你的硬件钱包，可能是个间谍 塑封完好，正品验证通过，屏幕下藏着一张 SIM 卡 从 10 月 7 日算起，约 9,170 万美元被盗 m.youtube.com/watch?v=94AH5q…

再次卧槽！ 出事的经销商还代理权 Trezor/OneKey？ 所以真的要注意啊同志们： 1️⃣ 在允许的情况下，非要用硬件钱包，那就是2/3多签吧，至少一个出问题不会影响全局。 2️⃣ 不要再在经销商买，不要在经销商买！直接去官网买，都买硬件钱包了就不要省那么几个钱。 3️⃣ 为了避免扳手攻击，收货地址不要写本人地址，这个如何拿到自己有自己的办法，不赘述，不然暴露我自己。 4️⃣ 实在不行你懒的搞多签，也不想搞这么复杂，你就搞个旧手机，然后私钥助记词的生成可以用随机数生成，方法自己用 AI 一步步的来。 还有什么要注意的，大家帮补充下评论区！！！

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.

新加坡2049心得： 1，主要项目集中在以下几个赛道： rwa（尤其是美股上链） perp（无数高度同质化的perp，正如之前无数的layer2一样） AI和agentic trading方向 稳定币支付（U卡） 2，项目方越来越少，创新也越来越少了。可能现在做项目的成本实在太高了，珍惜身边还在创业还在折腾的人吧。 3，项目方越来越少，中介、买办和marketing agency越来越多。中尾部kol接不到广子，头部kol多以advisor身份勾兑项目获得一点额度。 4，在币圈一定要做一个decent and honest的人。因为这个圈子实在太小了，everyone knows everyone。只要进入核心圈，信息没有传播壁垒。学会对自己和对身边的人诚实是一个很重要的事情。很多背刺来自于分赃不均，对身边人好比什么都重要。 5，做一个正直的人，有integrity和好的reputation是最重要的proven record。正儿八经的builder，没事别去碰meme。容易留下reputation issue，恐成一辈子污点。 6，没人邀请你去聚亨或者同乐的话你大概率不是核心圈。去三次以上同乐吃饭，就是很核心的核心圈。 其实还有很多辛辣的点评，只是现在我只能谨言慎行，写的见闻应该是远远不如之前有看点了。 总结就是：做一个正直的，努力的，善良的人，会有好报的。

Why I’m becoming even more bullish on Ethereum: A lot of the garbage L2s are dying off, projects like Abstract and Blast shutting down. The lesson is simple: just build on Ethereum mainnet. Stop spinning up unnecessary chains designed to extract value from your own community.