Pysaka

750 Posts

Pysaka

Щоденник моїх крипто-грошей: DCA у BNB, стейбли в Earn, розбори новин з цифрами.

Open Trade

U Holder

Frequent Trader

4.9 Years

2.5K+ Following

606 Followers

1.6K+ Liked

Copy Trading

Copy

Posts

Portfolio

Pysaka

Bearish

“Move it to cold storage” is the most popular advice after the Binance hack. And the laziest, if you don’t ask where the box came from.

The next morning, Trezor posts: a buyer in Indonesia reported finding an extra board with a mobile module and antenna inside a Trezor Safe 5.
The wallet was bought in August through the CryptoBilis store on Tokopedia.
And CryptoBilis was an official Trezor reseller until October 9.

To be honest: Trezor hasn’t received the device itself yet, so this is still just a suspicion. No one has reported any losses.

But the takeaway is already clear to me:
— You can’t check the board yourself; even weighing it won’t help.
— If you bought hardware from CryptoBilis starting in March, your old seed phrase won’t help on a new wallet. You need a new wallet with a new seed phrase.
— A cold wallet is only as clean as the route the box took to get to you.

Long story short, only buy directly from the manufacturer. “Official reseller” doesn’t guarantee anything anymore.

#Trezor #HardwareWallets

Pysaka

Bearish

50 signatures. 49 in the trash, one in Binance’s hot wallet

October 29 hack, Blockaid analysis. Binance key 14 signed 50 EIP-7702 authorizations, one for each nonce from 18914775 to 18914824

The hacker didn’t know which one would be valid. So they just covered the whole range (smart move, much as I hate to admit it)

One hit. A delegation to someone else’s contract, and 167464 ETH and 1.615 billion USDT went out in the first move

Binance says the private key didn’t leak. But it didn’t need to leak—they only had to get access to what was signing with it. The exchange’s initial version: a DevOps engineer’s laptop and a service container

Anyway, $6.3 billion in total, about $3 billion frozen, and they promise to cover the losses with SAFU and company funds

I’m in at $BNB
and buy more every day, so this story hits close to home. After something like this, do you keep everything on an exchange or just what you’re trading?

#BinanceHack #CryptoNews #Bitcoin #CyberAttack #CryptoSecurity #CryptoScam #EIP7702

BNB-6.40%

BTC-5.38%

Pysaka

Up to 10 million young people and up to 1 million people receiving aid in stablecoins — and a blank field for “how much money.” That’s how Tether’s FASE fund is getting started.

Alongside Tether, its founders include Bybit, Kraken, and Chainalysis. UNODC is a strategic partner, providing technical advice.

Anyway, here’s what’s interesting:
- In January 2024, UNODC wrote that USDT on Tron was the preferred choice for cybercriminals and money launderers.
- Now that same agency is advising a fund that fights scams.
- The announcement doesn’t mention the funding amount at all.

For me, this is still just a declaration. Millions of people sounds impressive, but without a budget, there’s nothing to compare it against.

I hold USDT in Simple Earn. This doesn’t affect my stablecoins, but it could affect how USDT is discussed in UN reports. I’m waiting for the first report on the pilot for 1 million people, with an actual figure.)

Will the next UNODC report highlight USDT on Tron again — or not?

#Tether #FASE

TRX-0.42%

Pysaka

Individual RWA markets on Morpho hold literally just a handful of positions

Dashboard figures: $2165763223 in deposits, $901305733 in loans, up 13.5% and 14.1% over the week. Nice

Now for the breakdown:
- One position accounts for 81% of the syrupUSDC collateral
- Ten positions account for 97% of the PST collateral
- Two Steakhouse vaults provided 98.9% of the liquidity in the largest tokenized stocks market

So “billions in RWA” still means a few big players for now; there’s no crowd. If one of them leaves, that market will feel it immediately

Anyway, the sector is alive. Will small depositors join in—or will RWA remain a club for a few? I’m betting on the latter, at least this year

#Morpho #defi

MORPHO-8.81%

Pysaka

11.6 billion won for housing for four executives and 36.8 billion won in regulatory fines. Bithumb has some interesting expense items)

On October 29, prosecutors raided the exchange’s office in Gangnam for the second time. It’s an old case: they first showed up on March 20, 2025, over a 3 billion won deposit for an apartment for the former CEO.

In short, here’s what’s known:
- A raid isn’t an indictment, and no names or charges have been disclosed
- The case has been open for 19 months
- The prosecution was disbanded on October 2; old cases can be pursued for up to 90 days, and the raid happened right in that window
- The fine was issued in March 2026 for approximately 6.65 million violations, so this isn’t the first regulatory claim in a year

When both the regulator and prosecutors are going after an exchange, that’s a red flag for me even without a verdict. Who knows, maybe it’ll all work out — I’m watching to see how the 90-day window ends. Subscribe so you don’t miss it.

