Microsoft Leveraged Altman's Breach for Profit and IP Control
.@ramahluwalia runs the winners-and-losers breakdown on the Microsoft-OpenAI restructuring. ⛓️💥 His conclusion: Sam Altman was in breach of contract, and Microsoft used that leverage to get more revenue, less expense, and a free call option on all future OpenAI IP. @perkinscr97 @BitsAndBips 🎧 https://t.co/03x8q55e53
DeFi Must Offer Massive Yields to Offset High Risk
What's the appropriate amount of yield to offer to lenders in DeFi? "If yield on Treasuries is 4%, but in DeFi, you get blown up every week, then in DeFi, you need to earn 104%" 😂 -- @kaiynne https://t.co/WRtMtepjzU
Donation Drive Won’t Fix KelpDAO Hack Complexity
Is a donation drive a good solution to the KelpDAO hack? "It's an unusual situation since LayerZero built the bridge, but it was KelpDAO's bridge, and the victims were on Aave." 🤔 -- @tayvano_ https://t.co/WRtMtepjzU
Luca Jokes LayerZero’s DeFi United Donation Is Stingy
Was LayerZero stingy about its DeFi United donation? @kaiynne asks @LucaNetz 🎙️ "Pellegrino -- that's my guy." 😂 -- Luca https://t.co/WRtMtepjzU
Deep Dive: Sanctions, AI Deal, DeFi Tensions, Market Arrest
Chris and Ram went deep this week: 🏳️ Iran's deal offer 🇺🇲 how Tether became a US sanctions tool 🏆 why Microsoft won in its revised deal with OpenAI🛟 the DeFi United response to Kelp DAO, and ⛓️ the arrest...
DeFi Raises $300M, Questions Yield Risk Pricing
DeFi just pulled together $300M+ to make Kelp's rsETH holders whole after the April 18 exploit. The harder question on Uneasy Money this week: were DeFi yields ever actually pricing this kind of risk? Plus: the Polymarket soldier, USDT vs. Iran,...
DeFi Hack Delays, Doesn’t Deter Traditional Finance
1/ A $293M DeFi exploit should’ve been the kind of event that sends TradFi running. Instead, Morpho CEO Paul Frambot [ @paulframbot ] says the reaction has been more revealing: Delayed? Yes. Deterred? Not quite. 👇
DeFi Governance Will Evolve After Recent Hack
The most important thing @0xMether said on @bitsandbips wasn't about the hack mechanics. It was about where DeFi governance is heading after it. https://t.co/i3GCKeQiF8
Everyone Claims They'd
.@griffgreen on @unchained_pod: after billions stolen by North Korea, "at least we got a little bit of a punch in." And almost everyone says they'd have signed the transaction. https://t.co/UkKnClTb9n
Arkham Users Set Deposit Alerts to Front‑run Aave Withdrawals
This is a bank run in slow motion. @MiguelMorel explains how Arkham users are setting deposit alerts to be first in line to withdraw from Aave's illiquid markets. @unchained_pod https://t.co/mkK6F3pMWp
Prediction Markets on War Must Be Strictly Regulated
"If you're listing markets on when a land invasion is going to occur, free markets are wonderful, but when it leads to people's deaths, it's a problem" Christopher on why prediction markets on military operations cross a line that can't be...
Prediction Markets Will Surge Despite Betting Turbulence
"I think sports betting will face some turbulence in the future, so Kalshi may have more of a fight in front of them. But prediction markets are going to be so massive, it doesn't matter." 🔥 -- @perkinscr97 https://t.co/V2FDkHgzi2
Crypto Sentiment Reset Sets Stage for Early-Year Rally
"Sentiment has been so bombed out, washed out, reset that it might not take much to get this going" Ram on why he's constructive on crypto right now "If you look at 20 to 30 to 50 charts in digital assets, you...
