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.
Les lycées sont en grève pour réclamer plus de moyens. La fonction publique est en grève pour réclamer plus de moyens.
Les Français ne semblent pas comprendre que les caisses sont VIDES. Il n'y a plus d'argent. On ne peut pas augmenter les moyens des services publics, ce n'est juste PAS POSSIBLE.
L'état de la France est désespérant. La situation est grave. Les Français doivent le comprendre.
Quelques chiffres pour vous mettre de bonne humeur.
Finances publiques
L'Etat est surendetté : 3 595 Md€ de dette, soit 119 % du PIB, avec un déficit attendu à 5,4 % cette année et une charge de la dette qui frôle les 100 Md€ en 2027.
C'est pas faute de taxer : la France est le deuxième pays au monde en matière de prélèvements, à 43,5 %. Très peu de marge de manœuvre pour augmenter la fiscalité.
Le taux souverain atteint des niveaux records, à plus de 4,7%. Le spread avec l'Allemagne s'élargit, au delà de 100bp.
Services publics
Les dépenses publiques sont au sommet, à 57 % du PIB contre 49,5 % en moyenne dans l'UE, pour des services publics qui se dégradent.
Education : l'école est au bord du gouffre, avec des résultats PISA catastrophiques (458 points en maths en 2025, plus bas niveau historique, et 36 % des élèves en grande difficulté).
Santé : la situation des hôpitaux se dégrade à vue d'oeil. En 2023, la moitié des patients passaient plus de 3h10 aux urgences, contre 2h15 en 2013.
Sécurité : depuis 2016, les violences physiques enregistrées progressent de 8 % par an en moyenne, les violences sexuelles de 11 %.
Démographie
La natalité s'effondre. Les naissances sont tombées à 645 000 en 2025, soit 24% de moins qu'en 2010 et le plus bas niveau depuis 1942. La fécondité est de 1,56 enfant par femme, le plus bas depuis la fin de la Première Guerre mondiale, contre 2,02 en 2010. La population ne croît plus que par le solde migratoire.
L'immigration est de plus en plus africaine. L'Afrique est devenue le premier continent d'origine des nouveaux immigrés : les entrées ont plus que doublé entre 2006 et 2023 (de 72 000 à 158 000), le continent représentant 45% des entrées en 2023 contre seulement 31 % en 2006.
Le taux de chômage des immigrés africains est deux fois plus élevé que celui des Français sans ascendance migratoire. Le taux de délinquance est plus de trois fois plus élevé que celui de la population.
Economie
L'économie stagne : -0,2 % de PIB au premier trimestre 2026, puis 0,0 % au deuxième. En conséquence, le pouvoir d'achat par unité de consommation recule.
La France est en déficit d'échanges de biens et services chaque année depuis au moins 2015, y compris en 2019, avant le Covid et la crise énergétique. Le déficit atteint 14,4 Md€ en 2025 et 284 Md€ cumulés sur onze ans, avec un pic à 72,5 Md€ en 2022. Hors énergie, le solde des biens est passé de +1,9 Md€ en 2019 à -11,6 Md€ en 2025, et l'excédent agroalimentaire est tombé à 0,2 Md€, son plus bas niveau depuis au moins l'an 2000.
Et, à force de taxer et réguler comme des malades, on rate la prochaine vague d'innovation : 21 Md$ d'investissement privé en IA pour toute l'Europe en 2025, contre 286 Md$ aux États-Unis.
La conséquence est logique : les cerveaux se barrent. 57 % des Bac+5 envisagent de s'expatrier d'ici trois ans et 70 % jugent la France en déclin.
JPMorgan Chase CEO Jamie Dimon runs a $5 trillion bank, and his day still starts with 5 newspapers at 4:30am, no social media, and a phone he keeps out of reach:
If you want to look extremely beautiful and feel amazing all the time, ensure your neck posture at rest is correct all the time.
When your neck is out of allignment for 90-95% of the day - arteries,veins and nerves in the neck can become easily compressed - such a person feels anxious, insecure and is always worried about what others think about them.
When your neck is out of allignment, key lymphatic vessels and veins also become compressed resulting in loss of drainage - causing stagnation, puffiness and even the appearance of dark circles under the eyes.
I’ve always struggled with my neck and general posture (it usually looks like the left person) but I believe that correct neck posture is extremely important for improving looks and brain health.
You can improve your neck posture by doing the following 5 things:
- Strengthen your neck muscles
- Strengthen your thoracic back extensors
-Imagine a string is attached to your head and is pulling your head
- Stop clenching your lower jaw backwards (avoid mandibular retraction)
-Stop clenching your upper abs muscles
Doing these things consistently will change absolutely everything
Most people focus excessively on diets and supplements but I believe that improving posture is just as important - if not even more important.
What use is the perfect diet and $9997 supplements and peptides if your jugular veins and vagus nerves are compressed by muscles and BONES.
Improving your neck posture helps you get ahead of the general population because most people are stuck in poor posture.
As your neck posture improves, brain circulation, lymphatic and venous drainage also improves dramatically -resulting in less fatigue, reduced stress and anxiety.
The quality of your life goes through the roof.
A short lesson on "entropy" as it relates to Bitcoin keys:
Entropy is effectively how many guesses an attacker needs before they hit your key.
A Bitcoin private key is 256 bits. The number of possible Bitcoin private keys is 2^256, but what matters is how many possible outputs your key generation process has AND the distribution of the likelihood of those outputs being generated.
For example, if you generate your Bitcoin private keys by only using sentences from Harry Potter books then you have LOW ENTROPY key generation because a computer can figure out every possible key you might generate.
Similarly, if you generate your Bitcoin private key on an insecure hardware wallet and it uses a simple mathematical function with some static device information as input then you have LOW ENTROPY key generation because the space of possible keys output from this method is small (this is what happened with ColdCards).
If, however, you do something like roll dice 100 times you start to get really HIGH entropy key generation. If your dice are fair then there are 6^100 equally probable outcomes from that process (a ton of entropy). If the dice are loaded then the entropy of the system begins to drop because some keys become more likely to be generated than others.
Interestingly, if you properly combine multiple sources of entropy and at least ONE of your sources is robust then you are safe.
How do you know if a source of entropy is actually random enough? Well you never really know for sure. Dice can have a bias, your computer's random number generator might have a flaw, etc. This is why you use multiple sources to derisk yourself.
There is no such thing as zero risk, which is why adding layers of security for "what if" scenarios is always important when generating and securing keys. Layers to consider are:
- Your own entropy (e.g. 100 dice rolls) when generating keys
- A random BIP39 passphrase
- Signer diversity (e.g. one on an offline laptop, one on a hardware wallet)
- Always have robust offline backups
Only the paranoid survive.