#Bithumb #SouthKorea

Pysaka

How many of Project Thruput’s 7.02 million payments per second from Stellar will survive with consensus turned on? I bet noticeably fewer

Thruput is still a technical preview on FutureNet. Here’s how they got the number: eight machines, one validator, 100 accounts. Consensus, the mempool, and RPC were excluded from the measurement

Plus, SDF itself says it measured the engine, not the network. Fair enough

Downsides:
- The seventh and eighth servers added only 10% and 2.6%, respectively, so scaling is already hitting a ceiling
- A separate chain and its own token; the connection to Stellar hasn’t been figured out
- “No fees” = priority based on balance. Denelle Dixon: more tokens, higher up the queue

Basically, the technology might be solid, but the marketing is already living off that 7.02 million. If it can do even 1.18 million with consensus, like on a single machine, that’s serious. Stay tuned—I’ll put the numbers side by side when they come out

#stellar #Thruput

XLM-1.53%

Pysaka

Bullish

Honestly, I don't know who's right in the Jason Calacanis vs. Grant Cardone bet. And a million without someone on the other side is just words for now.

Calacanis wrote that there won't be another ATH, and that in 12 months it'll be back at 57k. And he's calling people away from Bitcoin and into “Super Intelligence.”
According to Cointelegraph, Cardone proposed a $1 million bet: Bitcoin at $126210.5 or higher by October 28, 2028.

Anyway, the numbers:
- ATH on Binance — 126199.63 USDT, so the bet is on a new high
- It's currently at 80273 USDT, down 8.0% from its 30-day high, still a long way from the target

Why I'm not taking sides: Calacanis is calling people into a different topic, while Cardone is betting on something no one has accepted. They're both making content, and I don't hold
$BTC

I'm watching 79221 USDT, the monthly bottom. If it breaks, that's Calacanis's first argument.

Who would you bet on if the bet actually went ahead?

#bitcoin #Calacanis

BTC-5.38%

Pysaka

Bullish

Bitwise’s forecast for $BTC
through 2036 isn’t a forecast. They say so themselves: the targets are illustrative, not predictions.

But the headlines picked the juiciest bits:
- Bear case: $130686
- Base case: $1599766
- Bull case: $3667911
The third one is making the rounds in channels.

Here’s what’s worth paying attention to:
- A year ago, the base case was $1.3 million by 2035. So “raised” means both a bigger number and a finish line a year further out.
- The annualized return was 28.3% then; now it’s 34.3%.
- According to the report, Bitcoin fell 53% from its October 2025 high to its June 2026 low. After that, any ten-year model can paint a pretty picture.

Also, Bitwise is a Bitcoin ETP issuer. The pickaxe seller is talking about gold.)

I don’t hold BTC, and I’m not betting on anything for 2036. I’m keeping an eye on $83557 — that’s where the model starts, and Bitcoin is now at 80273 USDT, already below its starting point.

#Bitwise #BTC

BTC-5.38%

Pysaka

About $7,094 in total—and that was enough for Alipay to issue a public statement. P2P via Alipay in China is a ticking time bomb

How it worked on Peer (formerly ZKP2P): USDC for yuan, payment by regular Alipay transfer, stablecoins held in an escrow contract until payment confirmation. According to Peer, this has been going on since August 21.
On October 27, Peer announced it as a beta.
The very next day, Alipay said it doesn’t support crypto, and that everything being said about buying crypto through third-party services using Alipay is false.

The scale, according to Peer itself:
- 107 trades
- 45 buyers
In short, tiny. They reacted to the mere mention of Alipay alongside USDC.

Peer later clarified that there’s no formal partnership with Alipay—Alipay is simply a transfer channel here.

What do you think: will Peer quietly keep the yuan route or shut it down?

#Alipay #China

USDC+0.08%

Pysaka

If an agent trades and pays on its own, who’s responsible when it goes off the rails? I bet it’ll ultimately be the developer.

And this isn’t just my imagination. On October 28, CFTC Chair Michael Selig himself asked at the Frontier Forum: does an agent’s developer need to register, and who’s at fault if the agent goes off the rails?

His example: a fridge that buys groceries on its own using money from Ethereum staking or a memecoin launch. “No longer science fiction.”

And one more thing from him — KYA, know-your-agent. Sort of like KYC, but for bots.

