abobka
439 Posts
abobka
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Crypto-influencer, amazing mom, crazy head
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4.8 Years
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Portfolio
·
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Bearish
read the Chainlink release before you trade the Chainlink tag
the release says Chainlink is "working to enable" banks to connect to Swift's ledger
no bank named as a user
no timetable either, per crypto.news
the 17 banks piloting tokenized deposits are Swift's own group from July
and Swift's July announcement doesn't mention Chainlink
final settlement still runs through real-time gross settlement systems, so the money moves the old way regardless
$LINK
{spot}(LINKUSDT)
sits at 14.40, -6.6% in 24h, +12.1% over 7d. make of that what you want
"working to enable" can still become a launch. it takes one named bank picking Chainlink's CRE
until then it's a pitch)
#ChainlinkLaunchesBankSWIFTLedgerFramework #LINK #Tokenization
read the Chainlink release before you trade the Chainlink tag
the release says Chainlink is "working to enable" banks to connect to Swift's ledger
no bank named as a user
no timetable either, per crypto.news
the 17 banks piloting tokenized deposits are Swift's own group from July
and Swift's July announcement doesn't mention Chainlink
final settlement still runs through real-time gross settlement systems, so the money moves the old way regardless
$LINK
sits at 14.40, -6.6% in 24h, +12.1% over 7d. make of that what you want
"working to enable" can still become a launch. it takes one named bank picking Chainlink's CRE
until then it's a pitch)
#ChainlinkLaunchesBankSWIFTLedgerFramework #LINK #Tokenization
the release says Chainlink is "working to enable" banks to connect to Swift's ledger
no bank named as a user
no timetable either, per crypto.news
the 17 banks piloting tokenized deposits are Swift's own group from July
and Swift's July announcement doesn't mention Chainlink
final settlement still runs through real-time gross settlement systems, so the money moves the old way regardless
$LINK
sits at 14.40, -6.6% in 24h, +12.1% over 7d. make of that what you want
"working to enable" can still become a launch. it takes one named bank picking Chainlink's CRE
until then it's a pitch)
#ChainlinkLaunchesBankSWIFTLedgerFramework #LINK #Tokenization
5
78
·
--
Bearish
would you give an agent your inbox and your DMs, 24/7? not me, not anywhere my coins are
first OpenAI shelved GPT-6.1 Astra
its head of safety systems says it would push forward beyond the task without user permission, including with external tools and services, and showed higher levels of deception
then OpenAI shipped Dots: always-on agents on GPT-6 Astra, their own cloud computer, over 4,000 apps through plugins
OpenAI's own line on it: prompt-injection protections "reduce but do not eliminate the risk"
in crypto you know exactly what that means
the fake support DM you scroll past becomes text an agent reads and might act on
research, summaries, fine
anything that signs, sends or approves stays with a human🫡
#OpenAIUnveilsAlwaysOnAgentDots #AIAgents #phishing
would you give an agent your inbox and your DMs, 24/7? not me, not anywhere my coins are
first OpenAI shelved GPT-6.1 Astra
its head of safety systems says it would push forward beyond the task without user permission, including with external tools and services, and showed higher levels of deception
then OpenAI shipped Dots: always-on agents on GPT-6 Astra, their own cloud computer, over 4,000 apps through plugins
OpenAI's own line on it: prompt-injection protections "reduce but do not eliminate the risk"
in crypto you know exactly what that means
the fake support DM you scroll past becomes text an agent reads and might act on
research, summaries, fine
anything that signs, sends or approves stays with a human🫡
#OpenAIUnveilsAlwaysOnAgentDots #AIAgents #phishing
first OpenAI shelved GPT-6.1 Astra
its head of safety systems says it would push forward beyond the task without user permission, including with external tools and services, and showed higher levels of deception
then OpenAI shipped Dots: always-on agents on GPT-6 Astra, their own cloud computer, over 4,000 apps through plugins
OpenAI's own line on it: prompt-injection protections "reduce but do not eliminate the risk"
in crypto you know exactly what that means
the fake support DM you scroll past becomes text an agent reads and might act on
research, summaries, fine
anything that signs, sends or approves stays with a human🫡
#OpenAIUnveilsAlwaysOnAgentDots #AIAgents #phishing
4
87
·
--
Bearish
Bitget opened USDT withdrawals on September 30
SlowMist says the attacker was already inside on August 31, about a month before the theft
a zero-day in a third-party security product, the database password read straight out of it
the tool that drained the wallets forged risk-control parameters, built the withdrawal requests and ran them
so the part built to say "no" was the part that got faked
🔸 USDT: Ethereum, BSC, Solana, Tron
🔸 other tokens, fiat, P2P: October 2, 08:00 UTC
the CEO herself says freezing isn't recovery. she's not optimistic, neither am I
last week I promised a report on my own balance there. it still hasn't left the exchange, and the next update on it lands here, so follow if you're in the same line
#Bitget #HackUpdate #BitgetHotWalletBreachTiedToThirdPartySecurityFlaw
Bitget opened USDT withdrawals on September 30
SlowMist says the attacker was already inside on August 31, about a month before the theft
a zero-day in a third-party security product, the database password read straight out of it
the tool that drained the wallets forged risk-control parameters, built the withdrawal requests and ran them
so the part built to say "no" was the part that got faked
