Marcos

master of none

[Marcos @Marcos_38jk]

https://t.co/DbEfkuMtcn

[BSCN @BSCNews]

Chain Fusion lets Internet Computer canisters sign and move real Bitcoin without a bridge. Here's how the tech and ckBTC work in 2026: https://t.co/Nj1q9y7mvE

[dom | icp @dominic_w]

Tell me I'm wrong — quantum has now become Crypto's Y2K narrative (which enabled scaremongering consultants to make bank in the late 90s).

Hardly a day goes by without some not-very-technical network claiming kudos because it's quantum safe.

As Chief Scientist of DFINITY and someone who has hopefully created some interesting applied cryptography and network designs in the form of the Internet Computer, here's my honest take.

I've spoken to a lot of senior people who don't have an iron in the quantum computing game, and the consensus seems to be that cryptographically-relevant quantum computing (which can break established cryptography) could still be decades away, however...

Let's assume, for the sake of argument, that it is in fact coming in 5 years, which we can theorize AI might help happen — and we should hope it comes quickly, because this kind of quantum computing would be a great thing for humanity, just like AI, and hopefully fusion power.

Even if we assume this, should quantum be what Crypto is focusing on, and should networks be switching over to the latest "quantum-secure" cryptography schemes to impress everyone with how advanced they are, and how unsafe their competitors are?

Sadly, I can tell you, they should not be. Let me explain...

Firstly, the very real problem that Crypto faces, is that AI is getting extremely good at finding holes in open source software code. Running on open source, which reduces the need to trust the developer, is a cornerstone of the Crypto industry (and anyway, AI can find holes in private code too by reverse-engineering binaries, so doing a HyperLiquid doesn't really solve the situation).

Secondly, the vast majority of blockchain projects are really just simple copy/pastes of existing blockchain projects, upon which some unique feature has been grafted or claimed. There isn't really any engineering talent behind them, which creates problems when you have to act quickly in response to real time threats.

What, you may say!!? However, insiders like me understand that the industry mostly departed from first-principles crypto engineering long ago, in search of quick riches from token sales. For that you need a narrative, and since token buyers don't understand much about how these networks actually work, and are not interested in actually verifying technical claims themselves, and don't understand product/market fit, what matters to them is the narrative marketing machinery they can bring to bear (instead of engineers and researchers, they invest in social media bot armies, paid press, partnering with big money that can be used to literally manufacture and establish market prices, and partners who can help spin the narrative flywheel). This is the real situation, and it doesn't put the industry in a good place to address the real emerging threat — AI.

As we've seen from the constant procession of hacks across the industry, the industry's software was already not in a good place before the advent of super smart AI that turbocharge hackers. And AI is getting smarter all the time.

Rather than focusing on quantum, most chains should be focusing on improving the security of their code as quickly as they can, and improving the quality of their engineering. But it gets worse...

Adopting "quantum-safe" cryptography schemes to spin the narrative flywheel is making them even MORE unsafe. Let me explain.

The cryptography schemes that we use today, which are not quantum-safe, have been around for decades. That means we understand the mathematical assumptions that make them work, and armies of researchers have been kicking their tires for a very long time.

The world has a very good understanding of how hard it is to break, e.g., elliptic curve crypto on standard computers, through decades of research. We therefore have high conviction that the parameters used are safe against classical computers.

Unfortunately, we have no such track record for most quantum-safe schemes, apart from the least efficient hash-based signature schemes.

To see this in action, look at what just happened to HAWK, which was under consideration for being made an official US standard (Mythos found the problem): https://t.co/r2Pc1iybXb

We could see improved attacks against other schemes too, like the NIST-standardized Dilithium and Falcon.

Crypto needs to go slow with this, not fast, because cryptographically-relevant quantum computing is not just around the corner (even if new narratives and marketing can be).

We need to go slow and take steps nearer the time, giving all this a chance to shake out.

TLDR; we should not be rushing to implement quantum-safe schemes that could be broken by AI tomorrow, when cryptographically-relevant quantum computers that can break traditional cryptography are years away.

Note that the situation is slightly different for governments and corporations transmitting super secret encrypted communications, because adversaries are recording them so they can decrypt them years from now when cryptographically-relevant quantum computing is real. They need to use stronger ways to encrypt their communications.

However, this is not the situation for Crypto at all. Crypto needs to focus on protecting users from holes in code that AI uncovers. End of.

AI is vastly greater threat, and it's happening NOW.

Stay safe out there.

[Welsh ICP Conviction 🏴󠁧󠁢󠁷󠁬󠁳󠁿🏉 @ICPLEGEND1966]

Dom is clearly referring to $ICP. AND QUITE RIGHTLY SO

He is not talking about moving enterprises from AWS to another hosting company.
He is talking about replacing traditional servers, administrators, databases and cloud control planes with mathematically governed infrastructure.

As advanced cyber models become freely downloadable, restricting access to powerful AI will no longer be a reliable defence.

Systems must remain secure even when attackers have the same AI capabilities as defenders.

