Amerizuelan Ape retweeted
Can we now agree that there was a reason to talk about the Q4 dump throughout 2026?
So much hate thrown my way for what still ended up happening.
NASDAQ is down 15%.
Patience is a virtue.
JD VANCE BLAMES IRAN WAR FOR REPUBLICAN MIDTERM DEFEAT
Vice President JD Vance says Republicans lost because Trump’s 2024 voters switched to Democrats, not because GOP turnout collapsed.
Citing internal polling, Vance said voters wanted an end to the Iran war, lower inflation, an America First agenda and a change in US relations with Israel.
“The reason we lost is the war,” Vance declared, acknowledging growing dissatisfaction among Republican voters.
Amerizuelan Ape retweeted
Private equity associates realizing they will have to start including an ESG section in their IC memos again
Amerizuelan Ape retweeted
Niggas said that Charlie Kirk shit was gonna start a revolution and they lost South Carolina and Texas a year later its tears in my fucking eyes dude
Amerizuelan Ape retweeted
Gold, silver & miners: It's fine to be angry, but try not to be angry with me. Judge me and others on what we've been saying for the last 12 months. I've simply been trying repeatedly to warn as many people as possible. Silver junior miners are in more trouble right here.
Amerizuelan Ape retweeted
Amerizuelan Ape retweeted
Remember how back in 2022-2023 there were a lot of crypto influencers who went completely crazy and people tuned in because they wanted to watch the drama/train wreck?
Then over time people stopped caring about what they had to say, so in order to become relevant again, they would say increasingly ridiculous things to try and get the spotlight back on themselves?
But as time went on, their followers dried up and no one cared anymore about their opinion. The shitcoins they shilled no longer moved on their tweets/videos because people realized they were being gaslit about everything.
The same thing will likely happen on a larger scale now.
People sit around waiting for the next "TACO trade" as markets normally rally on the news. After concessions are made, markets go back to "normal" as people are confident that the uncertainty is over with. But then a few weeks later, it all comes back again. It gets exhausting for the market.
Eventually, this dynamic will change, and no amount of flip-flopping and erratic behavior will get market participants to trust that the markets are a safe place to keep their money.
We have not yet reached that inflection point, but it is likely something that is coming. The TACO trade has worked for a while, but it will eventually fail. And when it does, it will be due to market participants having no faith that what they are being told is the truth.
Amerizuelan Ape retweeted
“I’m not worried at all about this.”
“Yeah, me neither.”
“Did you even read anything he wrote?”
“No, did you?”
“No.”
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.
Amerizuelan Ape retweeted
“We get influencers to sell bonds”
Great to welcome @jakepaul to the Treasury Department today.
Jake’s path from content creator to entrepreneur and professional boxer is a distinctly American story. 🇺🇸🇺🇸🇺🇸
Amerizuelan Ape retweeted
“Tell that dude we hired 6 weeks ago to post that thread about how AI is going to kill everyone. Great. Have the alignment team repost it. Wow, didn’t think it’d go that viral. Feed the NYT a story about us stopping bioweapons. Perfect. Finalize the S1 IPO docs for next week.”
Breaking News: Anthropic said it halted potential plots by scientists who used its A.I. models to do research that could have helped develop biological weapons. nyti.ms/3V3epAE
Amerizuelan Ape retweeted
I cannot stand when people like Hunter Biden come and make a mockery of our industry and siphon liquidity and mindshare from serious projects like boner and fatcoin and bike tyson

































