Balancece

At Devcon, Drake dropped a date: December 2028.
He said he hopes to complete Ethereum’s full post-quantum + post-AI transition by then. @drakefjustin
Don’t confuse this with the Foundation: the public quantum-resistance target is still December 2029, covering all three layers.
Meanwhile, leanVM passed end-to-end formal verification, and the consensus layer is set to move from BLS to leanXMSS.
I’m watching the January 2027 mainnet milestone more closely. $ETH Whether validators and clients can keep up matters more than slogans.

Nothing major on the calendar today, so here’s how I see this week.
$BTC is now at 77.7k, having fluctuated between 77,100 and 78.1k all night, while $ETH is hovering around 2,290.
What stands out is the ETFs: they saw net outflows of $399 million on Monday alone, with IBIT accounting for $405 million.
A lot of people see outflows and shout that the top is in. I’d say don’t rush to that conclusion: money is leaving, but the price hasn’t been knocked down, which suggests buyers are stepping in below.
I have just two rules: no adding leverage before the nonfarm payrolls come out Friday night;

DeepSeek v4.1 Flash burned 50.4T tokens on OpenRouter last week, more than #2 and #3 combined.
6 of the top 10 models come from Chinese labs.
Cheap flash models keep beating the flagships on volume.
Data: @OpenRouterAI rankings, week of Nov 2

“Cooling chips in space is easier than on the ground.”
@elonmusk This line has set the AI community abuzz over the past two days. The opposing side’s long post got nearly 5 million views, and after Musk replied with an insult, it gained another 2.48 million.
Actually, both sides are talking about the same physics: there’s no air in a vacuum, so heat can only escape through radiation.
The disagreement is over the math. By Musk’s numbers, an aluminum radiator panel facing away from the sun can dissipate about 1,300 watts per square meter, while a solar panel generates only about 250 watts per sq

Stanford University and Netflix are both really popular on X. It feels like the algorithm @grok really likes them—videos posted with both keywords never seem to get bad traffic

【OpenRouter Weekly Rankings】
DeepSeek takes more than half: v4.1-flash burned through 50.447 trillion tokens in one week, firmly in first place.
Top 5:
1. DeepSeek v4.1-flash · 50447B
2. GLM-5.3-flash · 15320B
3. DeepSeek v4.1-flash (09-10 version) · 15076B
4. Tencent hy4-preview · 9250B
5. GPT-6 Luna · 9219B
Domestic model prefixes take 6 of the Top 10 spots, accounting for roughly 80% of usage. The flash series continues to crush flagship models.
Data: OpenRouter rankings (weekly label 11-02)

$BTC It’s fallen back below 77k again, and voting in the US midterm elections starts tonight.
When it dipped below 77k last night, more than $100 million in long positions got liquidated in one hour.
My first reaction was: another “everyone gets out before the event” market. Crypto prices looked rough around the 2018 and 2022 midterms, but those years were bear markets in their own right, so there’s no point forcing the comparison.
I have just two rules: don’t add leverage before the results are in; as long as 76k holds, I’m not worried.

My take on the market 👇🏻
I'm cautious on BTC for now and am treating this as a weak recovery; it's not time to confirm a new bull market yet.
The long-term trend in tech stocks is still intact, but they’re starting to correct in the short term. Crypto has rebounded, but stablecoin supply is shrinking. Money isn't consistently coming back, so the market is prone to more ups and downs.
MicroStrategy has a cash buffer in 2027, with a concentrated debt repayment test in 2028. It can get through by raising funds, issuing more shares, or selling coins, but shareholders may be diluted and its holdi

Hey X 👋
I'm a Web3 founder who now invests in crypto, mostly post-quantum. I've been tracking it for 6 years.
I also vibe code and build GapMine, a tool that finds startup ideas on Reddit.
Let's #connect 🤝
🔐 Post-quantum and security builders
🤖 AI builders and vibe coders
🚀 Indie hackers and founders
💼 Crypto investors
If that's you, say hi in the comments 👇

Most chains need a hard fork and a move to new addresses to become quantum-resistant.
@Starknet is different: its accounts are smart contracts by design, so the signature verification logic can be changed directly, without moving addresses or assets—change the lock, not the door.
Two pieces of evidence:
In July, a Falcon-512 account assisted by @OpenZeppelin made a transfer worth about 6 cents on mainnet (experimental, unaudited);
In October’s Snapshot vote, 93.52% of voting power supported researching an independent quantum-resistant L1, with the working group’s white paper due in the coming