Alan👻🦄

DeFi researcher | Crypto since 2017 | $ETH $AAVE $UNI $LINK $PENDLE | DeFi will win

[Alan👻🦄 @Alan_ETHODL]

@hangzai @jason_chen998 那是中国在大举买入黄金而已

[Michael Saylor @saylor]

Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.

[Alan👻🦄 @Alan_ETHODL]

@Coinlii @kungfu_crypto mstr优先级还不如strc

[Alan👻🦄 @Alan_ETHODL]

@qlonline 为啥要给他们面值赎回，那不就是坑了剩下所有人吗

[anymose 🦅 @anymose]

一个冷热不均的知识

$STRC 脱锚到 $94.65 有人开始造谣要破产了，显然没搞懂运行机制。

STRC 是优先股，由 Strategy 资产负债表做抵押，也就是说如果破产会得到优先偿付。公司持有 843,706 BTC + 9 亿美元现金，每 1 美元优先股对应约 3.1 美元超额抵押。

卖 BTC 也会给你利息，其实他已经明盘了。

[Apyx @apyx_fi]

https://t.co/QBk50yAQPk

[Alan👻🦄 @Alan_ETHODL]

@y_cryptoanalyst 反人类设计

[Stani @StaniKulechov]

Aave V4’s modular lending architecture represents the next generation of lending protocols.

Its hub-and-spoke design can support virtually any credit use case.

Through Babylon, users can leverage native Bitcoin as collateral to borrow from Aave.

Aave V4 is designed to power lending markets for native assets, securities, and a wide range of credit use cases, both existing and yet to be imagined.

[Alan👻🦄 @Alan_ETHODL]

@jason_chen998 最后还不是要发币割韭菜

[Alan👻🦄 @Alan_ETHODL]

@Bitwux 手续费多少

[Alan👻🦄 @Alan_ETHODL]

@_FORAB grok的中文语音确实一言难尽

[Alan👻🦄 @Alan_ETHODL]

@chenmo 难道不是ondo垄断？

[AB Kuai.Dong @_FORAB]

因发型长得像特朗普，避免被屠宰。

孟加拉国有一头罕见的白化水牛，因头上一撮金发，被起外号叫特朗普。原本它要在近期被宰杀，但因为在网上爆红、引发大量围观，孟加拉国内政部长决定下令保住了它。目前水牛被送往达卡国家动物园。

[Alan👻🦄 @Alan_ETHODL]

扎心了

[陈剑Jason @jason_chen998]

本来挺焦虑的想找GPT开导开导，结果大半夜的被骂破防了，俺日他娘啊😣

[Stani @StaniKulechov]

Not a good take.

DeFi infra today is materially more resilient than in prior cycles (partially also thanks to AI).

Also DeFi has improved across the board over the years:

- better risk engines + lending market structures
- formal verification, audits, bug bounties
- better cap management, oracle improvements
- automated monitoring and security operations inc. circuit breakers
- far better tooling for smart contract security (including AI-assisted analysis)

Ironically, a lot of the remaining attack surface now comes from web2-type opsec, which is why many DeFi teams are investing heavily into better processes (inc. SOC2-based), infra hardening, and internal controls.

DeFi is constantly evolving, but pretending the industry hasn’t matured significantly or that AI is only a net negative for DeFi security is simply not true. The same AI capabilities attackers use are also increasingly used by security researchers, auditors, and whitehats to strengthen protocols.

DeFi Will Win.

[Alan👻🦄 @Alan_ETHODL]

@jason_chen998 重复造轮子

[Babylon @babylonlabs_io]

Today we published a temp check on the @aave governance forum: Babylon Trustless BTC Vault Integration on Aave v4.

The temp check proposes two new Aave v4 Spokes to onboard native BTC as collateral via Trustless Bitcoin Vaults and seeks community input.

https://t.co/l4oa3MdXJA

[Alan👻🦄 @Alan_ETHODL]

@servasyy_ai 算了吧 要不是试过多agent我就信了

[Alan👻🦄 @Alan_ETHODL]

@0xKevin00 大清亡了？

[Alan👻🦄 @Alan_ETHODL]

@trumpchinese1 只要是选出来的 再干四年未尝不可