Author Right/Wrong: How Technology Changes Ethics. Optimistic curmudgeon who worries about current trends, syn bio and brain VC, futurist, TED speaker, .
Boston
Joined August 2014
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Not investment grade. No kidding.
Breaking news: Blackstone told investors Anthropic may not receive an investment-grade rating immediately after going public, a reversal from its previous guidance that would complicate the AI lab’s ability to finance its massive spending. ft.trib.al/kxyB4GD
Juan Enriquez retweeted
Ya tenemos la foto completa del hackeo de Binance. Y es mucho peor de lo que se contó anoche: 6.300 millones de dólares. El mayor robo de la historia de las criptomonedas. Cuatro veces el de Bybit.
Os explico lo que ha pasado, porque la historia es de película.
No reventaron ninguna clave privada. Hackearon el portátil de UN ingeniero de Binance. Desde ese portátil accedieron a un contenedor interno del sistema y empezaron a firmar retiradas como si fueran la propia Binance. En una sola transacción contra una de las hot wallets había 50 autorizaciones firmadas. El atacante no rompió la caja fuerte: se sentó en la silla del empleado que tiene la llave.
Resultado: vaciaron hot wallets en DIEZ blockchains a la vez. 200.630 ETH y 185 tokens en Ethereum, 18.270 bitcoins, 233 millones de XRP, más Solana, Tron, Avalanche... La mayor parte de los 6.300 millones salió en apenas 20 minutos.
El detalle que parece escrito por un guionista: dos días antes, Binance había anunciado que acababa de repeler una campaña de hackers de Corea del Norte que usaban falsas entrevistas de trabajo para colar malware. Repelieron el asalto a la puerta y entraron por la ventana del empleado. Hoy TRM Labs y Chainalysis atribuyen el ataque "con alta confianza" a TraderTraitor, la unidad norcoreana del grupo Lazarus. Los mismos de Bybit. Han cuadruplicado su propio récord en 20 meses.
La contraofensiva también ha sido histórica: en menos de 12 horas se han congelado unos 3.000 millones. Tether bloqueó más de 1.500, Circle 823, Ripple unos 200 en RLUSD, y hasta Coinbase, el mayor competidor de Binance, se ofreció a ayudar bloqueando envíos a las direcciones del hacker. La mitad del botín ya está muerto. La otra mitad, en Bitcoin y Ethereum que nadie puede congelar, se está lavando ahora mismo en cadenas de transferencias cada vez más pequeñas.
Binance ha suspendido las retiradas mientras revisa sus sistemas, asegura que los fondos de los usuarios serán cubiertos al completo, y espera reabrir en unas 48 horas. Ese será el verdadero momento de la verdad: el día que reabran, veremos si la confianza aguanta.
Y una reflexión final: el mayor hackeo de la historia no ha tocado la criptografía. Ha tocado a una persona. Las blockchains funcionaron perfectamente. El eslabón débil sigue siendo el mismo de siempre.
A Binance lo hackearon por una nueva estafa que se llama entrevista de trabajo.
Binance tiene mucho software y son más vulnerables, hay más formas de entrar, requiere mayor seguridad.
En el caso de Tangem o Ledger, tu tienes toda la seguridad de la propia blockchain, y no estás expuesto en diferentes servidores ni eres un blanco público de billones de dólares, a no ser que tu la cagues interactuando con algún protocolo que no deberías o comprendo tu wallets ya modificada.
Y es importante que se entienda que han hackeado a Binance, no a la blockchain .
