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AI is breaking the verification layer of society. Zero knowledge proofs can restore that verification layer. We went from http 🏴☠️ to https 🔐and now we need to go to httpz 🔍 as per @balajis
ZK brings back the trust layer to society
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Agreed, the settlement layer must stay neutral and permissionless to maintain trust across the huge number of different entities involved in onchain ecosystmes. If required, the permissioning should happen at the asset layer. People can then choose whether they want fully permissionless assets or permissioned assets which have intervention mechanisms. There is need for both 🔐⛓️
I couldn’t disagree more. The second a blockchain compromises on neutrality it becomes a database with a button and the world will conspire to have it pushed. This is the principle of Chekhov’s Fork.
What happens when the chain halting mechanism is the thing that gets hacked? Will we halt the halt?
I also think that in a time of increasing chaos and uncertainty, a platform that always does exactly what it is supposed to (for better or worse) will standout as an anchor of stability, accelerating adoption.
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Yesterday I landed in Hong Kong for @HongKongFinTech week to the news that Binance had just been hacked for $6.36bn. The largest digital financial theft in history! Around $3bn of those assets have been frozen, mainly by Tether and Circle. The last time I was in HK was for 025 when Bybit was hacked for just under $1.5bn. This got me thinking about the trade offs between permissionless and permissioned assets 🧵
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That’s why @BaillieGifford's tokenised enhanced yield fund (BAGEY), which I helped launch, is permissioned and built on the @BNYglobal Digital Assets platform. An allow list blocks transfers to bad actors, and the transfer agency can freeze, burn and re-mint tokens to the rightful owner. It doesn’t remove custody risk, and admin keys need protecting too, but makes it very hard for hackers and it gives investors a legal claim and a route to recovery
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I see the attraction of permissionless tokens like Bitcoin and Ethereum for self sovereignty. But in an age of AI where everything could be hacked, institutions need permissioned digital assets to meet their fiduciary responsibility, knowing if the worst came to the worst they have recourse and legal claim to the underlying investments. And in Baillie Gifford's case BAGEY is built on a G-SIB bank's Digital Assets platform which has adopted industry leading security and compliance practices
@BaillieGifford #BAGEY
@BaillieGifford #BAGEY
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Hard to read this.
“We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once.”
This has huge implications for online authentication not just onchain key security 🧵
“We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once.”
This has huge implications for online authentication not just onchain key security 🧵
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.
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For now it seems like we need to update the meme to: “Not your private address, not your coins”
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The scale of the challenge ahead is staggering. Feels like a Y2K bug on steroids. AI is accelerating the need for hardening cryptography used online and onchain
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First @blast now @AbstractChain winding down. To be successful, chains need distribution channels converting to regular usage. Not an easy thing to achieve
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wallisi 🛡️⚡️ retweeted
I told you couple months ago I am becoming increasingly bullish on Ethereum as technology. This is insane. 1 of the most important milestone in whole crypto imho. Unlike other tech developments this can also help to ETH directly a lot.
Atomic synchronous composability is no longer a promise. History made on mainnet: the first atomic cross-chain L1->L2 transaction ever 🔥 And this is only the beginning for EEZ ... 🚀 @etheconomiczone
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wallisi 🛡️⚡️ retweeted
Nearing the security rubicon. The world isn’t ready to deal with this.
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).Community noteThe 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
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Gotta love @tayvano_
I mean their post is pretty explicit, I'm not sure what I can add without making shit up like you're doing lmao.
They detected some weird shit happening somewhere.
They are obviously rotating shit out of an abundance of caution.
I haven't worked for MetaMask for ages now but, generally, when people detect a threat, remediate a threat, announce that they are taking precautions regarding a threat, and then actually take those actions, then everything is ~fine.
Every major hack crypto was the result of people NOT detecting shit. People NOT having logs, edr, siem. People NOT remediating. People NOT rotating.
Thus, you should be more worried about the people who don't know they are rekt and aren't mitigating risk than the ones who are telling you they are rotating their shit to prevent future harm. 😅
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This is really fascinating - government run dating app using game theory rather than weird engagement algos
Singapore's govt dating app runs on a Nobel Prize-winning game theory algorithm 👏
FirstDate uses Gale-Shapley, the 1962 stable marriage algorithm that won the 2012 Economics Nobel and still runs hospital residency matches and kidney exchanges today.
how it works:
1 | your preferences and dealbreakers build a ranked priority list
2 | proposers offer to their top pick. receivers hold their best offer and reject the rest. rejected proposers move down their list. rinse and repeat until locked
3 | the result is mathematically stable: no two people exist who would both prefer each other over their assigned matches. "the app never showed us each other" becomes impossible by design
the UX:
• one match per cycle, zero infinite scroll
• 72-hour decision window
• contact info revealed only on mutual yes
• Singpass-verified, so everyone is exactly who they claim (told my husband I'm annoyed I can't test it. his response: most people sneak onto dating apps, and here you are openly filing a product research request 🤣 )
commercial apps need you to keep swiping but this app is designed to get you off the platform. Singapore built the first dating app whose success metric is deleting its own users 💀
(fun game theory note: Gale-Shapley yields proposer-optimal outcomes - meaning proposers get their best possible stable match, receivers their worst 👀)
public servants aged 21-35 only for now. interesting to see if state-sponsored game theory beats the free market (or rather, all the tinders and hinges out there) 🍿
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