🔸 USDT: Ethereum, BSC, Solana, Tron
🔸 other tokens, fiat, P2P: October 2, 08:00 UTC
the CEO herself says freezing isn't recovery. she's not optimistic, neither am I
last week I promised a report on my own balance there. it still hasn't left the exchange, and the next update on it lands here, so follow if you're in the same line
#Bitget #HackUpdate #BitgetHotWalletBreachTiedToThirdPartySecurityFlaw
SlowMist says the attacker was already inside on August 31, about a month before the theft
a zero-day in a third-party security product, the database password read straight out of it
the tool that drained the wallets forged risk-control parameters, built the withdrawal requests and ran them
so the part built to say "no" was the part that got faked
🔸 USDT: Ethereum, BSC, Solana, Tron
🔸 other tokens, fiat, P2P: October 2, 08:00 UTC
the CEO herself says freezing isn't recovery. she's not optimistic, neither am I
last week I promised a report on my own balance there. it still hasn't left the exchange, and the next update on it lands here, so follow if you're in the same line
#Bitget #HackUpdate #BitgetHotWalletBreachTiedToThirdPartySecurityFlaw
3
47
·
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Bullish
how long can a round sit in "advanced talks"? for Kalshi, a whole quarter so far
June 24: the FT reports Kalshi is seeking about $40 billion, with a close as soon as the third quarter
now: Reuters calls the talks advanced, per people familiar with the matter
a $1 billion check at the same $40 billion price tag
Sequoia and Wellington in talks to lead, Tiger Global and Dragoneer circling
same price tag, more names. still no signature)
in between, on September 25, the Sixth Circuit said Kalshi's sports contracts aren't swaps and fall under state gaming regulations
I'd read that as a warning. the money reads it as noise: days after the ruling, the same $40 billion is still on the table
the valuation is a bet on where Kalshi goes next, and none of these reports says where that is
#Kalshi #EarningsSeason
how long can a round sit in "advanced talks"? for Kalshi, a whole quarter so far
June 24: the FT reports Kalshi is seeking about $40 billion, with a close as soon as the third quarter
now: Reuters calls the talks advanced, per people familiar with the matter
a $1 billion check at the same $40 billion price tag
Sequoia and Wellington in talks to lead, Tiger Global and Dragoneer circling
same price tag, more names. still no signature)
in between, on September 25, the Sixth Circuit said Kalshi's sports contracts aren't swaps and fall under state gaming regulations
I'd read that as a warning. the money reads it as noise: days after the ruling, the same $40 billion is still on the table
the valuation is a bet on where Kalshi goes next, and none of these reports says where that is
#Kalshi #EarningsSeason
June 24: the FT reports Kalshi is seeking about $40 billion, with a close as soon as the third quarter
now: Reuters calls the talks advanced, per people familiar with the matter
a $1 billion check at the same $40 billion price tag
Sequoia and Wellington in talks to lead, Tiger Global and Dragoneer circling
same price tag, more names. still no signature)
in between, on September 25, the Sixth Circuit said Kalshi's sports contracts aren't swaps and fall under state gaming regulations
I'd read that as a warning. the money reads it as noise: days after the ruling, the same $40 billion is still on the table
the valuation is a bet on where Kalshi goes next, and none of these reports says where that is
#Kalshi #EarningsSeason
3
47
·
--
Bullish
Bull Score 90 out of 100. spot demand down about 170,000 BTC in 30 days
both CryptoQuant numbers, both true
the 90 jumped when $BTC
{future}(BTCUSDT)
broke above its 365-day moving average last week. that's a trend line, it tells you where price has been
the demand side reads differently:
🔸 speculative futures demand growth: from about 164,000 BTC on Sept. 14 to 16,000 BTC on Sept. 29
🔸 recent buyers: average unrealized profit of 33%, widest since December 2024
careful with the first bullet. futures demand is still growing, just a lot slower
CryptoQuant's own head of research, Julio Moreno, calls it "Still a bull market — but showing signs of fatigue"
not in bitcoin right now, no bag to defend
the line I'm watching is the 365-day average near $80,000
if it breaks I'll write it up here the same day, follow if that's useful
#Bull #BTC #CryptoQuant
Bull Score 90 out of 100. spot demand down about 170,000 BTC in 30 days
both CryptoQuant numbers, both true
the 90 jumped when $BTC
broke above its 365-day moving average last week. that's a trend line, it tells you where price has been
the demand side reads differently:
🔸 speculative futures demand growth: from about 164,000 BTC on Sept. 14 to 16,000 BTC on Sept. 29
🔸 recent buyers: average unrealized profit of 33%, widest since December 2024
careful with the first bullet. futures demand is still growing, just a lot slower
CryptoQuant's own head of research, Julio Moreno, calls it "Still a bull market — but showing signs of fatigue"
not in bitcoin right now, no bag to defend
the line I'm watching is the 365-day average near $80,000
if it breaks I'll write it up here the same day, follow if that's useful
#Bull #BTC #CryptoQuant
both CryptoQuant numbers, both true
the 90 jumped when $BTC
broke above its 365-day moving average last week. that's a trend line, it tells you where price has been
the demand side reads differently:
🔸 speculative futures demand growth: from about 164,000 BTC on Sept. 14 to 16,000 BTC on Sept. 29
🔸 recent buyers: average unrealized profit of 33%, widest since December 2024
careful with the first bullet. futures demand is still growing, just a lot slower
CryptoQuant's own head of research, Julio Moreno, calls it "Still a bull market — but showing signs of fatigue"
