Alice

Analyst @chaoslabs | Formerly: @Glassnode (views are my own)

[Omer Goldberg @omeragoldberg]

https://t.co/hx4ahMm7ih

[Catherine Chan @catwychan]

https://t.co/UeRq8KJevg

[Omer Goldberg @omeragoldberg]

1/ stETH CAPO Misconfiguration

Today, a misconfiguration on Aave's CAPO oracle caused wstETH E-Mode liquidations, resulting in a loss of 345 ETH.

No bad debt was incurred, and all affected users will be fully reimbursed.

More below.

[_Checkonchain @_checkonchain]

Last week's Bitcoin sell-off meets the criteria of a textbook capitulation event. It occurred rapidly, on heavy volume, and crystallised losses from the lowest-conviction holders.

In our latest newsletter piece, @_Checkmatey_ examines what this capitulation tells us about market structure, and what typically follows such events → https://t.co/cp4Odtpcge

Some insights explored in the article:
- Net realised losses exceeded ~$1.5B/day
- Spot, futures, options, and ETF volumes all surged to extreme levels.
- Futures markets were meaningfully deleveraged as long-biased positions were flushed.
- Realised losses reached their largest absolute USD print in Bitcoin’s history

[Chaos Labs @chaoslabs]

1/ @SolvProtocol has integrated Chaos Proof of Reserves for onchain monitoring of SolvBTC Bitcoin reserves and supply across supported networks.

Check out the Chaos PoR dashboard: https://t.co/XfWLrmzIyA

[Shai Kritz @shkritz]

1/ The paradigm shift in global reserves is no longer a theoretical debate. It’s happening on-chain, in real-time.

We are witnessing the "on-chaining" of the global gold and silver markets at a sovereign scale.

A breakdown of the data and what it means for the industry.

[Chaos Labs @chaoslabs]

1/ Introducing Chaos Vaults.

AI-powered yield at enterprise scale.
Available now on @Krakenfx DeFi Earn & @Krak.

[Omer Goldberg @omeragoldberg]

For an AI agent, ** Search is the Oracle **

If retrieval is stale/wrong, no downstream reasoning can recover correctness.

In finance, this is a safety issue.

We explore with a small, intuition-building benchmark, investigating in this series as we expand the eval framework.

[Chaos Labs @chaoslabs]

1/ Chaos Oracles secured over $350B in transaction volume and $21B in value this year across DeFi protocols, including @Aave, @Pendle_fi, @GMX_IO, and @JupiterExchange.

This momentum continues into 2026; in the meantime, here's our EOY Oracle Scorecard.

[Chaos Labs @chaoslabs]

https://t.co/osNXWUzNNs

[Chaos Labs @chaoslabs]

DeFi protocols move billions through oracles that treat API data as truth.

The October 10 flash crash exposed that fragility, a point @omeragoldberg (CEO @chaoslabs) raised with @PrimordialAA (CEO @LayerZero_Core) months ago.

[Omer Goldberg @omeragoldberg]

Price feeds were DeFi 1.0.

Risk Oracles are the next primitive.

Proud of the team for taking this from idea → to securing ~10b in onchain value in production.

Chaos Oracles are live with
- @aave
- @pendle_fi
- @GMX_IO
- @JupiterExchange

and more.

The next generation of Oracles are smart, real‑time, and market‑aware.

We’ll keep publishing deeper pieces; check out the latest!

[Chaos Labs @chaoslabs]

1/ @ether_fi crosses $10B in TVL; launches neobank strategy

EtherFi has rolled out its ‘Cash’ Visa card, enabling users to spend fiat against crypto holdings.
CEO @MikeSilagadze is targeting over 1M users by 2026.
Strong fundamentals offset any concerns around token supply dilution.

[Alice @AliceKohn]

The Cosmic Treasure Chest - VIDEO - EN https://t.co/iMiNg5K9kl via @YouTube

[Omer Goldberg @omeragoldberg]

Excited to share the first @chaoslabs AI Hub, the Stablecoin Hub.

Hubs are domain-specific mini apps, surfacing agent-powered signals.

Compare @USDC, @USDT0_to, @withAUSD, @ethena, and more.

Launching to (super) early beta users.

What other Hubs do you want to see?

[Alice @AliceKohn]

Way to go @AstroPeggy! 5th time and still going!

[SpaceX @SpaceX]

Liftoff of Ax-4!

[METR @METR_Evals]

When will AI systems be able to carry out long projects independently?

In new research, we find a kind of “Moore’s Law for AI agents”: the length of tasks that AIs can do is doubling about every 7 months.

[Alice @AliceKohn]

https://t.co/BLAiXlHjK0

[Chaos Labs @chaoslabs]

1/ Slashing is now live for Symbiotic.

As risk managers for @ether_fi, Chaos Labs has conducted an industry-first analysis of @primev_xyz, quantifying the return per unit of risk to ensure that stakers are adequately compensated for their slashing risk.

The risk profile for LRTs is constantly evolving and our products are driving real-time insights.

[Chaos Labs @chaoslabs]

1/ Introducing Chaos AI—The World’s First AI-Powered Crypto Researcher.

Built on years of proprietary data from securing trillions in trading volume, Chaos AI transforms fragmented market data into institutional-grade financial intelligence.

Get Early Access: https://t.co/b1ASMY1x1D