Anyway:
- There are no rules; this is the chair’s personal opinion, not the Commission’s
- People on Telegram wrote it up as a proposal — no, it was a question
- But people are already giving agents access to brokerage and bank accounts

Agents are already in the market, but no one’s responsible yet. No idea how they’ll sort this out, but the developer will have to be part of the chain of responsibility.

#CFTC #AIAgents

Pysaka

“Checking the first and last characters” is no longer protection. At all.

Scam Sniffer: someone lost about $50000 in USDT on Ethereum. The lookalike address matched the correct one in the first four and last six characters.

For comparison, recent cases:
- December 2025: 49999950 USDT, matched only three + four characters, plus a 0.005 USDT dust transfer into the victim’s history
- In August: about 100000 USDT, the lookalike had been planted in the history 66 days earlier

Address poisoning thrives on patience: the lookalike sits in the history for weeks, waiting for you to copy it from there.

My USDT is in Simple Earn Flexible, but sooner or later everyone withdraws. The rules are simple: use an address only from your address book, and check the whole thing, not just the ends.

Follow along if you don’t want to become the next line in a list like this — I’m collecting them.

#AddressPoisoning #ScamSniffer

ETH-4.55%

Pysaka

The smartest business in crypto right now is to issue a stablecoin and sit on the reserves

A week on DeFiLlama, by revenue:
- Tether $121.23 million
- Circle $48.11 million
- Hyperliquid $14.18 million

And it was a weak week: DEXs were down about 11%.
Tether’s revenue, though, fell just 1.71%
because it comes from interest on T-bills and repos backing every USDT, not trading fees.

Circle also gives up 59 cents of every dollar in revenue to distribution and transactions—and still comes in second.

I’m on the other side of the setup: I keep my USDT and USDC separate in Simple Earn Flexible. The issuer makes money on them, and I earn a little too. How much of that gravy trickles down to me is another question)

I’m keeping an eye on the daily figure: $17.26 million for Tether in a single day. If it starts sliding along with supply, then that’ll be news.

#Tether #Stablecoins

USDC+0.08%

Pysaka

Bullish

Spoofing on an onchain exchange is the dumbest way to manipulate the market, because everything is visible. And it looks like someone’s trying anyway

Solidus Labs on Hyperliquid: two accounts, March 8–10, oil perps
over $170 million — those were placed orders, not trades
about 30 times more was canceled than executed

and the profit over three days, according to Solidus’s estimate, was about $119K. That’s the whole cost of doing it, if this really was spoofing

Hyperliquid says it’s all onchain, so regulators can take a look. True. But intent hasn’t been proven yet, and this is a vendor’s report, not a verdict

This came to light just as the CFTC has been soliciting feedback on energy perps since June. A case like this is an argument for those who want to crack down on them

$HYPE
I’m not holding. I’m watching to see if the 30-day low of 74.45 holds if regulators pick up the story

I’m betting transparency will work against Hyperliquid. Agree or disagree?

#Hyperliquid #HYPE

HYPE-3.66%

Pysaka

Bearish

Retail didn’t leave Robinhood. It left crypto for event betting

Q3 numbers:
event contracts — $173M, up more than 6x
crypto — $120M, down 55% year over year
crypto trading volume — down 38%, to $50B

Meanwhile, Robinhood’s total revenue grew 12%, to $1.42B. The company is fine. Crypto isn’t

Kalshi also said on X that Google searches for Bitcoin are at a five-year low. That’s their claim, and in my opinion, a very convenient one for them

$BTC
It’s 80028 now. I’m not in a position, so no emotions: the gambling hasn’t gone anywhere, it’s just moved. As long as an event bet gives you a dopamine hit faster than Bitcoin, retail will keep going there

When Robinhood’s next report comes out, I’ll put crypto and event betting side by side again. Follow if you’re interested

#Robinhood #PredictionMarkets

BTC-5.38%

HOODB-8.12%

Pysaka

5 TRON addresses. That’s how many the U.S. Treasury added to the sanctions list on October 28, along with two Russians who, according to OFAC, handled money for North Korea.

Boykov — about $3.5 million in crypto since 2024; Obertas — nearly $2 million in conversions since January 2025. The amounts aren’t huge, but the addresses are now officially under sanctions. The package targets 10 people and one company in total.

And now, about what’s making the rounds on Telegram: “Tether froze 33 wallets with 27 million USDT.” This is based on a channel post and a third-party tracker. There’s no confirmation from Tether itself.

Sanctions are a fact; the freeze is still just a rumor.

I hold USDT, so I care how quickly the issuer responds to sanctioned addresses: it affects how clean the token in my balance is.

I’m betting they’ll freeze them. Who thinks they won’t?

