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🇮🇱Asaf Modelevsky
7.3K posts


@dmweisberger Another tool in the toolchest
Ao Nang, Thailand 🇹🇭 English

Doesn't this solve the perceived existential risk to Bitcoin?
If not, what am I missing?
(I do not think the risk of lost / old Bitcoin in unupgraded wallets is remotely existential)
github.com/avihu28/Quantu…
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@Julian0julian0 @Brxrp צפון קוריאה מצליחה להלבין את רוב הביטקוין שלה
Ao Nang, Thailand 🇹🇭 עברית

@Brxrp אבל זה לא נכון אחי
ארנקי ביטקוין נחסמים על ידי
Chainalisys על ימין ועל שמאל
זה אומר שהכלכלה של הארנקים בסנקציות מקבלת גדר והביטים האלה לא יוכלו להיות מוזנחים בשום בורסה גדוחה או שירותי סוואפ רשמיים
עברית

🏛 האם הניסוי הגדול והאמיתי של הקריפטו התחיל מ- "המזרח התיכון החדש"?
בעוד העולם מנסה לעכל את הסכמי הפסקת האש
איראן מדיעה כי מעבר מכליות נפט דרך מיצרי הורמוז יתבצע בתשלום ביטקוין בלבד.
2 מיליון דולר לספינה.
וזה שינוי מאקרו וניסיון אמיתי להשתמש בביטקוין ככלי סחר עוקף סנקציות.
למה זה חשוב?
ביטקוין הוא נכס חסין צנזורה, ללא גורם מרכזי שיכול להקפיא או לחסום עסקאות
כמו מטבעות קריפטו יציבים מגובים בדולר מסוג: USDT USDC.
במקום שבו מערכות פיננסיות נשלטות, זה הופך ליתרון קריטי.
אם המהלך יתממש, מדובר גם ביצירת ביקוש אמיתי מצד מדינה, והאזרחים שלה מפני מטבע קורס,
מה שיכול להזרים ביקוש חדש למערכת הבלוקצ'יין מחוץ לדולר.
וזה בדיוק הנקודה:
קריפטו מפסיק להיות רק השקעה -
ומתחיל להיבחן ככלי תשתית עולמי.
-
⚖️ חברים לכל מטבע יש 2 צדדים...
ולכל טכנולוגיה יש כמה שימושים:
סכין עוזרת לך לחתוך סלט, וסטייק?
אך גם יכולה לשמש ככלי הריגה.
גם כפית אגב...
כנ"ל רכב - מסיע אותך בנוחות ממקום למקום, אך גם יכול לשמש ככלי דריסה.
טלפון עזור לך לתקשר עם העולם, ליצור וללמוד?
או לגלול זמן חיים יקר למוות...
השאלה היא לא מה הכלי - אלא איך משתמשים בו.
#יין_יאנג
עברית

@exploglin @Brxrp Bitcoin is for enemies
Ao Nang, Thailand 🇹🇭 English

@Jamshed_Memonn @dannydeezy Who cares about those keys? Why people can't just mind their own keys?
Ao Nang, Thailand 🇹🇭 English

@dannydeezy Paper doesn’t solve anything . Public keys of satoshi era are already public .
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@the_fat_pitch What does it have to do with Bitcoin?
Ao Nang, Thailand 🇹🇭 English

@asafmod They are building quantum resistant hardware directly on chip
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$GOOG not long ago published a paper that validates quantum risk and the need to face it ASAP. Here's some interesting takes on what it means for crypto and why we hold $LAES.
$BTC proves ownership using ECDSA (Elliptic Curve Digital Signature Algorithm). When you send $BTC, your wallet signs the transaction with a private key. The public key is visible on-chain. The entire security model assumes no one can reverse-engineer the private key from it. Quantum computers cracks that assumption.
Breaking that encryption now requires <500K physical qubits — 20x fewer than Google's own 2019 estimate. This reduction came from engineers optimizing circuit design, error correction, and qubit layout. Engineering progress is continuous and predictable.
The numbers are hard to ignore:
→ Deriving a private key takes ~9 min. Bitcoin's block window is ~10 min. Accounting for network delays and variable block times, that gives an attacker a ~41% success rate at hijacking a live transaction before it confirms.
→ ~6.9M $BTC (32% of supply) already has exposed public keys from wallets that previously sent transactions. Those keys are permanently on-chain. No race against the clock, a quantum attacker can crack them whenever.
2029 is the migration deadline (we talked about it in another post x.com/the_fat_pitch/…). $LAES (SEALSQ) post-quantum hardware, certificates, and cryptographic trust anchors are exactly what this transition demands.
We've covered $LAES exposure to drones and satellites before — crypto infrastructure is another validation of their first-mover positioning.
We hold $LAES.
Google Quantum AI — "Resource Estimates and Mitigations" (March 31, 2026) quantumai.google/static/site-as…
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@the_fat_pitch Ok, so how these quantum stocks related to this?
Ao Nang, Thailand 🇹🇭 English

