mugz

@shizhiang1 Gemini 被吹飛天了，實際有在搞項目的就知道這東西就是個空殼

Claude-Code vs Codex vs Gemini, 我亲身体验过后的对比，结果让你想不到。 我高强度分别体验了这三个Agents，用他们同时做3个项目，消耗的token过亿，最终还是选择了Codex。 1. Claude-Code 无疑是最强大的编程 Agent，每天都在推出新的概念来提升我们的效率，实际体验效果也是三个中最强的，但是它是在太贵了，而且由于众所周知的原因，用起来很不方便。 2. Codex 作为后起之秀，一直在 CC 身后无情追赶，不论是 MCP 还是 SKILL 都第一时间跟进，我的体感上，准确度和速度上并不弱于 CC，并且只需要开通 OpenAI Plus 就可以“无限量”使用，而且上下文比 CC 真的大很大。 3. Gemini 是谷歌的亲儿子，25年12月份随着 Gemimi 3 的推出一时风头无两，我也对它有很大的期望，但实时让我很失望，它的 CLI 交互是在太差了，几乎没有任何有用的信息输出，只在无情改代码，我只用它做了 3 个任务就放弃了。 如果你能完美解决 Claude-Code 账号环境的问题，并且不在乎 Money，可以无脑选它；否则，无脑用 Codex。

@elonmusknews30 A

Curators and "on-chain funds" that touched xUSD are perma-blacklisted for me: @Re7Labs @MEVCapital @hyperithm @TelosConsilium They are not competent to manage risk for you

@El_Mendru @phtevenstrong @Borealxyz How long will such high APY last for savUSD?

@phtevenstrong @Borealxyz vault addresses are public for all assets: #avusd-strategy-addresses" target="_blank" rel="nofollow noopener">docs.avantprotocol.com/yield-strategi… savUSD is basically a degen leveraged strategy using USDe/sUSDE/PT-sUSDe: x.com/El_Mendru/stat…

30 days of Transparency: Day 4 Protocol: @avantprotocol Transparency Dashboard: app.avantprotocol.com/metrics This one was requested, it may be a bit spicy. Detailed Exposure 🧵

@AskEuler Scam shit

People have asked me for an update on whether we are working with any of the teams behind any of the insolvent assets. We are not, but we are trying to. Despite multiple attempts to contact the Elixir, Stream, and StableLabs teams, we have not yet received a response and hope they will open lines of communication as soon as possible. If they are reading this, or if anyone can help us reach them, please get in touch. I want to stress that while Euler had no control over the recent events and has no control of the underlying curated markets, our team has been working around the clock to support users and curators in every way we can. We stand ready to provide the same level of assistance to the asset issuers to help facilitate recovery efforts, but they need to engage with us. Although some have reportedly been in touch with third parties and expressed a willingness to cooperate with Euler and Euler users, we have yet to hear from them directly despite repeated outreach across multiple channels. We want to help them do the right thing for affected users and minimise losses and damage as quickly as possible. We therefore urge @elixir, @StreamDefi, and @StablesLabs to get in touch without delay to begin the conversation.

@Re7Labs Decentralized Finance "We were assured by the Stream CEO that their position was stable and unaffected by market events." Will all my respect, you guys are absolute donkeys I really hope no one will EVER deposit in your vaults CLOWNS

📢 Announcement: Some of the savUSD markets on Euler are at high capacity. We recommend that borrowers monitor their positions and consider repaying debt where appropriate.

@euler_mab @eulerfinance What about the liquidation mechanism that did not work? Yes I know why, because the price of the xUSD is hard coded in Euler protocol, so not correlated to the market. Even now, it is still written 1,27$ for 1 xUSD

@MartinyMickael @euler_mab @eulerfinance Aha, so that is @eulerfinance issue.

@euler_mab @euler_mab please take real actions to impact Defi players to rescue. At this moment Euler and Mopho should stand out to help the lenders. You and curators earn money from us, we are fine if the platform is good but now trust on bullshxt permissionless model are crushing!

@euler_mab Please help instruct curators together rebalance their vaults to increase liquidity first! And ask impacted chain foundation to operate rescue fund!!

