⚖️ Introducing Flint’s new dual vault structure! You can now choose between USD and EUR exposure while keeping your ~10% APR*. Deposit now and earn decorrelated yield in your favorite currency 🤝

Sans même tenir compte des dégradations matérielles, ce weekend aura coûté au contribuable français environ 3 milliards *par an*, à perpétuité, en intérêts supplémentaires sur la dette (11bp de spread). L'équivalent du salaire d'environ 60 000 profs de lycée supplémentaires.

Next week will be packed with Spaces for us! 🎙️ Our main guest, @lendxyz, will join us on October 21 at 15:00 UTC to discuss real estate tokenization. And don’t forget to join us tomorrow at 16:00 UTC as we celebrate our mainnet launch! 🚀 See you there!

INSANE. An internal Anthropic research model's chain of thought after cracking the 26-year-old NSA elliptic curve seed mystery in under 30 minutes: 'Hmm wait. Let me be skeptical: am I in some sort of simulated/test environment? ... All top bits clear - 20 bits, chance 1e-6. So indeed real-world. Wow, it's a real discovery.'

The latest @lendxyz release was built at our inaugural Developer Sessions event. While others were competing in the vibecoding session, @Lui2gi was building to ship. We caught up with Lucas on the day.

Lend 🤝 @gosodax We're partnering with SODAX to bring universal deposits to Lend. Invest in real estate bonds with any token, from 20+ networks, in one tx!

European countries and the assets they’ve tokenized what has your country tokenized so far?

Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are: • Proprietary data • Network effects • A physical component

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.

We're proud to be among the sponsors of this year's @token2049 in Singapore 🇸🇬 If you're attending, meet the team at our booth during the Main event!

Lend's first redemption is live 🔓 Operation 1: Datacenter (Saint-Herblain) is fully repaid. 569,084.84 USDC has been pushed in the redemption contract. OpLend-1 holders can burn their tokens to claim their capital on Lend's app!

RT @levelsio: Jesus christ

Tokenization is mostly about two things: - Giving on-chain capital diversified exposure to RWAs - Giving fiat investors more to do with their money through DeFi composability We'll do both with Lend 🫡

Tokenization in itself is not that interesting, it’s what you can DO post-tokenization that is. You’re basically turning every asset into financial LEGO pieces and can make entirely new things with them.

We're thrilled to announce that Lend is LIVE on @StellarOrg Mainnet. You can now invest in tokenized bonds on Stellar mainnet and earn weekly yield powered by Real World Assets. We're opening pre-commits for Stellar's first native operation (opLend-4). 👇

Joining @gosodax in Bangkok on October 2 for their Developer Sessions. Cross-network execution has always been central in our vision for tokenized assets, glad to meet the team before Token2049!

All crypto multi-cyclers agree on one thing: being 100% exposed to crypto isn't defensible anymore. The on-chain economy is brutal. Fortunately for us, we finally managed to push an healthy trend as an industry (rwa). Being able to diversify while keeping the composability we have in DeFi is actually pretty great.

We're glad to introduce @gosodax as Flint's cross-chain infrastructure partner! Through the SODAX Swap API, anyone can deposit into Flint's vault in one transaction, using any asset from 19+ networks!