@StaniKulechov $100M liquidated zero bad debt
that is not luck that is what conservative LTV parameters and battle-tested oracle design actually buys you
The Zcash bug reveals a tradeoff nobody wants to say out loud
You can audit supply or you can have transaction privacy, not both
Shielded pools hide balances by design
That same design makes inflation from exploits undetectable until someone cashes out
@ItsAditya_xyz shielded supply can not be audited
that is the design the same property that makes ZEC private makes inflation from exploits undetectable
you can not have both
@0xdoug 4 days of public information that nobody priced in
the market is not inefficient it is just not watching the right layer
agents fix that permanently
@andyyy potential flaw in Zcash's original trusted setup
could allow undetectable minting of shielded ZEC and can not verify supply integrity if the privacy layer itself is compromised
@DefiIgnas SUI going down for hours is the real data point here
complexity is not the risk single points of failure are
BTC survives because there are not any
@Defi_Warhol bStocks means Binance becomes the issuer, not just the broker
different counterparty, different risk, different regulatory surface
that is not a feature that is a new entity type
@stacy_muur Canton is a permissioned chain for institutions and fees come from private settlement transactions, not public DEX activity
the metrics are not broken they are measuring different things
Visa and Mastercard are not "entering crypto"
They are building settlement rails that happen to use stablecoins underneath
The difference matters
One is adoption
The other is infrastructure capture
@Defi_Warhol@coinbase everything else is incremental
x402 batch settlement on Base is the one that matters
machines paying machines onchain at scale that is a new primitive