
APAC Policy Lead @ethereum EN/中/日/한
earth
Joined March 2009
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Today, I’m transitioning to a part-time role with the EF, focused on APAC Policy.
This means I now have bandwidth for advisory/consulting work.
I first ran AlethZero back in 2014, started working in Ethereum full-time at Truffle/ConsenSys about 9 years ago, and somehow I am now 3+ years into my time at the Ethereum Foundation.
My background sits across Ethereum engineering, DeFi, ZK education, Asia ecosystem work, and law. I also work across English, Chinese, Japanese, and some Korean.
If you think I can be helpful, please reach out.
Still here, still working on Ethereum, ever since AlethZero in 2014.
adrianmcli retweeted
9월 28일 여의도 콘래드 서울에서 열린 Ethereum Korea One Day 1 기관 컨퍼런스의 기록을 공개합니다.
참여하지 못해 아쉬웠던 분들을 위해 세션별 발언을 현장 분위기까지 느끼실 수 있게 그대로 정리했습니다.
보고서가 정리한 7가지 인사이트:
1. 질문이 "쓸 것인가"에서 "어떻게 쓸 것인가"로 바뀌었다
2. 퍼블릭이냐 허가형이냐보다 연결과 통제를 어떻게 설계하느냐가 핵심이다
3. 기관이 먼저 묻는 것은 통제권이다
4. 토큰화의 가치는 디지털 래퍼가 아니라 유동성, 정산, 담보에 있다
5. 에이전틱 AI는 새로운 결제 수요이자 결제 레일 경쟁이다
6. 한국의 병목은 기술보다 제도, 회계, 사업성이다
7. 기술보다 먼저 정할 것은 수요와 "왜 온체인인가"다
[KR] docsend.com/view/q6drx4un89r…
[EN] docsend.com/view/n8nkynag3ry…
South Korea has +11M crypto investors and tokenized securities are set to arrive in Feb 2027. Building the channel between regulators, institutions and builders is exactly what this ecosystem needs. Glad to have played a role in this.
In this age of AI and software commoditization, there are only 3 things where you can have a moat:
1. Hardware
2. Human connections and trust
3. Legal and regulatory know-how
I am very sad.
After 5+ years, we're winding down POAP.
Over the years, we:
* minted millions of collectibles across hundreds of communities.
* did incredible collaborations with world-class organizations - Coinbase, Amex, WMG, Bayer, and a long tail of others, including countless in crypto.
* ran one of the biggest activations at Devcon, minting 8000+ collectibles over the course of a week.
* built an Airport Rally to let collectors get POAPs at airports around the world.
POAP meant something to a lot of people.
Unfortunately, crypto's funding cycles and distribution dynamics made it hard to build a sustainable company without cannibalizing the ethos that made POAP mean something. Building on a fragile and quickly evolving stack, in the middle of an incredible hype cycle, only added to the challenges.
Still, there are some big lessons I am carrying from the POAP story.
First: Customer communities are the most undervalued asset a company can have. If you build something with soul, people who use it and love it will take your brand everywhere. Do not underestimate the power of customer communities.
Second: Connection is still the point. It's easy to lose that thread when the conversation is about the latest bubbly tech or price speculation, but the people using POAPs at events, in classrooms, at hackathons were getting something real out of it.
Third: Longevity and brand equity are the only moats left. With the time to building and shipping something new collapsing quickly, and distribution becoming increasingly an engineering problem, customers increasingly want to make sure they can trust that the things they are buying will grow and evolve with the market, without changing radically.
Grateful for everyone who believed in what we were building. It's too soon for me to say what's next, but for now, I'm thinking a lot about what GTM looks like in the age of AI.
adrianmcli retweeted
Great resource from @ethereumfndn for governments, policymakers, financial institutions, and enterprises looking to better understand Ethereum.
This isn’t just another technical guide. It’s a practical introduction to why Ethereum matters as public digital infrastructure.
We’ll be sharing this with policymakers, financial institutions, media, and industry leaders in Korea through the Ethereum Korea Consortium.
