In case people think I am advocating for not being cautious, or thinking that AI won't be an issue for any cryptography, that's not the case. Let me word what I think would be a balanced approach regarding AI and crypto. 1/n

Traditional banking sucks, trying to make a wire transfer, but I have to call my bank to increase my limit, been waiting for 30 minutes already and still no resolution, thank god for crypto

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.

Looking back on the year and a half that I've been with @Arcium it is truly unbelievable. Unbelievable in the sense that I am an entirely different person than I was when I first joined. I came from a strictly engineering background, having designed, prototyped, and brought to market many different interesting products. Engineering from a design perspective is great, but I never realized how unfulfilling it could be. You're essentially stuck in a moat doing the same exact thing over and over. Speculating how to obtain more PMF, deciding if it's feasible or realistic mathematically and economically, designing it over months, testing and prototyping, and releasing it. Within this linear path, there are some deviations, but for the most part it's the same. When I was offered the opportunity to work with the team at Arcium, from a pragmatic standpoint it was hard to leave engineering. But there are moments in life where taking risks is necessary. As humans, our psychology resists change and risk inherently, but if you never take any risks I don't think you're experiencing life to the fullest. So I took the leap and never looked back as the head of community at Arcium. I have never been happier or more excited to wake up every morning than I have been over the last year and a half. Being able to interact with so many incredible people every day and help grow a vision I wholeheartedly believe in is one of the greatest feelings ever. It started off interacting and talking with as many people as possible to help get to know them, why they were interested in Arcium, and just build rapport. Over time this grew into X Spaces, AMAs, events, campaigns, etc. to slowly grow, always with the vision of educating and helping people understand what it was we even did. As the months went on my ultimate goal was always to educate, like I mentioned, but also help individuals see the potential and value they had within this space. I've always preached ad nauseam this idea of AI generated content and extraction as something that is so prevalent in this space, but even more so the general landscape of the digital world. There are so many that take this route that never learn to write, be creative/unique, or add value to themselves. It was always my goal with this community to help draw this out in as many individuals as possible. Because as a person, it has to be exhausting constantly cycling through projects/products you don't care about for months on end with no guarantee of success. With this I wanted to help people see how many concrete opportunities open up if you just commit to a creative moat you actually enjoy. It's all about being future-seeking, understanding the landscape and seeing how many choose the easy route of "AI" versus how many take the time to truly commit to something unique and creative. It's simple if you're aware. This mentality has echoed now and fulfilled itself within the Arcium community more than I ever thought possible. There are so many incredible members of this community it would be impossible to name them all. But these are people who arrived with nothing more than curiosity and walked away with skill, real relationships, and in many cases a career. Members of this community have gone on to work with ecosystem teams and across Solana. Because they committed to something they cared about and let the work speak for itself. This is what alignment means to me and our team. It is a shared belief that you grow by adding value, not by extracting it. When a community aligns like this, the wins stop being zero sum. One person landing a job, shipping a product, or finding their voice lifts everyone around them. I have seen it happen again and again over the last year and a half, and it never gets old. Today Arcium is one of the largest protocols of our category in existence, the confidential computing layer a real ecosystem runs on, the foundation on which confidential applications, AI agents, and encrypted markets are built. Watching those same people help build something this significant, where confidential computing is foundational infrastructure rather than an afterthought, is hard to put into words. The community and the protocol grew together, and neither would be here without the other. As we move forward there will always be continuous work on alignment and ecosystem support/growth. Much more is planned for this and more information will come out in the coming weeks about our patron program. The experience that we had with TGE was unimaginable, and I think we balanced a fine line. This is one of the milestones many teams approach with uncertainty, and our team worked so incredibly hard to make it a success. The outpouring of support and positive feedback was special and it meant a lot to our team. If you have been with us through the waves, the Spaces, the AMAs, the late nights, and everything in between, this next chapter is ours. We are not slowing down after TGE, we are now in full acceleration mode. Confidential computing will unlock an entirely new subset of applications, use cases, and technological advancements. Our team, ecosystem, and community will be the ones to bring it forward.