thiigth | blockfit retweeted
据 Cryptobriefing,以太坊基金会研究员 Justin Drake 宣布,专用于聚合后量子哈希签名(leanXMSS)的轻量级零知识虚拟机 leanVM 已完成端到端形式化验证(formal verification),每秒可处理超 1,000 次聚合,未来将替代验证者当前的 BLS 签名。此外,以太坊全面向后量子安全过渡的调整目标时间定为 2028 年 12 月,以预留多轮硬分叉升级时间。整个后量子防御体系依托 leanVM、leanXMSS 与 leanSpec 三大开源基石推进,旨在通过数学证明确保底层代码与技术规范严格一致,抵御潜在的量子计算破解威胁。wublock123.com/news/ethereum…
thiigth | blockfit retweeted
ETH is the most important use case of the Ethereum blockchain and the Ethereum blockchain is the best vehicle the Ethereum community has to champion its values in the world.
ETH really needs concerted marketing as machinic SOV . . . just go all-in on that, market the asset itself. . .
ETH is our best "sanctuary tech"
esp. + Railgun + Kohaku + Ambire + Aztec
yet leaders promote every other "sanctuary tech" instead, I don't get it. . .
ETH literally is the product and needs to be marketed directly and explicitly--yes, "shilled"
verifiable compute is super interesting but doesn't make ETH super investable. . .
...who in 2026 is interested in investing into a bleeding-tech notary service? . . .
. . . very useful but doesn't excite anyone, especially investors. . .
& if ETH doesn't take off I doubt Ethereum's use for verifiable compute will dominate either as the ultimate security for that is ETH's value . . .
thiigth | blockfit retweeted
stYFI epoch 19: stYFIx is earning 32.76% APR, 2.5× vote boost over the 13.14% base. 2,818 YFI staked system-wide, split near-even: 1,375.54 direct, 1,442.84 locker + migrated. Rewards compound at styfi.yearn.fi
thiigth | blockfit retweeted
A month of realized yields on @yearnfi vaults: yvcrvUSD-2 averaged 8.06%, its weekly figure never below 5.24%. Locked yvUSD 7.67% (5.91–9.67), yvUSD 5.93%, yvUSDS-1 4.36% (0.92 to 8.38). Weighted 7d rate 3.54%, +0.45 pts w/w. yearn.fi/vaults
thiigth | blockfit retweeted
来欣赏 @VitalikButerin 今天在 Devcon 8(孟买)开幕式上的最新造型:身披长满眼睛的绿色连帽斗篷,头戴一个极其怪异的黄色笑脸面具。
当台上有人追问他“能摘下面具吗?”时,他拒绝脱掉装束,并开始疯狂自黑:“mask(面具)是 scam(骗局)的变位词,X 上很多人早就说我是个骗子了。”
整活还看 V 神,这身装扮其实是在致敬 AI 圈的经典神梗 Shoggoth。 在 AI 安全语境里,多眼的绿色怪物代表着“未经对齐、危险且不可解释的底层大模型”,而那张黄色笑脸,则是经过人类反馈强化学习后,勉强贴在表面用来伪装友善的面具。
Vitalik 披着这身“表面友善,底层危险”的皮囊,其实是在讲一个严肃话题:AI 时代的信任与数据监控。
配合这个诡异的造型,他在演讲中抛出了几个很有传播力的论点:
第一,数据即毒药:“在默认情况下,我们真的必须把数据视为有毒废料。如果可以的话,从一开始就根本不要去收集它。”
第二,打破信任幻觉: 面对数字安全,答案既不是彻底陷入谁也不信的虚无,不是去盲信权势滔天的科技巨头,更不是去盲从那些自称反抗巨头的“魅力型网红”。
第三, 不要通过出卖自己的隐私来换取表面友好的安全。真正的出路是开源技术 + 零知识证明(ZKP),通过密码学实现“只证明事实、不暴露隐私”,将系统对人的信任依赖降到最低。
把枯燥的密码学原理和数据隐私危机,用一场极具赛博朋克感的 Cosplay 展现出来,这很 Vitalik。
只是懂他的人可能不多了,大家更关心 $ETH 的价格。
thiigth | blockfit retweeted
** Ethereum Tops the SEC Decentralization Test **
Ethereum sets the benchmark under the SEC’s updated Crypto Guidance. By the SEC’s own standards, Ethereum Is the Most Decentralized Network.