3 C is way understated.
OMG that took nearly half a century 👀 Finally 🔥
EU orders nations to prepare for 3°C warming
New rules will force member states to assign clear responsibility for climate disasters. The initiative aims to protect infrastructure and citizens as Europe heats up twice as fast as the global average. XRwasRight 🔥
euronews.com/2026/10/27/euro…
Juan Enriquez retweeted
几杯黑啤下肚之后，OpenAI CEO 奥特曼在镜头前犹豫了一下最后没忍住，有点失态但又非常真实的吐露了OpenAI 最深的一个秘密，
奥特曼原话是“我其实可能不应该说这个，但既然我们在喝酒，我就说了。”
前几天在ChatGPT新模型把数学家们一辈子的研究难题像切菜一样打穿之后，他兴奋得连熬两夜，却在天亮时陷入了深深的悲伤：
因为他亲眼看着人类依靠肉身大脑探索真理的时代，在眼前彻底死去了😭😭
紧接着，他讲了 OpenAI 内部那个被称为“Model Name-Hold My Beer（看我的）”的疯狂周末。
新模型刚跑通，
一群全世界最顶尖的科学家在内部频道里彻底玩疯了，
大家像是在给神明出考题一样，
把各自学术生涯里积攒了几十年最难啃的研究、横跨各个学科的未解之谜、以及所有人都笃定“机器绝对不可能做出来”的死结，一股脑全扔了进去。
然后，那个模型在所有人面前，像秋风扫落叶一样，接二连三把这些人类智力的终极堡垒全部击倒。
单单一个千禧年大奖难题 Navier-Stokes 方程相关的证明，他们就砸进去了 1000 万美元的算力。
奥特曼坦言，实际跑出来的科研发现，
远比他们对外公开发表的那几百个成果多得多。
他连着两个晚上兴奋得彻夜无眠，
但全场最让人脊背发凉的，是他兴奋之后的心理断崖：
“我也有比预期更多的悲伤和忧郁，以及一种……某种东西正在结束的感觉。”
这绝不是装模作样的公关辞令，而是一个亲眼目睹了造物主降临的人，在废墟上发出的本能悲叹。
过去几千年，人类之所以能昂着头自封为万物之灵，是因为我们坚信肉身大脑里蕴含着不可被公式化的神性与顿悟。
无论工具多么发达，那些最深奥的数学真理、物理规律和科学发现，永远是属于少数天选之子的至高王冠。
但在那个周末，这顶王冠被一排排冷冰冰的显卡机柜，以千万美元的算力成本，暴力且优雅地摘了下来。
最难的命题变成了算力的问题，一生的苦修变成了通宵跑完的代码，
它证明了人类科学探索的上限被无限拓宽，但也宣判了人类纯粹依靠肉身智慧傲视宇宙的时代，正式敲响了丧钟。
那个世界上离超级智能最近的人，手里握着远比展示给外界更多的真理，但他喝完酒后，听起来比任何人都悲伤😭
卧槽，这个真的必须卧槽一下了，币安热钱包被洗劫一空，他们自己的系统，居然主动给黑客的地址硬生生充了 2 个亿进去！
更离谱的是，4 分钟扫光 33 个亿！甚至何一在发推暂停提现的时候，黑客还在后台疯狂提币…… 我做了个视频完整讲解整个过程，
堪称币安史上最大的盗币事件了，热钱包被洗劫一空，他们自己的系统，居然主动给黑客的地址硬生生充了 2 个亿进去！
币安主力热钱包在凌晨被卷走 33 亿美元资产的链上记录全翻出来了，最让人后背发凉的根本不是金额有多大，而是黑客早已摸透了系统的签名机制，
从凌晨 4 点 20 分黑客在链上发起攻击，到主力钱包被全面洗劫，整个链上痕迹暴露出核心签名体系可能早就被渗透了。
大家默认以为交易所被黑客攻击，要么是前端被钓鱼换了地址，要么是内鬼卷款跑路。
但这次链上还原出来的操作，本质上是一场针对以太坊新协议 EIP-7702 的降维收割。
黑客给发送过上千万笔交易的主力热钱包挂上了代理委托，委托一生效，合约就能以钱包的名义随意调度资产，四分钟内第一波 25 亿美元直接归零。
更致命的是自动化流程的滞后，主力钱包被清空后，自动归集脚本依然在机械运转，甚至另一个热钱包还在凌晨 5 点多主动往里面补了 2 亿 USDT，结果 72 秒后就被黑客光速截胡。
4 点 20 分那笔最关键的攻击交易里，一次性打包了 50 个带有热钱包合法私钥签名的授权，这说明黑客手里早就握有成套的合法签名。
留个清醒，虽然稳定币可以通过中心化手段直接拉黑冻结，但黑客地址里趴着的近 20 万个 ETH 根本不受任何机构管控，链上追回难度极高。
最致命的漏洞从来不是代码里多写了一个错别字，而是你引以为傲的自动化防御体系，还在盲目相信一个已经被敌人拿下的签名印章。
Juan Enriquez retweeted
MINNESOTA: “A vacant private prison offered to sell to the state for $75 million… One year later Trump used taxpayer funds to buy it from (BRENTWOOD, TN-BASED) @CoreCivic for $495.6 million…”
Actual fraud in Minnesota. Corruption in plain sight as Trump steers billions to his friends/Republican donors. @MarshaBlackburn
kare11.com/article/news/inve…
Juan Enriquez retweeted
The rich are getting richer, and the poor are getting poorer, per the Federal Reserve
Change in median net worth by income since 2022, after inflation:
Top 10%: +31%
80th–90th percentile: roughly flat
60th–80th: +8%
40th–60th: +8%
20th–40th: -1%
Bottom 20%: -6%
Juan Enriquez retweeted
Orwell's great observation in "Nineteen Eighty-Four" was that to shrink a person's vocabulary is to shrink his capacity to think.
An impoverished version of English removes the mental tools needed to formulate and communicate complex (and dissenting) ideas. Such is the deep, complex relationship between language and thought.
We don't read "difficult books" to say that we've read difficult books. We read them because they expand the boundaries of what we are capable of thinking and feeling — we ascend to their level. Vocabulary helps us to recognize truths otherwise beyond our grasp.
This revelation is worse than you may think. This must be reversed.
I am speechless. Thomas Aquinas College just dropped a study on the rigor of the new SAT.
