Tall poppy syndrome is in full swing. Canadians tearing down a Canadian over a political opinion they disagree with. Perfect rage bait. Tobi is one of the most patriotic Canadians of his generation. With an exceptional team, he built one of the defining companies of the 21st century. He could have easily moved to the United States as so many Canadian entrepreneurs have, and as he was almost certainly pressured to do. Instead, he stayed. He built from Canada. He created thousands of high-paying jobs and proved that a globally important technology company could be built here. You don’t have to agree with everything someone says to recognize what they have contributed. And you certainly don't need to attack their character because you disagree. A country that attacks its builders every time they express an unpopular opinion will eventually run out of builders.

Another monumental achievement inbound. One of the most ambitious upgrades in Ethereum's history is live on Sepolia

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.

Canada needs better conditions for people to build, invest and reinvest here. Today, with the @cvca and other partners, we’re calling on Ottawa to make it more attractive to take risk here, and easier for one Canadian success to help finance the next. Bet-on-Canada.ca

announcing nativerollups.fyi, a closed devnet based on frames-devnet-0 running a (half mocked) native rollup on top a native rollup is an L2 that inherits L1's STF directly, greatly reducing complexity, governance and bug risks. here's how it works 🧵

The whole point of building Tavus has been simple: talking to a machine should feel as natural as talking to a friend or coworker. It’s hard to describe all the tiny nuances that make a conversation feel human. The little expressions. Moving around in your chair. Knowing when to speak and when to listen. The dance of it all. Griffin is by far the closest anyone has come to a model that can capture those nuances. The first time I saw it being used, I had no idea I was watching our model rather than just a normal video call. I’m so incredibly proud of this team and what they’ve built.

Higher immigration would be a tremendous economic boon if we refocused the system to attract high-skill immigrants, and stopped trying to plug supposed holes in the low end of the labor market and placating Quebec with more French speakers. There should be no limits at all on immigration of high-skill people. If you have an MD or a technical PhD from a world-renowned university, you should pretty much automatically get PR. If you are a foreign student and you earn one of those degrees from a Canadian university, PR should be stapled to your diploma. Otherwise, the bar should be extremely high. The TFW program should be shrunk back to focus solely on the agricultural sector. Student visas should be increased again, but granted only for 4-year universities (not colleges), and there should be very tight quotas on fields of study with low earning potential. If you want to come here to study engineering at UofT, great! If you want to study business at a stripmall college, forget about it.

It’s scandalous that so much has been spent to achieve so little. $40.8B spent in one year, 2024/25. Compare that to the budgets that year for: - Retirement benefits: $76B - Health Transfers to Provinces: $49.4B - Defence: $34.4B - Children’s Benefits: $26.3B - Public Safety: $22.6B

america.gov is a great idea. Canada should have one too. So I built it 🍁 open source, free. Try it here: canada.ryancampbell.com @Canada it's yours if you want it. github.com/ryancampbell/ask-… open source, multi-language, and just add a country pack to use for any country.

@MarkJCarney - check this out. Let’s do this with the Canadian Photonics Fabrication Centre. Also, let’s find more things in NRC and DRDC that we can commercialize. Thanks, Eliot

The safety of air passengers is a fundamental principle of international aviation and ICAO. I am deeply concerned by today’s incident aboard a Flydubai flight bound for Israel and relieved that all passengers are safe. I commend the swift action and courage of those on board that helped bring the aircraft to safety. My thoughts are with those who were injured, and I wish them a full and speedy recovery.

Today I am ending my campaign. I am grateful to everyone who shared our belief that Ontario Can Still Win. This is just the end of the beginning. I am also proud to endorse Lee Fairclough (@LFairclo) for Ontario Liberal Leader and Premier of Ontario.

Canada, let's learn from this. We can bring the same ease to Canada.ca. CC: @MarkJCarney

If Canada made america.gov it would be called cgc-cms-srv136.services.cra-…

Carney suggests immigration increase is on the horizon in New York Times interview ctvnews.ca/politics/article/…

Tailscale is a Toronto company that just quietly became the connectivity layer half of Silicon Valley's AI teams depend on, with no big launch behind it. Business customers doubled to 40,000 since November, almost entirely from engineers telling other engineers it just works. No funding round. No press tour. CEO Avery Pennarun called it overdone Canadian modesty, and that line hit closer than I expected. I build payment infrastructure for a living, and I know that instinct well, ship the reliable thing and let it speak for itself, then wonder why nobody outside the industry knows your name. Is that humility or just bad marketing?

NEW: The Ontario government appears to be at odds with some of the province’s major cities over the future of AI data centres, with anxiety-riddled residents caught in the middle. globalnews.ca/news/12072696/… #onpoli