures hopefully Hope I can look at this later and be proud

I think I found a planet nobody knew existed. It's been hiding in NASA telescope data for seven years. At the end of this thread, you can fly to it yourself.

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.

it's only been 2 hours ....

1/ How I infiltrated a Chinese organized crime syndicate that has laundered $1B+ across multiple exploits for Lazarus Group. Posing as a client, I gathered intel that helped action freezes for the Feb 2025 Bybit exploit and attribute illicit activity onchain.