sprimo

CT. researcher

[shadcn @shadcn]

You have Claude Fable for only a few days. Here's how to make the most of it.

Introducing /improve: use your most capable model to audit your codebase and write plans for cheaper models to execute later.

Studies your code, figures out bugs, perf, tech debt, missing tests, what to build and writes plans any agent can run.

[SCB 10X @SCB10X_OFFICIAL]

Session Replay #REDeFiNETOMORROW2026

Fireside chat: Supply Is Strategy: Unlocks, Emissions, and the New Discipline of Digital Assets Capital Allocation
@ApeWagmi of @Tokenomist_ai
Naruetaya (Stamp) Pongcharoen of @SCB10X_OFFICIAL

https://t.co/8pPXvci68r

[SCB 10X @SCB10X_OFFICIAL]

Session Replay #REDeFiNETOMORROW2026

Fireside chat: Agentic Trading: A New Way To Trade
@ASvanevik of @nansen_ai
@ApeWagmi of @Tokenomist_ai

https://t.co/C3tFdFLPEm

[SCB 10X @SCB10X_OFFICIAL]

The ecosystem is evolving, and so are the conversations around it at #REDeFiNETOMORROW2026

Fireside chat: Supply Is Strategy: Unlocks, Emissions, and the New Discipline of Digital Assets Capital Allocation
@ApeWAGMI of @Tokenomist_ai
Naruetaya (Stamp) Pongcharoen of @SCB10X_OFFICIAL

Register for free: https://t.co/sCaHpOQ9Fc

[The Smart Ape 🔥 @the_smart_ape]

aave: yo arbitrum, send back the $71m you get from the hacker, we need it

arbitrum: chill, we’re voting on it, you’ll have it in a few days. defi united, remember?

aave: bet. love that for us

(suddenly, american lawyers show up)
plaintiffs: stop right there. that $71m is ours now

aave: excuse me??

plaintiffs: we have old judgments against north korea. the hacker was lazarus group. lazarus is north korea. therefore the funds belong to north korea. therefore we seize them

aave: wait. do you have proof it was north korea?

plaintiffs: yeah, tweets

aave: …tweets

plaintiffs: and a news article

aave: but even if it was them, holding stolen funds for 5 minutes doesn’t make you the owner??

plaintiffs: yes it does

aave: so if i smash a tiffany’s window, grab a diamond, and a bystander grabs it back from me, your creditor friends can seize the diamond?

plaintiffs: correct

arbitrum: uhh… what are we supposed to do here

plaintiffs: don’t move. everything’s frozen

aave: but the funds belong to my innocent users??

plaintiffs: not our problem

aave: if i lose this, nobody will ever stop a hacker again. why would they? the reward becomes a legal war with the thief’s creditors

plaintiffs: not our problem

aave: and sanctioned states will have an incentive to hack more, since stolen funds can pay off their old debts

plaintiffs: still not our problem

aave: (turns to the judge) your honor, either vacate this now, or make them post a $300m bond. we have days before the entire defi ecosystem cascades

judge: (tbd)

[Tokenomist @Tokenomist_ai]

Your AI agent just learned tokenomics.

Tokenomist CLI is live, now available as a terminal command and an AI skill for Claude Code, Cursor, Codex, and Gemini CLI.

Unlocks, emissions, fundraising, burns, buybacks. One command away.

[Southeast Asia Blockchain Week @SEABWofficial]

🎙️ Thrilled to welcome Tanawat "Poom" Chiewhawan (@ApeWAGMI), CEO & Co-Founder of @Tokenomist_ai to SEABW 2026!

AI researcher turned crypto infrastructure builder, Poom founded Tokenomist on the belief that transparent, standardized tokenomics data is the foundation the industry needs. He'll be exploring how stablecoins, wallets, and the emerging agent-driven payment stack are converging into a new financial layer.

🎟️ Join the conversation: https://t.co/R8NPqdNwKC

#SEABW2026 #Stablecoins #AgentCommerce

[samlaf @samlafer]

Very romantic Eric, but...