Bipartisan Push to Let Private Sector Chase Hackers
"We need to empower the private sector to go after those who are hacking us. I've talked to Democrats like Ritchie Torres about it -- they're like, 'Hell yeah.'" 🥷 -- @perkinscr97 https://t.co/o3h67jD0JH
Bitcoin‑Gold Ratio Shows Stunning Uptrend This Month
"The one chart to look at right now is bitcoin:native:Gold. If you look at the past month, it's a beautiful chart." 🥇 -- @perkinscr97 https://t.co/V2FDkHgzi2
Iran Must Deploy Old Tankers or Shut Wells
"Iran needs to use these old oil tankers. Otherwise, they need to shutter the wells. It will cause significant damage if they are forced to shut down wells." 🛢️ -- @ramahluwalia https://t.co/V2FDkHgzi2
Formal Verification: Math’s Shield Against AI-Driven DeFi Hacks
🤖 "The power has shifted way more toward the attackers ... but we have one tool: formal verification. AI can break a lot of things, but it can't break math." -- @PaulFrambot on all the hacks in DeFi https://t.co/o3h67jD0JH
Mether Pins Kelp Hack Blame on Kelp, LayerZero, Aave
.@0xMether's breakdown of fault in the Kelp hack is worth watching. He doesn't let Kelp, LayerZero, or Aave off easy. @bitsandbips https://t.co/5zLVFRyZo4
Fintechs Rush On‑chain to Protect AUM From Morpho
"Every single fintech is going onchain, because they realize they're going to lose AUM to Morpho, so they realize they have to come onchain to maintain their AUM." 👀 -- @PaulFrambot https://t.co/5TsfovnBdK
DeFi Loans Can Match TradFi Risk with Quality Collateral
"If you take high quality collateral like Treasury bonds or bitcoin and reliable price sources, the risk of those loans can actually be close to the one in TradFi and it doesn't require crazy premiums." -- @PaulFrambot on the risk...
Arbitrum Freezes DPRK Loot, Proving Bitcoin Can Too
Griff Green on the Arbitrum Security Council’s decision to freeze DPRK’s stolen funds on Unchained: "I mean, the fact of the matter is this is possible in Bitcoin.” 👀
Consistent Pattern Confirms Arkham's North Korea Attribution
I asked @MiguelMorel what makes Arkham confident it was North Korea. The answer: a pattern that's too consistent to ignore. @unchained_pod https://t.co/lcc3jKI0oY
Isolated-Market Design Contained Morpho’s Losses
The $292M KelpDAO bridge exploit is the largest DeFi attack of 2026. Aave is now holding more than $200M in bad debt; Morpho's direct exposure was about $1M. What explains the gap? Paul Frambot, co-founder and CEO of Morpho, joins...
Elegant Solution Switched Griff Green on Arbitrum Freeze
What changed @griffgreen's mind about the Arbitrum freeze? The elegance of the solution. He explains on @unchained_pod, then goes somewhere bigger about immutability. https://t.co/Xy32iwyo8u
Forced Inclusion Lets Arbitrum Freeze $70M NK Funds
Griff Green explains on Unchained how forced inclusion, a mechanism most people didn't know existed, let Arbitrum freeze $70M of North Korean funds with a single Layer 1 transaction. https://lnkd.in/eQVdqjWP
Aave's rsETH Collateral: 98% Concentrated in Single Trade
What caught me in this Bits + Bips clip: 98% of Aave rsETH collateral was in one looping trade. That's not diversified risk, that's concentrated exposure hiding behind a unified pool. https://lnkd.in/ekXN-43C
Aave’s Unified Pool Design Fuels $193M Bad Debt
Who Pays for the $193M Aave Bad Debt? 40% of LayerZero OFT deployments still run a 1-of_1 signer. @0xMether and @blockworksres break down how that choice, combined with Aave's unified pool design, produced $193M in bad debt. @bitsandbips Timestamps: ⚠️ 3:36 Dissecting the rsETH...
Thorchain Saves $500, Yet Fails to Block DPRK Theft
Who would you want to see discuss how Thorchain saved itself $500 from the Litecoin reorg but refused to stop DPRK from stealing money from users?
Lazarus Group Chooses ThorChain for Rapid Exploit Payouts
Miguel Morel of Arkham explains that ThorChain is the Lazarus Group's chain of choice: they run small tests, conduct the exploit, move the money, and immediately hit ThorChain. The trail is unmistakable to those watching onchain. https://lnkd.in/ep3BXgzh
Social Consensus, Not Immutability, Drives Blockchain Accountability
I know Griff Green from writing about the original DAO hack, and now he was involved again in a pivotal DAO rescue. On Unchained, he explains how the Arbitrum freeze worked technically and why social consensus, not immutability, is blockchain's...
Lazarus Overrides Freezes, Claims Ownership of Funds
Yikes, Had no idea this was happening. Taylor: Lazarus literally tells services ‘this is my money, you have no right to freeze it.’ And it works. On Uneasy Money w/ Kain, Luca Netz & Odysseas:
DeFi Veteran Fears On‑Chain Funds After Kelp DAO Hack
Five years building DeFi and @kaiynne says he’s never been more scared to have money on chain 😬 This is what the Kelp DAO hack aftermath looks like from the inside. @tayvano_ @LucaNetz @odysseas_eth: https://t.co/fnHoG3xB5V
Arbitrum Council Freezes $70M DPRK Funds, A Watershed Moment
Kaiynne calls it the watershed moment. Tay was awake for five days and still didn’t think it was going to work. What Arbitrum’s security council actually did to freeze $70M of DPRK funds: https://lnkd.in/eQwhzjzK
Canton Unfairly Singled Out While Similar Chains Go Uncriticized
.@YuvalRooz’s theory: Canton gets attacked for things that Ethereum L2s and proof-of-authority chains do too, and nobody says a word. When I asked if it was just jealousy, he didn’t quite say yes — but he came close. https://t.co/VOL66ojAMc
Kelp DAO Hack Used Spoofed RPC Node, Not Contract Exploit
The Kelp DAO hack wasn’t a contract exploit. It was a spoofed RPC node. @tayvano_ explains why that’s a harder and scarier attack vector. @kaiynne @LucaNetz @odysseas_eth Watch this: https://t.co/cBvUpFPcrk
Crypto Builders Asked: What Is Blockchain’s Agent Protection?