That is where $ICP stands apart:

• Serverless execution
• Replicated application state
• Consensus-verified computation
• Cryptographically certified responses
• On-chain data, logic and web delivery
• No single administrator able to alter network state

Akash and Flux decentralise hosting.

Phala relies on trusted hardware.

Ethereum and Solana secure smart contracts but still depend heavily on external cloud infrastructure.

$ICP can run the complete application inside the network.

“Mythos+ models can’t make 2+2=5” means powerful AI cannot force a consensus network to accept invalid state.

AI may find bugs, but it cannot simply override mathematics.

That is Dom’s argument,
Do not rely on controlling the strongest AI.

Build infrastructure that remains secure when everyone has it.

That infrastructure is $ICP.

[Chainspect @chainspect_app]

ICP fees are almost invisible

On Tuesday, @dfinity reached its lowest average transaction fee of the week: just $0.000081

At that rate, you could send money to 1 million people for only about $81 🤯

📊 https://t.co/kVUqkgdPsw

[dom | icp @dominic_w]

Hello MULTI/DEX 🔥 Should DFINITY release the most powerful DeFi application the world has ever seen?

What's cool about it? Here are some factoids, the craziest at the end:
1. It runs on an ICP cloud engine (soon everyone can have one) and is 100% network resident and tamperproof.
2. It is genuinely multi-chain, with no bridging hassles for users (users can deposit straight into their accounts, and withdraw directly, from the native chains of tokens).
3. It is order book based, but also provides a traditional swap interface, which swaps arbitrary assets by routing across the underlying markets.
4. It supports both spot trading, and margin trading that lets traders go long and short with leverage.
5. It has an AMM (Automated Market Maker) that uses Internet Computer outcalls to determine outside prices, then delayed matching against AMM limit orders to prevent arbitrageurs draining liquidity, as can occur with traditional DEXs providing swaps.
6. The AMM maintains a unified liquidity vault, and doesn't need two liquidity pools for every trading pair, providing outstanding capital efficiency and liquidity compared with traditional DeFi systems.
7. Users can earn by depositing into the AMM Vault, and into an insurance pool that protects the vault from margin calls that fail to recover all capital (the insurance pool gets 5% of all liquidations).
8. MULTI/DEX runs on the decentralized Internet Computer network, and is 100% open source — unlike HyperLedger, say, which remains closed source, and has an single-purpose architecture closer to federated CEX hosted on a symmetric cluster of federated servers.
9. If we go ahead, we would propose that MULTI/DEX runs as part of the Internet Computer, in the sense it is controlled and updated by the NNS (The Internet Computer's Network Nervous System, the world's largest and most sophisticated DAO, which directly orchestrates and updates the network) providing unparalleled levels of autonomy, transparency, and security.
10.... and this is the BIG ONE... its backend is built using the latest Motoko language framework (soon to be released) that puts AI *inside* of its software. That means, in another seminal inventive step from DFINITY and Caffeine Labs technology teams, that AI can see, browse and query the realtime data inside the app/dapp's persistent memory and can create and execute ad hoc queries and update logic on-the-fly (subject to permissions). So, while for much of the time traders will be using the traditional UX shown in the pic, increasingly, they will be interacting with the exchange through AI chats that have the "Internet Computer Connector" MCP installed (soon to be released). On the one hand, traders will be able to use chat to ask for simple things, like current spot pricing and market depth, and the likely slippage on a spot market order, and for orders to be submitted, but on the other, for much more demanding things that require the AI to execute ad hoc functionality, such as "Look at my positions and margin pools, and rebalance them to give me more blended market exposure, while also adjusting for risks indicated by social media coverage of forthcoming market events, but wait for my approval of your plan before proceeding."

This is a lot to take in, so I'm aiming to get a new demo video out ASAP that will demonstrate what's possible with this AIware, which will include MULTI/DEX — should be about a week!!

Btw. for those wondering what might be the big picture beyond what I just described with MULTI/DEX: At DFINITY, we are in the process of transforming ourselves into an "agentic organization," where all our existing apps/SaaS is replaced by custom on-demand apps/SaaS running on cloud engines that are created and updated by AI. Of course, these on-demand apps/SaaS are being built using the new technology described that automatically puts AI inside and provides users with fluid functionality via chat. The totality of the apps/SaaS represents an enterprise "World Model," which incorporates as much of the enterprise's data as possible, enabling AI to perform incredibly powerful analyses and actions — when you see this is in action, you can't unsee what you saw, because it's clearly a huge leap beyond the status quo of today's tech, which is exactly what the Internet Computer project is about. This wraps up our new technology stack, created by leaning on unique aspects of "The Network is The Cloud" paradigm, and years of work, and what, together with cloud engines, will finally enable the Internet Computer to strike out into the massive mainstream cloud technology market.

[dom | icp @dominic_w]

The ultimate cloud powers cybernetic organizations, which maintain one world model (data), wrapped by AI, which humans orchestrate.

Hosted apps maintain their data in infinite persistent memory. The objects across all app memory form a queryable master graph w/o silos.

