called $worm at 4m mcap on day1 and DCAed at 2m. not TPed yet. clean 40x. always hunting cult memes.
https://t.co/wBrdhd4u5b
https://t.co/ianRp2fzKX
https://t.co/9JwoetItkJ
https://t.co/E35bUBRM4R
#PeckShieldAlert@balancer has been drained ~$70.8M worth of cryptos, including 6,851.12 $osETH (~$27M), 6,587.44 $WETH (~$24.5M) & 4,259.84 $wstETH (19.3M)
I’ve spent the last few days diving deep into x402.
everyone’s talking about it but what is x402?
one thing’s clear: it’s going to change the world.
once you understand x402, you’ll realize how early we still are.
x402 is massive.
x402 is great.
x402 is huge.
we're early.
Aave Labs just published the V4 launch roadmap 👻
It highlights milestones completed so far and the upcoming steps as Aave V4 progresses through its final stages of review, testing, and deployment.
🚨 There’s a large-scale supply chain attack in progress: the NPM account of a reputable developer has been compromised. The affected packages have already been downloaded over 1 billion times, meaning the entire JavaScript ecosystem may be at risk.
The malicious payload works by silently swapping crypto addresses on the fly to steal funds.
If you use a hardware wallet, pay attention to every transaction before signing and you're safe.
If you don’t use a hardware wallet, refrain from making any on-chain transactions for now.
It’s still unclear whether the attacker is also stealing seeds from software wallets directly at this stage.
Excellent report here: https://t.co/5CtiZJHYsN
ETH TOP?
ETH +41% in the last month. Breaking multi-year resistance. Outrunning almost everything else.
Not random. Rotation drivers:
Whales stacking – +10k ETH wallets loading. Funds + treasuries have been quietly buying since June.
L2s at ATH – Base, Arbitrum, Optimism, Blast. DAUs hitting records. Every tx still settles on ETH.
ETF hype – BTC ETFs opened the door. ETH spot chatter heating up. Pension money is coming.
DeFi TVL surge – Lending, staking, restaking… liquidity is waking up.
Meme coin bleed – Low-liq memes losing capital to majors + ETH ecosystem blue chips.
Narrative alignment – RWAs, AI x DeFi, L2 scaling. Everything flows through ETH.
Technical breakout – ETH/BTC smashed multi-year resistance on volume.
Rule #1: Every ETH pump drags a family of high-beta plays.
Missed ETH? Doesn’t matter. Position in the ecosystem.
ETH Beta Watchlist
➔ L2s (Cleanest ETH beta)
ETH moves → L2s rotate hard.
$ARB – TVL king. Grants + incentives = sticky liquidity.
$OP – Strong ecosystem + retroactive incentives. Enterprise adoption heating up.
Base – No token yet, but DeFi builders here will pump usage growth.
➔ DeFi / LSDfi (Flows + Fees + Catalysts)
ETH pumping = collateral + leverage + yield loops.
$UNI – Fee switch rumors = whales buying.
$AAVE – Lending spikes with volatility. ETH collateral = borrow mania.
$PENDLE – Yield points engine. LST/LRT loops + new incentives.
$LINK – Oracle backbone. CCIP adoption = sleeper catalyst for ETH beta.
$ETHFI / $LDO – Lido dominance + restaking composability.
$ENA – Loves hype cycles.
$ONDO – RWA + TradFi pipeline intact.
How to play: Bid on reds, don’t chase greens. Track ETH pairs (ARB/ETH, UNI/ETH) for real strength.
Rotation phases: ETH → L2s → DeFi/LSDfi → Alts.
Call: ETH 10k by end of 2025. Not hype. Just math, flows, and narrative alignment.