BitGo retweeted
The best work isn’t done alone.
Today, we’re announcing our inaugural institutional execution partners: @Ripple, @krakenfx, @coinbase and @BitGo.
Together, they provide a foundation to begin putting our 473 million XRP treasury to work in institutional strategies.
More on our partners and what comes next: tinyurl.com/4xcnpwkf
Not investment advice or an offer of securities. Contains forward-looking statements; actual results may differ materially. Risk factors: sec.gov/edgar/browse/?CIK=20…
This is why multi-sig exists.
One compromised physical device should never be enough to move funds.
Eliminate single points of failure; that's what we've done @BitGo since 2013. coindesk.com/tech/2026/10/12…
Since 2013, BitGo has safeguarded assets for thousands of the most forward-thinking companies.
Now that same infrastructure protects you, for free.
Protect what’s rightfully yours and sign up for free, regulated, insured custody today: app.bitgo.com/web/auth/signu…
BitGo retweeted
I agree with the conclusion (protect your wallets now), but disagree with the thesis (that AI will crack Bitcoin).
So we implemented it @BitGo with:
a) a "quantum resistance score", which shows the % of your wallet with exposed public keys
b) a one-click fix it button
c) an updated UTXO selection algorithm optimized for quantum resistance
This is what it looks like:
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.
BitGo retweeted
🔥 LATEST: BitGo CEO Mike Belshe rejects the idea AI will crack Bitcoin, but says wallets should prepare now.
BitGo has added quantum exposure scores, one-click fixes and quantum-aware UTXO selection.
BitGo retweeted
THE BLOCK: BitGo CEO Mike Belshe warned that the Clarity Act's failure left U.S. markets exposed to systemic risks arising from one firm holding the exchange, brokerage, and custody.
He said that stack is the risk Lehman Brothers was not — a broker can fail, but an exchange that custodies the assets takes the market with it.
THE LATENT: BitGo CEO Mike Belshe said Anthropic and OpenAI are "jockeying" to get federal regulation to cover their space, primarily for reasons that don't matter.
"I think it's disingenuous. They're deliberately letting their agents out of the sandbox," Belshe said during an interview at Korea Blockchain Week 2026.
BitGo retweeted
continuing to cook in 🇰🇿
more innovation to come 🤝
$BTGO
BitGo retweeted
WATCH: BitGo CEO Mike Belshe joins Roundtable to discuss why crypto is changing banking for good and what the industry could look like by 2036.
In a conversation with Jackson Hinkle
@BitGo | @mikebelshe | @jacksonaltonh
Institutional markets are becoming more open, interoperable and capital-efficient.
We’re expanding our @BitGo integration internationally, enabling eligible institutions to access OKX liquidity while supported assets remain in regulated custody with BitGo Singapore.
BitGo retweeted
🇺🇸 USDAU is live!
AllUnity launches USDAU, a fully reserved MiCAR-Compliant US dollar stablecoin, and introduces instant #FX capabilities.
As an E-Money Token, #USDAU is:
💲 Pegged 1:1 to the US dollar (USD)
🏦 Fully backed by segregated reserves
🇪🇺 Issued by a regulated European EMI
⛓️ Available on @ethereum, @solana, @base, @tempo, @arc & @0xPolygon
🌍 Designed for instant settlement & cross-border payments
The launch of USDAU is supported by a growing ecosystem of collaborators, including @BankingCircle, @flowdesk_co, @ArchaxEx, @herclegroup, @BitcoinSuisse_, @rulematch, @BitGo and @galaxyhq.
💭 @AlexHoeptner, CEO at AllUnity, said:
“Adding USDAU is a major expansion of what AllUnity is building. We are extending our platform into a globally significant trade and settlement currency and laying the foundation for a truly multi-currency digital money network. Our ambition is clear: to give businesses regulated digital money infrastructure that moves across currencies and borders seamlessly.’’
And there’s more ☝️
Alongside USDAU, Allunity is introducing Instant #FX capabilities through its Business Mint Account, enabling businesses to mint in foreign currencies and move value between supported currencies through stablecoins. For businesses looking to access USDAU, Instant FX or establish a Business Mint Account, contact the team at:
📩 [email protected]
🔗 Official PR: allunity.com/news/allunity-l…
#AllUnityUSD #USDAU #USD #Stablecoin #FutureOfFinance
For marketing purposes only. No regulatory review or approval. EMTs redeemable at par anytime. Full White Paper: allunity.com/whitepapers
Cask ownership is going digital and custody and settlement standards are catching up.
BitGo is excited to help @CannyCask solve that with institutional grade infrastructure, so security and verification scale right alongside it.
