Stevans

Love my cat🐱, $PEPE 🐸 ，WeirdoGhostGang👻 ，有空就记录一下

[Stevans @StevanStill]

现在已经整理到了2025年的资料，很多ai agent meme coin的内容。KOL哐哐一顿分析，ai agent加密爆发元年云云。

后面的故事我们都知道了，从2025年低开始，真正的ai agent开始浮出水面。

经常看看后视镜非常有必要。你才会知道为什么有些行业永远只能在边缘，只能聚集起一帮垃圾。

[Stevans @StevanStill]

准备花两天时间清理readwise，以前没有自己的信息收集规则，什么垃圾都往里塞。以后少收集，一般内容看完即扔。

清理过程中有点恶心反胃，可能是因为大量看到了这些词：NFT，gamefi，socialfi，DID，上海升级，zk，天王项目，L0，L2，撸毛，LSD，berachain，atom，cosmos

[Stevans @StevanStill]

最重要的永远都是生活。

2026年1月，戒烟。
2026年2月，结婚。
2026年2月24日，春节后第一天，开始减肥。目标是65kg，因为这个体重腹肌会比较明显。
2月内还有两件事要处理：
- 整理obsidian笔记结构，接入cli智能体
- 在vps安装openclaw，看看怎么为我所用

[Biteye @BiteyeCN]

全网最全的 Clawdbot 资源清单来了！

最近 Clawdbot（现已更名为 Moltbot） 彻底火出圈了。
从 Vibe Coding 帮我们零门槛写出应用，到 Clawdbot 帮我们 24/7 全自动运行应用，超级个体的“最后一块拼图”已经闭环。

本文将按照【认知 → 安装 → 安全 → 落地】四大模块展开，是一份从零到一的实操手册，建议先收藏，再实操。👇

[Infinex @infinex]

We got the sale wrong.

We tried to balance existing Patron holders, new participants, and fair distribution all at once and the result was a sale that (almost) nobody wanted to participate in.

Retail hates the lock.
Whales hate the cap.
Everyone hates the complexity.

To our community: you've been telling us. And you were right. And we apologize for how we handled this.

So, here's what's changing:

1/ Caps removed. No more $2,500 maximum. If you want to put in more, you can. We're done trying to guess the right number. The market will decide.

2/ Bottom-up fill. We're switching from random allocation to a "max-min fair allocation", also known as water filling. Everyone's allocation rises equally until it's full or supply runs out. Any excess contribution is refunded.

3/ Patron preference stays. Patrons still get priority on allocations, but we're waiting until the end of the sale to finalize exactly how - once we have real data on total demand instead of guessing.

We're keeping the lock. We still believe lockups create the long-term alignment for those who believe in the product.

Which brings us to the product – we haven’t spent enough time showing and telling you why you should use Infinex. Which changes now.

So here's what we've actually built - a new kind of crypto app that feels like a CEX but is self-custodial:

→ A best-in-class swap and bridge aggregator - live on 24 chains, including OG networks like ZEC, XRP and DOGE that are hard to access elsewhere

→ A perps trading experience built from the ground up by @0xEquinox_ and team, starting as a frontend for @HyperliquidX (#2 builder code), with @Lighter_xyz and @synthetix_io coming soon

→ A browser extension (led by the Herculean efforts of @ben_kurrek) that lets you take your Infinex account to any onchain app - currently 5★ on Chrome Web Store

→ Passkey-secured accounts powered by @turnkeyhq - no seed phrases, no custody responsibility pushed onto users

→ Unified portfolio and wallet management, giving you access to all your crypto wallets across devices

→ An unmatched customer service team headed by @Khaleesi_98

We created Infinex because crypto should be easier to use, and we made a big dent in our goal last year.

We have a massive feature roadmap planned for 2026, including a native mobile app, private sends, hardware wallet support, and much more.

We've built an amazing team and a compelling product, and we’re here to build for the long term.

We've spent a lot of time trying to get your attention – for better and worse.

Now we're asking you to try the product and make up your own mind.

[Stevans @StevanStill]

之前推友推荐了一个简洁的剪切板管理工具，电脑重置了之后，现在怎么也想不起来了

[Stevans @StevanStill]

@Classpads @myanTokenGeek 哈哈哈哈哈勇哥天天看

[Stevans @StevanStill]

I've opened 53 crates and got +$254 in INX vouchers on @infinex Craterun!

[Stevans @StevanStill]

@PandaTalk8 这本书应该是现在最好的

[Stevans @StevanStill]

@0xPianoHands 只说美国国内的支付场景对usdc不公正，usdc（这类稳定币）极大扩展了美元对全世界的金融霸权，这方面的发展空间非常大

[Stevans @StevanStill]

今晚就开始研究
obsidian笔记一直没找到很好的结构方案
直觉这个方法会很适合我

[李继刚 @lijigang]

用了一下午时间，把电脑上的所有文件迁移到了下面的这个文件管理系统。

简单总结这个管理系统的思路：

1/ 人生有十个领域（架子）
2/ 每个架子可以放十个盒子
3/ 每个盒子可以放 100 个文件

有着配套的理念和编码机制，简洁高效，秩序感满满。

https://t.co/HEyS9XAzQF

[Stevans @StevanStill]

第一次使用指纹浏览器，居然不是为了撸毛，而是为了自己的网站不被几个硅谷大厂封控。

[Stevans @StevanStill]

评论区那些一唱一和的大v也可以拉黑了

[Stevans @StevanStill]

把premium取消了.

