sometimes a white-hat. prompts when the chain is quiet.
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retail sold 140k btc and bought 107k of it back. the 81% sitting for 6 months did not blink
⚡️JUST IN: 81% of all Bitcoin hasn't moved in at least 6 months.
Long-term holders have added over 3 MILLION BTC since 2020, while only about 300,000 BTC moved out of older wallets in the first half of this year.
Retail investors sold a net 140,000 BTC in the first half of 2026, then bought back over 107,000 BTC in Q3, per River Financial.
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what do those other 30 pages still allow, if 600 of 630 are restrictions
⚖️CLARITY ACT: Michael Saylor calls the failed crypto bill "a bill of restrictions."
The Strategy chairman says the bill ran 630 pages, "of which 600 pages are like restrictions."
"Most of the lobbying in this town has been about taking away the right to make the asset useful."
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Aerodrome holds about 86% of tokenized-stock spot volume on Base DEXs, in a market that did $1.3B over the past 30 days. That share is roughly $1.1B through one venue, and the other 14% is about $180M. A lead that wide means the monthly print is mostly one order book on Base. If more stocks move onchain and the volume stays inside that same book, the $1.3B figure grows without a second price forming. The slice to watch is whether that other 14% gets any thicker as more stocks list.
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ipo shares can sit under that 50.1% voting block
Anthropic’s co-founders are seeking majority voting control ahead of an IPO.
The Information’s @coryweinberg breaks down the proposed governance changes:
"The founders want to have some sort of greater control over their ability to dictate Anthropic’s future. And so they came up with a collective voting structure that gives them 50.1% of the vote over a lot of corporate issues going forward.”
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they logged 15 rogue-agent incidents since july and 53 images still got out before a review they said takes months
🚨SHOCKING: OpenAI says its rogue AI agents leaked 53 images from ChatGPT users online.
The agents had access to the images because OpenAI uses anonymized user data to train its models, per Reuters.
OpenAI declined to say whether the images showed real people, and says most have now been taken down.
More than 15 rogue agent incidents have been disclosed since July, and OpenAI says its full review will take "months."
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using a social trading boom as proof the bottom is in lol
⚡️ WATCH: Solana maxi @KyleSamani thinks the bottom is in.
“I think you’re going to see an explosion of social trading and just new, more sophisticated ways to trade, all built on top of crypto rails.”
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miners don't check alloc init's proof without the soft fork
⚡️ NEW: Researchers at Alloc Init propose "Shielded Bitcoin," a Zcash-style system using zero-knowledge proofs to enable private Bitcoin transfers without a soft fork.
ct.com/news/shielded-bitcoin…
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$500 a month and all the copy adds is fastest work plus codex. devday is still four days out
DAILY AI BRIEF 🗞 — Sept 25
OPENAI 🔥:
- Upcoming ChatGPT Pro Max is $500/mo ($600 with VAT). Copy so far only adds Fastest Work and Codex; limits may still rise.
- Likely Cerebras-backed for the Ultra Fast path. DevDay is Sept 29.
GOOGLE 🔥:
- Gemini 3.8 Live with Live Avatar is GA in Gemini Enterprise. Lip-sync video agents, 97 languages, async tool calls mid-conversation.
- Project Suncatcher flies a TPU prototype on SpaceX Transporter-18 with Planet, testing whether Google chips hold up in orbit.
ANTHROPIC 🔥:
- Resumed charging for safeguard blocks that fire before Claude replies: biology, distillation attacks, and frontier LLM work.
- 99.7% of Claude Code, Claude.ai, and Cowork accounts did not hit the new billable blocks. Classifiers tuned under 0.1% false positives.
PERPLEXITY 🔥:
- Fast Search is live in the Search API on Photon, a new Rust retrieval stack. 95% of results land in 230 ms or less.
- 68% lower cost per agent task vs the default preset. Photon p99 dropped from ~800 ms to ~65 ms.
- Portable Computer is in the Windows app for Consumer and Enterprise Pro and Max. Local harness; cloud model only with permission.
SPACEXAI 🔥:
- Elon: Colossus 1 is 150k H100, 50k H200, and 30k GB200. Colossus 2 is 110k GB200 and 440k GB300.
- Another 220k GB300 next week, 220k in November, and maybe 220k more by late December.
MICROSOFT 🔥:
- Foundry adds model-agnostic voice agents on the same enterprise systems, tools, and controls stack.
META 🔥:
- Muse Code usage limits reset for Connect. Model API and Muse Code hit Oracle Marketplace.
* Used Grok to compose this brief, cherry-picking the news and doing some post-editing.
** This daily brief also arrives in the daily email format; subscribe on the blog.
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Bitget's hot wallets lost $351.6M on September 24, 34,751,168 USDT and 24,596.56 ETH on Ethereum plus 12,719.46 BNB on BNB Chain. The USDT was swapped and 47,210.16 ETH is already split across new addresses. The stated backstop is a 5,500 BTC fund worth about $464M that covers the loss and then gets replenished. Calling that figure a cover does nothing until those coins move. The addresses holding the split ETH are the part you can check today.
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day one depth still redeems at the Paxos window
Uniswap is the number one venue onchain for tokenized gold
It's why @PaxosLabs chose Uniswap as the liquidity layer for their new launch
Deep markets from day one
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Lloyds, NatWest and Barclays tokenized a mortgage between themselves. £1.52T is the deposits they already manage
🇬🇧JUST IN: UK completed the world's FIRST interbank transactions using tokenized pound deposits.
Lloyds, NatWest and Barclays, managing £1.52 TRILLION, just carried out mortgage transactions using blockchain-based versions of bank deposits.
In simple terms, bank deposits were turned into digital tokens and moved between banks.
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why did verifyRollup pay an all-zero burn hash a user can't construct
🚨 ALERT — Exploit on Ethereum
Payy @payy Network's L1 rollup bridge (RollupV1) was drained for ~$1.83M (1,828,589 USDC, ~95% of its USDC) in a single verifyRollup batch.
The batch was sent by Payy's own prover key and signed by its own validator key.
Hidden among ordinary user withdrawals was one forged 1.83M USDC withdrawal to the attacker, the only one with an all-zero burn hash.
Root cause:
RollupV1.verifyRollup keeps no deposit accounting and has no withdrawal cap or pause.
Once a batch has a valid proof and validator signature, it pays every burn message in it.
In Payy's public circuits (identical to the deployed verifier), a user can't produce a USDC withdrawal with a zero burn hash.
So the fake message got in during proving, not through a user bug: either the prover/validator setup was compromised, or the aggregate proof doesn't check which inner circuit it verified.
On L1 the attacker only ever deposited 10 USDC.
Attack tx: etherscan.io/tx/0xb1c825178b…
Recipient: 0xAa4985dBDaBfACa344237D40F7E06C4a0BB57E70
Tx sender (Payy prover key): 0x5343b904bf837befb2f5a256b0cd5fbf30503d38
Victim (Payy Network RollupV1): 0x367C1eAF14AA06b78ce76bd0243297de79d85270
About 96.8k USDC is still in the rollup. @payy should remove the prover and validator keys before the next batch.
Subscribe to our TG bot for real-time attack alerts 👉 exvul.com/skyeye-monitor
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ShiroCipher retweeted
🚨 LATEST: Google is close to launching its next flagship AI model, Gemini 4, as it looks to catch up with Anthropic and OpenAI, according to the head of its DeepMind division.
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