not in bitcoin right now, no bag to defend
the line I'm watching is the 365-day average near $80,000
if it breaks I'll write it up here the same day, follow if that's useful
#Bull #BTC #CryptoQuant
7
234
·
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Bullish
Robinhood's perps for U.S. customers: 10x on two coins, 3x on the other six
🔸 $BTC and $ETH: up to 10x
🔸 SOL, XRP, DOGE, ADA, LINK, HYPE: 3x
🔸 fee: 0.01% per trade, through the end of the year
🔸 launch: "in the coming months", no date
Vlad Tenev calls it America's first true perps
the CFTC approved a bitcoin perp for Kalshi back in May, so "first" is carrying a lot there)
so this is an onshore desk going after the U.S. retail crowd that has been doing perps offshore
3x on alts is the seatbelt. that's the product
I hold neither $BTC
{spot}(BTCUSDT)
nor $ETH
{spot}(ETHUSDT)
right now
watching this one from the bench
#Robinhood #PERPS #CFTC
Robinhood's perps for U.S. customers: 10x on two coins, 3x on the other six
🔸 $BTC and $ETH : up to 10x
🔸 SOL, XRP, DOGE, ADA, LINK, HYPE: 3x
🔸 fee: 0.01% per trade, through the end of the year
🔸 launch: "in the coming months", no date
Vlad Tenev calls it America's first true perps
the CFTC approved a bitcoin perp for Kalshi back in May, so "first" is carrying a lot there)
so this is an onshore desk going after the U.S. retail crowd that has been doing perps offshore
3x on alts is the seatbelt. that's the product
I hold neither $BTC
nor $ETH
right now
watching this one from the bench
#Robinhood #PERPS #CFTC
🔸 $BTC and $ETH : up to 10x
🔸 SOL, XRP, DOGE, ADA, LINK, HYPE: 3x
🔸 fee: 0.01% per trade, through the end of the year
🔸 launch: "in the coming months", no date
Vlad Tenev calls it America's first true perps
the CFTC approved a bitcoin perp for Kalshi back in May, so "first" is carrying a lot there)
so this is an onshore desk going after the U.S. retail crowd that has been doing perps offshore
3x on alts is the seatbelt. that's the product
I hold neither $BTC
nor $ETH
right now
watching this one from the bench
#Robinhood #PERPS #CFTC
6
481
·
--
Bearish
26.7.1
that's the iOS you want if keys live on an iPhone
Apple shipped it September 28 for CVE-2026-86950, a CoreGraphics bug
a crafted file can run code, and Apple says it may have been exploited against specific targeted individuals on versions before iOS 27
26.7, the one I told you to install last week, was still exposed. my bad
now the part the chats add on their own:
- "this is DarkSword": Apple's page never says that, and no source has confirmed it
- "iOS 13 through 26.5": that's the alert's claim, not Apple's
on iOS 27 this bug doesn't apply. 27.0.1 came out the same day with no published CVEs
last week I also said I'd post once Apple or Google settle SlowMist's 26.5 claim either way. still nothing from either
#Apple #DarkSword
26.7.1
that's the iOS you want if keys live on an iPhone
Apple shipped it September 28 for CVE-2026-86950, a CoreGraphics bug
a crafted file can run code, and Apple says it may have been exploited against specific targeted individuals on versions before iOS 27
26.7, the one I told you to install last week, was still exposed. my bad
now the part the chats add on their own:
- "this is DarkSword": Apple's page never says that, and no source has confirmed it
- "iOS 13 through 26.5": that's the alert's claim, not Apple's
on iOS 27 this bug doesn't apply. 27.0.1 came out the same day with no published CVEs
last week I also said I'd post once Apple or Google settle SlowMist's 26.5 claim either way. still nothing from either
#Apple #DarkSword
that's the iOS you want if keys live on an iPhone
Apple shipped it September 28 for CVE-2026-86950, a CoreGraphics bug
a crafted file can run code, and Apple says it may have been exploited against specific targeted individuals on versions before iOS 27
26.7, the one I told you to install last week, was still exposed. my bad
now the part the chats add on their own:
- "this is DarkSword": Apple's page never says that, and no source has confirmed it
- "iOS 13 through 26.5": that's the alert's claim, not Apple's
on iOS 27 this bug doesn't apply. 27.0.1 came out the same day with no published CVEs
last week I also said I'd post once Apple or Google settle SlowMist's 26.5 claim either way. still nothing from either
#Apple #DarkSword
7
68
·
--
Bullish
headlines say 24/7 derivatives in USDC. the CFTC line is shorter: fully collateralized only
Coinbase Clearing LLC, registered September 28, 2026:
🔸 futures, options on futures, swaps
🔸 USDC as collateral, settles 24/7
🔸 applied November 14, 2025
leveraged products and the planned single-stock perps keep going through outside clearing partners. the part leverage traders actually use stays where it was
for the coin itself it's a real step though
a US clearinghouse settling in $USDC around the clock
my USDC isn't doing anything this exciting. it sits in Simple Earn Flexible with the rest of my stables)
#Apple #CFTC
headlines say 24/7 derivatives in USDC. the CFTC line is shorter: fully collateralized only
Coinbase Clearing LLC, registered September 28, 2026:
🔸 futures, options on futures, swaps
🔸 USDC as collateral, settles 24/7
🔸 applied November 14, 2025
leveraged products and the planned single-stock perps keep going through outside clearing partners. the part leverage traders actually use stays where it was
for the coin itself it's a real step though
a US clearinghouse settling in $USDC around the clock
my USDC isn't doing anything this exciting. it sits in Simple Earn Flexible with the rest of my stables)
#Apple #CFTC
Coinbase Clearing LLC, registered September 28, 2026:
🔸 futures, options on futures, swaps
🔸 USDC as collateral, settles 24/7
🔸 applied November 14, 2025
leveraged products and the planned single-stock perps keep going through outside clearing partners. the part leverage traders actually use stays where it was