[Stevans @StevanStill]

mint @ArcFlowFinance 发的Genesis Pass NFT, arcflow finance 是 @arc 原生DEX

https://t.co/SVd3Nton31

[Stevans @StevanStill]

500多名

[十一地主 @11dizhu]

前1000名表格
https://t.co/kUE3tftIAO

40718 Bulls，608名，还可以。

有点残酷，但生活还是要继续。

[0xLoki @0xLoki_Zeng]

Yala 脱锚的真相：精心策划的金蝉脱壳

按照公告的说法，黑客盗取了764万USDC，团队注入了550 万美元自有资金，并通过 Euler 平台获取了额外的流动性。按照这个方式计算，通过Euler获取的额外流动性约214万美金。

这里出现了第一个疑点：YU是通过抵押YBTC来铸造，通过Euler获取214万美元意味着协议在Euler抵押了超过214万美元的YU，其背后至少有超过300万美元的BTC作为抵押？

如果这300万美元BTC属于YALA团队，那为什么不直接将BTC兑换成U，而是支付高额的利率从Euler贷款？

我能想到的情况有两种：①YALA用于Euler抵押的YU没有足额的YBTC。②这部分YBTC对应的BTC，实际控制权并不属于YALA（例如某种抽屉协议）。

公告还提到，部分资产在恢复交易前已兑换成以太坊，但随后的价格下跌，加上攻击者投入的资金，导致实际恢复价值降低。

这里出现了第二个疑点：按照ETH 3000U的价格计算，被黑客盗取资金可追回部分大概是490万美元左右，也就是追回资金 + 自有的550万美元＞764万美元亏空。在这种情况下，项目方为什么没有办法以其他形式获得214万美元的融资或者过桥贷款？毕竟在追回资金后项目方是有偿付能力的。

我能想到的情况有三种：①项目方并没有恢复的计划，追回资金也将优先偿还自有资金。②项目的融资信用已经无法让他们获得额外的资金，或者其他方面损失远高于214万美元。

接下来进一步追查YBTC的数据，可以发现99%的YBTC由3个地址控制，这也意味着99%的YU被这四个地址控制，暂且先将他们命名为地址A-地址C
接下来我们逐个分析每个地址的行为：

地址A：铸造3935万YU，偿还1700万YU，净负债约2200万YU，地址余额240万YU。

地址B：铸造4357万YU，偿还1000万YU，净负债3357万YU，地址余额277万YU。地址B的大部分YU（约3015w）流入了合约0x9593807414，该地址是Yala的Stability Pool，当前Stability Pool显示的存款总额为3280万YU。这意味着地址B也是完全正常的。

地址C：累计铸造3250万YU，累计偿还3330万YU，并且已经销毁了YBTC，取回BTC。一切交易行为都是正常的。

[Stevans @StevanStill]

https://t.co/TReQ43q3de

[Stevans @StevanStill]

Join me on Aave App to start earning 6.00% APY on your savings! Enter the referral code
31D6E4
during sign up to move up the waitlist.

[Stevans @StevanStill]

$YU 再次脱锚，流动性被抽干，这个项目团队有问题

[Yala @yalaorg]

Updates on YU & Liquidity

The Yala team is aware of recent liquidity issues, as well as a variety of concerns raised by the Yala community.

Below is an updated status report addressing these:

1/ YU liquidity: Incident response & post mortem

On September 14, 2025, an exploiter used temporary deployment keys to create an unauthorized cross-chain bridge and extracted 7.64M USDC (or ≈1,636 ETH at the time). While this briefly caused a YU depeg, no core protocol vulnerabilities were involved and all Bitcoin reserves remain safe.

To stabilize the protocol and protect user funds, the team injected $5.5M of its own capital and sourced additional liquidity through Euler. As a result, YU fully recovered on September 23, 2025, and the Yala protocol resumed normal operations.

2/ Fund recovery

On October 29, 2025, law enforcement in Bangkok apprehended the previously mentioned exploiter. Most of the impacted funds were recovered from the exploiter, though they remain under legal review.

Some were converted to ETH prior to recovery with subsequent price declines - along with funds spent by the exploiter - reduced the effective recovery value. We will provide a more detailed update when permitted by ongoing legal processes.

3/ Liquidity impact

Recent retail DeFi exodus has contributed to further panic and strained an already illiquid market, affecting Euler as well. As a result, some positions and liquidity previously used to stabilize YU are currently constrained.

4/ Community questions & clarifications

Yala is not integrated with Kamino’s lending products, and the wallet below does not belong to Yala or associated team members.

“AyCJS5t4kwRauXShpNygmUqhA2xzwjjVvafNTknNV41X” (holding over 30M USDC)

5/ Next steps

The team is focused on protecting users and Yala’s long-term operational plan.

We are assessing the capital needed to stabilize conditions and are working with law enforcement and funding partners to source it. Given tight liquidity across many protocols and assets, this process will take time.

We aim to provide a clear plan by December 15, 2025, including recovery paths, and next operational steps.

Thank you for your continued support.

- Yala