Sabitlenmiş Tweet
Kmets
9.2K posts
Kmets
@kmets_
@aladdindao Maximalist | Kmets.eth
Away in the sky Katılım Mart 2011
1.7K Takip Edilen3.3K Takipçiler
I'm joining @FirepanHQ as one-third of the founding team, here’s why:
Since 2020, my faith in DeFi’s core “code is law” philosophy has smashed hard against the reality of increasingly sophisticated hacks and exploits. As AI coding tools whoosh past the singularity, the attack surface has been growing faster than our ability to defend it.
Last year this hit too close to home. Before deploying a boilerplate rewards claim contract for a personal project (too small to justify a six-figure audit,) I asked several security-minded colleagues to review my code before launch. Only one person caught a glaring access control vulnerability left toggled incorrectly from a testnet deployment, and he found it in minutes thanks to AI security tooling he’d been building.
Many conversations later, we’re proud to release this to builders as FirePan.
FirePan is an AI-native security platform that monitors your smart contracts continuously. Every push. Every pull request. Every new attack vector uncovered sharpens our capability for defense.
As AI accelerates the threat landscape exponentially, our best defense is getting advanced AI security tooling into the hands of builders. We’ll be publishing much more research on this subject in coming weeks, including details on critical vulnerabilities we’ve found for early partners.
If you’re shipping anything onchain, try running a free surface scan on your repo at firepan.com and share your feedback with us.
English
I agree with the first part, but the idea that Ethereum is the only layer where it's possible to do things differently or that it's currently suitable for this kind of activity leads to inertia.
What if ETH is just Myspace (sorry Tom) and Facebook is still coming?
ALEX | ZK@gluk64
The Cari announcement sparked a debate about institutional blockchain infrastructure. Much of it focuses on technical architecture. But first, consider the business case of proprietary vs. open standard. Governance of proprietary networks like Canton or Tempo is going to be controlled by a small group with disproportionate voting weight. It's "permissionless", but to join you have to submit a Google Form with opaque admission criteria. It's unclear who decides. Over time, the most influential participants will set the terms of access and pricing. If you're a bank evaluating this today, you recognize the pattern from SWIFT and Visa: early incumbents locking in structural advantages while late joiners absorb the cost. This is what we hear from banks. Everyone wants to build their own SWIFT-killer. Nobody wants join someone else's SWIFT-killer. Ethereum is the only settlement layer where that dynamic can't take hold, because no single entity can capture it. It's the only place where every participant can permanently trust that no future coalition will rewrite the rules against them. That's what makes Ethereum the only game-theoretical equilibrium as a global settlement layer for institutional finance that works long term.
English
Kmets retweetledi
Fantastic breakdown by @Nomaticcap of @saylor’s use of $STRC from @MicroStrategy.
What struck me is that @saylor essentially created a version of @protocol_fx V1 $BTC from first principles.
$STRC : $fxUSD (stablecoin backed by $BTC that pays out a yield)
$MSTR : $xBTC (equity that acts as leveraged version of $BTC)
Curious to see if @strategy keeps following @aladdindao’s DeFi inspiration and begins offering fixed leverage $MSTR with liquidation protection! 👀
Nomatic@Nomaticcap
Something unusual may be taking shape at the intersection of Bitcoin and capital markets. What @saylor is building at @Strategy may go far beyond simply buying Bitcoin. It may be the early formation of a Bitcoin credit market. A breakdown 🧵
English
The response after Kharg Island?
Some oil loading operations in the UAE port of Fujairah, just outside the Strait of Hormuz, have been suspended after a drone attack and fire on Saturday morning.
bloomberg.com/news/articles/…
English
Kmets retweetledi
fxUSD passed the Pharos stablecoin test with flying colors.
I have been running stablecoin research on Pharos Watch lately and fxUSD from @protocol_fx caught my attention. The data tells a clean story.
Safety score: 83/100, an A rating. Peg stability: 98/100, A+. For a decentralized stablecoin competing in a space dominated by centralized offerings, those numbers are serious.
The reserve composition sits at 42.4% wstETH via Lido and 57.6% WBTC. It is a CDP stablecoin backed by real collateral, fully permissionless onchain, with zero minting fees and extremely low borrowing costs. The wstETH/fxUSD market on @Morpho costs just 1.47% to borrow.
@PharosWatch shows a native yield of 4.18%, but that is not the ceiling. The fxUSD Agentic Stablecoin vault on Morpho is currently sitting at 7.48% APY with $1.46M in total deposits and $1.03M in liquidity.