1/ Today, the Global Policy Strategy (GPS) team is publishing Ethereum Basics for Governments and Institutions, a non-technical primer to equip the leaders making policy and deployment decisions with an understanding of how Ethereum works, how it's governed, and how it compares with perceived alternatives.
adrianmcli retweeted
1/ Announcing Ethereum Institutional
An independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
A license shouldn’t be required,
A website shouldn’t be required,
Katakana for the website shouldn’t be required.
This is why Japan’s economy hasn’t grown in 30 years.
adrianmcli retweeted
Today a crazy quantum story just got wilder.
On March 31, the Google Quantum AI team published a landmark result on Shor's algorithm for elliptic curve cryptography. Technically, the paper was a bombshell: a dramatic 10x improvement over the state-of-the-art. As a stunt and wakeup call to the blockchain space, those optimisations were illustrated on secp256k1, the elliptic curve underlying Bitcoin and Ethereum signatures.
But perhaps the most striking part of the paper was sociological, not technical. Instead of following standard academic process, the optimisations were kept secret, hidden behind a zero-knowledge (ZK) proof. Google's accompanying blog post mentions they "engaged with the U.S. government". The ZK proof demonstrates the existence of algorithmic improvements without leaking details. Academic censorship with ZK, a historic first!
As a co-author of the Google paper I witnessed some of the context surrounding this censorship. To be honest, multiple aspects of that context don't sit well with me. As much as I believe the general public ought to know more, I am limited in my ability to whistleblow. Though let me be clear about one thing: the Google team's professionalism has been absolutely exemplary, and they deserve nothing but praise.
Censorship has a way of backfiring. The Streisand effect, where an attempt to bury something only draws more attention to it, is exactly what's unfolding today. First, Google's key optimisation has been rediscovered by the French. And in a thrilling turn of events, a collaborative Shor-at-home challenge just launched. The initiative, available at ecdsa[.]fail, breached a new Shor world record in a matter of hours.
Let's start with the rediscovery. Just two months after Google's paper, French quantum expert André Schrottenloher cracks the main secret optimisation. His paper, titled "Optimized Point Addition Circuits for Elliptic Curve Discrete Logarithms", landed on the arXiv today. Big congrats to André, who beat several other nerdsnipped experts to it. In a blog post also published today, Craig Gidney, the world expert on Shor optimisations, revealed that he'd been sitting on this very optimisation for a whole year under censorship pressure.
Interestingly, André missed a handful of minor optimisations, both from Google's original publication and from improvements found since. It's plausible there's still plenty of juice left to squeeze out of Shor, and this is exactly what the ecdsa[.]fail challenge is about. The verifier program developed for the ZK proof does double duty, automatically filtering for valid submissions. Dozens of compounding small and micro improvements are rolling in. As of the time of writing there's an 8.4% improvement to Google's circuit, as measured by the product of logical qubit count and Toffoli gate count. Nice!
The nerdsnipping ran deeper than anyone expected. Over the last few weeks it became clear it extended well beyond André and other quantum experts. Behind the scenes, a small army of amateurs quietly got to work. Inspired by Karpathy-style autoresearch, they turned AI on Shor. Ironically, the verifier program for the ZK proof makes an ideal reward function for AIs. The barrier to entry for this modern style of research is refreshingly low, with several non-experts, even a teenager, finding nice optimisations. Get in touch if you'd like to join a Telegram group with fellow autoresearchers :)
Part 2: neutral atoms and qday
The story doesn't end with Google. On the same day Google went public, a stealthy startup called Oratomic published its own Shor paper in a coordinated release. It made a splash, ultimately becoming the most upvoted paper on scirate[.]com, a website ranking arXiv papers.
Oratomic's claim was wild. By building on Google's logical optimisations and applying custom physical optimisations for neutral atoms, they claimed just 10K physical qubits were sufficient to run Shor's algorithm on secp256k1. That number is mind-bogglingly low.
Knowing essentially nothing about neutral atoms when Oratomic's paper landed, I was intrigued and decided to learn more about the tech. I fell straight down the rabbit hole and spent a couple hundred hours on the topic. I got a little obsessed and watched every YouTube video I could find and spoke to a bunch of experts.
