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.

Dropped a quick showcase looking at the image quality, detail, and overall presentation in #Madden27 with DLSS 5 enabled. This might be the best I've ever seen Madden look. Full vid linked below 👇🏾

We are reseting usage for all paid users of Codex and ChatGPT Work. Please continue reading for an update on Codex usage limits. The team has been working around the clock, going through thousands of reports and shipping fixes. Depending on how you use Codex, you should see your usage go between 10% and 50% further than before. We really went with a fine comb, with many uncovered small things being longstanding and here is what we found and fixed: - Compaction. We were keeping old images during compaction, sometimes making the context large enough to trigger compaction again. After the fix, usage dropped around 10% for users making heavy use of images. Fixed. - Memory. Background memory workers could inherit Stop hooks and keep running when the hook wouldn’t let them finish. This affected fewer than 1% of users, with the long tail being pretty bad and we saw one example thread check whether it could stop 15,000 times. Fixed. - Goals. In some cases, a set /goal could finish and then keep going past the intended stop condition, or the model would keep retrying broken tools without stopping. We saw examples consume anywhere from 15% to 70% of a weekly allowance. Fixed. - Automations. Some custom schedules could run more frequently than configured. Fixed. - Subagents. Smaller models (e.g. Luna) sometimes picked more capable helpers without being explicitly asked. The same was true where the orchestrating model not running in /fast mode could request sub-agents to run /fast. Fixed. - Computer History. The older implementation could lead to repeatedly summarizing overlapping activity. For some cases we saw it consume up to one fifth of the weekly usage per week. Fixed. - Rolling task summaries. Ordinary turns were triggering extra background requests. These added about 1% to token usage. Small each time, but it adds up. We have disabled this. - MCP. Some tool results could be encoded twice. We also found tool instructions getting cut off and fetched again. Fixed. We’ve also made architectural changes to prevent these from regressing and our teams will get paged if it happens regardless. We are also working on showing you directly in the app where your usage goes so you don’t have to guess. Goes without saying that we’re resetting usage limits and I hope you enjoy a very nice Saturday!

🔴 NHC bumping chances on Tropical Wave to 70% red tonight. General nudge north expected as it heads west. Many curve close to Bermuda. Some fizzle with dust and shear. Plenty of time to watch. spaghettimodels.com

“Looks Rare” paying for the day early on! Great to be back at @ArapahoeParkRac

Just recorded a 3 hour interview with Ian Cummings. We discuss everything from Madden, EA’s sale, AI ethics, and even P52s and quantum immortality! And of course, we wrap it up with Madden 05 gameplay breakdowns 😎