Jessi Brooks has a question for crypto builders: Amex just launched agent purchase protection — covering AI agent mistakes on its rails. What's blockchain's version? @kkirkbos @TuongvyLe12 @DEXintheCityPod https://t.co/A4XpQ1XXQZ
Arbitrum Freezes $70M DPRK Funds, a DeFi Governance Milestone
Arbitrum’s security council froze $70M of DPRK funds by doing something no L2 has done. 😮 Kain, Luca Netz, Taylor and Odysseas Lamtzidis explain exactly how, and why it may be the most important governance event in DeFi history. New...
DeFi Needs Rate Limits to Curb Massive One‑Shot Borrowing
This is @TuongvyLe12's hot take: DeFi should consider rate limits. A new user shouldn't be able to come into Aave and deposit and borrow $300M in a single shot. It's a harder question than it sounds. @kkirkbos @DEXintheCityPod https://t.co/Xe0IHrI8Jq
Yuval Rooz Defends Lack of Public Verifiability on Canton
I wasn’t expecting this level of candor from @YuvalRooz. He admitted that there is currently no public verifiability on Canton — then made the case for why that’s the right trade-off. https://t.co/adv1zA72Sb
Accountability Essential for Learning After Hacks
Every time there's a hack, people say 'no grave dancing.' But @TuongvyLe12 points out: without accountability, how does anything ever improve? @DEXintheCityPod 🎧 https://t.co/t3NOHgv3hb
Common Insecure Default Becomes De Facto Standard
What I found sharp in this segment: @TuongvyLe12's point that when 47% of teams choose the same insecure default, it stops being an individual choice and starts looking like industry standard architecture. @kkirkbos @DEXintheCityPod https://t.co/dgATW3fh8c
DeFi’s $300M Kelp Hack Forces Liability Debate
The Kelp DAO exploit put a real number — $300M — on the question DeFi keeps avoiding: Who's liable when the infrastructure fails? @kkirkbos @TuongvyLe12 and Jessi Brooks on @DEXintheCityPod. 🎧 Timestamps: 🎙️ 0:00 Introduction live from the Eve Wealth Summit, Phoenix 🔓 2:08...
Ethereum Tech Could Outpace PayPal in Safety
"We have the technology to be better than PayPal" - @griffgreen on Ethereum's safety potential https://t.co/gHje2CV8V0
Kelp DAO, Aave Urged to Improve Coordination, Fund Transparency
"Now, Kelp DAO and Aave have 70 million reasons to coordinate better than they were and have a good public distribution of what funds are left over from the Kelp DAO exploit" - @griffgreen https://t.co/C0Okymb2f3
Council Seeks Clearer Insight Into Members' Guidelines
"I think we can probably have more understanding of what each member's guidelines are" - @griffgreen on the Arbitrum Security Council https://t.co/C0Okymb2f3
Prioritize Stopping Threats Over DAO Freeze Concerns
"For me, if you can stop North Korea, you do it" - @griffgreen on the Arbitrum freeze of the Kelp DAO loot https://t.co/C0Okymb2f3
Arbitrum DAO Holds Power Over Frozen Kelp Loot
"It is up to the Arbitrum DAO to decide what to do with those funds" - @griffgreen on the frozen Kelp DAO loot https://t.co/C0Okymb2f3
Canton Touted as DocuSign for Tokens, Faces Scrutiny
.@gluk64 on @unchained_pod: Canton is “a DocuSign for tokens.” @yuvalrooz disagreed — and pointed to $400B of Broadridge repo to make the case that Canton is load-bearing. @hosseeb asked whether any of this is different from how USDC works. Full segment: https://t.co/WuHWGRuDtO
Aave Must Incentivize Market, Not Rely on Bailouts
"If a single person is not going to come out and bail out the entire protocol ... you need to get the market to do it ... How do you get the market to do it? you offer them more...
Frozen Aave Users Rush to Withdraw Incoming Funds
"When money comes in, I need to be the first one to take it out" - @MiguelMorel on what frozen Aave users are watching https://t.co/C0Okymb2f3