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Bitcoin is trading below production cost 25 days from halving... last time bitcoin was trading below production cost into the halving it rallied 2,700%. $BTC #bitcoin @caprioleio @PrestonPysh
Mario retweeted
Robots making rapid progress in "learning to learn"
Yo @amazon your prime doesn’t load and it’s dog shit. Please fix it I’m trying to watch my shows….
Mario retweeted
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.
>Trump wins 2024
>admin cancels USAID programs in early 2025
>leftists lose Ecuador (April 2025)
> leftists lose Bolivia (October 2025)
> leftists lose Honduras (November 2025)
> leftists lose Chile (December 14, 2025)
> leftists lose Costa Rica (February 2026)
> leftists lose Peru (June 2026)
> leftists lose Colombia (June 21, 2026)
>7-0 losing streak
>Brazil will make it 8-0
Do US elections have consequences??
Mario retweeted
🛑 Since USAID was defunded:
- Rap music is dead
- DNC is broke
- Communists have lost Venesuela, Columbia, Ecuador, Chile, Honduras, Bolivia, Peru, Costa Rica and Brazil is next
- U.S. Border is CLOSED, migrant caravans are gone
- Nationalists are winning across Europe
- CNN sold
- Jimmy Kimmel and Stephen Colbert’s shows canceled
- Dylan Mulvaney and Elliott Page can’t find work
- Lizzo can’t sell an album
- Nike stock collapsed
- No more hurricanes
- No more plant based meat
- The McRib is Back
Got what I voted for again 🥇
Who wants to invest in crypto!? Come one come all!! Great exciting place to be 😂😆
Looks like Bitget just got hacked for $178M
follow the hacker's fund flow here
arkm.com/explorer/entity/f22…
Waiting for AI’s to run some crazy DAO’s that investors can buy into and receive equity like distributions and returns. That might get me interested in the space again…
Mario retweeted
The Cuban Delegation Got Up And LEFT The Room After Trump Called Them a FAILED Communist State on The World Stage
No one does it like Trump
I’m howling 🤣
Mario retweeted
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
Mario retweeted
I’ve watched this probably 100 times at this point.
This one quote by this one juror is radicalizing me in ways I didn’t know were even possible:
“He had the hardest time getting off the fact that Lindsay viciously k*lled her children…”
I don’t know where we go from here…
Travis Kalanick on being ousted from Uber: “you definitely shouldn’t raise from Benchmark Capital”
"I got to first shoot the arrow, which is you definitely shouldn't raise from Benchmark Capital. Got to get that out there.”
“Where did it get weird? 2017 was my problem year. And Benchmark was running a war room. They were an unspoken activist investor that was creating a once a week crisis against me, without speaking of it.”
“The best I can see is that they wanted liquidity and they felt like I wouldn't give it. And we were already preparing for an IPO, but I didn't tell them that.”
“We wanted to make sure we'd done the right thinking, got prepared so we could just say, 'We're going to do it, and here's how we're going to do it.'”
“Bill Gurley's a bit of a catastrophist. It's always the end of the world. And that forces you to do really weird things if you think the world's always going to end, including trying to take me out."
Mario retweeted
Scott Galloway is a perfect example of perhaps the most pernicious people in society: the stupid-smart person.
Educated beyond his intelligence. Smart enough vocabulary to justify his ego and smugness, but too stupid to understand basic realities of communists.
Smart people internalize history and make good decisions. They also know the dangers of hubris. Stupid people don't know enough to even opine on the issues in the first place, so their stupidity isn't a threat. But the stupid-smart person can teach at NYU, he can build a big successful business, he can even give a good TED Talk, but he's not smart enough to see the limits of his own capacities...so he asserts himself in society with an outsized level of confidence. Sadly, he's articulate enough to fool lots of people into elevating his stupid ideas...and that's the problem.
People listen to the stupid-smart guys, like him. Then they're genuinely baffled when there's a Kalashnikov pointed at their head as they're staring at a cinder block wall behind the politburo headquarters. In a functional society, this clown would be a pariah. I have precisely zero empathy for his plight in NYC. He endorsed it. Now he can eat it, good and hard.
Mario retweeted
This week’s largest funding rounds across robotics and autonomy.
Full brief: korthos.xyz/record/briefings…




























