October 11, 2026 · published as an article on X

Crypto is complicated, but its explanations don’t have to be.

Systems securing billions of dollars should be open to inspection, and the work that improves them should be understandable too, which is why we write these updates.

We have a lot to cover in our 16th update, but let's start with the elephant in the room.

The elephant in the room: AI

Justin Drake’s post raised an uncomfortable possibility: advances in AI could threaten the cryptography that secures blockchains. We won’t settle those predictions here, but I think Ethereum's opportunity actually grows as Frontier AI advances.

This might be the biggest opportunity blockchains have ever had.

Technology has mostly been built around durable yet centralized trust systems. But the factors acting against these systems are getting more powerful as we near Super Intelligence™️.

Obviously code can break due… https://t.co/OfaXEnkWDh

— binji (@binji_x) October 7, 2026