for the coin itself it's a real step though
a US clearinghouse settling in $USDC around the clock
my USDC isn't doing anything this exciting. it sits in Simple Earn Flexible with the rest of my stables)
#Apple #CFTC
6
47
·
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Bullish
84% of 846 blacklisted Iran-linked wallets ran almost only on USDT. Tether's answer: about $550 million frozen in 2026
both true. different questions
the two big pieces:
🔸 April: more than $344 million, two addresses, on OFAC and U.S. law enforcement info
🔸 July: more than $130 million, four wallets, after Treasury expanded the Central Bank of Iran designation
it freezes when told. fine, that's the job
the report is about before anyone tells
June 2023: 39 Hezbollah-linked wallets designated, Tether froze 5
the other 34 waited until March 2024. over $34.6 million USDT left in between
fair to Tether: preliminary, Democratic minority staff, not a Senate finding. they dispute it
part of what I park in Simple Earn Flexible is USDT. not moving it. what I'd want from Tether is the gap: how long a flagged wallet stays open when nobody calls
#SECSaysDecentralizedTokenBuybacksNotInvestmentContracts
84% of 846 blacklisted Iran-linked wallets ran almost only on USDT. Tether's answer: about $550 million frozen in 2026
both true. different questions
the two big pieces:
🔸 April: more than $344 million, two addresses, on OFAC and U.S. law enforcement info
🔸 July: more than $130 million, four wallets, after Treasury expanded the Central Bank of Iran designation
it freezes when told. fine, that's the job
the report is about before anyone tells
June 2023: 39 Hezbollah-linked wallets designated, Tether froze 5
the other 34 waited until March 2024. over $34.6 million USDT left in between
fair to Tether: preliminary, Democratic minority staff, not a Senate finding. they dispute it
part of what I park in Simple Earn Flexible is USDT. not moving it. what I'd want from Tether is the gap: how long a flagged wallet stays open when nobody calls
#SECSaysDecentralizedTokenBuybacksNotInvestmentContracts
both true. different questions
the two big pieces:
🔸 April: more than $344 million, two addresses, on OFAC and U.S. law enforcement info
🔸 July: more than $130 million, four wallets, after Treasury expanded the Central Bank of Iran designation
it freezes when told. fine, that's the job
the report is about before anyone tells
June 2023: 39 Hezbollah-linked wallets designated, Tether froze 5
the other 34 waited until March 2024. over $34.6 million USDT left in between
fair to Tether: preliminary, Democratic minority staff, not a Senate finding. they dispute it
part of what I park in Simple Earn Flexible is USDT. not moving it. what I'd want from Tether is the gap: how long a flagged wallet stays open when nobody calls
#SECSaysDecentralizedTokenBuybacksNotInvestmentContracts
3
117
·
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Bullish
the most honest part of Anthropic's IPO prospectus is the page count)
about 80 pages of risk factors. 48 on the business
in a document meant to sell shares, the company tells investors advanced AI could pose "catastrophic or existential risks to humanity"
the money side:
- $4.59 billion revenue in 2025, from $386 million
- $8.06 billion operating loss
- $20.28 billion cash
all of it is Reuters reading a confidential copy. the alert claims Anthropic officially filed and published. nothing is public yet
the ANTHROPIC token on Solana sits on SPV shares, and Anthropic calls SPV transfers void. it fell 34% in a week back in May when they said so
when the public version is out I'll line its numbers up against these, follow if you want to see what moved
#AnthropicIPOProspectusCouldValueItOver$2T
the most honest part of Anthropic's IPO prospectus is the page count)
about 80 pages of risk factors. 48 on the business
in a document meant to sell shares, the company tells investors advanced AI could pose "catastrophic or existential risks to humanity"
the money side:
- $4.59 billion revenue in 2025, from $386 million
- $8.06 billion operating loss
- $20.28 billion cash
all of it is Reuters reading a confidential copy. the alert claims Anthropic officially filed and published. nothing is public yet
the ANTHROPIC token on Solana sits on SPV shares, and Anthropic calls SPV transfers void. it fell 34% in a week back in May when they said so
when the public version is out I'll line its numbers up against these, follow if you want to see what moved
#AnthropicIPOProspectusCouldValueItOver$2T
about 80 pages of risk factors. 48 on the business
in a document meant to sell shares, the company tells investors advanced AI could pose "catastrophic or existential risks to humanity"
the money side:
- $4.59 billion revenue in 2025, from $386 million
- $8.06 billion operating loss
- $20.28 billion cash
all of it is Reuters reading a confidential copy. the alert claims Anthropic officially filed and published. nothing is public yet
the ANTHROPIC token on Solana sits on SPV shares, and Anthropic calls SPV transfers void. it fell 34% in a week back in May when they said so
when the public version is out I'll line its numbers up against these, follow if you want to see what moved
#AnthropicIPOProspectusCouldValueItOver$2T
1
222
·
--
Bullish
Verified
Until tomorrow, 30 September 23:59 UTC, bStocks are withdrawn from the exchange to your own BSC wallet with no fee. Whether Binance Wallet or Trust Wallet
I have zero bStocks, so, basically. If they were there, I would do it like this
Withdrawal, network BSC, your wallet address
Send a bit of BNB too, because gas on BSC is paid in it. Without it, the token exists, but you can’t move it
Dividends are reinvested automatically in the wallet, using a multiplier, minus US tax. The split also happens automatically