@asafmod Not at all just to make aware that also crypto might encryption might be cracked by quantum sooner than expected
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@david_eng_mba You can always reduce the floor in case it doesn't fit
Ao Nang, Thailand 🇹🇭 English

Bitcoin’s floor has compounded at ~32% per year over 10 years.
What commodity markets taught me about Bitcoin:
Constant trading is a losing game.
You build wealth by owning scarce assets bought at a discount.
BTC now: $68,350
Power-law trend now: $127,731
Robust floor now: $57,283 (P10, most robust)
Power Law trend reaches $1M in ~7 years.
Robust floor reaches $1M in ~11 years.
That is a 10-year CAGR of ~32% per year for both the floor and the trend.
Price is volatile but the underlying structure is not.
That is the real signal not the headline price.
Volatility is the distraction.
Compounding structure is the signal.

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@idobitcoin2 They don't trust, they verify. Except for God, where they blindly trust without verifying.
Ao Nang, Thailand 🇹🇭 English

@techexe There were at least 2 downtime incidents
Ao Nang, Thailand 🇹🇭 English

@YourFriendAndy - there was a pendemic in 2020
Ao Nang, Thailand 🇹🇭 English

@JM_speakss When you stop looking at the price.
If you have a wound, it won't heal until you stop staring at it.
Ao Nang, Thailand 🇹🇭 English

The information war is already over.
You just didn’t realize you lost.
AI is now flooding the internet with synthetic “truth” at a scale no human can compete with. Not to inform you…but to overwhelm you.
Because once you start questioning everything….you stop trusting your own mind.
And when you don’t trust your own mind anymore?
You’ll accept someone else’s version of reality.
Tell me I’m wrong.
So that has me thinking…
What do you think is one thing that AI will never truly replace?
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@ChrisMMillas Maybe, but like all religions it is covered in layers and layers of self-deception.
Ao Nang, Thailand 🇹🇭 English

The most important and profound revolution right now has nothing to do with Bitcoin.
It has nothing to do with robotics.
It has nothing to do with even AI.
It has everything to do with the increasing interest in spirituality and our growing understanding of and relationship with consciousness and the accelerating global awakening that is unfolding in real-time.
The world is waking up.
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@DBCrypt0 Two options to protect against it:
1. Use fiat or Ethereum (which are reversible in case of hack)
2. Use Bitcoin (where there is no human you can hack)
Ao Nang, Thailand 🇹🇭 English

The most insane long game hack of all time!
North Korea built an entire trading firm
Conference passes
In-person meetings
Multiple countries
Half a year of Telegram messages and working sessions
Even $1M of their own capital deposited to look legitimate
Then when all the pieces were in place they stole $280M
Drift just released the full incident background and it’s wild!
Fall 2025: A "quant trading firm" approaches contributors of Drift at a major conference.
They Follow up in person across multiple countries. Technically fluent. Verifiable backgrounds. Typical trust building stuff.
December-March: They onboard a real Ecosystem Vault and attend working sessions
They even deposit $1M to further build ‘trust’
The long con had set in and by early 2026, these weren't strangers anymore
They had now built a 6-month working relationship
Then they share some repos which is routine stuff
The attack vector: a VSCode/Cursor vulnerability flagged by the security community throughout late 2025. Opening a file was enough. Silent code execution. No prompt. No warning. Nothing.
The moment the exploit fired, every Telegram message and trace of malware was scrubbed clean
No record or trace left
Every team managing meaningful TVL is a target and no one is safe from professional jobs such as this
Six months of infiltration and a trusted relationship, not just a sketchy email link
The bug is patched but the real attack vector was the relationship and patience
How do you protect against that? 🤯
Drift@DriftProtocol
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Samson nails the most critical point the fiat media ignores: if quantum computing actually cracks classical encryption, the entire centralized banking system collapses instantaneously. Bitcoin’s decentralized node network is the only thermodynamic architecture capable of migrating to a post-quantum standard while the legacy system burns. The panic is a manufactured psyop.
Simply Bitcoin@SimplyBitcoin
SAMSON MOW: “Quantum is a nothing burger... I think it’s just FUD. People are trying to manipulate the price down.” “Quantum computing is not a threat, and it won’t be for 10 to 20 years.” “Bitcoin will be able to react far quicker than the financial system.”
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@gilileoB @eyalredler אמר, והכניס ידיים לכיסים של כולם (הדפיס כמות אדירה של פסו).
Ao Nang, Thailand 🇹🇭 עברית

USDC represents over 50% of stablecoin supply on solana and is the defacto stable for defi
during the drift hack, @circle had 6 hrs to freeze funds, but they did nothing
in fact, NK hackers probably knew they wouldn't do anything
meanwhile, @USDT0_to were able to freeze their solana cross-chain infra within 90 min of the hack
worth asking why USDC has maintained such dominance on solana, also considering that a huge chunk of that rev actually goes to coinbase/base
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@amnonsadeh @Tamishsh נחמד שאפילו העענים נראים באותה צורה ב-2 התמונות
Ao Nang, Thailand 🇹🇭 עברית










