Simanta Gautam 🏔️ @simanta
🇳🇵🔁 🇺🇸 | zk + btc | ceo @alpenlabs | prev founded Synapse (acq. Palantir) | CS @ MIT NYC Joined August 2016-
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a protocol vulnerability, like say a zkVM exploit like you described, does not imply bridge getting drained on alpen you’d have to break through several more layers of protections to steal: compromising an operator, multi-day bitcoin-enforced timelock, federated multisig that independently detects and stop malicious operator withdrawals instantly, etc. we’re working to add in even one more layer here: insurance, covered for our early users & partners. future looking: we’ve kicked off formal verification efforts on the most critical parts of the protocol. Cost to formally verify & analyze end to end will continue dropping rapidly using AI.
Congratulations to @Morpho team. Midnight enables fixed rate loans and very bespoke lending terms. Big unlock compared typical DeFi. Will be very impactful for BTC-backed loans.
The Morpho Midnight code base is now public github.com/morpho-org/mid…
@TotalWorldApps yep degen protocols always find a way xD but the gap will get more and more obvious
unpopular opinion: we’re about to enter a golden era of safe DeFi cost of superhuman audits, fuzzing, formal analysis & verification are rapidly collapsing it’s wild
PSA: I now consider *all* of DeFi unsafe. Coding agents are superhuman at finding vulnerabilities, and smart contract security is too asymmetric: defenders need to fix every bug while attackers need just one exploit to steal funds.
BTC credit could compete with the Eurodollar system. → Eurodollars created a global credit layer around USD → BTC credit could create one around Bitcoin collateral A transparent, globally accessible challenger is emerging • Chapter 7 of 7
bottleneck is in context quality, not inference quality opportunity is in modeling our messy reality & translating our intents into clean prompts better judgement & taste is the final frontier
Introducing Mosaic 💥🔫 A practical fault-proof verifier implemented in Rust, with security strong enough to host financial markets on Bitcoin. Mosaic realizes the Glock paper's vision at a low onchain cost.
@sama Hi codex, activation-patch me into this party
@benln also Research Science Institute small high school summer camp with alums inc - founders of cursor, ramp, perplexity, pinterest, etc. - legendary scientists terrance tao, feng zhang, pardis sabeti, etc.
excited to support axiom’s upcoming fund as a technical advisor @allenf32 @mattkita @Big_Al256 are top notch
Axiom is excited to announce we are raising our third venture fund to invest in the Bitcoin ecosystem, with @macrocrunch, @tierotiero, and @simanta joining as advisors. email [email protected] for more info.
@apruden08 🤣 but if you tune into the signal there’s def a vibe shift: credible bitcoin wizards are increasingly seeing the value of PQ Bitcoin & working toward this. also, avihu is no random guy. he is the real deal :)
“The Plumbing of Privacy” → hear Aaron Feickert at the @MITBitcoinClub Expo this weekend. Alpen Labs returns to where our story began: MIT.
CRQC is an important enough risk to warrant more attention & resources now we’ll do our part at @AlpenLabs to ensure bitcoiners will have options most critically: any collective action for handling satoshi-era vulnerable coins must not violate bitcoin’s core principles.
My take on Bitcoin and quantum computing: nehanarula.org/2026/04/03/bit… tl;dr: I think the risk is high enough to warrant prioritizing designing, implementing, and evaluating post-quantum signature schemes and consensus upgrades in Bitcoin now.
@liameagen Any guesses for how long it’ll take for someone (you 🤗) to rediscover & open source it?
🤖 My AI just got its own BTC credit line. I can give it limited spending power backed by BTC. Agentic payments + BTC-backed credit is coming. DM or join waitlist if you want access.
this is really neat on-chain secondary markets will emerge as fixed-rate primitives are brought on-chain (finally)
Secondary markets on @Morpho Fixed-Rate Markets are 🔑 to BTC credit. Loans → become tradable assets Assets → reused as collateral, no rehypothecation Real markets form when loans move onchain.
Sam Thapaliya @sam_thapaliya
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