If I want to get back into the stock—deposit to the exchange via BNB Chain and convert 1:1
And for someone else’s tokenized stocks, the window is longer. TSLAon, MSTRon, COINon, CRCLon from ETH, BSC or SOL until 11 October are swapped to bStocks 1:1 with no fee, with a daily limit per account
Basically, the free exit ends earlier than the entry. If you were thinking of withdrawing—today or tomorrow—how much the withdrawal will cost when the promo ends, I’ll check and write here. Follow/subscribe if you might not make it
@Binance_Ukraine #bstock #stock
Until tomorrow, 30 September 23:59 UTC, bStocks are withdrawn from the exchange to your own BSC wallet with no fee. Whether Binance Wallet or Trust Wallet
I have zero bStocks, so, basically. If they were there, I would do it like this
Withdrawal, network BSC, your wallet address
Send a bit of BNB too, because gas on BSC is paid in it. Without it, the token exists, but you can’t move it
Dividends are reinvested automatically in the wallet, using a multiplier, minus US tax. The split also happens automatically
If I want to get back into the stock—deposit to the exchange via BNB Chain and convert 1:1
And for someone else’s tokenized stocks, the window is longer. TSLAon, MSTRon, COINon, CRCLon from ETH, BSC or SOL until 11 October are swapped to bStocks 1:1 with no fee, with a daily limit per account
Basically, the free exit ends earlier than the entry. If you were thinking of withdrawing—today or tomorrow—how much the withdrawal will cost when the promo ends, I’ll check and write here. Follow/subscribe if you might not make it
@Binance_Ukraine #bstock #stock
I have zero bStocks, so, basically. If they were there, I would do it like this
Withdrawal, network BSC, your wallet address
Send a bit of BNB too, because gas on BSC is paid in it. Without it, the token exists, but you can’t move it
Dividends are reinvested automatically in the wallet, using a multiplier, minus US tax. The split also happens automatically
If I want to get back into the stock—deposit to the exchange via BNB Chain and convert 1:1
And for someone else’s tokenized stocks, the window is longer. TSLAon, MSTRon, COINon, CRCLon from ETH, BSC or SOL until 11 October are swapped to bStocks 1:1 with no fee, with a daily limit per account
Basically, the free exit ends earlier than the entry. If you were thinking of withdrawing—today or tomorrow—how much the withdrawal will cost when the promo ends, I’ll check and write here. Follow/subscribe if you might not make it
@Binance_Ukraine #bstock #stock
5
683
·
--
Bearish
Circle's CFO is out? not yet, per the 8-K
Jeremy Fox-Geen will continue as CFO through the end of December 2026, unless a successor shows up earlier
they already hired a search firm. reads like a handover to me
co-founder Sean Neville did leave the board, for personal reasons, and the filing says "not due to any disagreement"
the board shrinks from eight to seven
the stock fell 4.30% to $89.00 on September 25, and people stapled the two together
the filing was accepted at 16:05:16 ET, after the close. the 4.30% came before it
the slide after hours, fair, that one can be on the news
and $USDC sat at 1.00 through all of it, the only number a stablecoin owes anyone
two exits on one day looks spicy
the order of events makes it a lot less spicy)
Circle's CFO is out? not yet, per the 8-K
Jeremy Fox-Geen will continue as CFO through the end of December 2026, unless a successor shows up earlier
they already hired a search firm. reads like a handover to me
co-founder Sean Neville did leave the board, for personal reasons, and the filing says "not due to any disagreement"
the board shrinks from eight to seven
the stock fell 4.30% to $89.00 on September 25, and people stapled the two together
the filing was accepted at 16:05:16 ET, after the close. the 4.30% came before it
the slide after hours, fair, that one can be on the news
and $USDC sat at 1.00 through all of it, the only number a stablecoin owes anyone
two exits on one day looks spicy
the order of events makes it a lot less spicy)
Jeremy Fox-Geen will continue as CFO through the end of December 2026, unless a successor shows up earlier
they already hired a search firm. reads like a handover to me
co-founder Sean Neville did leave the board, for personal reasons, and the filing says "not due to any disagreement"
the board shrinks from eight to seven
the stock fell 4.30% to $89.00 on September 25, and people stapled the two together
the filing was accepted at 16:05:16 ET, after the close. the 4.30% came before it
the slide after hours, fair, that one can be on the news
and $USDC sat at 1.00 through all of it, the only number a stablecoin owes anyone
two exits on one day looks spicy
the order of events makes it a lot less spicy)
7
148
·
--
Bearish
the people getting paid don't get a vote
the plan: a dividend record date on every calendar day for STRF, STRC, STRK and STRD
vote on October 28, and only common holders get a ballot
rates stay put. STRF 10%, STRK 8%, STRD 10%
what changes is the clock: record date daily, cash the next business day
no fat ex-dividend drop anymore, the thing just accrues
the proxy even says dividends could come "potentially seven days a week, as market infrastructure evolves"
that's a stock company staring at how $BTC never closes and wanting the same schedule for its paper
first daily payouts: STRC on November 2, the other three on January 4, 2027
their pitch is less reinvestment lag and calmer prices around dividend days. a forecast, not a result yet
fine by me. I'd still let the people it's about raise a hand
the people getting paid don't get a vote
the plan: a dividend record date on every calendar day for STRF, STRC, STRK and STRD
vote on October 28, and only common holders get a ballot
rates stay put. STRF 10%, STRK 8%, STRD 10%
