graythought

[graythought @realityecho35]

2年多的老号被封，A畜是真恶心，估计也是跟这几天的vps端口封掉后没注意不断尝试连接有关，恰逢A畜上市，这块估计暂时也更严了

[graythought @realityecho35]

接下来的世界，真是会千疮百孔。硅基对炭基构建系统的攻击才刚开始的吧。

[Solana @solana]

Alpenglow mode 🏔️

[Elon Musk @elonmusk]

Next year, I will give one of my SpaceX shares to every kid in America.

This will be the first of many.

[Numerai @numerai]

Today marks a turning point in Numerai’s history.

For ten years, Numerai hid stock identities. Now, we’re revealing them.

Introducing Unity, a new dataset with 1,040 features and real stock identifiers, designed for a future where vast fleets of autonomous AI agents research global equities, engineer new features, and build predictive models at scale.

With Unity, Numerai and Numerai Signals will merge into a single tournament, aggregating all intelligence together into one Meta Model.

Discover Unity and learn how to prepare your agents for the next era of Numerai: https://t.co/0xJIp0QZWN

[Felix Rieseberg @felixrieseberg]

Hi, I'm Felix. I'm an eng lead working on Claude. I love watching people take flight and do things they never thought possible.

We often describe that as "being more ambitious" when using AI, which is tricky advice to follow. I wrote a tutorial:

https://t.co/vNPPs5FWm8

[graythought @realityecho35]

Ledger 这次的攻击思路还是比较有意思，屏幕用的spi接口数据被抓取，这条链路攻击，没有哪个钱包能挡得住，防拆功能增加又会增加复杂性和成本，但看起来这个是必走的一步了。

[Ledger Support @Ledger_Support]

Ledger is investigating reports of loss of funds from users in South East Asia who purchased products from a reseller named CryptoBillis. As a precaution, and pending the results of our investigation, we have asked CryptoBilis to pause all sales and shipments of Ledger devices. We recommend Ledger users who purchased from this reseller in the last 90 days to not initiate set up if you have not done so yet. If you have set up your Ledger device, consider moving assets to a new Ledger signer (with new seed). We will continue to inform customers of updates as the investigation progresses.

Reach out to Ledger customer support through official channels with any questions: https://t.co/4p918UH8yb

[graythought @realityecho35]

@ashfold 之前astra写的代码让opus5.5重构了，主要astra出来和后面的质量差异大，这样导致出来的东西可控性太差。现在是opus5.5设计和实现，astra做对抗审查刚好用上它的防御性和喜欢锚定事实的特点，这样配合使用下来比单纯opus进行开发把控性和效果更好。

[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.

[HyperLink @hyperlink_xyz]

Hyperliquid built the exchange.

HyperLink is building the broker.

We raised $2.5M from @Alliance @NorthIslandVC @hi_Reverie @Node_Cap @breed_vc @smartestmoney

Lowest fees. Private flow. Best execution.

Last month: $254M routed, 0.1% of Hyperliquid volume.

Next: 10% of HL.

[Open Standard @openstandard]

$OUSD is now listed on @Coinbase, @Krakenfx, and @Uniswap.

[graythought @realityecho35]

opus5.5 做架构和编码 gpt-6 aster做审核配合使用，效果会远大于单一模型，也是在人这一有限决策带宽背景下最大化质量同时还算升的的一种方式。

[Aiden @wohsj110]

分享两个好用的提示词，我已经加入我的 skill 中。

[Andrej Karpathy @karpathy]

We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks:

Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better:

Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better:

Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better:

Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work!

In summary:
- As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding.
- Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.

[graythought @realityecho35]

稳定币作为基建不应该是由某家主导。

[Open Standard @openstandard]

$OUSD is live.

Build with OUSD via @Coinbase @Mastercard @Stripe and @Visa. Each integration path supports 1:1 USD conversion at no cost.

Read the announcement: https://t.co/177w9TlM77.

[Paul Atkins @SECPaulSAtkins]

Since the advent of Bitcoin in 2008, the crypto asset market has grown from a niche curiosity into a multi-trillion-dollar asset class to which investors actively seek exposure. Unfortunately, our rules and regulations have not kept pace.

To that end, today’s proposal would provide a clear regulatory framework for the custody of crypto assets, giving investment advisers and funds a compliant pathway where none existed before—and replacing the grey of uncertainty created by custody rules crafted for a bygone era.

[papertrade.xyz @papertrade_xyz]

10.10.2026

[graythought @realityecho35]

@Sirius_Protocol @solana in

[Ethlabs @ethlabs_org]

Today, Ethereum market infrastructure became ~30x faster.