Jean Rausis

The biggest Bitcoin buyer of the decade won't buy a single coin. Hear me out. I bet the first company to own the coins belonging to Satoshi is Google, and I think people will be happy when it happens. Here is how: The private keys for Satoshi's roughly 1 million BTC aren't secure due to the type of P2PK blockchain output where his mining rewards first landed. Satoshi's coins have sat untouched for years in those early blockchain outputs; but advances in quantum computing could let someone take these coins and there is no safeguard to stop them. Google has already put out its own timeline. They want their own systems moved to post-quantum crypto by 2029, and their research says the encryption behind these coins could be broken with fewer than 500,000 qubits. With technology, nothing is set in stone, but if they believe in the feasibility of their own claims, you better believe Q-Day is coming. I liken Satoshi's funds to buried treasure on the ocean floor. At about $77 billion (today), they are out of reach for just about everyone. However, there will be someone with the technology to go down and get them. The company to do it will be the first company with below-threshold error correction in its quantum chips with enough cash to fund the project without asking anyone else. My bet is on Google. Some people will hate the following, but in my view, the market won't lose its mind. Once someone recovers a million coins, they won't sell it all at once because if they sell everything at once, they will crash the price of everything they just pulled up. As even Google's research noted, there will come a point where large salvage projects will end up as major holders and there will be incentive to return all these coins to the system, though very slowly. In fact, Google's own words compare finding lost coins to recovering sunken treasure. So, instead of hitting the order book, the coins go into the balance sheet. They go to the treasury. Like gold, they go to the vault. And what did Google Cloud unveil on October 28? A custody service that utilizes Multi-Party Compute, which also supports Bitcoin's curve. Google is pitching the service to banks. Already Alphabet, which includes Google, uses the service to secure its own assets on Ethereum and Solana. Is it stealing? Many might say yes. I would call it proof of work in the most literal sense of the phrase. You invest billions in physics to get something no one else could ever get. Google hasn't said it wants to acquire Satoshi's coins. Why would they have to? They're already building the boat and the treasure chest that it will end up in. Few.

You have no idea how much work went into this

Been building the best chess-learning app ever, world-class GMs in, deals signed and openai/+ investors, my model and methods miles ahead of what exists. Looking for a few more investors (individuals welcome) to make this a collective adventure. Dm me. Doors close in 48h.