what changes is the clock: record date daily, cash the next business day
no fat ex-dividend drop anymore, the thing just accrues
the proxy even says dividends could come "potentially seven days a week, as market infrastructure evolves"
that's a stock company staring at how $BTC never closes and wanting the same schedule for its paper
first daily payouts: STRC on November 2, the other three on January 4, 2027
their pitch is less reinvestment lag and calmer prices around dividend days. a forecast, not a result yet
fine by me. I'd still let the people it's about raise a hand
the plan: a dividend record date on every calendar day for STRF, STRC, STRK and STRD
vote on October 28, and only common holders get a ballot
rates stay put. STRF 10%, STRK 8%, STRD 10%
what changes is the clock: record date daily, cash the next business day
no fat ex-dividend drop anymore, the thing just accrues
the proxy even says dividends could come "potentially seven days a week, as market infrastructure evolves"
that's a stock company staring at how $BTC never closes and wanting the same schedule for its paper
first daily payouts: STRC on November 2, the other three on January 4, 2027
their pitch is less reinvestment lag and calmer prices around dividend days. a forecast, not a result yet
fine by me. I'd still let the people it's about raise a hand
3
49
·
--
Bearish
5.18%
that's where the US 10-year closed on September 24. last higher close: 5.19% on July 6, 2007
everyone blames the Fed hike. now the curve on September 25
2-year 4.81%
20-year 5.54%
30-year 5.49%
the pressure sits at the long end. that's the market wanting to get paid for holding US debt
interest eats 3.15% of GDP, same zone as FY1991
back then debt topped out at 60.7% of GDP. now it's 122.6%. same slice of GDP, a far bigger pile
and the "yields kill crypto" line is overdone: $BTC 's 90-day correlation with the 10-year was -0.17, gold's -0.41
none of my money is in BTC. stables and BNB sit untouched in Simple Earn Flexible
still can't answer what I'm paid to sit in crypto when a 1-month bill yields 4.04%
5.18%
that's where the US 10-year closed on September 24. last higher close: 5.19% on July 6, 2007
everyone blames the Fed hike. now the curve on September 25
2-year 4.81%
20-year 5.54%
30-year 5.49%
the pressure sits at the long end. that's the market wanting to get paid for holding US debt
interest eats 3.15% of GDP, same zone as FY1991
back then debt topped out at 60.7% of GDP. now it's 122.6%. same slice of GDP, a far bigger pile
and the "yields kill crypto" line is overdone: $BTC 's 90-day correlation with the 10-year was -0.17, gold's -0.41
none of my money is in BTC. stables and BNB sit untouched in Simple Earn Flexible
still can't answer what I'm paid to sit in crypto when a 1-month bill yields 4.04%
that's where the US 10-year closed on September 24. last higher close: 5.19% on July 6, 2007
everyone blames the Fed hike. now the curve on September 25
2-year 4.81%
20-year 5.54%
30-year 5.49%
the pressure sits at the long end. that's the market wanting to get paid for holding US debt
interest eats 3.15% of GDP, same zone as FY1991
back then debt topped out at 60.7% of GDP. now it's 122.6%. same slice of GDP, a far bigger pile
and the "yields kill crypto" line is overdone: $BTC 's 90-day correlation with the 10-year was -0.17, gold's -0.41
none of my money is in BTC. stables and BNB sit untouched in Simple Earn Flexible
still can't answer what I'm paid to sit in crypto when a 1-month bill yields 4.04%
3
30
·
--
Bearish
65.86 on September 22. intraday high 373.00 on September 27. that's $QNT on Binance
the story going around: two bank groups picked Quant in the same week
The Clearing House in the US, for a tokenized deposit network
Barclays, HSBC UK, NatWest, Santander and the rest in the UK, with the first live customer transactions
now read both releases. the QNT token isn't in either of them
and the US network only goes live in the first half of 2027
timing is funny too. on announcement day it closed at 90.10
daily volume was 1.71M USDT on September 21 and 210.8M USDT on September 27
on September 28 it was trading at 227.71
two different bets wearing one ticker
not in it myself, watched the whole thing from the sidelines 🍿
65.86 on September 22. intraday high 373.00 on September 27. that's $QNT on Binance
the story going around: two bank groups picked Quant in the same week
The Clearing House in the US, for a tokenized deposit network
Barclays, HSBC UK, NatWest, Santander and the rest in the UK, with the first live customer transactions
now read both releases. the QNT token isn't in either of them
and the US network only goes live in the first half of 2027
timing is funny too. on announcement day it closed at 90.10
daily volume was 1.71M USDT on September 21 and 210.8M USDT on September 27
on September 28 it was trading at 227.71
two different bets wearing one ticker
not in it myself, watched the whole thing from the sidelines 🍿
the story going around: two bank groups picked Quant in the same week
The Clearing House in the US, for a tokenized deposit network
Barclays, HSBC UK, NatWest, Santander and the rest in the UK, with the first live customer transactions
now read both releases. the QNT token isn't in either of them
and the US network only goes live in the first half of 2027
timing is funny too. on announcement day it closed at 90.10
daily volume was 1.71M USDT on September 21 and 210.8M USDT on September 27
on September 28 it was trading at 227.71
two different bets wearing one ticker
not in it myself, watched the whole thing from the sidelines 🍿
2
103
·
--
Bearish
Bitget now puts its breach at approximately $387.5 million and wants THORChain to stop serving the hacker's addresses
THORChain's reply: it's permissionless like Bitcoin, Ethereum and BNB Chain, and what do those chains owe when stolen funds pass through?