I wanted to see if 0xlaws claim that he is essentially zeroed out from stream and see if its true. I located a series of bybit deposit addresses associated to 0xlaw and found the following: intel.arkm.com/explorer/addre… - 545k deposited intel.arkm.com/explorer/addre… - 912k deposited intel.arkm.com/explorer/addre… - 10k deposited intel.arkm.com/explorer/addre… - 38k deposited I then ran those addresses through @nansen_ai and found some interesting results tldr: 0xlaw was using streams wallet to directly deposit funds to his bybit deposit wallet ## 📷 Related Wallet Cluster Analysis ### Main Account **[0x2278a9](app.nansen.ai/profiler?addre…)** (Yield Farmer) ### High Confidence Related Wallets (90-100%) #### 1. **[0x1597e4](app.nansen.ai/profiler?addre…)** - Top 100 on BTC.B Leaderboard **Confidence: 95% (Almost Certain)** Evidence: - 📷 **Shared CEX Deposit**: Both deposited to 0x84ab030EA3dF89435d29B279F03A3b88acdBF9E0 - Main account deposited $33.5k - This wallet deposited $503k - 📷 **Bidirectional Flow**: Strong bidirectional relationship with main account - Main account sent $3.4M to this wallet - This wallet sent $3.1M to main account - 📷 **Connected Trading**: Also received $999.5k from 0x7fb9c80da7d009b9690d5ada91cbd54e5aa36529 #### 2. **[0x813436](app.nansen.ai/profiler?addre…)** - @!285541 on Farcaster [Verified] **Confidence: 90% (Almost Certain)** Evidence: - 📷 **Shared CEX Deposit**: Both deposited to 0x84ab030EA3dF89435d29B279F03A3b88acdBF9E0 - Main account deposited $33.5k - This wallet deposited $332k+ (across multiple transactions) - 📷 **Same user verification**: Farcaster verified account suggests single entity control ### Moderate-High Confidence Related Wallets (70-89%) #### 3. **[0x62c2b8](app.nansen.ai/profiler?addre…)** - Medium Dex Trader **Confidence: 85% (High Probability)** Evidence: - 📷 **Shared CEX Deposit**: Both deposited to 0xCbFbE9fD86237a3b14E4FfB26b38707eEaA6B9D5 (Bybit Deposit) - This wallet deposited $439.9k - Main account deposited $20k - 📷 **Volume Threshold**: Significantly above $50 minimum threshold #### 4. **[0x7fb9c8](app.nansen.ai/profiler?addre…)** **Confidence: 80% (High Probability)** Evidence: - 📷 **Shared CEX Deposit**: Both deposited to 0xCbFbE9fD86237a3b14E4FfB26b38707eEaA6B9D5 (Bybit Deposit) - This wallet deposited $39k - Main account deposited $20k - 📷 **Connected to Cluster**: Sent $999.5k to 0x1597e4b7cf6d2877a1d690b6088668afdb045763 (confirmed cluster member) #### 5. **[0x6dad62](app.nansen.ai/profiler?addre…)** - kizito.eth* **Confidence: 75% (High Probability)** Evidence: - 📷 **Shared CEX Deposit**: Both deposited to 0xDe53951a29150205883306091c9Ca4981F0B1352 - This wallet deposited $18.4k (multiple transactions) - Main account deposited $300 - 📷 **Lower main account volume**: $300 is relatively small but above threshold

Stream’s First Casualty: deUSD 1/ After Stream disclosed a $93M loss in user funds, Elixir’s deUSD and sdeUSD collapse became inevitable. Elixir was key in Stream’s recursive xUSD minting loop and held $68M in USDC exposure to Stream, representing about 65% of deUSD’s backing.

@eulerfinance K3 has exposure to Stream sdeUSD. The root problem is @elixir. @eulerfinance you should help with increase the liquidity for the market

An update from Euler: 1. We’ve been providing technical support and guidance to curators with impacted vaults, to assist users. 2. Euler-DAO curated markets have no exposure to Stream, are fully isolated, and continue operating normally. Summary of this week's efforts below.

What's wild to me is that "money & risk managers" aren't actually managing money. They just throw their deposits into random shit. Even worse, they clearly don't understand risk management. Pro tip for other "investors": these products are on-chain. You can see everything happening under the hood. That's how open ledgers work. How is it possible that professional money managers put funds into vaults based solely on reading a landing page? Because what other explanation is there? The best part is that when I was pitching @stablewatchHQ at Stable Summit to "funds" this year, everyone claimed they had "amazing risk desks and monitoring" and that our pricing (the lowest in the market at that time of bootstrapping) was a "no-go." Good luck managing people's money, everyone. *Not hating on K3, I hope they recover. Just venting about the many "yield funds" I've encountered.