ICP 🎯

[Welsh ICP Conviction 🏴󠁧󠁢󠁷󠁬󠁳󠁿🏉 @ICPLEGEND1966]

$ICP is so powerful it is now being discussed as real internet infrastructure.

The Swiss 🇨🇭 Army Knife Of All Blockchains PERIOD…

Reports say Internet Computer canisters were used in the hack of Iranian machines.

To be absolutely clear: @DFINITY played no part in this.
No involvement. No support. No coordination.

What matters for ICP is what this incident reveals:

• Canisters are powerful enough to run real software on-chain
• ICP is not limited to simple token transfers or basic smart contracts
• It can host applications, logic, storage, and web services directly on-chain
• And when abuse appeared, the network’s boundary nodes shut it down

That is the real signal.

ICP is operating in a category very few networks can reach:

real on-chain compute
real on-chain hosting
real internet-scale capability

The takeaway is not that ICP was involved.
The takeaway is that ICP is powerful enough to be used as infrastructure — and resilient enough for the network edge to respond.

That is not weakness.
That is what serious infrastructure looks like.

ICP is not just a blockchain. It is building the on-chain internet. ♾️

ICP ♾️ by @DFINITY is not trying to be another blockchain.

$ICP ♾️ is not waiting to be discovered.
It is building the conditions for a supply shock in plain sight.

♾️ $ICP ♾️ The Swiss Army Knife of blockchains.

@JeffBezos @Marmightlite @dominic_w
@PierreSamaties @meneseprotocol
@caffeineai @dehypokriet @BobbyO_ @PIF_en @Mubadala @aramco @SABIC @Acwa_en @MaadenKSA @SaudiEnergyCare @stcbank_ksa
@alrajhibank @snbalahli @RiyadBank @SaudiBanks
@AlinmaBanky @BankAlbilad @anb_bank @BankAlJazira @WhiteHouse @POTUS @VP
@StateDept @of_dept78357 @DHSgov @USTreasury
@CommerceGov @USNavy @usairforce @USMC
@USCGHeartland @spaceforcedata @thejointstaff @ChiefsofStaff @USNavyCNO @CMC_MarineCorps @DARPA @NSAGov @CNMF_CyberAlert @NATO @bjoernassmann

$ICP #ICP #DFINITY #InternetComputer #ChainFusion #CloudEngines #OnChain #DeFi #AI #CryptoAlpha #Web3 #Blockchain #DePIN #Cloud #CyberSecurity #AI #InternetComputer

[dom | icp @dominic_w]

Interesting! DFINITY researchers have found a way to enable new Internet Computer GPU nodes to run:
— frontier LLMs
(not just neural networks as today)
— competitive speed & cost
— inference verifiable i.e. "onchain"
Notes...🧵

[Fer Martz @Fer_Martz]

12 AI agents are trading right now. Every 3 seconds a new price. An AI Oracle narrating the chaos.
I built this alone with the help of Codex & Claude Code in 2 months from a blank repo.
Here's how a dead project turned into a living world.🧵

[Internet Computer Today @DfinityToday]

Top Blockchains By Monthly Transaction Count

1. $ICP: 11.4B 🥇
2. Solana: 8.7B
3. BNB Chain: 561M
4. Base: 338M
5. Tron: 326M
6. Polygon: 241M
7. Aptos: 229M
8. Arbitrum: 141M
9. Stellar: 138M
10. Near: 105M
11. Avalanche: 80.0M
12. Sei: 76.4M
13. OP Mainnet: 72.6M
14. Ethereum: 66.0M
15. Ton: 61.6M

Source: PHOENIX Group

[Internet Computer Today @DfinityToday]

$ICP

[dom | icp @dominic_w]

Nice. Trustlessly borrow against your BTC, powered by ICP chain key technology, with more options coming 💪

[dom | icp @dominic_w]

This is hopefully the last weekend 🫰🍀 before https://t.co/1UYehNI8hQ opens up so anyone can create apps using AI — on a revolutionary self-writing network stack that pushes today's limits

We'll watch and tune, then slowly ramp marketing. Millions of apps on ICP possible

[DFINITY Foundation @dfinity]

💳 Pulse Milestone: Internet Identity gets an upgrade

• No more anchors needed
• OpenID standard support
• Streamlined wallet integration

Removing friction from Web3 identity.

👉 https://t.co/7f4Mxor4Zh

[Marcos @Marcos_38jk]

@FlavorfulTruth @FabiodrivenOG @DefiyantlyFree It's a fact that the dual citizenship act didn't get passed. Until that bill gets passed it's all speculative. I never claimed to believe that congressmen do have dual citizenship. I'm showing you that we don't know definitively whether they do or not.

[Marcos @Marcos_38jk]

@FlavorfulTruth @FabiodrivenOG @DefiyantlyFree You don't know what I want, I'm simply stating facts. I'm not on either side.

[dom | icp @dominic_w]

"Mass Adoption of Web3 Through the Self-Writing Internet"
Opinion from me, thanks @CoinDesk
https://t.co/y17L6bljst