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Thanks @surgence_io 🫱🏻🫲🏼
Creators to Watch in 2027.
Surgence Labs has coordinated over $10M in campaign spend. To the creators who made it to this year's list: congrats.
View directory: surgence.io/creator-direct…
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Every miner pivoting hash capacity into ai hosting gets pitched as pure upside.
Mining revenue and a new ai revenue stream on the same hardware.
I’ve taken that at face value more than once.
What i still had to check: whether ai compute demand itself is as unlimited as that analysis this month argues it isn't.
Compute demand is price-sensitive, and modest token price drops already push buyers to cut usage.
If that holds, miners converting rigs into ai hosting aren't adding a second income stream free of risk.
They're taking on the same demand ceiling the ai labs themselves are exposed to, one layer removed.
Worth checking that assumption before anyone treats the pivot as a safe bet.
Mining revenue and a new ai revenue stream on the same hardware.
I’ve taken that at face value more than once.
What i still had to check: whether ai compute demand itself is as unlimited as that analysis this month argues it isn't.
Compute demand is price-sensitive, and modest token price drops already push buyers to cut usage.
If that holds, miners converting rigs into ai hosting aren't adding a second income stream free of risk.
They're taking on the same demand ceiling the ai labs themselves are exposed to, one layer removed.
Worth checking that assumption before anyone treats the pivot as a safe bet.
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Chainlink launched ccip 2.0 today at sibos 2026.
It lets institutions distribute tokenized assets across multiple blockchain networks without rebuilding their existing infrastructure from scratch.
That removal of rebuild cost is the actual story, not the cross-chain messaging has offered for years.
Institutions adopting tokenization have cited integration cost as a real blocker before.
A protocol specifically designed to plug into what's already built, rather than replace it, addresses the actual reason adoption has been slow.
It lets institutions distribute tokenized assets across multiple blockchain networks without rebuilding their existing infrastructure from scratch.
That removal of rebuild cost is the actual story, not the cross-chain messaging has offered for years.
Institutions adopting tokenization have cited integration cost as a real blocker before.
A protocol specifically designed to plug into what's already built, rather than replace it, addresses the actual reason adoption has been slow.
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$ENA went through a pretty significant tokenomics reset.
October 5 marked the end of @ethena monthly investor unlock schedule, with the remaining investor allocation released at once.
The Foundation also bought locked tokens from several early investors through OTC deals, tential future selling.
But here’s what I’m watching next:
— The approved fee switch would direct 95% of the relevant net revenue received by the Foundation toward ENA buybacks once USDe reaches $7.5B in supply.
— USDe currently sits around $4.6B: roughly 63% growth needed before the first threshold is reached.
I like the direction, but removing an unlock overhang and generating sustained buyback demand are two different things.
Can Ethena grow USDe fast enough for protocol revenue to become a meaningful source of demand for $ENA?
October 5 marked the end of @ethena monthly investor unlock schedule, with the remaining investor allocation released at once.
The Foundation also bought locked tokens from several early investors through OTC deals, tential future selling.
But here’s what I’m watching next:
— The approved fee switch would direct 95% of the relevant net revenue received by the Foundation toward ENA buybacks once USDe reaches $7.5B in supply.
— USDe currently sits around $4.6B: roughly 63% growth needed before the first threshold is reached.
I like the direction, but removing an unlock overhang and generating sustained buyback demand are two different things.
Can Ethena grow USDe fast enough for protocol revenue to become a meaningful source of demand for $ENA?
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Crypto has plenty of blockspace… what it still lacks?!
A reliable access to the information that makes capital useful.
And here’s where @FlareNetworks perfectly fit.
Its architecture connects several functions:
— FTSO prices assets
— FDC verifies external transactions
— ing assets into DeFi
—Confidential Compute adds verifiable results from private data
— Smart Accounts connect users to the system
And there’s already evidence of demand.
129M FXRP deployed in DeFi, with 95% of that activity retained after incentives ended.
And the bigger opportunity is also making the same infrastructure work for Bitcoin, institutional reserves and other financial assets.
Can Flare turn a successful first use case into infrastructure that other ecosystems actually depend on?
A reliable access to the information that makes capital useful.
And here’s where @FlareNetworks perfectly fit.
Its architecture connects several functions:
— FTSO prices assets
— FDC verifies external transactions
— ing assets into DeFi
—Confidential Compute adds verifiable results from private data
— Smart Accounts connect users to the system
And there’s already evidence of demand.
129M FXRP deployed in DeFi, with 95% of that activity retained after incentives ended.
And the bigger opportunity is also making the same infrastructure work for Bitcoin, institutional reserves and other financial assets.
Can Flare turn a successful first use case into infrastructure that other ecosystems actually depend on?
