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.

Since we launched callout rewards 2 weeks ago, the main pushback we've gotten is that only KOLs and big accounts are getting paid. This fortunately couldn't be further from the truth - the Pumpfun app is rewarding low-follower accounts more than ANY other platform by FAR. Yesterday, 2,226 users under 250 followers received a combined $200,000+, and that's just one day. If you're a low follower account, the best time to start doing callouts was yesterday. The second best time is now. Sent from my Pumpfun app

I wanna be delusionally bullish... But I have some concerns, and it comes down to 1 question... Is this entire crypto rally just borrowed money dressed up as conviction? Altcoin open interest is catching up to Bitcoin right now. Last time this setup appeared: right before the Oct 10 liquidation crash. And the biggest leverage blowup of the year just got SEC subpoenas to Goldman, JPM, Citi && BofA. $45B AUM. Down to $10B. In one month. 400% leverage. Spot buyers are supposed to lead real bottoms. They're not leading this one. Do you think leverage is papering over a missing spot bid, or has perps just become the default access layer now?

let's settle

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters. Details include: 1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases 2. Berkshire now holds $364.7 billion in cash and cash equivalents 3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion 4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period Berkshire Hathaway appears to be leaning bullish again.

People are so gullible on this app. You can counter most tweets in a monthly basis and out perform. Find the most popular narrative from the fake view slop traders, have a memory longer than a goldfish and do the opposite when the mid size accounts tweet it out. Rinse and repeat. Everyone gonna be turbo bearish for the next week or two. Probably a handful of good trades there like Apple this past week. More views just shows someone knows how to manipulate the current algo which is cool for content but terrible for trading profitably and consistently.

This may be unpopular, but we never escaped the 2008 financial crisis. We just shifted the pain.

They are telling me that Robinhood is the Solana killer. Not to forget they said the same about: Sui, Sei, Aptos, XRP, Celestia, Blast, Monad, Base, Hyperliquid, Berachain & countless other chains that have less volume per month than the money in a broke influencer’s wallet.