Elementzx.S◎L
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Elementzx.S◎L
@Elementzx2
$SOL OG. just trying to be happy, healthy & rich.
Solana Katılım Mayıs 2021
2.8K Takip Edilen13.5K Takipçiler
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Strategy has acquired 17,994 BTC for ~$1.28 billion at ~$70,946 per bitcoin. As of 3/8/2026, we hodl 738,731 $BTC acquired for ~$56.04 billion at ~$75,862 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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Now, the quantum resistance roadmap.
Today, four things in Ethereum are quantum-vulnerable:
* consensus-layer BLS signatures
* data availability (KZG commitments+proofs)
* EOA signatures (ECDSA)
* Application-layer ZK proofs (KZG or groth16)
We can tackle these step by step:
## Consensus-layer signatures
Lean consensus includes fully replacing BLS signatures with hash-based signatures (some variant of Winternitz), and using STARKs to do aggregation.
Before lean finality, we stand a good chance of getting the Lean available chain. This also involves hash-based signatures, but there are much fewer signatures (eg. 256-1024 per slot), so we do not need STARKs for aggregation.
One important thing upstream of this is choosing the hash function. This may be "Ethereum's last hash function", so it's important to choose wisely. Conventional hashes are too slow, and the most aggressive forms of Poseidon have taken hits on their security analysis recently. Likely options are:
* Poseidon2 plus extra rounds, potentially non-arithmetic layers (eg. Monolith) mixed in
* Poseidon1 (the older version of Poseidon, not vulnerable to any of the recent attacks on Poseidon2, but 2x slower)
* BLAKE3 or similar (take the most efficient conventional hash we know)
## Data availability
Today, we rely pretty heavily on KZG for erasure coding. We could move to STARKs, but this has two problems:
1. If we want to do 2D DAS, then our current setup for this relies on the "linearity" property of KZG commitments; with STARKs we don't have that. However, our current thinking is that it should be sufficient given our scale targets to just max out 1D DAS (ie. PeerDAS). Ethereum is taking a more conservative posture, it's not trying to be a high-scale data layer for the world.
2. We need proofs that erasure coded blobs are correctly constructed. KZG does this "for free". STARKs can substitute, but a STARK is ... bigger than a blob. So you need recursive starks (though there's also alternative techniques, that have their own tradeoffs). This is okay, but the logistics of this get harder if you want to support distributed blob selection.
Summary: it's manageable, but there's a lot of engineering work to do.
## EOA signatures
Here, the answer is clear: we add native AA (see eips.ethereum.org/EIPS/eip-8141 ), so that we get first-class accounts that can use any signature algorithm.
However, to make this work, we also need quantum-resistant signature algorithms to actually be viable. ECDSA signature verification costs 3000 gas. Quantum-resistant signatures are ... much much larger and heavier to verify.
We know of quantum-resistant hash-based signatures that are in the ~200k gas range to verify.
We also know of lattice-based quantum-resistant signatures. Today, these are extremely inefficient to verify. However, there is work on vectorized math precompiles, that let you perform operations (+, *, %, dot product, also NTT / butterfly permutations) that are at the core of lattice math, and also STARKs. This could greatly reduce the gas cost of lattice-based signatures to a similar range, and potentially go even lower.
The long-term fix is protocol-layer recursive signature and proof aggregation, which could reduce these gas overheads to near-zero.
## Proofs
Today, a ZK-SNARK costs ~300-500k gas. A quantum-resistant STARK is more like 10m gas. The latter is unacceptable for privacy protocols, L2s, and other users of proofs.
The solution again is protocol-layer recursive signature and proof aggregation. So let's talk about what this is.
In EIP-8141, transactions have the ability to include a "validation frame", during which signature verifications and similar operations are supposed to happen. Validation frames cannot access the outside world, they can only look at their calldata and return a value, and nothing else can look at their calldata. This is designed so that it's possible to replace any validation frame (and its calldata) with a STARK that verifies it (potentially a single STARK for all the validation frames in a block).
This way, a block could "contain" a thousand validation frames, each of which contains either a 3 kB signature or even a 256 kB proof, but that 3-256 MB (and the computation needed to verify it) would never come onchain. Instead, it would all get replaced by a proof verifying that the computation is correct.
Potentially, this proving does not even need to be done by the block builder. Instead, I envision that it happens at mempool layer: every 500ms, each node could pass along the new valid transactions that it has seen, along with a proof verifying that they are all valid (including having validation frames that match their stated effects). The overhead is static: only one proof per 500ms. Here's a post where I talk about this:
ethresear.ch/t/recursive-st…
firefly.social/post/farcaster…
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@IncomeSharks yea it honestly feels good even if painful
i'll take -20% days over months of chopping in a 10% range
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@trader_koala @avantisfi great video with very clear explanations!
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Day 33
Been quiet the last 11 days because I was very busy irl and the market was completely disgusting.
Atp im convinced the MMs hate me because I had buy orders for $BTC & $ETH at $74500 & $2150 and both of them got front runned by a few dollars.
Obviously my bullish ideas got invalidated unfortunately and my plan now is basically to accumulate BTC and ETH for as long as this bear market lasts (which I don't expect to be a normal long one)
Will continue to be active again and post some charts starting tomorrow!
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Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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@exitpumpBTC Of course it does after missing my buy limit order at 2150 by a few dollars
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@Tradermayne It won't.
The range bull case is invalidated.
75.3k is next.
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@fejau_inc I think you should write an article explaining all this about QE I really am curious to understand it more thoroughly
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Lotta folks coming to this realization now.
I don’t know how much they’d realistically get the balance sheet any lower from here, but I think balance sheet expansion above GDP growth is sooo far from being likely, and QE is a pipe dream
fejau@fejau_inc
I don’t know if I can emphasize enough just how far away we are from any sort of QE copium Bessent wants a fed chair that gets us out of balance sheet shenanigans and simplifying things to how they were pre-ample regime. Dovish FFR, hawkish balance sheet.
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Lucky exit, dodged a 30% drawdown on BTC and much more in alts
Just gonna continue to chill until something catastrophically breaks or we hit levels I just can't resist
(Or the unlikely case that we show some strength and reclaim some levels we've lost in the last couple weeks)

DonAlt@DonAlt
Getting bearish vibes, feels like lots of people are bearish but everyone is holding waiting for better times Don't love that combination, makes for easy sellers if price actually moves down Derisked significantly, cashed in lots of wins, took some losses and am just gonna chill
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