Joined June 2020
Crypto Confidential retweeted
🚨🚨🚨DTCC CTO Dan Doney describes how Chainlink CRE is positioned to process $20T per day (20 TRILLION)🚨🚨🚨 "I want to emphasize a point here… the transaction that we're doing here is the central transaction in institutional finance. Basically parties are trading liquidity for yield. In this mechanism, the same mechanism we're showing here works for repo, works for securities lending and well beyond. Effectively this is a model that ultimately takes what amounts to transactions in excess of 20 trillion a day and completely automates the process". Transactions processed by the Chainlink Runtime Environment (CRE) require an Orchestration Fee, paid in ethereum:0x514910771af9ca656af840dff83e8264ecf986ca As institutional adoption increases, the complexity of these transactions will only increase too. The more complex the transactions, the higher the CRE compute costs, and the higher the fees. Chainlink is positioned to become the global institutional standard platform for onchain finance transactions. Clip Below 👇
DTCC AND CHAINLINK AT SIBOS 2026 DTCC's Dan Doney and @SergeyNazarov presented how @The_DTCC is collaborating with Chainlink to advance 24/7 collateral management. DTCC's Collateral AppChain provides shared infrastructure near real-time collateral management across financial markets and blockchains. “The problem being solved is the fragmentation of data, how everybody connects to move collateral and settle transactions, and the different systems that need to talk to each other but cannot do so quickly enough to allow intraday collateral movement.” - Sergey Nazarov DTCC’s Collateral AppChain will leverage the Chainlink Runtime Environment (CRE) for orchestration between those systems and data sources, and CCIP which enables the movement of assets, value, and liquidity to and from the AppChain. "You finally have a reliable and legally binding ledger from the DTCC that everyone can rely on, just like they rely on the DTCC now. That's a very powerful thing that I think the capital markets have been waiting for, where they can't get that from just any chain because those guarantees with the DTCC are fundamentally different" Nazarov also added. The DTCC Collateral AppChain is expected to launch in Q1 2027. Presentation slides here: chn.lk/dtcc-chainlink-sibos-… Watch the full presentation ↓
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Crypto Confidential retweeted
When it comes to cryptography I'd rather listen to Justin Bieber or Drake individually
When you're dropping the new bitcoin FUD but forget to update your LinkedIn...
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Crypto Confidential retweeted
I wasn’t going to comment since this is a really bad take IMO, but since it’s taken off I feel the need to. To my understanding, there is no evidence whatsoever pointing to a break of decades old hardness assumptions like elliptic curve cryptography. 1/n
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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Crypto Confidential retweeted
This guy is either trolling or he genuinely does not understand quantum computing. ECDSA does not break because AI read some math papers and GPUs exist. A known break requires a fault-tolerant quantum computer running Shor's algorithm, which we do not have. To break Ethereum ECDSA, you need hundreds of thousands of physical qubits that are low-noise, controllable, connected, error-corrected, cooled, calibrated, decoded, and operated as roughly 1,200 to 1,500 logical qubits (500,000 physical qubits for error correction) for a huge Shor computation. The missing piece is not one clever AI-discovered trick. It is an entire fault-tolerant quantum computing stack that has not been built yet. If he is claiming ECDSA falls before Q-day on GPU clusters, he is implying a classical Shor-level break of elliptic curve discrete log. Show the attack, the complexity, the benchmark, or even a toy result. Otherwise "security researcher" is doing a lot of work in his bio.
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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Crypto Confidential retweeted
BREAKING: Barkov (lower body) out 6-8 weeks. Non-surgical rehab. Maurice: “That’s our best window. Could be a little less, could be a little more.”
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Crypto Confidential retweeted
EXCLUSIVE: Sergey Nazarov On The Tokenization Supercycle (And Whats Coming Next) I hosted the first sit down interview with Chainlink’s Co-founder Sergey Nazarov at Sibos 2026. @SergeyNazarov @chainlink @therollupco 00:00 Intro 01:55 Chainlink's Best Sibos Booth Ever 03:49 Chainlink and Swift Ledger 05:43 More Chains Means More Chainlink Value 07:44 DTCC Deeply Integrates Chainlink Data Feeds 09:56 Chainlink Solves The Digital Twin Problem 14:25 Tokenization Is Not About Tokens Themselves 17:44 Laws Will Change Then All Settlement Goes Onchain 19:38 Fragmentation Is Actually Chainlink's Tailwind 21:39 Chainlink Solves Each Problem As It Appears 23:34 Smart Contracts Defined By Sergey Nazarov
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Crypto Confidential retweeted
You can tell these guys never talk with anyone who doesn't work for them.