Crypto socializes losses onto retail much harder:
• Terra/Luna: $40B+ wiped, retail in Korea and globally
• FTX: 1M+ customers frozen, many in low-income countries
• 3AC: contagion took down Voyager, BlockFi, Celsius depositors
• Celsius: $4.7B of retail deposits locked
• Mt. Gox: creditors still waiting a decade later

While in tradfi depositors get protected but banks get wiped:
• SVB: seized, shareholders zero, sold to First Citizens
• Bear Stearns: $170 → $10, absorbed by JPM
• Lehman: allowed to fail outright
• WaMu: biggest US bank failure ever, wiped
• Wachovia: forced sale to Wells
• Credit Suisse: shareholders crushed, AT1s wiped, absorbed by UBS
• Signature & First Republic: dead

[banteg @banteg]

it's really crazy that layerzero doesn't have some redundant sanity check and allows to bridge 116,500 rseth from a chain with a supply of 49

anyway here is my investigation https://t.co/4J0f7fscck

[D2 Finance @D2_Finance]

@dcfgod is right!

rsETH exploit forensics. Live on-chain.

1/ Attacker wallet:

0x1F4C1c2e610f089D6914c4448E6F21Cb0db3adeF

@aave V3 supply ladder, one wallet: 1 → 400 → 5,000 → 20,000 → 27,999 rsETH.

Textbook test-then-scale. Probe with 1 token, ramp each time the prior clears.

53,400 rsETH from this wallet. ~$134M.
Cluster total: ~116,500 rsETH. ~$290M.

2/ Aave V3 ETH reserve, live:

Supplied: 2.71M WETH ($6.37B)
Borrowed: 2.71M WETH ($6.37B)
Utilization: 100%
Supply APY: 7.36%
Borrow APY: 8.71%

That is the bank run. WETH suppliers are locked. Withdrawals blocked, as first flagged by @Marczeller.

3/ The mechanic.

Attacker drained rsETH (OFT bridge vector, per initial reports). Supplied it as collateral on Aave V3 mainnet. Borrowed max WETH up to liquidation threshold.

Walked.

Kelp paused redemptions. Secondary rsETH liquidity cracked. Aave oracle still marks near peg.
Liquidators cannot close the position at mark. The gap becomes bad debt on the WETH reserve.

4/ Loss waterfall.

a. Umbrella. First live stress test of the Q4 2025 replacement for Safety Module. Will it fully slash aWETH stakers to cover the deficit?

b. Residual haircut flows pro-rata to remaining WETH suppliers.

c. Kelp mainnet rsETH holders are intact. Native ETH backing untouched, circulating supply unchanged. This is not a Kelp mint exploit. It is a bridge theft that became an Aave bad debt via instant cash-out.

5/ The primitive lesson.

Listing an LRT, or any bridged derivative, as collateral means underwriting the entire upstream dependency stack:

- Bridge config and security (@LayerZero_Core OFT here)
- Mint and burn permissions
- Oracle feeds and redemption mechanics
- Fee contracts and wrapper logic

Any single point of failure upstream becomes WETH bad debt downstream.

@StaniKulechov, this is a listing-authority problem more than a token problem. If the stack cannot be fully priced and simulated, do not list it.

[mert @mert]

pretty crazy if true

tl:dr - hackers casually gained trust via irl conference meet, setup tg channel and became a customer, started building integrations over 6 months and then got one person with a testflight link to show off what they built

[Tokenomist @Tokenomist_ai]

We're now an official Data Partner with @BioProtocol!🎉

Every team that submits data on Bio launchpad will get their tokenomics data listed on https://t.co/gTkBWKlus9 automatically.

Token supply, vesting schedules, allocation breakdowns, unlock events and emission forecast.

[ZachXBT @zachxbt]

Update: $230M+ USDC bridged via CCTP from Solana to Ethereum across 100+ txns.

6 hours is how long Circle had to freeze stolen funds from the $280M+ Drift hack.

Circle is a centralized stablecoin issuer headquartered in New York and the attack began around 12 pm ET.

Why does our industry allow them to stay silent?

@jerallaire @circle @usdc

[Wise @trikcode]

the generation that refused to accept cookies.

is now giving AI access to their desktops, files, and bank accounts.

[Matt Liston @no__________end]

I co-founded Augur, the first decentralized prediction market, and was founding CSO of Gnosis, the second. Polymarket still runs on Gnosis contracts. I'm glad prediction markets finally broke through. But I'm not going to pretend that what's being scaled right now is what we built these systems to do.

[Georgios Konstantopoulos @gakonst]

https://t.co/VVgeSRzzr6

[Seth Karten @sethkarten]

https://t.co/BxGonf2ena

[Bun @bunjavascript]

am i a supply chain risk now???