It compares the 1980/87 test with 2026. The findings should terrify every parent and teacher...
Vocabulary has collapsed.
Old SAT: 70.6% of questions tested vocab.
New SAT: 15%.
The old test forced students to know a wide range of words through analogies, antonyms, and sentence completions. The new test abandoned that. Most vocab questions now just ask students to fill in one blank from context.
Reading passages also got radically shorter (average ~97 words vs 300–340).
The new test uses short expository passages and hands you the necessary background knowledge inside the text. The older tests leaned much more heavily on argumentative and persuasive writing, assumed far more historical, scientific, and cultural knowledge, and penalized students who lacked it.
This is a redefinition of what "college readiness" means.
If you believe that kids should develop rigorous vocabulary, be capable of sustained reading, and possess background knowledge, I have bad news for you. The SAT no longer measures these.
If you want a future where children can actually read difficult texts and construct complex arguments, the SAT must be replaced now.
This cannot go on.
Juan Enriquez retweeted
Look at this graph. It’s a disaster.
A new working paper tracked 26,811 students in China.
Homework scores rose by 18%.
Meanwhile, closed-book exam scores fell by 20%.
This divergence between home performance and class performance seems driven by AI usage:
Among students who never used AI, higher homework scores are associated with higher exam scores.
Among AI users, the relationship switches completely: exceptionally high homework scores are associated with substantially worse exam performance.
*
Paper in the first reply
Juan Enriquez retweeted
FUN FACT: Today’s Binance hack is the largest robbery in human history. Current damage up to $6.1B. God help us all.
Juan Enriquez retweeted
A classic chart to counter the wisdom of crowds idea. US Americans are absolutely clueless about how common things are. They think over a quarter of Americans are Native Americans, one in five Americans is transgender, over a quarter of the population are Muslim, one in five households earn over half a million dollars. The right answer to all of these questions is 1%. They build their worldview on totally incorrect assumptions towards reality. Data literacy matters.
Juan Enriquez retweeted
A year ago, Microsoft, Alphabet and Meta generated $60.7 billion of free cash flow in a single quarter. This summer, $7.4 billion.
They didn't sell less. Revenue grew 19% at Microsoft, 25% at Alphabet and 26% at Meta. What changed is the bill: $125.6 billion in three months for data centers, chips and servers, double what they spent a year earlier. Meta put 54 cents of every dollar of revenue into capex. Alphabet spent $9 billion more than it took in, its second negative quarter in a row, and this morning its stock fell 12%. If it closes down more than 9.77%, it will be its worst day after earnings since going public in 2004.
The detail that worries me most is in Google's search numbers. Search ads grew 12% and still missed expectations. Philipp Schindler, Alphabet's chief business officer, said part of the reason is that AI Mode makes less money per search. So Google is spending record sums to build a product that earns less than the one it replaces.
For twenty years these were the best businesses ever invented. You wrote the code once, sold it to billions of people, and almost every new dollar of revenue fell to the bottom line. AI doesn't work like that. Every answer runs on a chip someone had to buy and on electricity someone has to pay for. Big Tech is turning into something closer to a utility: huge upfront costs, long paybacks, and profits that depend on keeping the machines full.
That can still be a great business. But it is a different business, and investors are only starting to price it that way.
The old moat was code. The new one is cash.
Juan Enriquez retweeted
Il se passe quelque chose…
(De grave à l’échelle mondiale et notamment de l’Hémisphère Nord…)
Juan Enriquez retweeted
Every religion in history has promised miracles and warned of the apocalypse. Anthropic is the first to file both with the SEC.
The kids are not alright
I am speechless. Thomas Aquinas College just dropped a study on the rigor of the new SAT.
It compares the 1980/87 test with 2026. The findings should terrify every parent and teacher...
Vocabulary has collapsed.
Old SAT: 70.6% of questions tested vocab.
New SAT: 15%.
The old test forced students to know a wide range of words through analogies, antonyms, and sentence completions. The new test abandoned that. Most vocab questions now just ask students to fill in one blank from context.
Reading passages also got radically shorter (average ~97 words vs 300–340).
The new test uses short expository passages and hands you the necessary background knowledge inside the text. The older tests leaned much more heavily on argumentative and persuasive writing, assumed far more historical, scientific, and cultural knowledge, and penalized students who lacked it.
This is a redefinition of what "college readiness" means.
If you believe that kids should develop rigorous vocabulary, be capable of sustained reading, and possess background knowledge, I have bad news for you. The SAT no longer measures these.
If you want a future where children can actually read difficult texts and construct complex arguments, the SAT must be replaced now.
This cannot go on.
Juan Enriquez retweeted
BREAKING: Binance has been hacked with wallets across the Ethereum, Bitcoin, and TRON networks seeing outflows of -$5.7 billion.
The hack includes $1.45 billion worth of Bitcoin and $875 million worth of ETH.
If confirmed, this would mark the biggest hack in crypto history.
We expect more information shortly.