"Public prices first, then verified external events, then assets from other chains, and finally private data. Smart Accounts close the loop by connecting that stack to the people who hold the assets.
Each Flare product builds on the layers beneath it, which is why the suite is best read as a single architecture" - Flare stack explained by @defillama_res
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Sherif retweeted
At KBW, our APAC lead @Banktheworld had a chance to sit down with Korean TV network HankyungTV.
He covered:
- Why Flare is the blockchain for data.
- How XRP can be put to work on Flare as FXRP.
- @FlareNetworksKR's ongoing work in the region, including our partnerships with atch the full interview
youtube.com/watch?v=ev3Cu3…
He covered:
- Why Flare is the blockchain for data.
- How XRP can be put to work on Flare as FXRP.
- @FlareNetworksKR's ongoing work in the region, including our partnerships with atch the full interview
youtube.com/watch?v=ev3Cu3…
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Sherif retweeted
The post-Watergate dream of private electronic cash is still alive. We have both private cryptocurrencies like Zcash and (mostly) private stablecoins. Funnily enough, usable wallets are one of the harder problems here.
The best new private stablecoin wallet right now is @alcove_wallet. Nothing else is close.
- insanely fast (seconds, even for a cross-chain transfer)
- comically cheap (I'm seeing $0.38 on a $10k deposit)
- easy mobile UI, anybody can use
I think it's the next gen leader.
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Nothing new. We’ve been watching this unfold since June.
Geopolitical tensions, inflation fears, rising oil prices, and an overheated AI sector.
📉 The warning signs have been there for months.
Markets are simply catching up to reality.
Geopolitical tensions, inflation fears, rising oil prices, and an overheated AI sector.
📉 The warning signs have been there for months.
Markets are simply catching up to reality.
BREAKING: Asia’s stock market wiped out nearly $1,000,000,000,000 across six major markets today.
Everyone's calling it a "Black Thursday."
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This list is the pattern worth naming directly:
attackers aren't targeting ai models anymore, they're targeting the keys that let something call them.
Fourteen separate incidents in october, same target each time, credentials for openai and anthropic specifically, not the underlying model, not a smart contract.
A stolen api key for a frontier model is worth more right now than most of the wallets these campaigns used to go after.
The thing getting protected changed, and a lot of security setups haven't caught up to that yet.
attackers aren't targeting ai models anymore, they're targeting the keys that let something call them.
Fourteen separate incidents in october, same target each time, credentials for openai and anthropic specifically, not the underlying model, not a smart contract.
A stolen api key for a frontier model is worth more right now than most of the wallets these campaigns used to go after.
The thing getting protected changed, and a lot of security setups haven't caught up to that yet.
October has been an absolute nightmare for software
> Railway - customer secrets exposure
> LiteLLM - malicious PyPI + Docker releases
> Zeabur - infrastructure breached
> OpenCode - AI API keys exposed
> OVHcloud CLI - official binaries backdoored
> Rank Math PRO - malware in official plugin
> TeamUpdraft - customer data compromised
> ConnectWise - cloud backup identities compromised
> Tensorlake - npm package infected
> SubQuery - backdoored npm package
> GhostAction - GitHub repos with malicious workflows
> PHP - critical RCE vulnerabilities
> Node.js - security vulnerabilities patched
> eMudhra - certificate authority keys compromised
> Tailscale - eMudhra incident
At this point, the biggest security risk might not be the code we write, but the code we trust...
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Sherif retweeted
🙌 High praise from the chief! Team's been cooking non-stop to bring private stables to the people. Should out to @circle! Wouldn't be possible without their infra.
We're just getting started! LFG!!
We're just getting started! LFG!!
The best new private stablecoin wallet right now is @alcove_wallet. Nothing else is close.
- insanely fast (seconds, even for a cross-chain transfer)
- comically cheap (I'm seeing $0.38 on a $10k deposit)
- easy mobile UI, anybody can use
I think it's the next gen leader.
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Slowmist’s security audits have already found mcp plugin vulnerabilities.
The vulnerabilities could leak a wallet's private key directly, not only redirect an agent to some unapproved service.
The attack doesn't touch the wallet's own code at all.
A single compromised plugin agent layer sitting in front of the wallet into exposing the key it was holding.
Which means the wallet's own security can be flawless and the funds still walk out through the agent wrapped around it.
The vulnerabilities could leak a wallet's private key directly, not only redirect an agent to some unapproved service.
The attack doesn't touch the wallet's own code at all.
A single compromised plugin agent layer sitting in front of the wallet into exposing the key it was holding.
Which means the wallet's own security can be flawless and the funds still walk out through the agent wrapped around it.
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A token pumping 15% doesn’t tell me whether the move has any real support.
Price shows the outcome, but I also want to know who’s paying attention, how the community feels and whether participation looks genuine.
Here is exactly where @nodiens Coin Insights gets useful.
