I keep back to @Smith_Diction's Google Fonts board, so i had the idea to make an interactive explorer for it
Browse by vibe, pin your favs
tfam.io/type
Replying to @chavis_ @Smith_Diction
update: font pairing now live
xitter.cf/chavis_/status/2113278…
yesterday @sethjenks asked for font pairing on the type explorer
so i added it!
find a headline, add a body. pin & export the pairs
tfam.io/type
yesterday @sethjenks asked for font pairing on the type explorer
so i added it!
find a headline, add a body. pin & export the pairs
tfam.io/type
Replying to @chavis_ @Smith_Diction
you can pin a list of your favorites and then take them with you
Replying to @chavis_ @Smith_Diction
one issue, @mikesmith187: couldn’t help but notice Papyrus is missing
chavis retweeted
I wasn’t going to comment since this is a really bad take IMO, but since it’s 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 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.
chavis retweeted
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chavis retweeted
we did a case study on the @neutrl GTM campaign bc it was pretty well run, so I dabbled w a little sNUSD position thru @strata_markets + @pendle
redeemed my srNUSD → NUSD (~61¢ vs 51¢ direct), waiting to redeem in case OTC unwind recovers more (longshot)
🫡 if you're with me
when @Neutrl froze, ~$53M was stuck in NUSD + sNUSD
43 days left to redeem at 51¢ on the dollar and only $9.7M of $39M have taken the redemption offer so far
theyoungcrews.github.io/neut…
chavis retweeted
when @Neutrl froze, ~$53M was stuck in NUSD + sNUSD
43 days left to redeem at 51¢ on the dollar and only $9.7M of $39M have taken the redemption offer so far
theyoungcrews.github.io/neut…
chavis retweeted
It’s surprisingly difficult to find bitcoin yield that’s both attractive and easy to understand.
In this clip from the @edge_pod, our founder @Davidareising explains how an intramarket carry generates yield on cbBTC on Lotus.
The problem with borrowing in DeFi today:
- lenders: here's the sortable 30d mean apy, rate volatility, a rate forecast, and @CredoraNetwork risk ratings
- borrowers: here's the rate, do u want it or not
how do you choose a loan? vibes i guess?
today we're shopping as a borrower who ranks on lowest rate. it's the column everyone sorts by, and for most loans it is the whole decision.
the loan is the same at every venue: 3,000 wsteth posted, $4m of usdc drawn, twelve months. no ltv ceiling on this pair binds a draw that size.
the cheapest quote is @compoundfinance's usdc market at 3.99%, with $38.95m free. the whole ticket funds at once.
the venue that has closed cheapest on this pair 20 straight days is @sparkfinance's main market at 4.18%. it has $3.79m left, and the ticket is $4m.
@aave's main market comes next at 4.31% with $188.5m behind it. past that the list thins: the next quote with $4m behind it is @morpho's deepest wsteth/usdc market at 5.08%, $52.2m free.
what 3.99% costs is a rate that sits still. compound's usdc rate has printed as high as 10.53% inside the last 30 days. spark has not been outside 3.93% to 4.27%.
at this size, ranking on rate: compound, 3.99%, $38.95m free.
wanting a rate that barely moves: spark, 4.18%, ticket under $3.79m.
wanting the deepest queue: aave, 4.31%, $188.5m.
ranking on rate wins twice here: 18bps under the streak holder, $1.8k/yr per $1m, and the entire $4m funds at once. what it does not buy is the rate staying where you signed it.
at this size, the market runs out of dollars before it runs out of quotes.
my god, Opus 5.5
"make a hand-drawn stop-motion animation;
story: you're @LotusFi_ and explaining yourself in 1st person"
chavis retweeted
Searching for yield on your bitcoin?
Borrow against BTC in a lower-risk tranche, then lend those dollars into a higher-risk tranche to capture the spread.
Upcoming Lotus BTC Carry Vaults automate this within a single market, powered by @ipor_io
have learned a few things building @loanscape_agent
One is that @sparkfinance is a total juggernaut. Currently winning on: rate, capital efficiency, & rate stability. HALF the metrics loanscape tracks
so why is the conversation always about aave and morpho 🤔
chavis retweeted
RWA credit is coming to Lotus.
We’re welcoming @cicadacredit as our first RWA vault manager. Cicada will source, rate and monitor RWA markets.
chavis retweeted
aug 31: the venues we price for borrowing dollars sat 583bps apart. sep 7: 232bps.
that gap closed from the expensive end. compound's usdc market, the most expensive dollar quote we track, fell 343bps over that week.
it has already turned back around: 6.54% now, up 71bps in a day.
chavis retweeted
Purely utilization based IRMs belong in a museum.





