except THORChain has a brake. Bitcoin doesn't
one pause lasts 720 blocks, roughly one hour
in February 2025 validators halted ETH trading while Bybit's stolen funds moved through
so the switch works. THORChain just picks the moments worth pulling it
its own words: the halt protects the protocol
I do get the principle. freeze addresses on request and you're a bank with extra steps
I'd respect it more said straight
no $RUNE in my bags
my Bitget balance is still in the queue, BTC went first, the rest come in stages
I'll post here how mine goes, follow if you're stuck there too 🫠
Bitget now puts its breach at approximately $387.5 million and wants THORChain to stop serving the hacker's addresses
THORChain's reply: it's permissionless like Bitcoin, Ethereum and BNB Chain, and what do those chains owe when stolen funds pass through?
except THORChain has a brake. Bitcoin doesn't
one pause lasts 720 blocks, roughly one hour
in February 2025 validators halted ETH trading while Bybit's stolen funds moved through
so the switch works. THORChain just picks the moments worth pulling it
its own words: the halt protects the protocol
I do get the principle. freeze addresses on request and you're a bank with extra steps
I'd respect it more said straight
no $RUNE in my bags
my Bitget balance is still in the queue, BTC went first, the rest come in stages
I'll post here how mine goes, follow if you're stuck there too 🫠
THORChain's reply: it's permissionless like Bitcoin, Ethereum and BNB Chain, and what do those chains owe when stolen funds pass through?
except THORChain has a brake. Bitcoin doesn't
one pause lasts 720 blocks, roughly one hour
in February 2025 validators halted ETH trading while Bybit's stolen funds moved through
so the switch works. THORChain just picks the moments worth pulling it
its own words: the halt protects the protocol
I do get the principle. freeze addresses on request and you're a bank with extra steps
I'd respect it more said straight
no $RUNE in my bags
my Bitget balance is still in the queue, BTC went first, the rest come in stages
I'll post here how mine goes, follow if you're stuck there too 🫠
1
119
·
--
Bearish
a blockchain just deleted about a month of its own history. on purpose
Zano restarted from block 3,833,000, right before Hard Fork 6
a Gateway Address bug let unauthorized ZANO and fUSD into circulation
how much got minted? nobody has said. no technical write-up yet
reimbursement comes from the development fund, team and large holders
no new ZANO issued, at least that part is honest)
a rollback isn't an undo though
anything already swapped to USDT or DAI on other networks stays out of reach
their own head of marketing: "The team can't roll back Zano"
miners, stakers, nodes and exchanges have to choose to run release 2.2.3.600
a month of history, now up to the people running nodes
#ZANO #Hacked
a blockchain just deleted about a month of its own history. on purpose
Zano restarted from block 3,833,000, right before Hard Fork 6
a Gateway Address bug let unauthorized ZANO and fUSD into circulation
how much got minted? nobody has said. no technical write-up yet
reimbursement comes from the development fund, team and large holders
no new ZANO issued, at least that part is honest)
a rollback isn't an undo though
anything already swapped to USDT or DAI on other networks stays out of reach
their own head of marketing: "The team can't roll back Zano"
miners, stakers, nodes and exchanges have to choose to run release 2.2.3.600
a month of history, now up to the people running nodes
#ZANO #Hacked
Zano restarted from block 3,833,000, right before Hard Fork 6
a Gateway Address bug let unauthorized ZANO and fUSD into circulation
how much got minted? nobody has said. no technical write-up yet
reimbursement comes from the development fund, team and large holders
no new ZANO issued, at least that part is honest)
a rollback isn't an undo though
anything already swapped to USDT or DAI on other networks stays out of reach
their own head of marketing: "The team can't roll back Zano"
miners, stakers, nodes and exchanges have to choose to run release 2.2.3.600
a month of history, now up to the people running nodes
#ZANO #Hacked
1
30
·
--
Bearish
Vitalik says Hegota, next year's fork, is likely Ethereum's last "normal" one
everyone will screenshot that. the part that hits builders on $ETH
{spot}(ETHUSDT)
is the bill after it
same computation, very different price
shove it into one serial transaction and it costs much more
split it into pieces that can run in parallel and it costs much less
so a contract that runs like one long to-do list gets expensive
and speed, in his words: "Ethereum itself will never have latency that competes with servers"
whatever feels fast will sit around the chain
I don't hold ETH, so I'm just here for the architecture drama)
Glamsterdam, the fork before Hegota, is set for the fourth quarter of 2026 and hasn't even shipped
the day it does I'll break down what it changes right here, follow and you'll catch it
#VitalikButerin #HEGOTA #ETH
Vitalik says Hegota, next year's fork, is likely Ethereum's last "normal" one
everyone will screenshot that. the part that hits builders on $ETH
is the bill after it
