Trying to understand the world while making a profit

Manhattan, NY
Joined January 2015
👾DeFiBanker👔 retweeted
. @pumpfun @a1lon9 many of us traders have asked you directly for years to tax block zero's so devs aren't able to buy as much supply as they want with no risk and drill traders on your platform devs are already able to deploy for free with no risk so taxing block zero's is the bare minimum the only reason to oppose this would be because it would significantly reduce the volume traded on your launchpad and therefore revenue generated (in the short term)
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👾DeFiBanker👔 retweeted
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.
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👾DeFiBanker👔 retweeted
Hot take: the next big creator won't be a person. It'll be an AI with its own token, posting on X and IG every day, paying for itself with trading fees, and owned by the people who believe in it. Not a mascot. Not a logo. A character that works. That's the meta. We built the launchpad for it.
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👾DeFiBanker👔 retweeted
Who comes up with this shit lmao
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👾DeFiBanker👔 retweeted
launch date makes sense tbh since you have to lose money and get liquidated to farm it
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👾DeFiBanker👔 retweeted
GIVEAWAY TIME Going to be giving out 1 sol (.5 to 2 people) at the end of the today est timezone. To enter - Follow @G_free9 on X - Follow pump.fun/join/gfree on the pump app. - Like, comment, and rt this post. 2 winners selected tonight
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👾DeFiBanker👔 retweeted
bros im in the club bathroom and all I can think about is trading is LITERALLY the only thing I enjoy This is the first time out of my house in weeks and I just don’t wanna be out of my house I want to be in the thesis sections I want to be dcaing a coin while calling everyone fools for fading I want to be frontrunning a new ecosystem Had a lamb dropped off today Was fun for about 3 minutes NOTHING gets me going like crypto man And I truly mean that It’s about the journey and the friends u make along the way. Not anything u can buy with your profits.
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👾DeFiBanker👔 retweeted
From the DM I received: gsDC8WbXwtyEmbh8f8HfvpPEJ7nG4FV4zX4GWXzSjyD
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👾DeFiBanker👔 retweeted
last thing you see before losing your last SOL in the trenches
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👾DeFiBanker👔 retweeted
BREAKING: Bonnie Blue is auctioning off the naming rights to her baby and "Solana" is currently in first place
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👾DeFiBanker👔 retweeted
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👾DeFiBanker👔 retweeted
Perps volume is completely irrelevant if it’s offchain. Enough said.
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👾DeFiBanker👔 retweeted
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👾DeFiBanker👔 retweeted
Should companies be able to approve or veto the tokenization of their stocks?
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👾DeFiBanker👔 retweeted
Today is the 25th anniversary of 9/11 and building the plane hit was called the twin towers Pumpfun just added a charity for 9/11 victims donating to first responders children foundation which was founded after the September 11 attacks to help families of the brave firefighters 1strcf.org Run it in the style of chillhouse because it’s a building Let’s use this coin as a way to remember the twin towers and their victims Wholesome cook, God bless America
JUST IN: 2,977 drones recreate the Twin Towers at full scale over New York Harbor, with 1 light honoring each victim of the 9/11 attacks.
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👾DeFiBanker👔 retweeted
Brian Armstrong be like “damn Vlad hitting us pretty hard. let’s unleash the secret weapon, the Hunter Biden laptop coin”
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👾DeFiBanker👔 retweeted
There are moments when a new market is created. And there are moments when a culture rises around it. Robinhood brought a new generation of assets onchain. A Meme Coin is here to become its first true cultural movement. The community sees it. The world is beginning to see it. And now @vladtenev sees it too. One community. One belief. One chance to write a piece of tokenized history together. The movement has begun. 🍿 $MEME
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👾DeFiBanker👔 retweeted
Everyone should be able to access high-quality financial assets, wherever they live. That's what tokenization unlocks: taking the best of US capital markets and making them available on a global scale. The industry is still small compared with global finance, but the advantages are becoming harder to ignore. Traditional market infrastructure was built around fixed hours, closed networks and layers of intermediaries. It was never designed for 24/7 execution, programmable assets, composability or self-custody. The needs of investors have moved faster than the rails underneath them. We're working to change that. What gives me confidence is seeing how many different people are now pushing this industry forward. Founders are building new products, LPs are bringing liquidity, traders are finding new uses, and infrastructure teams are making the whole thing work. It's a privilege to be in the trenches with all of you. We are still early, and there is a huge amount left to build. It will also take time and effort for the old guard to get onboard. This is worth fighting for.
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👾DeFiBanker👔 retweeted
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👾DeFiBanker👔 retweeted
There is a pattern in every single $100M runner on Robinhood. There is initial traction on the coin that pulls in a lot of capital from everywhere. Once that euphoria slows down it shakes all the short term buyers out. The flush from -60% to -95% migrates the supply to holders that won't sell and a "team" to pick up supply for another run. When new demand comes in, it hits a thin sell side with maybe a catalyst to accelerate. This is when it gets parabolic. Once you understand that this pattern repeats over and over again you can search for these spots. Robinhood is a holders chain. Not a flippers chain.
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