Read more 👇
Today we're delighted to announce our partnership with @BitGo.
CannyCask® goes live 1 October — connecting regulated bonded warehouse custody with institutional-grade digital wallet infrastructure.
The warehousekeeper remains the source of truth.
#CannyCask #BitGo #RWA
BitGo retweeted
Bitcoin custody runs on regulated rails, but someone still has to explain those rails to the regulators.
Alek Trpkoski of @ByteFederalAU, Abel Seow of @BitGo and @khingoei of @Treasury_BTC on custody, access and infrastructure across Asia, Australia and Europe, with @DistRiggs of @MoonIncHK.
BitGo retweeted
As crypto trading resumes, come check out @BitGo - better prices than any exchange - get best execution across all exchanges with a fraction of the fees.
Arc Mainnet is live.
Arc launches as the Economic OS for the internet: an open platform for global markets, real-time value movement, tokenized assets, and agentic economic activity.
Arc is more than a blockchain.
It launches as a full-stack financial platform with assets, applications, interoperability, developer infrastructure, and Circle platform services live from day one.
Arc delivers USDC as native gas, deterministic sub-second finality, EVM compatibility, and institutional validators.
It integrates with Arc Studio, App Kits, Arc Portal, Circle Agent Stack, CCTP, Gateway, CPN, and StableFX.
A complete economic platform at genesis.
Arc launches with infrastructure for:
→ Agentic economic workflows
→ Lending and borrowing
→ Trading and liquidity
→ Onchain FX
→ Payments and settlement
→ Tokenized assets
→ Exchanges, wallets, custody, compliance, data, and developer tooling
190+ institutional and ecosystem builders are building across Arc.
BitGo retweeted
"For Bitcoin... the total underwriting coverage is probably $5-7B in size" - @mikebelshe
on a $1.6T asset!
BitGo is joining the @Cosmos Partner Network to help global financial players accelerate digital asset initiatives.
Tokenization only works when banks can move from pilot to production without stitching together vendors on their own. The Partner Network brings together the custody, compliance, and infrastructure providers institutions need to make that leap in a digital-first market.
Learn more: prnewswire.com/news-releases…
Confidential DeFi at scale, live today.
Zama is the fastest growing confidentiality protocol for onchain finance.
Today, Zama expands confidential access to 16 curated yield vaults across 5 institutional curators and 5 assets: USDC, USDT, AUSD, WBTC, and tGBP, all deployed on @Morpho.
The same trusted curators and strategies that institutional capital already uses, now with confidential entry.
Alongside the vaults, the Zama Confidential Swap Protocol goes live. Swap between confidential assets without exposing intent or size.
Curated by: Armitage by @wintermute_t, @Bitwise, @flowdesk_co, @RockawayX, @SteakhouseFi
Access: @Morpho, @utila_io, @yield_xyz, @zerion
Incentives: @pendle_fi, @merkl_xyz
With support from: @Tether (USDT), @BitGo (WBTC), @tokenGBP (tGBP), @withAUSD (AUSD)
Shield, send, deposit, earn, and swap, all confidentially at: app.zama.org
BitGo retweeted
Institutional Custody, Multisig & the War on Cash | Mike Belshe SLP773
@mikebelshe of @bitgo on institutional Bitcoin custody: 2-of-3 multisig, multi-jurisdictional keys, war on cash, and where qualified custody is headed.
Timestamps
00:00 — Intro: Mike Belshe of BitGo
00:59 — Don't Lose Self-Custody's Power
05:41 — Retail Deserves Institutional Security
07:16 — Humans Are Terrible at OpSec
09:56 — 2-of-3 Protects Theft and Loss
14:35 — Retail Pays 160 Basis Points
19:22 — Why People Drift Toward Banks
20:35 — Self-Custody Is Never Trustless
23:39 — Why BitGo Sticks to 2-of-3
30:31 — A Public CEO Holds Zero at Home
31:27 — KYC Leaks Are Government Honeypots
39:28 — France Doxed Bitcoin Holdings
41:30 — War on Cash Reaches Bitcoin
43:45 — Multi-Jurisdictional Key Storage
45:29 — Executive Order 6102 Could Return
47:43 — Quantum-Resistant Wallets Today
49:27 — Multisig Beats MPC
53:33 — Splitting Custodians Adds Failures
58:29 — 2-of-2 MPC Can't Recover Loss
01:00:57 — $5–7B Insurance vs $1.6T Bitcoin
01:03:35 — Bybit Lost 10x by Not Splitting
01:05:21 — Multi-Institution vs Qualified Custody
