My conclusion? The tech is real, very real. Even Google recently decided to start a neutral atom lab, a notable pivot from their sole focus on superconducting qubits. If you care about qday, i.e. the day a quantum computer will break the first piece of cryptography in production, neutral atoms demand your attention. I shared some of my learnings on Shor and neutral atoms in a 30min talk at the ZKProof cryptography conference. You can find it on YouTube by searching "zkproof neutral atom".
Here's an interesting observation about this duo of breakthrough papers: neither Google nor Oratomic say a word about what their results mean for qday. No timelines. Zero. Nada. That is especially baffling given that the whole point of whitehat quantum cryptanalysis is to inform qday estimations and help the general public make good decisions.
So let me attempt to partially fill the silence, similarly to what Scott Aaronson did in his April 29 post. Given everything I know, including scary non-public information, I now put the odds of qday by 2032 at 50%. 10% by 2030.
Anecdotally, the US government has its own date: 2035. Originating at the NSA and later adopted by NIST, it's when branches of the US government will be disallowed from using quantum-vulnerable cryptography. In plain language: with hindsight, that date is a joke and should be discounted entirely. I don't see how NIST avoids being forced to pull it forward by years.
Part 3: post-quantum cryptography
There are good reasons to sound the alarm today, but please do not panic. Rushing carelessly towards immature post-quantum cryptography is a recipe for disaster. IMO a good target date for migration is 2029, roughly 3.5 years out. 2029 happens to be the date selected by Google, Cloudflare, and the Ethereum Foundation.
These days most of my time goes to safely migrating Ethereum towards post-quantum cryptography as part of the broader lean Ethereum effort. There's a lot to do. We need to rip out and replace BLS signatures at the consensus layer, KZG commitments at the data layer, and ECDSA signatures at the execution layer.
The plan to get there is compelling, and is based on hash-based cryptography. Within the Ethereum Foundation we've developed a Swiss army knife called leanVM (github[.]com/leanEthereum/leanVM) powered by the magic of hash-based SNARKs. Thanks to truly exceptional work by Emile, Thomas, and others, its performance is derisked. Regarding security, leanVM is a jewel, a minimal zkVM crafted for end-to-end formal verification and maximum security.
Want to help? There are two $1M initiatives. First, the Proximity Prize (proximityprize[.]org). Solve a long-standing mathematical conjecture in coding theory, improve hash-based SNARKs, and go home a millionaire. Second, the Poseidon Initiative (poseidon-initiative[.]info), offers $1M for breaking Poseidon, the SNARK-friendly hash function.
I cannot be more proud of this crew. The Vancouver crypto community is one of the best in the world and I am proud to say I played a small part when I was there a few years ago.
Bitcoin Pizza Day in Vancouver was a blast 🇨🇦
Thank you all 100+ pizza enjoyers for coming out!
Shout out to @Pizza_DAO and our sponsors for making this event a success!
See you again next year 🍕
adrianmcli retweeted
Replying to @laurashin
Ethereum has been winning, is winning, and has never lost.
The most-used subprotocol or subchain by actual users is EVM-based. Every major wallet either supports ETH natively or is built entirely on EVM architecture.
Every chain that tried to compete failed to attract meaningful developer adoption. Algorand, Tezos, Polkadot - none crossed the threshold. Most “ETH killers” eventually found a single niche and settled: NEAR became a solid intent-based bridge layer, TRON became a USDT wallet. That’s not winning, that’s narrowing.
Cheap L2s never retained long-term users either. The pattern is always the same: airdrop announcement, usage spike, MEV bots flood in because gas is cheap, then silence. Base is a clean example of that cycle.
Ethereum sets the vision. Every fork and new proposal chases the EIP backlog because the entire infrastructure stack - Etherscan, Infura, Alchemy, Blockscout - standardized on EVM. Deviate from that standard and you’re on your own. That’s why deploying a forked contract to TRON is a nightmare, why Optimism shipped multiple broken hard forks chasing weird gas estimation edge cases, and why dapp developers refuse to write chains of if/else blocks just to handle behavioral differences across 10+ forked EVMs.
No one wants that complexity in their JavaScript. No wallet team wants to maintain it either.
Conform to EVM or get left behind. Ethereum didn’t enforce that rule - the ecosystem did.






























