Engineer the Upside your assets deserve.

Joined April 2025
Introducing Shift: the final form of money.
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Some of you may have received an email today. If you haven’t, you will soon. Shift.
all 99 slots have been reserved. thank you.
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Shift Foundation retweeted
Everybody’s talking about bunker mode. We already built one. And we’re giving away 3 Shift Cards. No private keys sitting on a blockchain waiting to be cracked. Try it and experience the magic. Retweet + comment “BUNKER” to enter. The bunker opens at 100 comments.
🤖 Made with AI
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.
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Everybody’s talking about bunker mode. We already built one. And we’re giving away 3 Shift Cards. No private keys sitting on a blockchain waiting to be cracked. Try it and experience the magic. Retweet + comment “BUNKER” to enter. The bunker opens at 100 comments.
🤖 Made with AI
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.
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The transparent card lets you spot tampering 😉
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Shift x Gauntlet. We're happy to announce that we're partnering with @Gauntlet_xyz, effective today. Earn yield while your assets stay private on your Shift chip. cards.shiftfdn.com/gauntlet
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Gauntlet is one of the leading yield solutions with over $1.8B in assets supplied across 150+ integrations with fintechs and instituions. Shift app will now route your Solana Deposits to these Gauntlet-curated vaults. Your chip. Your Assets. Total privacy. Now with yield.
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To commemorate the partnership, we’re opening 20 more pre-order slots. With a special discount code 👀 Once all 20 are claimed, the offer closes. p.s. - Shipping starts this month 🩵 >shift
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sunday is rebranding to >shiftday Are you ready for the next partner on Upside? 👀
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Upside leaderboard is looking HOT right now. 9 out of the Top 10 are new entries from this week alone. $50K on the line and everyone is locking in. Have you locked in yet?
We’re adding $50,000 in rewards on Upside! Upside just got a lot more upside. The more packs you open, the more opportunities you unlock. With every pack you have the opportunity to win : • Free packs • USDC Packs • Merch Packs • Bonus Points Packs • Gift Cards • And more 👀 We’ve also shipped a bunch of improvements based directly on community feedback. More packs. More volume. More rewards. >shift
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We’re adding $50,000 in rewards on Upside! Upside just got a lot more upside. The more packs you open, the more opportunities you unlock. With every pack you have the opportunity to win : • Free packs • USDC Packs • Merch Packs • Bonus Points Packs • Gift Cards • And more 👀 We’ve also shipped a bunch of improvements based directly on community feedback. More packs. More volume. More rewards. >shift
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You are not ready for the upside. See you tomorrow. >shift
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Pokémon TCG is turning 30. Upside is just getting started. Big week ahead 👀 See you at upside.shiftfdn.com
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Against all odds, four people cracked it. Pikachu has finally been identified! Congrats to the winners: • @Earl_Hadj • @Richshrey • @wilson_syo • @F8T_eth This is just the beginning. Big week for Upside. >shift
Upside Pokemon Packs Giveaway! 👀 Here's how to enter: → Guess this Pokemon in comments below (Warning: Using AI tools to answer may result in disqualification) → Follow @shiftfdn Picking 4 winners from comments within 48 Hours. See you at the upside.
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