Alan👻🦄

金钱犹如氧气。当你拥有充足的氧气时，你几乎感觉不到它的存在；但当你缺氧时，除了下一口呼吸，其他任何东西都无关紧要。 钱最重要的作用，确实不是消费，是自由的入场券，也是降低恐惧的良药。 但是真的要这么多吗？ 我每天100美金被动收入就很开心不焦虑了，因为家里每个月的花销差不多就这么多了，我自己基本不花钱，所以100美金就很好了， 如果要3000-1W 美金才能安全感和开心，那我估计大部分人都无法开心了，甚至为了追求这个收入，铤而走险反而走向反面。 毕竟氧气多了，反而会不适应甚至中毒。 适合自己的才是最好的。

I know a lot of people are going to dive into the weeds on every last detail of this. As they should. So, I’m just going to remind everyone that these sorts of things are really fucking difficult. The “real” world doesnt do a great job of handling them either. In fact, the real world often does a horrifically shitty, extractive, slow job. Even for relatively straightforward cases, it can take years for victims to recover any funds. Once there are multiple entities and impacted individuals involved, you can easily be looking at a decade+. During that decade, multiple teams of lawyer and accountants will charge top dollar to untangle the mess. They have little at stake in the outcome. Their job is just to untangle. So they do. This path isn’t required. It’s chosen by the involved parties bc it’s risky to do things. But there is always risk. It’s risky to NOT do things, too. As someone who’s worked with victims going thru civil and criminal forfeiture. As well as being involved in a number of more informal situations. And watching Gox…QuadrigaCX…FTX… It is very rare to get a great outcome from a shitty situation. In the end, most folks are just happy to be done and be able to move on. Even if that means accepting a 12% recovery. I encourage everyone to keep this the back of their minds when discussing. It’s easy to shit on any proposal by comparing it to some perfect fantasy you dream up. But that is a fantasy. It’s an impossible state. It can never happen. You should still push towards this ideal outcome. It’s how you are able to get the best outcome in the end. But never forget that, at any given point, the most likely outcome is far worse than the one you are railing against and calling shit. 💖

For the LayerZero defenders saying that Kelp should have been using a 2/2 DVN... The 2/2 DVN of LZ + Nethermind processed the most volume of any other security configuration for LayerZero. Head of BD at Solv protocol (LayerZero user) says there was a 94% admin overlap in the signers of those two different DVNs, which effectively means there was next to no additional security benefit even in a 2/2 DVN vs just using either as a 1/1. It was decentralization theater. "LZ Labs DVN — 24 admins Nethermind DVN — 17 admins 16 of those 17 Nethermind admins are also admins on the LZ Labs DVN — i.e. ~94% overlap. Anyone holding one of those 16 keys has admin power over both DVNs."

GHO borrow cap increased to 150M on Core.

最全面的 Codex 教程，官方看了都说好 不到两小时教会你如何使用 Codex App + gpt5.5 这个最强组合——从 skill 和插件使用、自动化工作流构建到多线程实战演示 如果你想找到 Vibe Coding 的最佳实践，这绝对是目前最值得看的教程之一

As part of an industry-wide recovery initiative, LayerZero's proposed contribution would go towards the best path forward to restoring rsETH backing. We have been closely coordinating with Aave and all other parties like EtherFi, Ethena, Arbitrum, and Kelp who have been working tirelessly to ensure the best possible outcome for crypto.

我再次回到 GPT 的怀抱， 成为尊贵的 ChatGPT Pro 用户！

Spent the last week calling the largest institutions to get their read on the DeFi situation. Key takeaways: 1- Institutional interest isn't going away, for a simple reason: distributors aren't going away. Massive AUM, payments, and loans are coming onchain. Every fintech wants to move fully onchain. As an institution, you don't have a choice. 2- That said, they've completely lost trust in pool/hub models. Institutions and distributors want control: over the code, over the risk, over the compliance. With the flexibility to isolate what they want, while plugging into the global network of liquidity that's compatible with them. The promise of an open financial system is too big to fail: not because of ideology, but because it's going to create an immense amount of value for everybody involved.