$ICP friends, I owe @CaffeineAI an apology.
I said it had no reason to exist, so I pulled every Caffeine canister I could find on-chain.
Full article on Substack: https://t.co/rrZvZvh1xt
I expected abandoned throwaways, but instead I found:
1. Diagnostic clinic in Bhilai,
2. Pizzeria in Gorakhpur,
3. Pharmacy in Perundurai.
4. Drone event platform in Poland.
5. Tea shop,
6. Tailor shops.
Nobody spins up a website for a real orthopaedic clinic to "kick the tyres" on an AI toy. Somebody wanted a working site for their business, and they got one.
I was judging Caffeine as a developer tool and finding it thin. But developers were never the users.
It's not competing with Claude Code. It's competing with WordPress.
Nick Fuentes responds back to Hasan Piker for copying his style..
"I'm the Blueprint, I am the Original, I am the OG. This is the #1 show in the world, nothing is better than this. Every other show is either more boring or dumber."
The $ICP bear case 🧸
@jerrybanfield joins me to lay out the strongest version of the #ICP bear case, and pressure-test where it actually holds up
We also discuss about @caffeineai & what could mark the bottom of the bear market (if we haven't market it already)
Do you know the app from CLOWN on $ICP?
It's a marketing app and you can make an allocation for your project and than over 1222 clowns can post about it. Try and generate new users!
Greetings all clowns from @clownitx
⚡️ Top #AI & Big Data Projects by Developer Activity
Dev.Activity measures a project’s development activity across its public GitHub repositories based on the number of recorded events.
$LINK $ICP $NEAR $TRAC $LPT $INJ $FLUX $SWARMS $FIL $GRT
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.
Open Source Responder Registry
(proposal)
1. "Key maintainers" of open source projects identified who signed up for security alerts.
2. A month before new frontier models are released, open source is analyzed, and key maintainers are confidentially notified of new issues found.
@NEARProtocol The quantum bogeyman isn't just around the corner. We'll hv warning before cryptographically-relevant quantum computers land in the hands of hackers (labs will report relevant advances long before). That's when to migrate ppl to quantum-safe schemes that time + AI has proven safe
@JacobGun555929@asiangroyper200@Asmon_Updates Have you not seen the Nick Destiny debate on F&F? Destiny was looking at his phone while getting destroyed. Dude doesn't know shit about geopolitics. And debating someone while talking fast doesn't make you smart. He is a moron, luckily his son Nate is right wing and cool.
Asmongold calls Destiny intellectually dishonest for denying white culture exists
"I don't know why Destiny can't logically come to the conclusion that taking pride in the collective accomplishments of European culture, which is predominantly white, is effectively white culture. Western culture and white culture are very intrinsically linked."
"Saying no one reads Shakespeare and nobody cares about Dante's Inferno is like a fish saying nobody gives a shit about water. You are surrounded by the culture that was created by these narratives. Everything you exist in is a product of it."
$ICP fam, the quantum "threat" has become crypto's loudest argument and almost nobody is explaining it in simple terms, for non-technical people.
I wrote the plain English version on my Substack, based on the original posts from @dominic_w & @bjoerntm:
https://t.co/vFzkdIZ46A
🚨 $ICP, QUANTUM COMPUTING & THE SECURITY REALITY NOBODY WANTS TO ADMIT
Crypto Twitter loves the words “QUANTUM SAFE.”
Sounds fantastic.
There’s just one problem:
Nobody actually knows which post-quantum cryptography will survive decades of attack.
And we just got a brutal reminder.
Anthropic’s Claude Mythos Preview was aimed at HAWK, a post-quantum signature candidate that had already survived roughly two years of specialist scrutiny.
It found a previously unknown structural weakness in around 60 hours.
HAWK wasn’t protecting production systems, and this did NOT suddenly break post-quantum cryptography.
But the lesson is massive:
NEW CRYPTOGRAPHY DOES NOT BECOME SAFE BECAUSE SOMEONE PUT “QUANTUM RESISTANT” ON THE WEBSITE.
$ICP is not quantum-safe today.
Neither are Bitcoin or Ethereum.
A sufficiently capable fault-tolerant quantum computer running Shor’s algorithm would threaten the discrete-log cryptography underpinning many blockchain signatures.
But that machine does not exist today.
So DFINITY faces the engineering decision that actually matters:
Do you rush into newer cryptography because it has a fashionable “post-quantum” label?
Or do you keep researching, testing, attacking and hardening candidate systems until the migration path is mature enough to trust with a blockchain securing billions?
I know which approach I prefer.
SECURITY IS NOT A MARKETING CHECKBOX.
The irony is even better:
AI may now become one of the most powerful tools humanity has for attacking post-quantum cryptography before quantum computers ever get the chance.
That means the security race is accelerating.
Algorithms will be attacked faster.
Weak assumptions will die faster.
Bad cryptographic designs will be exposed faster.
And mature engineering organisations will adapt.
That is exactly why I remain bullish on $ICP.
DFINITY isn’t building another ERC-20 casino with a roadmap attached.
It operates a live distributed compute network combining:
⚡ Chain-key cryptography
⚡ Threshold signatures
⚡ Internet Identity
⚡ NNS-controlled protocol upgrades
⚡ Subnet-level consensus
⚡ Onchain compute
⚡ Onchain storage
⚡ AI-capable smart contracts
⚡ Cryptographic research at protocol level
Eventually blockchain cryptography will have to migrate for the quantum era.
The winners won’t be the projects screaming “QUANTUM SAFE” first.
They’ll be the networks capable of upgrading fundamental cryptographic infrastructure without rebuilding the entire damn system.
That is the game.
And $ICP was designed to evolve.
QUANTUM COMPUTING DOESN’T MAKE ME LESS BULLISH ON $ICP.
IT MAKES PROTOCOL-LEVEL ENGINEERING MORE IMPORTANT THAN EVER.
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