0xSyntellect

Curve @LlamaRisk

[0xSyntellect @0xSyntellect]

@HunterBiden @Kenneth_Belkin I wouldnt think I would give Hunter Biden a follow but here we go

[0xSyntellect @0xSyntellect]

@HunterBiden @DeeZe @SleepyManny Ball knower

[0xSyntellect @0xSyntellect]

@HunterBiden @Boilers32 A life lived fulfilled

[0xSyntellect @0xSyntellect]

@HunterBiden @Boilers32 True commitment

[0xSyntellect @0xSyntellect]

@levelsio @TermiusHQ Have you tried https://t.co/KOEi6MFbRc ?

[0xSyntellect @0xSyntellect]

@newmichwill It wasnt that hard to pass anyway

[LlamaRisk @LlamaRisk]

1/ LlamaRisk is stepping up risk at @aave.

We are expanding our mandate to deliver comprehensive risk coverage across V3, V4, and Horizon- operating as a core pillar of the protocol as it scales into its next phase.

[simon | xerberus.io @snj_peters]

.@LlamaRisk sits at the top of the Xerberus Vault Risk Leaderboard.

No comment on the Chaos/Aave separation
but I will say that Aave still has some of the brightest minds in crypto risk management on its team.

[0xSyntellect @0xSyntellect]

I wake up and Anthropic just destroyed another industry:
security auditors

[Anthropic @AnthropicAI]

Introducing Project Glasswing: an urgent initiative to help secure the world’s most critical software.

It’s powered by our newest frontier model, Claude Mythos Preview, which can find software vulnerabilities better than all but the most skilled humans.
https://t.co/NQ7IfEtYk7

[LlamaRisk @LlamaRisk]

We acknowledge @ChaosLabs' sudden announcement to step down from their @Aave risk mandate.

LlamaRisk has served the Aave ecosystem for the past two years, delivering risk frameworks, parametrization, and quantitative models underpinning all Aave deployments across V3, V4, and Horizon.

We build protocol-owned risk infrastructure on @Chainlink's CRE and serve as the only independent legal and regulatory research capability within the Protocol.

Aave's risk management has never rested on a single point of responsibility. We are fully prepared to fill all operational gaps and will ensure full continuity of risk services.

Over the next week, we will present a detailed proposal, including immediate changes to delegated risk systems, to renew our unwavering commitment to the Aave ecosystem. Aave will win!

[Haseeb ＞|＜ @hosseeb]

This is wild. Google Research demonstrates a ~20x more efficient implementation of Shor's algorithm that could break ECDSA keys within minutes with ~500K physical qubits.

Google is now are more confident on a 2029 post-quantum transition. We are no longer looking at mid 2030s, we could have quantum computers of this scale by the end of the decade.

They believe this result is so severe that they are not publishing the actual circuits. They instead published a ZKP proving that they know of the quantum circuit with these properties. This is very atypical, showing Google thinks this is serious shit.

All blockchains need a transition plan ASAP. Post-quantum is no longer a drill.

[0xSyntellect @0xSyntellect]

@revertfinance Cooked 🔥

[0xSyntellect @0xSyntellect]

2020: "why is there no UI?"
2026: "why is there no CLI?”

[10Δ @_10delta_]

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.

Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.

The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible.

1st was Europe, which laid the groundwork.

The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40.

Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT.

Europe was transformed from a customer with options into a captive market now purchasing its survival in USD.

2nd was Syria.

The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean.

The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed.

This isolated Iran geographically & cleared the path for what came next.

3rd was Venezuela.

In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily.

The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone.

Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to..

4th is Iran & the Middle East energy shock.

Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled.

The only remaining scaled supplier? The United States.

If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil.

This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system.

The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency.

The structural repricing is happening regardless of how the conflict resolves.

But the US grand strategy goes deeper..

Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths.

By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale.

The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas.

On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls..

Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy.

Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal.

Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass.

Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years.

Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost.

Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first.

The US is seizing all 3.

[0xSyntellect @0xSyntellect]

@Defi_Warhol @mstable_ @UnitasLabs @YuzuMoneyX @yield @Main_St_Finance @gaib_ai @MidasRWA @upshift_fi No $crvUSD ?

[0xSyntellect @0xSyntellect]

Real

[0xSyntellect @0xSyntellect]

The tweet that marked the bottom

[LlamaRisk @LlamaRisk]

On March 2, 2026, an exploit on the sDOLA-long2 LlamaLend market hard-liquidated 27 active borrowers (~$10.9M total debt).

The post-mortem linked below explains what made the exploit possible, the impact to users, and how to prevent such incidents in the future. 👇

[LlamaRisk @LlamaRisk]

We're seeking renewal as @CurveFinance's risk provider for 2026–2027.

Curve is a powerhouse of DeFi innovation, and we are grateful to have the opportunity to serve this community.

Partners since 2022 🤝 Here's what's next 👇

[0xSyntellect @0xSyntellect]

The tweet that marked the bottom

[Bark @barkmeta]

Jane Street was running an algorithm that dumped Bitcoin every single morning at 10am. Every day. For months. Crashing the price. Liquidating retail. Buying back lower. Rinse and repeat.

The second they got sued it stopped. The 10am dump disappeared. Now Bitcoin just had the best day in months.

One trading firm... That’s all it took to suppress the entire crypto market for months.

Now ask yourself how much of the crypto price action is even real. How many people panic sold because the charts look terrible. How many people got liquidated. How many billions were taken from regular people by a single trading desk.

And this is just the first one to get caught so far… it’s about to get VERY interesting.

[0xSyntellect @0xSyntellect]

This would make an awesome love death robots episode

[james yu @jamesjyu]

https://t.co/F8YjxrLdyS