Sergei🛸 @terroko

The past few days have been intense, but I wanted to give some updates as we continue to work on this. Our priority is our users, and every decision we are making is aimed at an orderly return to normal market conditions and the best possible outcome for everyone involved. Working around the clock, the team has made progress on multiple paths forward with several partners. The Arbitrum Security Council also recovered $70 million in ETH, which could meaningfully reduce the potential exposure, and multiple discussions and solutions are being considered. I am confident we will move towards a strong resolution. Reviewing what happened and learning from it matters. But pointing fingers is not something that gets us to the other side of this. Every bit of my energy right now is focused on the outcome for Aave users and the protocol. Aave has been my life's work, and this is an important moment for DeFi as much as it is for Aave. I am deeply grateful for the support and collaboration we have received from builders and partners across the industry. We’ll get through this together and we’ll continue to publish updates on @aave as they happen.

Someone sent this to the KelpDAO hacker 😭😭 "Your Excellency, Congratulations on your success. DO NOT refund Kelp DAO. This is their dereliction of duty in failing to take good care of their own funds. Code is law"

Nous Research acaba de abrir el código de lo que Jane Street paga más de $500K a los cuantitativos para construir. Se llama Hermes Agent. Se despliega en 30 minutos en un VPS de $5. Un trader convirtió $300 en $123K operando en mercados meteorológicos con él. Cada operación en cadena. No se requiere código.

🔴 هذا الشخص شرح أسهل طريقة للربح من المقاطع القصيرة ( Shorts ) على يوتيوب $$$. احفظه عندك ممكن تحتاجه لاحقاً..

有个交易员，只用了5分钟，就在比特币上赚了30多万美金。 他叫Claude——不是真人，是他手里那个AI。 一开始他就扔了1500美元进去试试水。现在账户余额已经干到了304万。今天又赚了54200，这周累计22.6万。 账户是3月4号才建的。不到一个月，挣的钱比大多数人上班几年都多。 你问他怎么搞的？ 不是玄学。没有付费群。不看K线信号。也不靠猜涨跌。 他就是把这玩意儿设置对了。 步骤其实不复杂： 1. 装了两个东西——一个叫MCP插件，一个API接口。 2. 跟Claude说了一句话：“给我搭一个5分钟级别的BTC交易终端。” 3. AI自己去盯着现货比特币和Polymarket上那个市场之间的价格差。只要效率差异一出现，自动低买高卖。 全程不需要人拍板。没有犹豫，没有手抖，没有“再等等看”。 大多数人还在那儿“尝试AI”——今天让它写个文案，明天让它总结个PDF。 而这帮人，已经把AI当基础设施用了。 不是吹牛，是杠杆。 你要是真想明白怎么把Claude这类工具用对，那你基本就告别手动交易了。 现在这个差距还不算大。但正在以肉眼可见的速度拉开。

$AAVE is down this week. The funds holding it haven't moved. 10 fund wallets currently holding: Multicoin, DACM, Maven11, Crypto.com Capital, QCP Capital, AU21 Capital - collectively hold $32.6M in AAVE. Zero sells across any of them. Multicoin alone: 338K AAVE (~$30.7M), 2.11% of total supply. Meanwhile, Top 100 on MORPHO Leaderboard [0x6a4d36] came back in 18h ago - buying ~$290K of AAVE via CoW Protocol after partially exiting the day prior.

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Nansen 🧭 @nansen_ai

4 months ago

Two wallets accumulated ~$1.5M of $AAVE on @ethereum within 12 hours of each other. Here's what we found when looking into it 👇

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这条内容大概率活不久 我让 Claude 连续扫了 24 小时 GitHub，专门找那些在 Polymarket 上真正打出链上结果的 bot 最后只找到一个钱包 $143,379 利润 43,788 笔交易 没有受众 没有噪音 我连夜把它反向拆出来了 先丢了 $90 进去 睡一觉起来，+130% 然后我又测了一次 这次只拿 $20 做 copytrade 什么都没动 第二天醒来，变成了 $127 这时候我才意识到，这不是运气 它的每一笔交易，都在按规则执行： 只做特定时间窗口 仓位用 Kelly 控制 亏损不等于失效，而是模型升级的一部分 43K+ 交易，几乎没有偏离 GitHub 只有 14 个 stars 但已经从市场里拿走了 $143K 当大多数人还在做别人的 exit liquidity，这东西，已经在稳定收割他们了。