USDX 暴雷后的悲惨个体：一场稳定币灾难 在 Luna 崩盘之后，业界曾以为最惨烈的稳定币灾难已经过去。 然而，USDX 的暴雷却再次撕开了加密金融的伤口。 无数个体的命运，被这场风暴碾压成碎片。 每一片雪花落在他们身上，都化作一座无法承受的大山。 家庭与生命的代价 有人因相信币安钱包与 Lista 的背书，将积蓄投入理财。如今，家人重病急需用钱，却发现资金早已无法取出。 他愤怒地质问：为何币安没有做最基本的背景调查？为何一个屡次rug的惯犯、虚假融资的项目 StableLabs，能堂而皇之登上币安钱包首页？ 投机者的幻灭 也有人自以为聪明，在脱钩跌至 0.9 时，链上买入 200 万 U，幻想抄底反弹。结果眼睁睁看着价格一路跌到 0.3。 他心知肚明，已提交的赎回或许永远无法到账——因为官方金库里只剩下区区 1 万 U。 链上的愤怒与链下的追索 更有受害者悬赏 USDX 老板杨舟（@goXmoonman）的香港住址，甚至老家祖坟地址。 链上的恩怨，最终还是要链下解决。 最后的逃生机会 与此同时，链上“科学家”们有偿协助，用脚本抢夺 Lista 中偶现的流动性。 宛如一艘正在沉没的大船，幸存者们争抢着不多的救生圈。 协议收割完散户后，散户之间又陷入残酷的 PvP。 沉默的大多数 更多的,是默不作声的小散, 人微言轻, 在 @SiloFinance DC频道里被mod骂傻逼后踢出 币安钱包客服则冷漠回应：从未听过这个项目，更不存在所谓背书。 Lista 的 Discord 中，只要有人提及此事，立刻被拉黑。 在 curator（MEV 与 Re7）、Lista、币安钱包、SiloFinance 之间，受害者得到的只有踢皮球与沉默。 出事前：收手续费、管理费、广告费。 出事后：“non-custodian、permissionless、风险自担”，便将责任推得一干二净。 受害者能做的，或许只剩下诉讼这一条路。 行业的警示 币安钱包合作的 USDX 已经暴雷, Bitget钱包合作的 Takara Lend亮起了红灯 Web3 钱包的理财模式，究竟能否走向合规与透明？还是继续在“去中心化”的幌子下，让风险由散户独自承担？

USDX 的“恢复计划”，不过是撤走流动性、封锁用户后的公关手段。 事件时间线很清楚 👇 1️⃣ 先是以balancer事件的理由 撤走链上流动性； 2️⃣ 接着 关闭所有用户沟通渠道——Telegram、Discord 全部封锁； 3️⃣ 当用户开始指控其涉嫌诈骗与选择性兑付后， 他们才拿出一个所谓的“恢复计划”， 内容却只有一个 Google 表单 + 几句模糊承诺。 没有链上证据、没有时间表、没有答复。 这不是透明，而是拖延与掩盖。 现在，用户需要立刻知道： 那些存放在 币安（Binance） 和 欧易（OKX） 的 USDX 头寸和抵押资产， 究竟发生了什么？ 是被团队人员挪用了？还是被转移、再质押、甚至清空？ 在资金托管和交易记录未公开前， 所谓“恢复计划”毫无意义。 #USDX #StableLabs #透明度 #DeFi #用户权益

K3 Capital is threatening legal action against Elixir after a $68M loan to Stream Finance allegedly misrepresented risk and exposure. DeFi transparency faces new pressure. 👉 Full Story Below 👇 blockonomi.com/elixir-faces-l…

@LumaoDoggie @k3_capital 我再补充一个可疑的点，欢迎项目方来打我脸 @elixir 虽然说通过快照来赎回，但没有说在哪个区块快照等详细信息。X 上大量用户发帖明明持有 $deUSD 但 claim 页面却显示额度为 0 所以 @elixir 很有可能是在撒谎，没有链上数据证明真的在赎回