BTC2 retweeted
Qiao Wang Explains Why Zcash is Bitcoin's Ultimate Hedge Against Quantum Risk
“Over the next 5 to 10 years, we're going to get a quantum FUD moment every other week.”
“Zcash is basically Bitcoin that adapts. It's agile.”
“Bitcoin doesn't change, while Zcash has a team capable of releasing new upgrades.”
“The threat today might be quantum, but 20 years from now, it could be something else.”
“The hope is that Zcash will continue to adapt to the latest threat.”
BTC2 retweeted
It looks like the debate over the Dev Fund and ZCG is heating up again. Seems like a good time to reshare my thoughts on the topic.
BTC2 retweeted
It's time to turn off the ZCG funding stream.
ZCG has over $125M in funding, and will receive millions more before the spigot is turned off. The program was never designed to handle this amount of funding.
Draft ZIP:
github.com/zcash/zips/blob/e…
BTC2 retweeted
“who should we lay off first”
CEOs:
BREAKING: Microsoft, $MSFT, is offering buyouts to 60,000 workers as part of the company’s efforts to cut costs amid AI adoption, per Bloomberg.
Personnel on select teams in the US, Canada, India, and the UK at a vice president level and below will be eligible.
This reflects ~27% of Microsoft's total workforce.
BTC2 retweeted
.@cameron and @tyler on Cypherpunk:
"The goal is to support the cypherpunk ethos and invest in privacy technologies. It started by buying Zcash, but now we're mining"
"We want to foster privacy-promoting technologies. Technologies that promote the First Amendment, the Second Amendment, the Fourth Amendment. American values"
"It starts with Zcash. But really, anything privacy"
BTC2 retweeted
If your Zcash wallet uses NEAR Intents, each swap you make adds your shielded address to a public ledger. A quantum computer could use this to link all your payments that share the same key.
In Vizor, each swap will get its own key to prevent this.
zakura.com/engineering/quant…
BTC2 retweeted
Lots of people missed this, I think. Soon, @vizorwallet will have quantum-unlinkable swaps, and it doesn't need to wait for a network upgrade. Yet another way it leads the privacy frontier of Zcash right now.
If your Zcash wallet uses NEAR Intents, each swap you make adds your shielded address to a public ledger. A quantum computer could use this to link all your payments that share the same key.
In Vizor, each swap will get its own key to prevent this.
zakura.com/engineering/quant…
BTC2 retweeted
We are announcing three new discoveries in mathematics, computer science, and physics about harmonic analysis, complexity theory, and quantum field theory.
openai.com/index/building-sc…
BTC2 retweeted
OpenAI has announced to three new discoveries in mathematics, computer science, and physics:
- Local smoothing and the Kakeya conjecture
- The Exponential Time Hypothesis is false
- Existence of quantum chromodynamics and completions of the Standard Model
BTC2 retweeted
Introducing zcashskills
Your AI agent might be wrong about @Zcash. It shouldn't have to guess.
zcashskills gives it all the context it needs. One prompt and you're set.
built at @zypherpunks with ❤️
BTC2 retweeted
GOLDMAN:
“.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
BTC2 retweeted
PCBs made in America. Twice as fast as Shenzhen.
Today @CircuitHub is unveiling The Grid, our factory-scale robot in Massachusetts that builds circuit boards on demand.
No changeovers, no per-design setup. Prototypes and production batches, fully automated.
BTC2 retweeted
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected.
Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions.
Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent.
But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models?
We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem.
Read the full report: cohere.com/blog/concerning-b…
BTC2 retweeted
Today, we announce Zcash JS, the ultimate JavaScript Swiss-knife for building anything with Zcash.
This allows you to build a Zcash application for the web, server, or mobile, safely and securely, with top notch DX.
What can you build with it?
Anything, from wallets, light client, data dashboards, to anything that you can imagine.
We are committed to actively maintaining it and building an ecosystem of toolings and libraries around it.
Give it a try, links in the comment 👇
BTC2 retweeted
My quick takeaways on the Anthropic S-1:
(as a founder of an AI company)
1. Focus. They explicitly say they're not focusing on image and video generation. That compute goes to coding and agents. As a founder, can you honestly say you're this focused?
2. 900% net revenue retention is INSANE. Which means a company paying $100K can pay upto ~$1M. For context: the best software companies sit around 150% NRR (Figma at 130%, Linear at 170%)
3. Seat-based pricing is dead. 80% of their revenue comes from usage, not subscriptions. Enterprise users without Claude Code spend under $75 a month, and the top 5% users on Claude Code spend ~20x that. People pay for work done, not logins.
4. Anthropic's sales & marketing spend went from $120M to $3.2B in a year. Wild! Even the world's best product-market fit needs a big distribution push.
5. API and applications reinforce each other. This is the most powerful product architecture in 2026. ElevenLabs' API supports its agents product. DeepL's translation API supports its translation products. Build a core AI API that powers your product layers.
6. 90%+ of their code is now written by Claude. This is a classic example of great dogfooding. If your team isn't living in your product, your product isn't good enough.
7. 48% of revenue comes through cloud marketplaces, but they still own the customer contract. We should all take integrations and plugins a lot more seriously.
8. They openly say they compete with their own customers, and increasingly so over time. They're now competing in categories like docs (Notion), design (Figma), and motion (After Effects).
BTW, quick fact: Anthropic was founded after VEED 😓😆
Wild to see how far you can go in 5 years...
All I can say is..
IT'S TIME TO BUILD!
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
