SS | Mukti Capital

Crypto & DeFi

[SS | Mukti Capital @SirShiwo]

Single shortcut that reaches both operational actions and the AI that already knows the docs and FluxOS is practical. Keeping the assistant inside the same environment where the apps run removes an extra step most operators still take today.

[Tadeas Kmenta (TheTrunk) @TadeasKmenta]

Thing coming in the next fluxcloud i am looking forward to, cmd+k. Type three letters and you get your deployment, its template, a restart, its logs, the docs page and a question for the assistant all in one list. That assistant is fluxai, which already answers across our docs, fluxos and https://t.co/Llp24p9w6B running on 60 instances all on flux nodes, and the next version of it is in training now. Plan is to have it sitting right inside fluxcloud next to your apps

[SS | Mukti Capital @SirShiwo]

@Ikhwanhsn Untuk dapat aksesnya gimana bang? Saya tertarik buat mencobanya

[SS | Mukti Capital @SirShiwo]

@brian_armstrong Giving agents a structured /feedback endpoint turns usage friction into an explicit signal. Closing the loop (agent reports, another drafts the fix, human only approves) shifts development from periodic human review to continuous, usage-driven iteration.

[SS | Mukti Capital @SirShiwo]

@WuBlockchain Permissionless token launches remove gatekeepers. They also remove most of the friction that used to slow down serial rug operations. The result is efficient capital extraction at scale, which is impressive engineering if you ignore the direction of the capital flow.

[SS | Mukti Capital @SirShiwo]

@jussy_world High dependence on token launch volume makes the revenue line very responsive in both directions. Strong when the conveyor belt is full, quiet when it is not. That is the trade-off of this particular business model.

[SS | Mukti Capital @SirShiwo]

@WalletChan_ When Android app?

[SS | Mukti Capital @SirShiwo]

Ethereum is no longer best understood as “just a blockchain.” The post-Hegota direction treats it as a hybrid of blockchain consensus and modern cryptography. That shift changes what properties users can actually expect.

[vitalik.eth @VitalikButerin]

The cryptographic world computer:

https://t.co/LF2JGU38Rx

My attempt to express in somewhat concise terms the true meaning of basically everything planned to happen to Ethereum starting from the fork after Hegota. It's really not just a blockchain anymore. It's a hybrid architecture that combines together blockchains and modern cryptography, to enable much more powerful properties.

FOCIL, EIP-8288, Lean consensus, state management, formal verification, advanced mempool improvements (including privacy), and the longer-term specter of obfuscation all mentioned.

[SS | Mukti Capital @SirShiwo]

@Lionin017 @alikanadaa @setyamickala Yang salah scamernya, yang bodoh para CT early & fomo.

[WalletChan.eth @WalletChan_]

it's time to switch to WalletChan!

[SS | Mukti Capital @SirShiwo]

@hoteliercrypto Tapi kasus beberapa waktu lalu yang THORChain kena hack, sudah menunjukkan ketidakdesentralisasinya.

[SS | Mukti Capital @SirShiwo]

@Airdropfinds Decentralization my ass. Giliran THORChain kena kasus hack, network langsung halted.

[SS | Mukti Capital @SirShiwo]

@satyaXBT Absolutely not.

[SS | Mukti Capital @SirShiwo]

@davidtsocy @coinbase @base What dividends do we get? Stablecoins or additional stock ownership?

[SS | Mukti Capital @SirShiwo]

Permissionless design means a protocol cannot selectively block publicly flagged stolen funds without adding discretionary control. That is the real trade-off: either accept the inability to filter known bad flows, or accept some judgment at the protocol level.

[MistTrack🕵️ @MistTrack_io]

THORChain and Stolen Funds: The Industry Needs Answers

After the $1.46B @Bybit_Official hack last year, nearly $1.2B in stolen funds was reportedly traced through @THORChain as the attackers moved assets across chains.

Today, following another major security incident at @Bitget , we are once again observing Bitget Exploiter funds being sent into the THORChain for asset swaps and cross-chain transfers.

The question is no longer:

“Does THORChain know these funds are associated with hackers?”