BREAKING: Zuckerberg just described the near-future of computing, and it has nothing to do with screens. His call: within 5 years, every person on Earth has a personal AI that knows their life, understands their goals, and does the work for them. Not a chatbot. Not a search box. An agent that is deeply, intimately embedded in how you live. When the person building the social layer for 3 billion people says this is where we're going, it's not a prediction. It's a roadmap. Is the personal AI agent the most valuable product anyone can build right now?
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Crypto Confidential retweeted
This is what happened the last time Zuckerberg was telling us what the future was going to be
BREAKING: Zuckerberg just described the near-future of computing, and it has nothing to do with screens. His call: within 5 years, every person on Earth has a personal AI that knows their life, understands their goals, and does the work for them. Not a chatbot. Not a search box. An agent that is deeply, intimately embedded in how you live. When the person building the social layer for 3 billion people says this is where we're going, it's not a prediction. It's a roadmap. Is the personal AI agent the most valuable product anyone can build right now?
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Crypto Confidential retweeted
NEW: @Chainlink launches Fulcrum, a cross-chain collateral and financing platform connecting banks, asset managers and sovereign wealth funds to onchain markets, enabling 24/7 collateral mobilization and intraday financing across public and private blockchains.
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Crypto Confidential retweeted
The sentence that matters: Fulcrum is a cross-chain repo flow that separates the venue where the agreement lives from the networks where cash and collateral settle. CRE runs the lifecycle. Data Streams values the collateral. CCIP moves it. DTCC already demoed it on the Sibos stage. Born-on-chain financing doesn’t need a new bridge for every desk. It needs a standard. The FEW. $LINK
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing. As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market. Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move. For institutions, this unlocks: • Faster collateral mobilization that enables intraday financing, including on holidays and weekends. • 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes. • Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity. • Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains. The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data). Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries. Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters. Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed. This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued. 🧵↓
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Crypto Confidential retweeted
Global Financing App built from combining all of Chainlinks tooling to service all of the largest institutions in the world? sounds bullish for $Link
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing. As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market. Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move. For institutions, this unlocks: • Faster collateral mobilization that enables intraday financing, including on holidays and weekends. • 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes. • Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity. • Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains. The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data). Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries. Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters. Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed. This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued. 🧵↓
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Crypto Confidential retweeted
Chainlink Fulcrum lets financial institutions manage financing agreements separately from cash and collateral settlement across public and private blockchains, with customizable asset, rate, and network terms. For institutions, it enables: ⬡ Faster collateral mobilization for intraday financing, including weekends and holidays. ⬡ 24/7 risk management through automated collateral coverage checks. ⬡ Greater capital efficiency by making assets across networks available for financing. ⬡ Simpler operations through reusable workflows that connect existing systems. LINK all financial institutions LINK the world
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing. As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market. Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move. For institutions, this unlocks: • Faster collateral mobilization that enables intraday financing, including on holidays and weekends. • 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes. • Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity. • Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains. The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data). Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries. Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters. Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed. This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued. 🧵↓
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Crypto Confidential retweeted
Spent some time with @SergeyNazarov at Sibos and the view from here is clear. The largest banks in the world are in the same room talking live ledger connections, tokenized deposits, and 24/7 collateral. Global finance is going onchain. @chainlink
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Chainlink just doesn't stop. Now, their leveraging their platform to support an end-to-end solution for financing tokenized assets across chains. Essentially, a lender on any chain (public or private) can offer capital to the market based on their preferred terms. Then, borrowers on any chain can compare loan agreements and choose the best one for them. The borrowers collateral never has to leave their preferred chain either. The Fulcrum UI makes it easy to sort through offers and form agreements, while the Fulcrum solution automates the whole lifecycle of the loan (setup to settlement). The big unlock: institutional capital can finance tokenized assets on their own terms, without locking their capital in a specific venue on a specific chain. They can also filter offers through a central location. $LINK Everything
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing. As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market. Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move. For institutions, this unlocks: • Faster collateral mobilization that enables intraday financing, including on holidays and weekends. • 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes. • Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity. • Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains. The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data). Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries. Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters. Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed. This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued. 🧵↓
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Crypto Confidential retweeted
It’s no longer TradFi it DeFi. It’s just fi (finance).
Speaking from the opening plenary at #Sibos 2026, Swift’s CEO, Javier Perez-Tasso, shared his vision for the future of regulated digital value. "The question isn't TradFi or DeFi anymore. It's not either or. The Swift platform will allow you to move any form of regulated value, whether it is fiat or tokenised, at global scale." That future is already taking shape. Today, Swift announced new work with the community to help make international payments as simple and intuitive as domestic ones, enabling people to pay across borders using familiar aliases such as mobile numbers and email addresses. Read more: swift.com/news-events/news/s…
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