Ex @okx; Cofounder @Bumpintrade; hype Holder @HyperliquidX #Defi #Perp Cooking #Defi
California, USA
Joined September 2022
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Reflecting this morning on how different this hack feels from how FTX felt.
Market is only down a few percent. Incredibly calm, dip buyers coming in, even amidst a macro rout, outflows have been muted. The directly affected alts are also holding up, as the market is pricing in Binance buying everything back.
This hack was a little over $6B, which in dollar terms is only 25% less than FTX's hole. But confidence in Binance as a business is so high, the industry came together, hustled to protect each other, and the market has decided: eh, it'll be fine.
Our industry has matured.
It's good to see.
只要在这个圈子里赚过钱的人，都不应该short吧
即便是 #hype holder，也希望各个生态都繁荣，玩家多，牌局才好玩，不是吗😂
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FaneeK retweeted
I'm only about 1/5th of the way through reading this.
Wow.
What Situational Awareness was to 2024--the beginning of the AI boom--The Commanding Heights is to the middle of it in 2026.
It is absolutely stunning prose and incisive insight.
Bookmark this for your weekend.
The benefits of abundant intelligence will accrue far outside of San Fransisco.
Spent the last year writing about capital, sovereignty, and the coming reordering of economic power.
THE COMMANDING HEIGHTS
Commanding-Heights.com
FaneeK retweeted
a16z speedrun: speedrun.a16z.com/apply
YC: ycombinator.com/apply
Alliance: alliance.xyz/apply
Techstars London: techstars.com/accelerators/l…
Colosseum: colosseum.com/eternal (accelerator invite only)
FaneeK retweeted
Aave 抵押借贷与中心化冻结机制撞车技术拆解：
→ 1. 为什么 Aave 无法阻止这笔借贷？
Aave 是无需许可（Permissionless）的智能合约架构，它不校验用户的链下身份，仅根据链上抵押品价值与预言机喂价放行借款。在发行商发起黑名单调用之前，黑客提交的 USDT 属于 100% 具备有效购买力的正常资产，系统会毫无阻碍地自动将借贷池中的 ETH 划转给黑客。
→ 2. 清算死锁（Liquidation Deadlock）危机：
正常情况下，若抵押品价格下跌触及清算线，清算人（Liquidators）会偿还部分借款并折价接管抵押品在 DEX 上卖出平账。然而，一旦 Tether/Circle 对特定持有代币的地址执行冻结，被锁死的 USDT 连转账权限（Transfer）都被停用，清算人根本无法将其划转出售。这意味着该笔借款在数学上变成了无法被清算的永久死账。
→ 3. 最终代价由谁买单？
如果坏账规模超过了 Aave 的安全模块（Safety Module / AAVE 质押池兜底），或者治理层无法通过紧急提案注销/追回该笔代币，损失最终将直接稀释借贷池内所有出资存款人的收益甚至本金。黑客成功利用了中心化资产的可冻结性与去中心化合约的不可逆性，完成了一次教科书级的风险转嫁。
FaneeK retweeted
@bulktrade 宣布打造自己的layer1,不再只依赖@solana ，拿了点 #AURA 今天把stake 的钱withdrew 的过程还是遇到了bug，虽然@privy_io 也被收购了，#onchain #trading mass adoption 还未来
BN也在开发新链，正如2024 Dubai BNB meetup上我interview @cz_binance 的结论一样，everything is about performance of chain😂 愿大家都在桌上 2028
FaneeK retweeted
"imagine you take a stock token and make it programmable, like software, what can you do?" - vlad
i discuss in the paper below what i believe is a genuinely new financial primitive that is now only possible because of stock tokenization
i present, Isolated Exposure Tokens
Lets build on #Defi track consistently 🤔
Defi still one of the most PMF thing in #Crypto Space
@Velvet_Capital @Northbook
FaneeK retweeted
Multimodal agent memory is on arXiv!
📈 From static retrieval, to dynamic update, to self evolving!
🤖 Across Image, audio, video, GUI, and Embodied agent.
📱Important for personal agent and RSI…
Explore our observatory and submit papers by website to contribute!
📝 seeing-maintaining-learning.…
📄 arxiv.org/abs/2610.19366
#AgenticAI #RSI #PersonalAgent
FaneeK retweeted
Enjoyed hosting @GoldmanSachs alumni working in digital assets for a gathering during @token2049 week
The group spanned funds, L1/2, exchanges, trading, custody, tokenization, AI and more, with people based across Asia, the US, Europe, the Middle East and Australia
With crypto increasingly focused on financial applications and tokenization, our traditional finance experience adds useful context to these conversations
Good to catch up, compare notes and hear what everyone is building
FaneeK retweeted
Our report “The House Always Wins: Why Speculation is a Theme of the Decade” is out now.
Speculation runs rampant when new tech rearranges what’s possible or the system stops working for most. AI and crypto are now fueling both.
Read it for free here.
delphi.link/Speculation
今天晚些时候，Solana 主网将正式激活自 2020 年上线以来最大的一次共识升级：Alpenglow。
升级之后，核心变化比较明确，Solana 的交易最终确认时间（Finality）将从原来的约 6 秒压缩到150 毫秒。
对普通散户来说，最直观的感受是告别了“薛定谔的成交”。
以前在链上 Swap，如果你仔细观察，会发现总有几秒的悬念期甚至遭遇回滚；现在 150 毫秒的确认性则意味着，你在 Jupiter 或 Raydium 上的交易，体验已经无限逼近中心化交易所。
从这个优化出发，最大的受益方应该是 Solana 生态中的多个链上永续合约平台、聚合器以及高频做市商。
极速交易确认降低了做市商的最终性风险和清算延迟，资金周转效率提高后，未来或有更多专业做市资金常驻链上。
另外，技术升级对 SOL 代币有影响吗？
从原理上看，这次升级将占网络大头的“投票交易”移到了链下，让验证节点的运营成本直接下降了约 60%。
过去，节点需要持续支付投票 Gas 费；现在变成了购买固定消耗的入场券并全额销毁即可。
这不仅在底层优化了 SOL 的燃烧机制，更关键的是，把节点盈利的质押及格线从几千个 SOL 大幅降到了几百个。
节点门槛的暴降，对 SOL 网络的去中心化叙事算是个利好，以及相关的流动性质押（LST）赛道可能会受益，虽然这个叙事已经并不新了，短期也没啥热度。
所以总体来看，这次升级对币价影响并不大；但如果顺利的话，可以让链上结算的摩擦力降到散户无法感知的地步，其 DeFi 生态的资金承载力也打开了上限。
FaneeK retweeted
一边是前CEX高管 @ForestBai1 带队的小创业团队 @MojoAI_HQ
一边是 宇宙所 @binance 新上线的 Binance AI Pro
我用同一套 Crypto AI Agent测评体系
同时测试了两家产品
创业项目 vs 大厂新产品
两者分别表现如何呢？ ⬇️
