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The true test of any organizational paradigm or collective consensus building effort is this:
Does it make the whole more intelligent than the one, or less?
Do people get better when interacting with the system? Or worse?
It's really that simple, and that hard.
Who was that guy that predicted a big cyber incident happening soon with a follow on crackdown on open source AI like two
weeks ago or so?
And many of the exploits come out of OAI, and somehow arrived before the fixes...
idk.. maybe I am getting paranoid.
Likely.
For those thinking about running DeepInfer out of your garage...
Smallest cost-effective config according to their docs is ~2 full racks of B200...
So 270kW of power draw, without cooling, and $6M....
Need big garage.
Raphael Spannocchi retweeted
“Banks could engage in pro consumer behavior to stay competitive”
Banks could slow stablecoin growth by paying savers more, BIS paper finds
coindesk.com/business/2026/1…
Congratulations @stablecoinapp on being in the @reserveprotocol pilot seat now.
Exciting times ahead with a real distribution wedge and @Uglycash gaining 33% user in a single month as a result. $RSR.
Higher
Tested @omarchy on a ZBook Fury G7 I have and ... desktop linux is far away from consumer ready
tons of friction, config files, boot issues, dhcp issues, etc
sad. it's delightful otherwise
On agentic shopping - since @patrickc had a good thread on this yesterday -
asked grok which mic the bright blue mic in this pic of Alex Wang was.
it said: it's a professional dialogue mic with a wind screen. two rounds of asking, no improvement.
since I was a sound engineer about a decade ago I had a hunch it might be a Schoeps CMIT. Very desirable digital shotgun mic.
Which it is. Very recognizable because of its unique color. And around 6k
We're nowhere close to agentic shopping.
Plato's allegory of the cave is as poignant today as ever
Plato argued that humans see but the shadows of eternal forms, like cavemen watching shadows of the reality dancing in front of the cave's entrance.
That sentiment is echoed in many traditions from Buddhism to Christendom.
Now there's another layer where people who stare into a screen all day believe that programmatic utterances rsembling humans are in fact "conscious"
This is delusional
Raphael Spannocchi retweeted
Doomerism approach is never a helpful framing, even if it starts with "calmly" and with best intentions.
What we need is risk assessment, practical timelines, and actionable plan.
AI is starting to overturn some of the long-held assumptions on mathematical complexity. At the same time risk of more intelligence applied to these problems yielding new surprising results is growing. But so far, we haven't seen practical security timelines for elliptic cruves materially changing. It's important for crypto space to keep vigilance and flexibility, but speculating about specific "months" timeline creates an unnecessary panic.
Going "bunker mode" is not practical nor a safe approach given how complex it is in operations. We can have better approaches here, for example by recording recovery PQC keys in parallel on application level.
Better approach is making sure that blockchains and tooling around them is designed with cryptographic agility in mind, allowing to evolve cryptography and let users easily update without sacrificing user experience.
NEAR account model was design with this in mind from the start - ability to manage and rotate keys, add and remove supported cryptography.
NEAR already supports post-quantum ML-DSA and we are planning to add hash-based cryptography too over time.
User can just rotate keys on your accounts without needing to move anything or have a complex operations.
Industry should accelerate post-quantum readiness, not because we have updated timelines, but because upgrading cryptography should be a routine operation, not a crisis response.
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.
Hey @starl3xx. Love Sweeter.
Couple remarks: For you is actually a live feed for me there though, meaning a new post gets displayed every half second drowing lower posts.
It randomly beeps whe I type, dunno why?
And window has not enough padding up top.
Raphael Spannocchi retweeted
Meet Mistral Large 4, aka Le Chonk.
• 1T parameters, natively multimodal. 49B active.
It is the best open weights model from US or Europe on aggregated benchmarks.
• State-of-the-art on critical workloads, including cyber defense, manufacturing and finance and it surpasses closed frontier models on visual grounding.
• Forged in Europe end-to-end and is deployable from Europe via our own Mistral Cloud infrastructure.
• Available to all via API today. Working with cybersecurity partners privately.
Open weights release end of October.
🤖 Made with AI
Have to say: If you do occasional on-chain sleuthing and need a really fast, reliable RPC that doesn't break the bank @Alchemy 's pay as you go plan is as good as it gets!
Raphael Spannocchi retweeted
The funds from the $3.8M NEAR Intents hack were sent back in full.
We are stopping the investigation.
Please use bug bounties instead of disrupting the services.
It's pretty crazy that the QWERTY keyboard - which was invented to slow down typing so that mechanical typewriters don't jam - is now standard whereas Dvorak - invented so the most common letters are closest to your fingers so you can type faster - is a non starter
en.wikipedia.org/wiki/Dvorak…
Raphael Spannocchi retweeted
We’re excited to welcome Kay Tyurin as Aragon’s new CTO.
Security has always been at Aragon’s core. We welcome Kay’s leadership as we double down on secure execution, drawing on his background in cybersecurity, cryptography, and onchain infrastructure.
Welcome to the team, Kay!













