The Pulitzer ↑↑↑ (Ø,G) HUDL π²

LFG

[Tom ⛩ @Tom_Degen68]

Account Abstraction Quick Look

Account abstraction (AA) was a huge narrative back in 2024. It means the wallet is a smart contract that lets you do gas sponsorship, batch txs, passkeys, spending limits, and social recovery.

In 2026, AA stopped telling a wallet story cuz most people never needed to choose it.

---

There are three layers:

- ERC-4337
- EIP-7702
- Native AA (EIP-8130 / similar)

The AA stack:

➊ Smart account implementations

- @safe: still the institutional standard. Multisig + modules (Zodiac). Tens of millions of accounts, tens of billions in custody. Also the stack behind the Bybit signing UI that got hit.

- @zerodev_app (Kernel): modular ERC-7579 account. Popular with builders who want plugins/session keys.

- @biconomy (Nexus): consumer/gasless focus, ERC-7579 + 7702.

- @Alchemy Light/Modular Account, @etherspot, @openfort_hq, @thirdweb, etc. More full product wallets + AA bundled.

➋ Infra (the pipes)

- @pimlicoHQ: bundler + paymaster. Used by MetaMask and a lot of custom stacks.
- Alchemy Gas Manager, Biconomy paymasters, Stackup/Alto bundlers.

Portability is still weak: a ZeroDev account is not trivially usable inside a Biconomy app. That lock-in is one reason native AA / 7702 exist.

➌ Chains with AA as a first-class feature

- @zksync: native AA from day one
- @Starknet: native-ish (Cairo accounts)
- @base / @Optimism Stack: moving toward EIP-8130

---

What AA buys you (security angle)

Useful:

- Spending limits, time delays, allowlists
- Multisig / social recovery instead of one seed phrase
- Session keys for bots/agents without handing over the master key
- Simulate-then-sign policies

Not magic:

- The account is still a contract. A bug or a malicious module can drain it.
- The UI that asks you to sign is often the real attack surface. Bybit was not a Safe contract bug. It was a compromised Safe{Wallet} frontend showing a fake tx while the payload upgraded the implementation.
- Audits of the account code do not cover: hosting, npm, signer machines, paymasters, or post-deploy module installs.

→ That maps directly onto 2025-2026 losses: most moeny left through supply chain / keys / ops.

---

After Bybit / Safe UI, people know smart account is not safer. The failure was the signing screen and supply chain, not the lack of ERC-4337.

Big capital still sits in Safe multisigs (institutions / DAOs) and normal EOAs (everyone else). Consumer AA is now a feature inside an app, a invisible infra.

- Gas sponsorship in consumer apps
- Session keys for agents/bots
- Batching, passkeys, recovery - mostly behind a branded app

→ 30M+ 4337 accounts is real adoption. It's just not the same as people treating AA wallets like they treat Phantom or a Ledger.

[The Pulitzer ↑↑↑ (Ø,G) HUDL π² @Pulit7Pulitzer]

@HypeTradoors @HyperliquidX yo yo huge

[Hype Tradoors @HypeTradoors]

A new era of Tradoors is coming to @HyperliquidX

Claim your spot now → https://t.co/3cs9dzumAZ

[Tom ⛩ @Tom_Degen68]

Browsing without feeding the machine with Beldex Browser

Most mainstream browsers is an advertising and profiling engine first. But here, Beldex Browser + BelNet treat the web as something you use, not something that uses you.

Have you ever asked: What if your browser didn't have a business model built on watching you?

Welcome to @BeldexCoin ecosystem.

[Tom ⛩ @Tom_Degen68]

POV: Me and the boys in the group chat at 2am talking pure chaos.

One random screenshot and suddenly we're all explaining our life choices to the authorities.

I don't want my messages with the boys getting leaked, otherwise we all go to jail 😂

This is why privacy chat like @BeldexCoin BChat exist.

[Tom ⛩ @Tom_Degen68]

Top Trending Last Week

➊ @RobinhoodApp Explosion

- Memecoins, Launchpad, NFTs
- Uniswap V4 related discussions

➋ Bitcoin Range + Institutional Flows

- BTC stuck around $64k–$65k all week
- Strongest combined BTC + ETH ETF inflow week since April (~$1.1B)

➌ Kaito

- @KaitoAI Katalysts
- Kaito Select
- Invite + partner talk → Clear revival in attention after a quieter period

➍ Security Incidents

Coldcard hardware wallet exploit (tens of millions drained) → Big discussion around hardware wallet risks.

➎ Interoperability Shift

@BitGo moving WBTC from @LayerZero_Core to @chainlink CCIP → Continued the post-KelpDAO migration narrative.

➏ @arc Mainnet Incoming

Growing anticipation around Arc mainnet launch.

What do you think?

[Tom ⛩ @Tom_Degen68]

Claude + ChatGPT agents were phase one.

@tradehotstuff next moves at the AI × Crypto intersection are going to feel DIFF.

Account Intelligence > Chatbot.

[Tom ⛩ @Tom_Degen68]

Nolus x Solana

They offer best of both worlds product:

- Users get @NolusProtocol distinctive margin primitive (fixed costs, asset ownership, forgiving liquidations) running against Solana's scale and speed.
- Cosmos users gain easy access to @solana assets/liquidity.
- Solana users get a more predictable, asset-backed margin product than the typical variable-rate lending or perpetual markets there.

Banger?

