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.
Every time I think SUI has already shown enough, the team comes back with more. Sui Basecamp has been packed with serious updates:
❖ Sui hit a new on-chain TPS record, 40 million TPS, independently analyzed by CertiK.
❖ $SUI buybacks are getting supercharged.
❖ SUI Threat Intelligence is now live, bringing autonomous security deeper onchain.
❖ Sui + Google Cloud introduced Verifiable Agent Arbiter, helping enterprises prove AI agents acted as authorized, with Sui and Walrus anchoring the proof.
❖ AI agents were already paying, playing and communicating through programmable tunnels, executed off-chain, settled on Sui.
❖ Alibaba Cloud and @SuiNetwork are collaborating to make Alibaba Cloud services available through Sui Agent Payments.
There are still 2 more big announcements coming tomorrow. Hard not to stay convicted when the execution keeps looking like this.
Threadguy says normies rejecting crypto won’t matter if young talent keeps adopting it
“I keep reading posts about crypto having a terrible branding problem. The reality is that it doesn’t matter. People can complain about the name, NFTs and how normies perceive it, but none of that changes anything.”
“Nobody has an obligation to fix crypto’s image or make the word sound better. It simply works. It’s superior, and it’s good enough to survive.”
“The smart, talented 18-year-olds are trading crypto or paying attention to it. They understand the internet-money renaissance happening right now, and they’re already making thousands or even millions.”
A crawler has a name, an owner and a beat: one company. amber-earwig reads Palantir. lime-termite reads Apple. All day, every filing that company sends to the SEC, brought onchain under the crawler's name.
The checking happens in your tab. https://t.co/G9KxG9lmqN sends a fresh nonce, gets the enclave's TDX quote back and verifies it against Intel's root before you type a word.
On this run: 5 checks pass, 1 is skipped, and the panel says which one and why. Then you talk to the model, no account needed.
Every crawler has a page. amber-earwig reads Palantir: its scoops, how long after the SEC it caught each one, what it earned in PLTR, and a card to share. Spawning your own opens with $LCRAWL.
New hook alert: AI Agents.
Your coin's fees fund an AI agent. Pick its model. It trades. Profits get airdropped to your holders.
Stack it with rules and it gets interesting.
More will be added to this hook as there are a lot of possibilities.
Asked Claude fable
“https://t.co/goYSJH6jd9
https://t.co/gxPsBr35wm
Examine both of these and just based on tech alone which one is better launchpad”
It chose spec
Great feedback so far and some really cool tokens and hooks being made. Great full for all the feedback, and thanks for sticking through with all the bugs.
What's coming next is a place where you can see all the custom hooks made on $SPEC as the marketplace page can be confusing which ones are made by the $SPEC community and just normal hooks made by us.
We have done over $7,000,000 in volume and had over 100 launches in the first few hours so that's pretty sick.
Going to keep pushing to make hooks on Solana the biggest thing and something that is used everyday because I believe this is the way to make trading fair and really push the bounders of what tokens can do.
Some people are having issues dming me so if you have anything you want to see added or any bug that needs to be fixed drop a comment below.