EricMack.eth

Editorial@MetaMask | Opinions here my own
Off-Grid @ Our Uncertain Future

[EricMack.eth @EricCMack]

@XTrendTrackerX No way!

[EricMack.eth @EricCMack]

Been spending less time on the off-grid projects to stay locked in at the day job.....

[EricMack.eth @EricCMack]

Just talked to an insider and they ordered a McRib.

[EricMack.eth @EricCMack]

Happy Anthropic pre-IPO day, all

[Francesco Andreoli ᵍᵐ @francescoswiss]

Too many hacks in the last 24h. If you do one thing today, do this 👇

> Update everything: browsers, OS, phones, desktop apps
> Limit web browsing this week, don't click random links
> Avoid untrusted Wi-Fi, use your hotspot
> Watch out for phishing emails
> iPhone 11-16? Turn Bluetooth off until Apple patches land
> Devs: update all your repos

S/O to @Eito_Miyamura for this practical checklist

Stay safe everyone

[EricMack.eth @EricCMack]

@GuruVerseX The off grid projects just take as long as they take...

[Build with MetaMask @MetaMaskBuild]

New name, same account. @MetaMaskDev is now @MetaMaskBuild. 🦊

Why the change? Building on MetaMask doesn’t always mean writing code. Sometimes it’s a trading strategy. An automation. An agent that runs while you sleep.

[MetaMask 🦊 @MetaMask]

this merger would create a 30,000 BTC treasury worth $2.5+ BILLION 😳

your latest alpha drop:

[EricMack.eth @EricCMack]

Off grid AM update:
📜 The papertrade narrative and rewarding trading losers with $PAPER continues to take up lots of oxygen.
📉 BTC was climbing towards $84k this morning, until the latest Consumer Price Index showed inflation on the rise and Bitcoin tumbled below $82k.
Elsewhere: Here's what you get when a normally dry and sandy wash gets a visit from a hurricane in the high desert.

[EricMack.eth @EricCMack]

AM OFF GRID: First freeze last night didn't really deliver the goods. We cookin' too hot out here. 🫠

Elsewhere: A market dip driven by Korean and AI/chip stock fall-off dragged BTC down to 80k yesterday, where enough folks saw a buying opportunity that crypto decoupled from tech/AI stocks. Back over 83K this AM. 📈
🦥 The pullback was widespread, slowing even NEAR, which is still up if you zoom out more than a few days.
🚪 Blur is shutting down as the door continues to close on the previous cycle. 🕶️

[Shiv @shivst3r]

Some of the best people in crypto barely post.

You won't know their follower count, their bags or what they think about whatever drama is happening this week.

Yet if you sit next to them at a dinner, you could spend hours talking about stuff you have in common.

That's what you're missing when your entire experience of this space is scrolling the same accounts every day.

Go to an event and speak to people you don't recognise, ask what they're working on, how they got into it and what they're struggling with.

You'd be surprised by how much people are willing to share when someone shows interest.

And please don't spend the whole trip chasing a photo with the biggest ct account, give yourself time to get to know a few people properly.

Grab food afterwards, stay in touch, make plans to see each other again.

There's a lot to love about this space that you'll never get from sitting at home reading people argue.

Go and meet the people you're spending all this time online with.

IRL events, they're the alpha.

[EricMack.eth @EricCMack]

OFF-GRID AM UPDATE: 🌧️ More rains and first freeze on the horizon. What's the best use for about 100 cherry tomatoes still green on the vine? 🍅

ELSEWHERE: Pretty flat this morning overall following lots of movement over the past week:
📈 $AERO has a good week on news of a merger with Velodrome
💾 celestia:native rallied on adoption of its DA layer
📊 Keep an eye on ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766 , dipping this morning after a +200% run over the past month and a token unlock coming up Wednesday.
🧅 CYBERLEEK is back...
🏈 Big game tonight on Predict and on the field with the NFL's Bills visiting the Rams.

[EricMack.eth @EricCMack]

@owocki (I guess it's more of a balloon payment than an amortization thing in that last instance...)

[EricMack.eth @EricCMack]

@owocki My team has actually been building a system to help scale your weekend and monetize your family time, and because it's based off of amortized regret, it won't even cost you a thing, perhaps all the way until your deathbed if you're especially good at compartmentalization!

[EricMack.eth @EricCMack]

@iamsvenh I'm in.... all in.

[EricMack.eth @EricCMack]

OFF-GRID THIS AM: New FTX Netflix movie trailer is triggering me... It also appears the actual SBF 'fro is impossible to replicate. https://t.co/KtrRFvA5Z6

ELSEWHERE: Looks like that September project to build a steady floor for bitcoin:native at $80k paid off. Bounced off it back to $83k this AM. 🏗️
📈 I see you ethereum:0xca14007eff0db1f8135f4c25b34de49ab0d42766 - up 16% while the world bleeds.
🎖️ A massive underdog just won the Nobel Peace Prize; Polymarket didn't appear to have her listed before the announcement.
🌈 Have a great weekend!

[The Rollup @therollupco]

Alex Shevchenko says he broke down why Zcash rallied, and NEAR is building toward the same setup.

"A year ago when Zcash was rising, I analyzed the rally."

"It consisted of four points."

"That was the perfect storm around Zcash."

"And with NEAR, we've been working on the same type of experience."

@AlexAuroraDev @near_intents @NEARProtocol

[MetaMask 🦊 @MetaMask]

🤠 or 🏴‍☠️ ?

Take your pick.

The showdown is tonight.

[Consensys.eth @Consensys]

Consensys and ClearToken have announced a strategic partnership to bring 24/7 settlement to wholesale markets, pairing cryptographic finality with settlement finality.

Read the full announcement ↓
https://t.co/nVZaZ8Uvc4

[EricMack.eth @EricCMack]

Off-grid AM update: Escalation in the Middle East is reclaiming gains from the past few weeks while we all freak out about the AI mathematical super genius coming to crack and drain our wallets. https://t.co/GSOKxetoGs
Also:

near:native continues to be a relatively bright spot and a port in the storm.
$MET and $STRK are also defying the macro and continuing to rip.

[Justin Drake @drakefjustin]

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.