[Tom ⛩ @Tom_Degen68]

Just joined @raffledotsol Summer Sprint 2: Proof of Holders

Tasks are pretty simple: Hold a Pitfall, set it as pfp for a week, link DC and post it on X.

Ends Aug 23. They're giving away 10 Pitfalls (including a Legend and an Epic).

Also just a reminder if you already hold one:

- It's a 404 so you can swap it to token form anytime
- You get weekly free tickets, higher referral rank (up to 3x), and a LB point boost.

Pretty straightforward.

[Tom ⛩ @Tom_Degen68]

Better accessibility & liquidity for $BDX

Moving BDX between the native privacy chain and BSC becomes easier and more reliable.

This bridge connects @BeldexCoin to the much larger BSC DeFi and user base, making it simpler for people to acquire, use, or exit BDX without relying on CEXs.

[Tom ⛩ @Tom_Degen68]

Look what incentives can do to perp DEXs.

Both Phoenix and Ondo Perps saw massive volume spikes after launching weekly USDC rewards.

On the airdrop side, ONDO points might mean something. And Phoenix feels like they might launch a token in 2049.

Incentives work, just don't confuse rented volume with real PMF.

[Tom ⛩ @Tom_Degen68]

I found a delta-neutral tool on @HyprEarn

Right now I'm hedging a test fund between @nadoHQ and @pacifica_fi

Actually its main product is AI Copilot: it scans markets, funding rates, and volatility across dexs and delivers complete trade ideas. I might try it later.

[Tom ⛩ @Tom_Degen68]

Gotta remind you all: @tradehotstuff is building an AgenticFi Layer

The idea is to let users (and AI models) go from natural language intent all the way to real financial action inside a live account.

You can already use it with:

- Claude (Chat, Code, and Cowork)
- ChatGPT
- MCP (Model Context Protocol) / Hosted Mode
- Cursor plugin (for developers)

WhatsApp and other messaging interfaces are planned next. See you there!

[Tom ⛩ @Tom_Degen68]

I gathered some roadmap & research highlights from @BeldexCoin

Beldex is a privacy-first blockchain for confidential digital interactions, so its next goals are nothing but about privacy:

- Near-term/in progress: Beldex Bridge (security audit), LWS mobile wallet, browser extension wallet, easier masternode registration via LWS.
- Account-based addresses + confidential assets (hardfork targeted beginning of Q3 2026).
- Trustless onchain bridge (Q4 2026).
- VRF-based PoS consensus improvements (Q1 2027).
- EVM capabilities / private sidechain for confidential dApps and assets (Q2 2027).

- Research: Zero-knowledge age verification framework, VRF consensus work, EVM integration POC, plus mentions of AI infra and quantum-resistant security in recent @BeldexCoin updates.

More fun coming on $BDX.

[Tom ⛩ @Tom_Degen68]

How OG are you on Hyperlyquid?

Me:

[Tom ⛩ @Tom_Degen68]

Are you still farming @nadoHQ?

The #1 revenue engine of @inkonchain, but like and perp volume are cooling off a bit.

[Tom ⛩ @Tom_Degen68]

Hotstuff is expanding

Very good mix of social login + wallet options:

• Google - easy for most people
• WhatsApp - huge for mass adoption
• Email - classic fallback
• Web3 wallets - good for crypto users

@WhatsApp has 3B+ users worldwide. A lot of people are comfortable with it more than a web3 wallet. WhatsApp x Google combination covers the vast majority of potential new users.

Now @tradehotstuff is much more approachable for new avg person who wants to try RWA or perp trading.

[Tom ⛩ @Tom_Degen68]

Maturity is realizing that there are only 3 certainties in life:

> death
> taxes
> @EthraShip changes the game for maritime RWA by real ships, real TCE revenue and years of track record

[Tom ⛩ @Tom_Degen68]

3 waitlists I signed up for

- @jtx_trade: a self-custodial trading platform built on Solana by Jito Labs. Join with my ref: https://t.co/VjbGiMwL5a

- @arcus_xyz: Robinhood officially perp + spot DEX. Join with my ref: https://t.co/O7t0H7PQan

- @metricxyz: a decentralized PropAMM trading protocol that prices assets based on real market conditions. Just paste your wallet there.

Will keep you all updated.

[Tom ⛩ @Tom_Degen68]

- @EthraShip risks & considerations

Every project has risks. @EthraShip's fleet backing is a strength, but here's the honest side imo:

• Early execution: Launched mid-2026. Phase 2-4 (staking platform, full tokenization, DAO, crosschain) still ahead. Delays or slower adoption are possible.

• Shipping market volatility: Dry bulk is cyclical. TCE earnings can drop fast if demand weakens (commodity prices, trade wars, oversupply). But their utilization & TCE look good now.

• Regulatory & compliance: RWA layer needs KYC/AML. Changes in rules, onboarding friction, or jurisdiction issues could slow institutional access.

• $SHIP token: liquidity, price, and how Wallet Score/staking mechanics play out in practice. Tokenomics details are in docs but worth double-checking.

• Opacity & ops risks: Fleet financials are real but not fully transparent publicly. Maintenance costs, charter counterparty risk, or vessel-specific issues exist in any maritime op.

So, strong operator foundation helps de-risk it compared to pure token plays, but shipping cycles + early crypto execution + RWA regs = many x factors.

DYOR, check the docs, follow fleet data updates, and size positions responsibly.

What other angles am I missing?