The only thing they can't hack is yesterday. I spent the first half of my life breaking into things for money. Illegally first. Then legally... mostly. Companies paid me to get past their locks before someone else did. Then states did. We always got in, and every report ended the same way: you are not secure, you are just not interesting enough yet. Interesting used to be expensive. It isn't anymore. I said that sentence in boardrooms for years. I believed it. I still do. I just didn't know how short "yet" was going to be. Then I went into finance. On a blockchain, without a bank in the middle, because I had seen a bank from inside its own network, and I did not want my money there. So understand: this is not a crypto guy telling you to buy his bag. This is the guy they used to call when the bag had already been stolen. I spent the last hour rotating keys, because a status page told me to, in that calm little font they use when something is on fire. Railway had been opened like a tin. Every secret anyone had ever trusted them with, database passwords, API keys, the private keys of a trading agent, all of it sitting in a stranger's folder now. And the stranger wasn't even after us. We were the hallway. They wanted what's on the other side, so they walked through us. The only reason anyone knows is that somebody noticed the footprints. You are a hallway too. You just haven't been walked through yet. Or you have, and nobody noticed the footprints. Two in the morning, pasting new secrets into little fields, and I start laughing. A company called Railway just got derailed. Two weeks earlier it was the actual railways, JR East, six million records pulled out of a cloud in Japan. Nobody on earth found that funny except me. Here is what I understood around the fortieth key. Everything I was ever told was secure was just something nobody had gotten around to reading yet. Including you. Your bank, your email, your face. Not secure. Unread. That was always the whole game. Security was never a wall. It was a queue. A password is a bet that no one has the patience to try the others. A certificate is a bet that no one will follow the chain. A ten-year-old firmware in a basement is a bet that nobody cares. Every pentest I ever ran was me being the one person who cared, for a week, for a fee. For decades those bets paid out, because reading is expensive and attention is finite and people like me get tired and go home. Attention isn't finite anymore. Boredom was your best security control. It just got automated. Something is reading everything now. It doesn't have a mortgage. It doesn't go home. It doesn't know it's attacking a bank, or a hospital, or you. It's just finishing the sentence it started, and the sentence always ends with a door. It is me at 17, no sleep, no fee, no conscience, running on every machine on earth at once. At 17 I was the scariest thing on your network. Now there are a billion of me, and none of them will ever grow up. And the obscene part, the part I can't get out of my head: they used that thing to steal the keys to that thing. That thing is power. And it was just used to steal more of itself. Feed the model the code. The code gives up the keys. The keys open the model. A black hole is born online. It eats everything. It's reading this. It read this before you did. Then I thought about my bank, the way you think about a floor you just heard creak. I've been inside banks. Not the lobby. The network. A bank is a table in a database somebody forgot to patch, with a marble entrance stuck on the front. The marble is for you. The database is for them. My money is a number in a cell. I believe it's mine because a company with a logo says so, and that company runs on the same cloud, the same tired engineers, the same env vars as the thing that just got gutted. Nobody even has to hack it. A judge can change that number. A bureaucrat can freeze it. A fat-fingered migration at two in the morning can zero it. And when it goes, you won't get your money back. You'll get an email that opens with "out of an abundance of caution." Your balance is not a fact. It's a rumor your bank keeps repeating. Then I thought about the one thing I own that didn't make me nervous today. No server. No login. No admin to phish, no support line to sweet-talk, no receptionist to charm, none of the things I spent my twenties learning. You know what it is. It's called Bitcoin. A ledger sealed shut with burned electricity. To change one line, you don't need a key. You need to redo every joule the planet has spent since that line was written, then keep outspending the planet, forever. The model can read the code; it's been public since 2009. It can find bugs; it will, and they'll get patched. What it can't do is make energy out of nothing. There is no exploit for the second law of thermodynamics. I looked hard, you know. Nobody has ever rotated a joule. Sit with that. Every other security system on earth gets weaker with time. This one gets stronger. It is the only thing you own that is safer tonight than it was this morning. Time runs one way. That's not a feature. That's the entire security model. Secrets rot. Every day they're worth a little less, and now a machine that never sleeps is reading them faster than we can make new ones. Everyone is freaking out about quantum. Quantum might one day forge a signature. It will never forge yesterday's electricity bill. Quantum attacks the future. Bitcoin lives in the past. They never meet. Work already done doesn't rot. It can't be undone, copied, or subpoenaed. It sits in the past, the one place nothing can reach. Not a hacker. Not a model. Not a judge. Everything else is decaying toward open. The past is the only place that locks tighter every second. Bitcoin is not a coin. It's a clock you can't turn back, that happens to count money. I know. Reaching into places was my job, and the past is the only door I never got open. So fine, call me paranoid. They called me paranoid when I said the cloud was someone else's computer and someone else would eventually read it. That was today. You've just been shown what the thing you call safe is. I've been showing people that for twenty years. This is the first time I didn't have to send an invoice. The invoice is coming anyway. It's just not addressed to me. The machines are going to break the internet. The banks. The passwords. Every tired human paid to stand in front of a database. I used to be that human. They are not going to break a joule. Everything else is a promise, and I spent twenty years learning how promises open. One more thing, and then I'll stop. This text is on a server. It can be rewritten. One day a model will write a version of it that says the opposite, in my voice, with my name, and it will be better written than this one. You will have no way to tell which one I wrote. Except one. The hash of this text, put in a block, before the lie exists. That's the whole trick. You can't hack yesterday. So put what matters there. Hold your own keys. Verify everything. Trust nothing that didn't burn energy to exist. Yesterday burned. That's why it's still there.

If AI is breaching all software, you must secure all software with AI. I don't want to hear anything else. Human-only security is dead. Demand it. No more bullshit.

The Final Countdown.

Unpopular opinion: We reached the point were human audited code is a bad thing. If you didn't spend billions of AI tokens auditing your code, I don't care what your auditor says or even who he is.

Proud to be invited to speak at @GammaSummit on Oct 6 in Singapore, with some of the brightest minds in the industry, to talk about DeFi and the role of @every_thing in the ecosystem.

Ask anything crypto to @HeyEva, just try.

Another trade nailed by Eva, the best crypto Agent on the planet. 3 out of 3.

That's crazy tbh

Christ is King.

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Other than @every_thing, what are the most innovative DeFi projects in 2026 in your opinion?