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这波aave黑客事件最伤的其实不是aave，是eth，唯一的基本盘defi叙事崩塌了。 这两天跟一位横跨AI和Crypto领域都做过项目的朋友聊天，他的建议是“最近一年都少碰defi，现在正是黑客靠AI去攻破各种defi协议的窗口时间，没人知道到底哪些协议会有漏洞” 之前跟朋友们线下交流，我一直说eth是我想在这轮底部狠狠建仓的标的（因为我觉得筹码洗的比btc要干净，华尔街也有解套需求），这下真的要再想想了。 唉，现在不仅政治动荡，科技也在飞速进步（做AI创业的应该最有感受，可能明天你的产品和商业模式就被claude替代或变相证伪了），所以谁tm能知道未来会发生什么，我甚至已经接受了btc被破解归零也是有可能的未来了。

Ansem 🐂🀄️ @blknoiz06

3 months ago

eth thesis has been weakening consistently for years, solana this cycle dominated retail activity, hyperliquid dominated perps activity, rollups still have yet to gain significant traction & vitalik publicly abandoned gen usage rollup thesis eth's main value prop has been safety

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You could retire with $1M - deposit $1M into Solana or Ethereum DeFi - think you’ll earn around $7k-$8k per month - within a couple months have the underlying protocol get hacked - lose 98% of your principal - unable to write off any of the losses on your taxes - owe the IRS mid 6-figs - go to debtors prison for life and have taxpayers cover your room and board What's stopping you?

这个月可以称得上是crypto 史上黑客最猖獗的月份了： 0418: @KelpDAO 被盗 $293M 0416: Grinex 被盗 $15M 0416: @rhea_finance 被盗 $18.4M 0412: @hyperbridge 被盗 $2.5M 0401: @DriftProtocol 被盗 $285M 累计被盗资产高达6亿美元。 更恐怖的是，这个月还有11天才结束。

with stablecoin markets beginning to become illiquid, the situation is now entering a more dangerous stage imo to break down the driving factors: the ETH market is ~16.5% backed by rsETH, and rsETH backed loans could see up to 10-15% haircut in emode if losses are socialized equally on mainnet & external chains, leaving 2-3% residual haircut for ETH suppliers after wiping out umbrella ETH suppliers are naturally incentivized to get out ASAP to avoid this, so utilization is pinned at 100%, and borrow rates are not high enough to incentivized repayment of unrelated LST loops (wstETH, weETH) to free up liquidity because it is impossible to withdraw ETH, users borrowing stables like USDT against ETH collateral cant unwind their position even when the rates for stablecoin borrowing start to spike, which severs the typical incentives scheme keeping these markets healthy now we have 2 unhealthy incentives based on the markets becoming locked at 100% utilization 1) ETH holders cannot unwind their positions to maintain healthy LTVs, and liquidators cant withdraw/sell collateral to close positions atomically, meaning that ETHUSD price drop could potentially cause bad debt 2) users supplying USDT have a perverse incentive to max-borrow other stablecoins as a way of exiting, the position has positive carry (for now) so the optionality has low cost, while if conditions worsen they can get at least 75% of their position value out of the market bottom line is, for these pooled/rehypothecated lending markets to function properly, liquidity must be preserved AT ALL COSTS. recent slope2 changes nerfing Aave's max borrow rates are having a negative effect and significantly increasing the risk of cascading market failure

It feels pretty cooked right now but I think once @aave ETH deposits/borrows are unfrozen, pending their plans to announce what's next for rsETH, the ETH market rates will normalize faster than most realize. Some large ETH depositors withdrew from Aave out caution but remember, there's only an ability to withdraw ETH from Aave right now. You might be wondering "why would anyone want deposit ETH without more information?" but that's what makes a market. Different investors have differing viewpoints. Some investors would love to step in here. It's just that right now, those who would want to supply/lend WETH on Aave, they cannot. For example, someone wants to buy your aEthWETH on Aave. x.com/litocoen/statu…

lito @litocoen

3 months ago

if you need some conviction in DeFi just look at this within hours after the hack someone has spun up a marketplace for aEthWETH deposit tokens if you can't withdraw right now, someone is willing to buy your illiquid deposit token from you offers start at 7.5% discount

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@okxHelpDesk @okx Ticket ID: 13062273

@OKXHelpDesk When can I expect a response from you? Will you reply to me by email or here?

@OKXHelpDesk Please address the issues with OKX representation in Russia. It’s just unbearable. You’ve put people in support who simply copy text from a file instead of providing proper answers.

@OKXHelpDesk This is just insane. I joined Discord to ask for help, and all I got in return was complete silence. There’s absolutely no assistance in resolving even the simplest customer issue.

@OKXHelpDesk OKX support in Russia is just terrible. The staff is absolutely incompetent in every issue. I have to reach out to you directly on X.

@OKXHelpDesk Ticket ID: 13062273.