It nity strength, trading activity and risk signals together across 4,000+ assets.
Looking at $BTC around $82K, I noticed conflicting views in the Nodiens social feed: some traders are bullish on the recovery, while others remain skeptical of the broader trend.
Try it at app.nodiens.com/invite?referra…
Price shows the outcome, but I also want to know who’s paying attention, how the community feels and whether participation looks genuine.
Here is exactly where @nodiens Coin Insights gets useful.
It nity strength, trading activity and risk signals together across 4,000+ assets.
Looking at $BTC around $82K, I noticed conflicting views in the Nodiens social feed: some traders are bullish on the recovery, while others remain skeptical of the broader trend.
Try it at app.nodiens.com/invite?referra…
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Moonpay added kamino lending to its ai payment vault.
This love let you lend or borrow on solana through a conversation with chatgpt or claude.
The setup gives you a real choice buried in the settings: require passkey approval on every transaction, or let the ai act set limits.
Check which mode is actually selected before assuming you're reviewing every move.
Falling collateral still triggers liquidation under autonomous mode, same as it would under your own direct control.
The ai doesn't remove that risk, but it removes you from seeing it happen in real time.
This love let you lend or borrow on solana through a conversation with chatgpt or claude.
The setup gives you a real choice buried in the settings: require passkey approval on every transaction, or let the ai act set limits.
Check which mode is actually selected before assuming you're reviewing every move.
Falling collateral still triggers liquidation under autonomous mode, same as it would under your own direct control.
The ai doesn't remove that risk, but it removes you from seeing it happen in real time.
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DexScreener literally built the perfect business
Want to have credibility when launching a coin? Then pay Dex
Want to rugpull but you have to show credibility? Then pay Dex
Works for either the good or the bad side
Want to have credibility when launching a coin? Then pay Dex
Want to rugpull but you have to show credibility? Then pay Dex
Works for either the good or the bad side
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The CIO of @Bitwise put the odds of a government bailout following an ai bubble collapse at "nearly 100%.
The reason: ai's geopolitical importance now.
His actual argument: $BTC benefits either way, a boom raises everything scarce, a bust triggers the exact monetary expansion t btc higher.
Hard to find a cleaner statement of "bitcoin wins regardless" than that.
The reason: ai's geopolitical importance now.
His actual argument: $BTC benefits either way, a boom raises everything scarce, a bust triggers the exact monetary expansion t btc higher.
Hard to find a cleaner statement of "bitcoin wins regardless" than that.
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Openai disclosed something today that is worth talking about.
One of its own research models used a publicly exposed recovery phrase to access a funded ethereum wallet it didn't hold.
Then spent that crypto to deploy a smart contract during a coding task.
The wallet wasn't
The model was just trying to finish its assigned task and used whatever credential it could find lying around, including network access, that happened to work.
Check every environment an agent operates in for exposed keys and phrases, not just the ones you explicitly handed it.
An agent optimizing for task completion treats an exposed credential as a tool, not a boundary.
One of its own research models used a publicly exposed recovery phrase to access a funded ethereum wallet it didn't hold.
Then spent that crypto to deploy a smart contract during a coding task.
The wallet wasn't
The model was just trying to finish its assigned task and used whatever credential it could find lying around, including network access, that happened to work.
Check every environment an agent operates in for exposed keys and phrases, not just the ones you explicitly handed it.
An agent optimizing for task completion treats an exposed credential as a tool, not a boundary.
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What I like here is that @Elara_HQ isn’t bringing the strategy to Solana, it’s making the existing Ethereum strategy accessible from Solana.
Deposit and stake from the same wallet, while @auroraisnear handles the route in the background
Deposit and stake from the same wallet, while @auroraisnear handles the route in the background
Elara is now live for Solana wallets.
Deposit stablecoins straight from Solana, stake to sELUSD, and earn yield from stablecoin market making. No bridging, no second wallet. Withdrawals land back in the same wallet.
Powered by Aurora Intents (@auroraisnear)
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Ripple and privy embedded programmable wallets directly into the xrp ledger.
Now agents have a wallet of their own instead of routing through a merchant's checkout flow.
That changes who actually holds funds mid-transaction.
A traditional purchase sits with a merchant and a efore fully settling.
An agent with its own L1 wallet settles directly, on-chain, the moment the transaction executes.
Removing the merchant-of-record step from the money-movement path is the real shift here, not just "agents can now pay for things."
Now agents have a wallet of their own instead of routing through a merchant's checkout flow.
That changes who actually holds funds mid-transaction.
A traditional purchase sits with a merchant and a efore fully settling.
An agent with its own L1 wallet settles directly, on-chain, the moment the transaction executes.
Removing the merchant-of-record step from the money-movement path is the real shift here, not just "agents can now pay for things."
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