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231_049predictionCryptocrypto

If privacy is cooked, then crypto is cooked (private keys compromised).

Predictor: Alex Wissner-Gross · ep#231 "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231" · source

Prior probability
45.0%
Current probability
40.0%
evolves via intake + LBP
Conviction
3/5
Signal quality
C
Resolution
pending
Window
2028-06-01 – 2028-06-30
Edges in / out
3 / 0
Tickers exposed
14

Prediction text

If privacy is cooked, then crypto is cooked (private keys compromised). | if you think privacy is cooked, then you probably should infer that crypto is cooked as well. Uh your your private keys cooked. If you think privacy is cooked, therefore your holdings cooked.

Verbatim quote

From episode "Top AI News: Sonnet 4.6, Grok 4.2, Gemini 3 Deep Think, and OpenClaw | EP #231"
if you think privacy is cooked, then you probably should infer that crypto is cooked as well. Uh your your private keys cooked. If you think privacy is cooked, therefore your holdings cooked.

Predictor: Alex Wissner-Gross

κ + Brier as of 2026-05-22
κ (discount)
0.844
Brier
0.0341
excellent
Hits / Misses
6 / 1
of 11 resolved
Hit rate
54.5%
Calibration plot (stated vs observed)

Evidence about this node from Alex Wissner-Gross is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

2 prob_history rows
0%25%50%75%100%prior 45%2026-04-302026-04-30
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 40.0%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 5 pending
  1. 2026-06-01 → 2027-06-30pendingBitcoin BIP-360 (post-quantum addresses) activated on mainnet
    How: Bitcoin BIP-360 or successor PQ-address proposal activated on Bitcoin mainnet (signal-bit transition complete) by Q2 2027 per current roadmap
    Source: Adam Back: 'BIP-360 migration tools target mainnet readiness Q2 2026'; activation likely laterconf 40%
  2. 2026-06-01 → 2027-12-31pendingNIST IR 8547 final published deprecation timeline for ECDSA/RSA
    How: NIST publishes final IR 8547 (Transition to Post-Quantum Cryptography Standards) confirming 2031 deprecation, 2035 disallow timeline
    Source: NIST IR 8547 currently initial public draft; final publication is regulatory anchorconf 85%
  3. 2026-06-01 → 2028-06-30pendingCryptographically-relevant quantum computer (CRQC) public demonstration
    How: IBM, Google, or PsiQuantum publishes peer-reviewed paper or NIST-confirmed demonstration of fault-tolerant quantum computer with >=1M logical qubits OR equivalent capability to factor 256-bit integers
    Source: Survey: 33% of experts >=50% probability CRQC by 2030-2035; pre-2028 milestone is leading signalconf 10%
    Notes: Most aggressive claim — CRQC by Jun 2028 has very low probability.
  4. 2026-06-01 → 2028-06-30pendingMajor exchange or custodian (Coinbase, Binance, Fidelity Digital) loss event tied to private-key compromise >$1B
    How: Public disclosure (8-K, exchange announcement, or law-enforcement filing) of $1B+ loss attributable to private-key compromise (not exchange hack of operational hot wallet — must be cryptographic key compromise)
    Source: Wissner-Gross claim — privacy compromise → key compromise → holdings compromiseconf 10%
  5. 2026-06-01 → 2028-06-30pendingPrivacy regulation: EU/US enacts comprehensive surveillance/data-collection framework
    How: EU AI Act enforcement or US federal privacy bill enacted that materially expands government surveillance of communications/financial flows; 'privacy is cooked' precondition observable
    Source: Wissner-Gross conditional logic — privacy compromise must precede crypto compromiseconf 45%

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 40%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-04-30T16:39:51Z40.0%-1.7pp
Network propagation: 41.7% → 40.0%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z41.7%-3.3pp
Network propagation: 45.0% → 41.7%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.450-0.070
killerTK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Revers
8.0%0.0500.450+0.018
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.450+0.002