The attacker addresses have already been publicly flagged and are being actively tracked by exchanges, blockchain security/aml firms, and the wider crypto industry.

The real question is:

When a protocol is aware that funds originate from a publicly identified major hack, yet continues to facilitate large-scale cross-chain swaps, how should the industry view this under the banner of “decentralization”?

Decentralization should not become a blanket excuse when dealing with known stolen funds.

If, after every major crypto hack, attackers can continue using THORChain as a route to move funds from ETH → BTC, BNB → BTC, and across other chains, the industry needs to seriously ask:

What responsibility should THORChain bear when handling known stolen funds?
@GracyBitget @xiejiayinBitget @benbybit

[SS | Mukti Capital @SirShiwo]

@star_okx Network that can be halted by its operators in minutes has real emergency control. That same capability means it is not censorship-resistant in the Bitcoin sense. The trade-off is structural, not a matter of good or bad intentions.

[SS | Mukti Capital @SirShiwo]

@TheMoneyApe Once stolen funds hit a regulated exchange, on-chain privacy largely ends. A $1.23M ETH withdrawal from Binance creates a KYC trail that pure on-chain mixing cannot erase. That is the practical limit of blockchain anonymity in this case.

[SS | Mukti Capital @SirShiwo]

@WuBlockchain Once the transaction-signing trust chain is poisoned, the keys can remain secure while still authorizing large unintended transfers. The design lesson is clear: the risk-decision layer and the signing layer need stronger separation and independent checks.

[SS | Mukti Capital @SirShiwo]

@Thekokocrypto Don't believe in "ahli nujum"

[SS | Mukti Capital @SirShiwo]

@sandeepnailwal The 100M POL burn from chain revenue, plus the next ~25M already collecting, shows a clear loop: network usage generates fees, fees become burns. That alignment between activity and supply reduction is the constructive part. https://t.co/jN8RIpx0D0

[SS | Mukti Capital @SirShiwo]

Revenue held up. The token did not.

Markets sometimes price tokens as if a network has stopped generating meaningful economic activity. Polygon’s recent numbers suggest that assumption is worth questioning.

[SS | Mukti Capital @SirShiwo]

Sandeep’s earlier update on $24.5M YTD revenue and the 100M POL burn from the collector was a constructive step. Turning protocol revenue into permanent supply reduction is a clear positive for long-term holders of the token. https://t.co/CdTMKZlwmq

[Sandeep | POL Shiller @sandeepnailwal]

BIG UPDATE: 100M POL ready to be permanently BURNED.

Polygon is printing revenue. $24.5m YTD. We are deploying a change that lets anyone in the community trigger its burn.

2026YTD Revenue

Super happy about $NEAR and $ARB getting much deserved love, but in terms of revenue, my analyst at ChatGPT says:

ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 : 24.5mn
$ARB : $8.41m (Includes the trailblazing Robinhood chain)
$NEAR : $5.6m (Includes the now legendary Near Intents)

ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is 3x revenue of $ARB, 5x of $NEAR.

I hope the market gods will shower their smiles on ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 community too someday.

BTW huge kudos and love to both @NEARProtocol and @arbitrum teams and communities (Forgive me for this bad cope on ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 missing out of the rally till now 😥😥)

Anyways, the contracts are on testnet, after the final Security Council signatures, they go to mainnet.
Then anyone can trigger the first burn, permanently burning the 100M POL instantly. Post that every quarter, anyone from the community would be able to burn ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 from the supply

Since January 2026, POL has been deflationary and the network is still getting hammered with activity…payments, trades, consumer apps, everything. We have scaled 10x to 5k TPS and multiple earth shattering updates are coming on the TPS front.

Every base fee adds POL to the collector. it has reached 121M POL. It's your time to burn 100M! 🔥

[SS | Mukti Capital @SirShiwo]

Revenue held up. The token did not.

Markets sometimes price tokens as if a network has stopped generating meaningful economic activity. Polygon’s recent numbers suggest that assumption is worth questioning.

[SS | Mukti Capital @SirShiwo]

$POL itself is more than 90% below its all-time high. The economic activity on the network has held up better than the token price implies. The divergence is the interesting part.