
sleepy
2K posts



if a narrative is actually good, it will inevitably be pvp’d as traders want a piece of the pie without having to “size in” and take risk if the main coin for the narrative survives this, it wins forever This is one of those scenarios.



It's been two months since @maraoz made this DeFi doom call. Since then, GLM 5.2, Fable, and GPT 5.6 have all shipped and are all being used in the wild by attackers. The data is in. It's time to call it: the DeFi "hackpocalypse" was a false alarm. It's more than half-way through the year and annualized $ hacked in DeFi in 2026 is lower than 2025 year, and well within historical range. The deeper story is that while the NUMBER of hacks has spiked, the SIZE of hacks fell even more. This means attackers are picking off small protocols and abandonware, the ones that can't afford to AI-harden their code. But large protocols have done the AI-hardening, and they're actually pretty secure now. Lesson: the average dollar in DeFi is as safe as it was a year ago. If you keep your money in large protocols that can afford to harden themselves, you'll likely be fine.






Update: after media coverage, Nick’s game appears to have found PMF First 48 hours: > 6,912 players > 8,986 hours played > 1.3 hrs/player avg > 437 peak concurrent players > 3 inbound ad inquiries Finance has moved the project from “expense incident” to “strategic initiative"


With our Five Eyes partners, we have published a joint statement warning organisations they have months - not years - to protect their systems from the accelerating cyber threat driven by frontier AI.🧵 To read the full statement⬇️ ncsc.gov.uk/news/the-ai-sh…

I love NYC but I’m so happy to be back home in front of my Studio Display





Excited to see everyone come together for this historic moment. AQAv2 brings the protocol-aligned stablecoin model that @Nativemarkets trail-blazed to USDC with @Coinbase and @Circle's commitment to Hyperliquid. The community no longer has to choose between liquidity and alignment. Our industry will face adversity as we continue to grow. It gives me hope seeing titans of the industry come together to build for users and bring all of finance onchain.