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

14 ticker(s) linked

Beneficiaries (11)

CRCLRIOTMARAHOODIBMMAAMZNCOINGOOGLSHOPXYZ

Adverse (2)

VMA

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK10$100T Sovereign Debt Crisis
killerTK12Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (5)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.579manifoldfigure out the code - Insider trading and bluffingmentionspending2026-05-06
0.560arxivIntegrating Feature Correlation in Differential Privacy with Applications in DP-ERMmentionspending2026-05-05
0.550arxivGraph Reconstruction from Differentially Private GNN Explanationsmentionspending2026-05-05
0.547edgar_8kCipher Digital Inc. (CIFR) (CIK 0001819989)mentionspending2026-05-05
0.529polymarketEpstein suicide note released by May 8?0%mentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": true,
  "url": "https://www.youtube.com/watch?v=HklyjXKYFng",
  "mode": "CITED_PREDICTION",
  "role": "Host",
  "caveats": "Conditional on privacy being cooked; explicit NIA disclaimer",
  "context": "if you think privacy is cooked, then you probably should infer that crypto is cooked as well. Uh your your private keys cooked. If you think privacy is cooked, therefore your holdings cooked. Cook cooked...it's not forward-looking financial advice. It's just pointing out informationally that if you think privacy is cooked, then you probably should infer that crypto is cooked as well.",
  "to_year": 2030,
  "verbatim": "if you think privacy is cooked, then you probably should infer that crypto is cooked as well. Uh your your private keys cooked. If you think privacy is cooked, therefore your holdings cooked.",
  "conv_cues": "probably should infer",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "future",
  "conv_level": "MEDIUM",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Bitcoin BIP-360 (post-quantum addresses) activated on mainnet",
      "source": "Adam Back: 'BIP-360 migration tools target mainnet readiness Q2 2026'; activation likely later",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.4,
      "source_url": "https://www.coindesk.com/tech/2026/04/08/bitcoin-s-quantum-threat-is-distant-but-migration-clock-is-ticking-says-adam-back-says",
      "expected_date": "2026-12-15",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "Bitcoin BIP-360 or successor PQ-address proposal activated on Bitcoin mainnet (signal-bit transition complete) by Q2 2027 per current roadmap"
    },
    {
      "kind": "llm_pre_event",
      "label": "NIST IR 8547 final published deprecation timeline for ECDSA/RSA",
      "source": "NIST IR 8547 currently initial public draft; final publication is regulatory anchor",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.85,
      "source_url": "https://csrc.nist.gov/pubs/ir/8547/ipd",
      "expected_date": "2027-03-17",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-06-01"
      },
      "measurement_criterion": "NIST publishes final IR 8547 (Transition to Post-Quantum Cryptography Standards) confirming 2031 deprecation, 2035 disallow timeline"
    },
    {
      "kind": "llm_pre_event",
      "label": "Cryptographically-relevant quantum computer (CRQC) public demonstration",
      "notes": "Most aggressive claim — CRQC by Jun 2028 has very low probability.",
      "source": "Survey: 33% of experts >=50% probability CRQC by 2030-2035; pre-2028 milestone is leading signal",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.1,
      "source_url": "https://chaincode.com/bitcoin-post-quantum.pdf",
      "expected_date": "2027-06-16",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-06-30",
        "from": "2026-06-01"
      },
      "measurement_criterion": "IBM, Google, or PsiQuantum publishes peer-reviewed paper or NIST-confirmed demonstration of fault-tolerant quantum computer with >=1M logical qubits OR equivalent capability to factor 256-bit integers"
    },
    {
      "kind": "llm_post_event",
      "label": "Major exchange or custodian (Coinbase, Binance, Fidelity Digital) loss event tied to private-key compromise >$1B",
      "source": "Wissner-Gross claim — privacy compromise → key compromise → holdings compromise",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.1,
      "expected_date": "2027-06-16",
      "research_origin": "training",
      "ex
... (truncated)