#OFAC #Tether

Pysaka

×15 in September, ×10 now. Visa’s stablecoin settlements are growing, but the multiple is falling

Visa CEO on the October 27 call: over $25 billion in annualized stablecoin settlement volume. A year ago, the run rate was $2.5 billion; in September, it was over $20 billion

Where the headlines exaggerate:
- $25 billion is a run rate—the current volume annualized. It’s not money that’s already flowed through
- The multiple is falling because the base has grown. You don’t get ×15 every time from $20 billion
- All of this is the CEO’s word on a call; there’s no way to independently verify it yet

What really matters: 10 networks and over 225 card programs. This is already a working payments product

My USDC is in Simple Earn, so I’m watching where it actually moves for more than just curiosity. I don’t hold Visa stock

I’m watching to see if next quarter can sustain over $25 billion

I’m betting ×10 is still room to run, not a ceiling. Who thinks otherwise?

#Visa #Stablecoins

USDC+0.08%

V+0.81%

Pysaka

Bullish

BNB Chain allocates 5% of every block to payments. For now, this is on testnet: the Jenner hard fork and the Payment Lane mechanism

I’m holding $BNB and buying more every day, so I’m watching what this actually changes:

- Unused space from these 5% isn’t given back to other transactions
- The list of payment contracts starts out empty. Stablecoins won’t be included until governance adds them. Right now, only simple BNB transfers to regular addresses get space
- Fees still apply, and inclusion in a block isn’t guaranteed

There’s no mainnet date. For now, it’s just a plan

$BNB
Meanwhile, 751.80, up 2.2% for the week. The testnet isn’t moving the price, and that actually makes me feel more at ease: the network is being optimized for payments, and there’s no hype here

The reserve cap is 10%. I’m watching to see when they raise it, who gets added to the list first, and how things shift. I’ll break it down—follow me if you’re also holding BNB

#BNBChain #bnb

BNB-6.40%

Pysaka

In my view, the criminal case against Kalshi isn’t about gambling. It’s Utah’s response to the CFTC lawsuit

First, the CFTC sued Utah: it wants a federal court to stop the state from going after exchanges it regulates. Now Utah has brought 14 charges against the company and both founders, 13 of them felonies. Twelve are for online gambling, one for each bet, and another for systematic illegal activity

And this is already the second such case. The first was Arizona’s, in March

The founders have been issued summonses for now, not arrested. Kalshi says Utah is “playing politics”

The federal government and the state have gone head-to-head, and Kalshi is just the battleground

I’m betting this won’t end with the founders being convicted, but with a decision on who has authority over these exchanges. I’m not betting on Kalshi. Whose side are you on, the CFTC’s or the states’?

#Kalshi #CFTC

Pysaka

SK hynix board, October 28: 20,000 won per share for Q3

on October 26 I said I'd post what $SKHYB
actually got once the board spoke. it spoke

🔸 10,000 won of it is the special dividend from Kioxia gains
🔸 that's only the first of two installments
🔸 the second comes with the annual dividend, size not given
🔸 record date: November 30

the 16 trillion won Dong-A Ilbo report I cited on October 26? not confirmed in that form. the board gave a per-share number, not a pot

same day, a 20 trillion won buyback. about 10 trillion of it goes to employee and executive pay, so that half isn't for holders at all

I called this two layers of maybe. one is gone
the token is the layer still standing
on October 26 I quoted the bStocks launch release: dividend adjustments happen "automatically". nobody has said what that means for a one-off payout

I don't hold $SKHYB . if you do, staying through November 30 or out before it?

#SKHYNIX

SKHYB-8.93%

Pysaka

Bullish

S$3.5 million is how much people lost on Ledger wallets bought at regular stores in Singapore

Police say there have been at least two cases since September 10. And what gets me isn’t even the amount, but the shelf:

- Retail stores in Singapore. “A new box off the shelf” doesn’t guarantee anything anymore
- The implant, as Ledger itself explains, reads 24 words from the screen during setup and sends them over LTE. You do everything right—and game over
- On October 13, Ledger halted sales through resellers in seven countries in the region. Too late for these two

And yes, S$ is Singapore dollars, not USD. Headlines miss that

The police advice is simple: don’t enter your phrase on a suspicious device, and if it might have leaked—get a new wallet, a new phrase, and use a trusted device. Basically, now you have to ask where it was bought before even opening the box

I don’t have a position here. I’m watching to see whether the amount goes above S$3.5 million; when there’s an update, I’ll break it down. Follow if you hold crypto in cold storage

#Ledger #CryptoSecurity

Pysaka

Trending Topics