Crypto, Geopolitics, and coffee. MA in International Affairs, History undergrad. PFP - 1/1 PFP @CrittersCult / Banner - Damien Hirst. DAO - @grapeprotocol

Joined April 2021
Coffeeattack retweeted
Huge opportunity here for this role
Blockworks in search of a product genius to own our API / MCP. Looking for a bit of a unicorn here, someone who loves crypto, is at the tip of the spear on AI, and is comfortable flexing into FDE type scenarios. If this sounds interesting, give me a shout dms open.
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Good post
WHEN YOU REALIZE THE BABY BOOM WASN'T JUST SOLDIERS COMING HOME HORNY. It was soldiers coming home to the GI Bill, free college, 0% down home loans, and low interest business loans. It was strong unions. Pensions. A house that cost 2 years of salary. It was confidence that the future was actually going to be better than the present. That's what produced a baby boom. Not romance. Security. You want a higher birth rate now? Give people a future where they know their kids will actually be okay. That's the whole formula. It's not complicated. It's just expensive, and nobody in charge wants to pay for it twice.
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Interesting data for oil watchers
Middle East Crude Oil Exports Left: Past 7 days Middle: Past 28 days Right: Pre-War (58 days) Notice how much comes out of the Red Sea now vs pre-war. #OOTT #IranWar #Tankers
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Coffeeattack retweeted
bro
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Dude wtf
Complete Tesla Roadster FLYING demo. INSANE!!!
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Red days are for looking for relative strength. What do you see here? I see zcash:native outperforming other majors.
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Update: everything going down. Currently trying to get a sense for the market, and whether my gut feeling that we're in for another flush is justified.
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Calmly sharing this as many concepts go well above my head but it seems like AI has taken a leap on mathematical abilities and our regular security might no longer be enough.
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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Coffeeattack retweeted
Abstract is winding down. Starting today, all of @IglooInc's focus will go towards taking Pudgy Penguins, Pudgy NFTs, and $PENGU to the next level. When we acquired Frame in the summer of 2024, the vision was to build the blockchain for consumer crypto. Pudgy Penguins had shown us what it meant to reach the masses, and we believed we could bring that same approach to building a chain. Abstract achieved a lot in a short period of time; we built the Portal and AGW, onboarded major global brands, amassed over 300 million transactions, and grew a vibrant onchain ecosystem.  The journey became stifled by the lack of a DeFi ecosystem, insufficient liquidity, minimal institutional cross-over, and prohibitively high costs that impeded growth in winning areas. Unknown to most, Igloo, Inc. had been funding Abstract over the last 18 months. After losing tens of millions of dollars over two years, building consumer products, assembling an all-star team, onboarding some of the biggest brands in the world, and building a community of millions, we still had not found product-market fit. In combination with the market's reduced appetite for what we had built and not being able to find a scalable path forward, we could no longer justify taking from the Pudgy Penguins business. Igloo, Inc. has always been a community-first company. Even after losing 8 figures, we could have launched a token or pursued an ICO. Ultimately we decided against this. A token only works if there is something driving demand to it, and launching a token that we don’t have conviction in would have been a disservice to our community. The entire team at Abstract has worked tirelessly with a tremendous amount of passion to make the consumer crypto vision come true. I cannot fault a single one of them for this outcome. To the Abstract community, I want to thank all of you for sticking by our side on this long journey and for continuing to champion us. You supported us through all of the ups and downs, and I wish the result could have been different. There will be many that will find satisfaction in seeing this shut down, and that is fine. I take a great amount of pride in having the ambition to venture into the chain business, notoriously one of the most difficult to make work, and the only regret I have is not being able to celebrate a win alongside the Abstract community. As we wind down Abstract, our full focus shifts to making Pudgy Penguins into the global & cultural phenomenon I know it can become.  Return to Pudgy Penguins.
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LOL
checking dexscreener at 31 years old
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Lots of eyeballs on the stonk ecosystem rn due to the price action.
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Fk, we’re cooked
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).
Readers added context they thought people might want to know
The 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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Solana
🚨BREAKING: SOLANA RECLAIMS 80% OF MEMECOIN TRADING VOLUME AS ROBINHOOD CHAIN FALLS TO 12% — AT ITS PEAK, ROBINHOOD HAD MORE VOLUME THAN ALL OTHER CHAINS COMBINED!!!🚨
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Out of nowhere, $SUI is back above $1
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solana:72yxYmhLgDGwdyi2b9GjDynBB6VuG3kDxNKqDbzXh5bi going ballistic - definitely on track to flip GP.
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The market is deciding in real time that WOW gold is the gold stonk pair of choice
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Update: Gotta keep it a 💯 around here and report that Runescape Gold (solana:HTmQz7My6MehV7bjhJ6jde8nDND1yvsz68d24LP7YgUQ) has reversed the trend and went up almost 3x since the last post. Meanwhile my beloved solana:72yxYmhLgDGwdyi2b9GjDynBB6VuG3kDxNKqDbzXh5bi has been seeing lower highs and lower lows since ATH.
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PONS revenue falling back to earth
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Big win on solana:72yxYmhLgDGwdyi2b9GjDynBB6VuG3kDxNKqDbzXh5bi gold today, still got a stack to ride it out. Can it rival GP? I think it can.
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