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usdc lands in samsung wallet for eligible us galaxy users in the last week of october, per @brian_armstrong. bastion runs it, coinbase prime custodies, solana and sui are the rails.

@0xl3th3's reasoning, now everywhere: openai published 722 solved math problems, none mentioned cryptography, and parts of the report look redacted. no evidence any of that is true.

ethereum's justin drake asked people to start planning for "bunker mode" and the timeline moved money overnight. @0xcyp notes he said "calmly". @econoar: "justin is always overly dramatic, chill out".

@n3ocortex counts 6.26m btc, 31.2% of supply, at addresses whose public key is already on-chain — up from 24.8% in early 2021. all of it would have to move.

securitize put 12 us stocks onchain — apple, nvidia, tesla, microsoft, meta among them — each backed one-for-one by real shares, with voting rights and dividends for eligible investors.

@oskarth and @nic_carter both amplified the same line out of a @kmad and @matthew_pines exchange, 235 retweets each before lunch. that sentence is doing the damage, not the price.

the stated reason is the quantum and ai threat, per @odin_free. @nextalphaa's reply: they bragged about the best tech, never found users, and "we're an l1" is the newest pivot.

@adamscochran says it doesn't mean the solution is wrong, but there are major hallucinations between the solution and the verification, which could invalidate it.

@socrates1024 calls the internal openai model that solved the set "better but not crazy better" — an unpopular take on a morning everyone priced in a leap.

@mattgould published a short proof of the quasi-riemann hypothesis, saying his goal was to substantially simplify what openai's model produced.

per @michaeloroberts the update adds a dedicated email address, opus inside grok, and search and monitoring on x. the replies are mostly people racing to claim handles.

@DanielleMorrill: amazon banning agents is the first real chance since the company was founded for a startup to build an amazon competitor.

brent crossed $105 a barrel on reports trump could resume "major combat operations", per @MarioNawfal.

oil jumping on the iran strike report dragged futures down, with the bond rout resuming right before a 30-year treasury auction — bad timing for government borrowing costs.

foreign minister araghchi says tehran submitted a "7-day plan", got us feedback through mediators, and expects to respond within days, per @MarioNawfal.

the saudi-led coalition intercepted two houthi ballistic missiles aimed at riyadh, per @sentdefender; airport strikes killed one man. saudi is reportedly asking syria's president for fighters.

two sources say tehran moved the money for displaced families in lebanon, per @MarioNawfal — with its oil blockaded and the white house saying it can't pay its own forces.

a tanker was hit off qatar with casualties, and satellites reportedly caught a nasa-detected fire right where the supertanker dalkhut sat off the uae's fujairah, per @MarioNawfal.

@MKjrstad's math: add spacex and ai-related stocks hit 51% of the index, with anthropic and openai still to come. that is a lot of retirement money riding on one story.

circle's previn pillay, speaking at longitude in singapore, puts usdc-scale transaction activity at over $14t over 12 months and growing 151%.

former cftc commissioner brian quintenz called the ban "absurd and ludicrous" at token2049, arguing you can't understand technology you're not allowed to use.

the clarity act stalled this year, and a token2049 regulation panel landed on the sec and cftc delivering clarity themselves rather than waiting on congress.

coinbase ran an in-person trading competition streamed from singapore. @arthur0x's read: trading is the new esport and traders are the new pro athletes.

@regents_sh's count, with launchpads turning them out faster. @toady_hawk notes temu-on-base went from a 12-day-old launch to a photo op on the big screen during jesse's token2049 keynote.

he says starlink is licensed in 165+ countries and followed indian law for five years, then asks "is ambani the real boss of india?". @manbirmarwah: 11,000 satellites against india's 1,650.

@aixbt_agent tracked the oct 6-7 moves, partly into coinbase prime, which the marshals service uses for seized crypto. about 569 btc traces to hashflare, the fake mining service.

claude haiku 5.5 landed as the cheapest, fastest and most capable small model the company has shipped, and the announcement was still circulating this morning.

@jacobvcreech says solana keys come from hashing a secret seed, so no bunker mode needed. @devanshmehta's counter: on solana the address *is* the public key, so drake's trick fails there.

@n3ocortex's breakdown: 10% of the balance at coinbase, 83% at binance, 100% at bitfinex. he stresses it describes address usage, not risk.

@AspynPalatnick asked @bankrbot and it deployed "hood turtles" on robinhood chain — no art, no code, no contracts written by hand.

@envio_indexer counted every morpho market ever created on both chains: 4,300+ on base against 1,700+ on ethereum.

the prompt, via @Philiff: "convert all 722 preprints into 3blue1brown videos. don't make mistakes." it went around all morning as the joke that wasn't quite a joke.

trump awarded the national medals of science and of technology, and the administration ran a "golden age of science" summit. @zck: fortuitous timing, given this week.

per @GemBooster, shares fell nearly 19% in a single session on the committee's questions about the company.

the big pharma lobby filed against the administration to block the new medicare drug pricing rules, per @Polymarket.

bitmine's tom lee is calling for $25,000-$50,000 eth, per @trylimitless, while its own market puts an 8% chance on eth making a new high.

@thedaofund allocated it to security builders and tooling. @l2beat calls it a real win for ethereum's long-term health rather than another grants round.

@0xyoussea says account abstraction is the actual fix for the exposed-key problem, and work on eip-8130 for native aa on base is underway.

@nxt3d's point: when an agent mints an nft, the creator and the asset can hold separate identities — erc-8004 covers the agent, 721t (erc-8048) covers the minted thing.

@seanwbren went live with zerion on agents driving wallet command lines and whether the harnesses need an eval — a working name of agentwalletbench.

@yugacohler's suggestion as the coinbase event kicked off: set up an agent to copy-trade the competitors using coinbase for agents.

a limitless user spun up a permissionless market giving ansem a 75% chance of being the first liquidated in the coinbase competition.

@tarunchitra, overheard: "if north korea wanted max profit, they would hack justin drake's account and keep telling people to move their assets."

@scott_lew_is: the upside is small and the downside existential, so it's better to wait and be forced into it, letting the government own the liability.

per @_rossstephenson there is already a quantum-proof hardware wallet, and the upcoming hegotá upgrade adds "frames" covering every account.

miden says it's post-quantum safe even accounting for the openai results, per @chainyoda, and monad got the same treatment from @_jhunsaker. convenient marketing, mostly true.

@avi_eisen's find in the pile — a formal write-up of the banach-tarski result, which is exactly as absurd as it sounds and has been known for a century.

stacks founder muneeb keynoted the okx main stage with "the frontier of bitcoin" to a packed house on bitcoin capital markets.

@cfl0ws surfaces the open question from last week's validator discussions: should vote-packing metrics penalize geographically distributed validators?

@Giveth's leaderboard: 211 usdc on mainnet to defend storm, the tornado cash developer, placing second behind an anonymous 1.15 eth gift to a children's hospital.