Independent financial education and market commentary.
Recent Web3 statements
THORChain warned that because its reorg refund flaw is now public, an attacker could reuse a nonce after any reorg on an outside chain and get paid from its vaults. THORChain says the double-paid 10 ETH has since come back.
Read statement & evidence →Ram and Chris debate whether crypto has lost its wow factor to AI Ram: "In AI, it's almost every week now, and maybe sometimes twice a week, we're now seeing these wow moments take place. We've all had multiple AI wow moments, and more is coming." "With crypto, it's like, where i
Read statement & evidence →Pangolin Intelligence's Jonty says THORChain's volume spikes after North Korean hacks, with over 99% of it tied to laundering "When TraderTraitor hacks happen like this, and we've seen this with pretty much every TraderTraitor attack, Bitget, LayerZero, Bybit, the WazirX hack, et
Read statement & evidence →"Because Stan Druckenmiller bought something doesn't mean you should," @ramahluwalia urges investors to stay vigilant despite Druckenmiller's Hyperliquid endorsement
Read statement & evidence →"Crypto never built itself for security outside of the tech vertical," @austincampbell on how the Binance hack exposes the lack of standard security measures like circuit breakers in crypto
Read statement & evidence →"The investability of crypto may be a problem for the VCs more than the reality of crypto returns across the whole market," @austincampbell on crypto struggling for capital
Read statement & evidence →Opsek founder Pablo Sabbatella on North Korea now holding more ETH than the Ethereum Foundation from a single hack "The industry has to start learning from this. I don't know if you saw, but three hours ago, Mercado Bitcoin in Brazil was also hacked for $40 million." "I think tha
Read statement & evidence →"Crypto is losing trust," @ramahluwalia on the Binance hack
Read statement & evidence →Read statement & evidence →Bitcoin just closed its worst October since 2016 on the Binance hack. Privacy coins and HYPE went the other way. The @bitsandbips crew on what bucked the trend, plus the Fed, ECB and BoJ, oil, and the Nasdaq's worst month since March 2025. Live today 4:15pm ET Join us on: x - You
Read statement & evidence →Onchain investigator ZachXBT says the actor behind a suspected $106 million theft from an EU entity has been converting funds to Monero through Wagyu and moving them via instant exchanges including Kyrrex and WellWallet.
Read statement & evidence →Roughly $3B frozen within hours. Another $2.4B in ETH and BTC beyond anyone's reach. @laurashin asks @tanuki42_ and @pablosabbatella whether the industry can actually beat North Korea at this game. Mon 3pm ET Join us live on our platform: X -
Read statement & evidence →Read statement & evidence →BREAKING: Brazilian crypto exchange Mercado Bitcoin has suspended deposits and withdrawals after a security incident and says no clients lost money. Monitoring firm Hypernative estimates more than $40 million left wallets it attributes to the exchange.
Read statement & evidence →Bitmine's combined crypto, cash and stakes are now valued at $14.5 billion, down from about $15 billion a week ago, as ether fell to $2,261. Tom Lee's company needs roughly 49,500 more ETH to own 5% of the supply.
Read statement & evidence →Binance says users withdrew $4.649 billion and deposited $1.01 billion from 06:00 to 15:30 UTC on Sunday after it reopened withdrawals, a net outflow of about $3.64 billion, or 2.1% of the $171 billion it holds.
Read statement & evidence →Read statement & evidence →Binance lost $6.3 billion to North Korean hackers in the largest crypto theft on record. Does it set back adoption? @austincampbell , @ramahluwalia and @perkinscr97 also get into HYPE's ICE moment, the AI rout and the midterms. Live at 4:15pm ET here on X
Read statement & evidence →North Korea stole $6.3B from Binance in about 20 minutes. @tanuki42_ of Pangolin Intelligence and @pablosabbatella of Opsek join @laurashin to explain how it happened, where the money is going, and what stops the next one. Streams today 3pm ET here on X
Read statement & evidence →Read statement & evidence →Source selection is editorial, not verification of identity or trading performance. Publication and collection times are separate.