same computation, very different price
shove it into one serial transaction and it costs much more
split it into pieces that can run in parallel and it costs much less
so a contract that runs like one long to-do list gets expensive
and speed, in his words: "Ethereum itself will never have latency that competes with servers"
whatever feels fast will sit around the chain
I don't hold ETH, so I'm just here for the architecture drama)
Glamsterdam, the fork before Hegota, is set for the fourth quarter of 2026 and hasn't even shipped
the day it does I'll break down what it changes right here, follow and you'll catch it
#VitalikButerin #HEGOTA #ETH
everyone will screenshot that. the part that hits builders on $ETH
is the bill after it
same computation, very different price
shove it into one serial transaction and it costs much more
split it into pieces that can run in parallel and it costs much less
so a contract that runs like one long to-do list gets expensive
and speed, in his words: "Ethereum itself will never have latency that competes with servers"
whatever feels fast will sit around the chain
I don't hold ETH, so I'm just here for the architecture drama)
Glamsterdam, the fork before Hegota, is set for the fourth quarter of 2026 and hasn't even shipped
the day it does I'll break down what it changes right here, follow and you'll catch it
#VitalikButerin #HEGOTA #ETH
2
40
·
--
Bearish
766.25 $ETH
{spot}(ETHUSDT)
drained from over 1,335 wallets, and nobody hacked a single contract
scammers spun up a fake GIWA mainnet
gave it chain ID 9134, the one reserved for Upbit's L2
a DEX listed it as the genuine mainnet, and people bridged in
a chain ID is a label. anyone can type 9134
over 200 ETH came back as reparations, smaller losses at a flat 40%
(the loss numbers come from DYORSWAP itself)
GIWA's own account on X: mainnet not launched, stay safe from scams, "DYOR"
the DEX that got fooled is literally called DYORSWAP🙃
#dyor #DEX #GIWA #Hacked
766.25 $ETH
drained from over 1,335 wallets, and nobody hacked a single contract
scammers spun up a fake GIWA mainnet
gave it chain ID 9134, the one reserved for Upbit's L2
a DEX listed it as the genuine mainnet, and people bridged in
a chain ID is a label. anyone can type 9134
over 200 ETH came back as reparations, smaller losses at a flat 40%
(the loss numbers come from DYORSWAP itself)
GIWA's own account on X: mainnet not launched, stay safe from scams, "DYOR"
the DEX that got fooled is literally called DYORSWAP🙃
#dyor #DEX #GIWA #Hacked
drained from over 1,335 wallets, and nobody hacked a single contract
scammers spun up a fake GIWA mainnet
gave it chain ID 9134, the one reserved for Upbit's L2
a DEX listed it as the genuine mainnet, and people bridged in
a chain ID is a label. anyone can type 9134
over 200 ETH came back as reparations, smaller losses at a flat 40%
(the loss numbers come from DYORSWAP itself)
GIWA's own account on X: mainnet not launched, stay safe from scams, "DYOR"
the DEX that got fooled is literally called DYORSWAP🙃
#dyor #DEX #GIWA #Hacked
3
60
·
--
Bearish
I held $TRUMP
{spot}(TRUMPUSDT)
from launch through the whole drawdown, then sold it myself
California's new meme coin law wouldn't have changed a thing for me
Newsom signed AB 2409 on September 27 under a headline in caps: "THE OPPOSITE OF TRUMP!"
read the bill though
🔸 California officials can't issue a meme coin
🔸 exchanges can't list official-linked meme coins for California residents, but only ones issued on or after January 1, 2027
🔸 civil suits only, no criminal offense
tokens issued before that are exempt
so $TRUMP stays exactly where it is
and the law binds California's own officials, not the President
no governor was ever going to press sell for me
#USChinaRelease$30BTariffCutProductLists #TRUMP
I held $TRUMP
from launch through the whole drawdown, then sold it myself
California's new meme coin law wouldn't have changed a thing for me
Newsom signed AB 2409 on September 27 under a headline in caps: "THE OPPOSITE OF TRUMP!"
read the bill though
🔸 California officials can't issue a meme coin
🔸 exchanges can't list official-linked meme coins for California residents, but only ones issued on or after January 1, 2027
🔸 civil suits only, no criminal offense
tokens issued before that are exempt
so $TRUMP stays exactly where it is
and the law binds California's own officials, not the President
no governor was ever going to press sell for me
#USChinaRelease$30BTariffCutProductLists #TRUMP
from launch through the whole drawdown, then sold it myself
California's new meme coin law wouldn't have changed a thing for me
Newsom signed AB 2409 on September 27 under a headline in caps: "THE OPPOSITE OF TRUMP!"
read the bill though
🔸 California officials can't issue a meme coin
🔸 exchanges can't list official-linked meme coins for California residents, but only ones issued on or after January 1, 2027
🔸 civil suits only, no criminal offense
tokens issued before that are exempt
so $TRUMP stays exactly where it is
and the law binds California's own officials, not the President
no governor was ever going to press sell for me
#USChinaRelease$30BTariffCutProductLists #TRUMP
2
419
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