The marketcap has not returned to its August 2025 peak of $126.7M, but the fundamentals have not weakened. fxUSD is quietly building the payment rail for the agent economy.
It is already integrated into the @heurist_ai x402 Facilitator on @base, allowing AI agents to pay for services, purchase credits, and unlock premium access using fxUSD.
A decentralized stablecoin with a near-perfect peg, real yield, and agent-native utility. The Pharos data made me look twice.
N;B, bit of a feedback to the Pharos team @TokenBrice, possibly allow to see other yield opportunities on the site, rather than just the native yield as that doesn't always tell the full story. Great platform, regardless!
English
@austincampbell @malekanoms The Bitcoin network doesn’t have the Turing-complete programmable capabilities of Ethereum. The two networks couldn’t be more different.
English
I disagree. TradFi already has controlled and censored and reversible systems. The issuers and users who want those feature can stay there.
Being as predictable (and ruthless) as gravity is the only unique value prop of real crypto. Without it, there’s no point. Use a database.
Austin Campbell@austincampbell
0/ This view is utopian, idealistic, and aligned with the cypherpunk mandate of the original crypto believers. It will also be incredibly toxic for real world asset issuers beyond the point of stablecoins.
English
My top list of lending protocols:
@aave
@0xfluid
@kamino
@Morpho
@YeiFinance
@hyperlendx
@SiloFinance
@Dolomite_io
@felixprotocol
@eulerfinance
@VenusProtocol
@compoundfinance
What did I miss?
English
This is absolutely INSANE !!!!
Someone just swapped $50,432,000 USDT for $36,200 $AAVE on Ethereum.
He just lost $50.3 MILLION in seconds.
English
If a user sends a swap with 99.928% slippage is that a user error? A frontend error? Or a program/contract/protocol error?
English
@ehwwpk Whenever I see something like this, I always ask myself “they are either ignorant or devious.”
Devious explanation: This was the fastest way to launder $50MM and get most of it back through a MEV bot you control. You also get to claim the loss on your taxes, I think?
English
Obviously shitty AF, but also, why raw dogs $50M in 1 txn on a non stable-stable swap and doesnt tranche?
Some fund is gunna postmortem in a week and intern getting blacklisted from job offers for life 😵💫
Googly 👀@0xG00gly
Someone lost $50M swapping USDT for AAVE, I guess via Cowswap on the Aave frontend? My thoughts and prayers go out to wallet 0x98B9.
English
@SmallCapScience Would caveat this to say “it’s in the best interest of the United States for oil to stay elevated **AS PRICED IN YUAN** long term and for this war to drag on.”
English
This war is about oil.
Bessent farmed the volatility of crude futures to earn 28M barrels of yield on their SPR, at $100 per barrel thats $2.8B worth of free reserves.
We are growing our long term reserves while convincing the rest of the world to offload their SPRs.
Trump admitted this today...
"The United States is the largest Oil Producer in the World, by far, so when oil prices go up, we make a lot of money."
Fun Fact, the USD gains between .5-1% of strength for every 10% increase in oil prices, it's called the petrodollar for a reason.
Economically it's in the best interest of the United States for oil to stay elevated long term and for this war to drag on. Position accordingly.
First Squawk@FirstSquawk
WRIGHT: U.S. PLANS TO HAVE MORE BARRELS OF OIL IN STRATEGIC RESERVE A YEAR FROM NOW DESPITE RELEASE
English
@WenLlama @CryptoWinthorpe @dcfgod I need to finish my article on using the Inferno system to burn $cvxCRV. BcvxCRV can be used to incentivize higher yields for $reUSD holders and as a method for ensuring funding for Swiss Stake. Here's a sneak peek:
English
@CryptoWinthorpe @dcfgod Last burn was 65 days ago.
They’ve been burning cvxcrv for years now.
Market sucks, discount sucks, def not villains tho
etherscan.io/tx/0xf264c06db…
English
The curve wars: how convex finance completely screwed everyone that ever deposited crv with them
CrediBULL Crypto@CredibleCrypto
English
English
Question to all DeFi nerds
What are some protocols with the highest stablecoin yield & the lowest risk of getting rugged?
English
FFR is at 3.64%. That is the risk free rate that underpins global finance.
The Ethereum network’s current $ETH staking APR is 2.81% with 0 stakers trying to unstake their $ETH.
If you understand this, you should be asking some existential questions about the future of crypto and finance.
We are living in the most interesting of times.
Danny Dayan@DannyDayan5
For the first time since SVB, the 2y is equal to Fed Funds.
English