22,000+ base stations. 175 countries. 365,704 customers. $10.64M revenue.
@mvrender took the Bit Digital Stage at @token2049 Singapore with one message: @GEODNET is the Rails for Physical AI. 🌏📡
Already deployed. Already in motion.
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.
The robotics era isn't coming. It's here.
The next question isn't whether machines can move, it's whether they can move with precision, at scale, anywhere on Earth.
22,000+ base stations. 174 countries. Centimeter-level accuracy.
GEODNET is the infrastructure Physical AI needs to actually work.
#Robotics
Precision positioning is the invisible backbone of autonomous flight. 🛰️⚡
Proud to provide the sub-centimeter RTK layer powering @HYFIXAI's vision for American ag drone dominance in @FarmProgress.
A full year of receipts for $GEOD
@mikeahorton walked us through the vision himself on our space months back, centimeter-accurate GPS built by a decentralized network of everyday station operators, not satellites owned by one company.
12 months later, that network has proven it out in public.
They're hosting their biggest space yet this week, pull up and hear it straight from the team.
🙏 Grateful doesn't cover it.
Incredibly proud of $GEOD's listing with @coinbase.
And our recent listings on @Official_Upbit, @BithumbOfficial, and other marketplaces? Simply wow. What a surprise. And we're incredibly grateful.
Each one was an independent, organic decision by the exchange. No airdrops, no allocations, no fees. Just exchanges backing what we're building: the world's largest decentralized RTK network.
Onward. 🚀
‼️ The European Commission has allowed a citizens' initiative demanding EU law keep digital ID and age verification voluntary, privacy-preserving and non-discriminatory for accessing online services.
The initiative called 'Stop Killing The Internet: No Digital ID & No Age Verification' now needs 1 million signatures across at least 7 member states within 12 months. Once the target is hit, Brussels must formally answer, right as it rolls out the EU Digital Identity Wallet and pilots its age-verification app.
🇪🇺 MiCA WAS BUILT TO REGULATE CRYPTO. USERS ARE ESCAPING IT INSTEAD.
MiCA was built to bring crypto activity into regulated, supervised platforms.
Instead, most users are choosing to hold their own keys.
Binance itself withdrew its Greek MiCA license days before the deadline and paused EU deposits, trading, and sign-ups on July 1.
Withdrawals stayed open.
Teng’s warning: self-custody means less oversight, not more.
This is the opposite of what MiCA was designed to achieve.
Heavy regulation seems to be pushing EU crypto users toward decentralization, not consolidation.
Europe is falling behind on crypto. Massively.
Congratulations to all the Romanian teams for this incredible achievement at the world robotics championship in Houston / Texas! 🇷🇴🤖
The first 4 places were won by Romania:
🥇 1st place – Velocity from Braila
🥈 2nd place – Heart of Robots from Buzau
🥉 3rd place – Quantum Robotics from Bucharest
🏅 4th place – AICitizens from Focsani
Massive respect to all the students, mentors and teams involved.
Romania keeps proving that talent, intelligence and hard work can compete with anyone in the world.
Proud of this one.
We just raised $15M to build American-made chips for drones and robotics.
For too long, the systems powering critical infrastructure have depended on fragile, foreign supply chains. We're rebuilding that foundation here in the U.S.
A lot more to come!
March just printed the largest GEOD buyback ever.
🔥 $630,751 in GEOD burned
Real usage → real revenue → real buybacks
Speculation might be fancy. But this is demand.
Stay posted via @Blockworks
Traditional home security systems are passive.
GEO-SWARM is designed to be more proactive.
Smart awareness. Safe deterrence. Peace of mind.
Only available on Kickstarter for a limited time⏳
BREAKING: The US financial conditions Index is down to 98.3 points, the lowest since early 2022.
Financial conditions have been in a firm downtrend over the last 3.5 years.
This comes as the Fed has cut rates by 175 bps since September 2024, to 3.75%, the lowest since October 2022.
Furthermore, the US Dollar has fallen -12% in 12 months, to near the lowest since February 2022, loosening financial conditions even further.
All while US investment-grade corporate credit spreads have tightened to their lowest since 1998.
As a result, financial conditions are back down to pre-interest rate hike levels seen in March 2022.
Asset owners are winning.
Enterprise RTK, without the headache.
User management. Logs. Coverage. Security.
All in one dashboard: GEODNET Enterprise RTK Portal
🎁Free trial available
Full walkthrough below
Crypto × robotics isn’t theoretical anymore
GEODNET proud to be the first crypto robotics project exhibiting at CES 2026 - bridging NVIDIA’s physical AI vision with live, production-grade infrastructure.