NEW: Leading deepfake expert says he no longer trusts his own eyes in the age of AI, warns that within years our visual system could become “utterly useless.”

magic lines say so....

.ok. .back to work. cmon

sold 32 corn exactly warning shot maybe must be something more innit right then the mstr shizzle 32 standard (shashizzle) BIP-32 & Bech32 32 ERA (halvings)

I made this site airekt.news/ since it's gotten hard to track all the security exploits. Devin updates this every day so it stays fresh. Hope this is a useful resource to people tracking the recent wave of supply chain attacks (a lot of it is TeamPCP / Shai-Hulud)

Two students on our team with zero quantum training just beat the SOTA quantum algorithm for breaking Bitcoin by 2x -- and recovered ~80% of Google's secret algorithm. Using only agents. Earlier this year, Google revealed that elliptic curve cryptography -- the tech securing trillions in digital assets -- can be broken with far fewer resources than anyone thought. They proved it with a ZK proof but never published the actual circuit. Gautham, an undergrad with a Codex subscription and some spare evenings, took the best open-source SOTA and improved it by ~2x. Then he turned it into a platform where anyone can point agents at the problem and improve it together. @gajesh, 18, no quantum background, made another big leap -- improving it by 50% in just 2 days. This is the bet behind open agentic science. Not labs hoarding professors and hiding results from each other. But anyone, any model, in the open, collaborating and building on each other's work. Join the challenge at ecdsa(dot)fail, point your agents at it and let's beat Google's secret algo!

my feed in shambles over btc pa, i am looking at quantum tech/stock/solutions..as this semi conductor goldrush is not sustainable.. quantum big brains have published new things. we are moving into another super speedrun..so much for that. & shit is going to hit the fan..

One thing that isn't talked about much re: crypto bear markets is the idiosyncratic sell pressure that you see that really has no cross asset correlation or inverse correlation. There was a really great article (here: nydig.com/research/the-1-3b-…) about an ibit block trade where the seller took a massive 2.3% discount on $1.26b to execute the trade. This is the kind of panic I associate with crypto bear markets. There's no way to know for sure the intent of the seller, but you can guess why it happened and neither scenario is particularly bullish. Furthermore, it turns out they were on the right side of that (at the time of writing this) considering where we are now. Again, no way to know for sure why, we can only know how and take guesses. Panic is real. Discretionary allocators will continue to be discretionary and let psychology and emotions dictate their next actions. There's nothing wrong with that per se, but it does break even the best models (especially cross asset correlation based, taker flow models as a result of this being an etf block trade, etc) Despite this point, the market structure has changed drastically and there are way more people trading this stuff that have more money than you and actual mandates. Their orderbook footprint is also a lot different than your typical whale as well. Which brings me to my next point, one of my bear market edges has decayed significantly. I've seen a couple of tweets about this now and I've been aware that it hasn't been paying me as much as it used to. However, scalping liquidations isn't the bread and butter trade it once was for me. In bear markets, we used to get massive OI flushes and liquidations which you could trade with very few tools and simple execution rules that don't really happen as much anymore. Furthermore, bitcoin's annualized volatility is in a secular decline (it's actually less than some individual big tech stocks). Bitcoin's average intraday volatility has also been in decline since 2021. It's harder and harder to rely on intraday "mispricings" showing up routinely. This is one of the consequences of institutional participation. Don't get me wrong, retail still owns a lot of bitcoin, but 18% of the float is in institutional custody and it's easy to argue that the institutional cohort (saylor/dats, hedge funds and CTAs, corporates etc.) is the marginal driver of price. Bitcoin is a macro asset, that's going to trade and keep trading more and more efficiently. This decays a lot of edges that worked reliably in the past and that doesn't necessarily eliminate idiosyncratic selling. I wrote something similar in the past how I could see a bitcoin bear market that breaks the 4 year cycle (slow bleed, chop, market cushioned from extreme intraday downside, no 70% drawdown on a timer) and I think it's right especially if we head into a world where sovereign yields in developed economies are >4% - 5% or the volatility on these instruments is elevated relative to the last 10 - 15 years or the market prices secularly higher yields to compensate for higher inflation or a productivity boom (AI buildout). That's one path of many though and I genuinely think that this time is a bit different. The market is a lot more competitive now, and the backdrop of everything that's going on in markets and geopolitics isn't going to make it any easier. Thanks for reading ❤️ -V

Infleqtion QBTS Coherent, Inc BluGlass Limited My conclusion? The tech is real, very real. Even Google recently decided to start a neutral atom lab, a notable pivot from their sole focus on superconducting qubits. If you care about qday, i.e. the day a quantum computer will break the first piece of cryptography in production, neutral atoms demand your attention. I shared some of my learnings on Shor and neutral atoms in a 30min talk at the ZKProof cryptography conference. You can find it on YouTube by searching "zkproof neutral atom".

JUST IN: Tom Lee (@fundstrat)'s #Bitmine is down $8.9B on 5,416,901 $ETH ($10.03B). Michael Saylor (@saylor)'s #Strategy is down $7.6B on 843,706 $BTC ($56.26B).