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.

1/ Introducing SUPADEX One Account. Every Market. Private By Default.

when nothing makes sense i go somewhere pretty

Introducing Griffin, the first model to pass the video Turing test. 48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video. It’s the first Human Interaction Model (HIM).

Today the EF and OA announce zkAPI—a new means for private AI Picture this: deposit ether into a vault, sign a zk proof, get a fixed amount of private inference. Advances like these help us move past middlemen's requirements that we link our data and identities. Read more below

Introducing a new versatile hash table, ~2x faster than rust's hashbrown (SwissTable). Precise capacity sizing and the physical load factor up to & including 1.

Had this man not found the courage to fight back after being repeatedly attacked with an axe capable of cutting through metal—while bleeding profusely—and had the presence mind to trigger the hijack/emergency code, initiate the emergency response and open the cockpit door to allow passengers to assist him, the aircraft’s subsequent dive could have had catastrophic consequences. Had that aircraft not been recovered, the geopolitical consequences for the Middle East could have been profound and potentially irreversible. Sometimes history turns on the courage, resilience and presence of mind of one person. Yes. One Indian man.

New work with @ebfull on scaling Zcash and Zexe-derived protocols like Aleo and Aztec. zkSNARKs are now a (fantastic) commodity. They were always just one piece of the puzzle: building a secure protocol architecture for "shielded state" manipulation. eprint.iacr.org/2025/2031

Shielded Bitcoin: Private Transfers on Bitcoin L1

Check out our latest cryptography paper, Batched and Weighted Threshold Encryption with Silent Setup. Building on BTX, this scheme supports many desirable properties of an encrypted mempool: ⚡ Weighted decryption (ideal for Proof-of-Stake blockchains) ⚡ Silent setup (key generation no longer requires interaction between parties) ⚡ Batch and index independence (more user friendly and fewer constraints on decryption) We’re excited about the future of encrypted mempools! Paper link: eprint.iacr.org/2026/2087 Authors: Amit Agarwal, Champ Chairattana-Apirom (Category Labs intern ‘26), @sourav1547, Babak Poorebrahim Gilkalaye

Yesterday, 09/23/2026, $109B of the $121B $USDC transferred (~90%) was related to inorganic farming on aerodrome Since aerodrome launched one tick farming has accounted for roughly 75% of all time $USDC transfer volume Its time to fix the data: dune.com/ryeblocks_analytics…

The day after she made this post, she was found dead Hsin-Ju was one of the nicest people I met and made this industry feel inclusive May you rest in peace @hsinju 💜