Canton lags in a scoring analysis against the latest @SECGov Crypto FAQs. Ethereum 9.7, Everyone Else Behind.
thiigth | blockfit retweeted
DefiLlama’s new @Trueo_ markets are live.
Based on overwhelming interest, we’re launching even more hack and revenue markets:
* Will this week have a hack larger than $1M, $5M, $10M, or $25M?
* Revenue markets for trade[xyz], fomo, Polymarket, Curve, and Lighter.
Also, returning this month are revenue markets Collector Crypt, Hyperliquid, Pump, Aero, and Uniswap.
defillama.com/predictions
Every major technology shift eventually converges on a standard.
→ TCP/IP for networking.
→ HTML for the internet.
→ Bluetooth for device connectivity.
The standard that blockchains converge on will be Optimism. We’re already seeing it play out.
thiigth | blockfit retweeted
Monthly swap fees on @Aave have grown by 2.6x since the @CoWSwap integration.
Before then, the 2025 monthly average was ~$147K.
During the last 7 months, it has been ~$383K.
I believe that Aave App's distribution will make this number grow parabolically, especially given the type of users it caters to.
They won't look for a separate DEX, they will do everything in one app: Aave App. This will translate into substantial revenue for Aave DAO / $AAVE token holders.
One of many growing revenue streams.
Data by TokenLogic.
The number of million-dollar revenue streams for @Aave DAO keeps growing.
> Borrow Interest
> @chainlink SVR
> Liquidation Fees
> aToken interest (Yield earned on treasury-held liquidity)
> GHO interest
> Flashloan Fees
> Facilitator Deposit Yield
> Now: Swap Fees
$63.5M YTD.
thiigth | blockfit retweeted
Today, the Uniswap protocol turns 8 🦄
Sharing some charts that demonstrate just how far we've come:
1) Since Uniswap launched, DEX vs CEX marketshare went from 0 to 40%
thiigth | blockfit retweeted
Digital minimalism
vitalik.eth.limo/general/202…
thiigth | blockfit retweeted
Replying to @ohyishi
Please stop with the crypto misunderstanding of reserves. Binance reserves are not reserves in the classic sense, they are customer balances. They are not available to absorb any losses. They are money that Binance owes its customers. So don’t say it has 160 billion in reserves. Say it has 160 billion of customer monies. The SAFU fund is the only thing that is a reserve.
thiigth | blockfit retweeted
华尔街或许没想过消灭 DeFi,他们只想买下它的底层引擎,然后换块合规的牌子向美国老钱收租。
纽交所母公司 ICE 宣布通过战略投资 trade.xyz,计划将基于 Hyperliquid 的 24/7 永续合约带入美国市场。
而 Trade.xyz 也做了回应,同时传奇宏观投资人 @standuquesne 也发帖宣布投资了 Trade.xyz。
这位是杜肯资本的创始人,索罗斯曾经的操盘手之一,1981 年到 2010 年基金年化回报大约 30%,而且 30 年里基本没有出现过年度亏损。
过去一年多, Hyperliquid 上跑出了超 6500 亿美元的成交量,免费替华尔街完成了最昂贵的极限压力测试。
ICE 现在下场,更像是看中的是一个已经被验证能够承载高频撮合、且完全不需要自己重头供养庞大研发团队的现成交易基建。
而这场资本交割的动作,或许已经同步映射在了链上。
根据分析师 @mlmabc 的追踪,上个月一笔 375 万枚 HYPE 的 OTC 交易中,有 62.5 万枚在闲置三周后,近期转移到了与 TradeXYZ 有关联的钱包。
虽然官方并未确认 ICE 就是这笔 OTC 的买方,但这条线索提供了一个高度合理的商业推演:
在战略投资之外,传统资本极有可能已通过 OTC 渠道获取了底层代币,提前完成了“股权+筹码”的双重资产绑定。
至于 hyperliquid:native 那当然是应声上涨,除了 DEX 之外,传统老钱与加密交汇点的叙事越来越明晰了。
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
Introducing @chainlink 24/7, coming soon to stock-backed loans on Aave.
It delivers continuous pricing for stocks and other RWAs through weekends and holidays, strengthening DeFi’s ability to onboard the $150 trillion equities market and beyond.
NEW: Chainlink 24/7 launches at Link:NYC, unlocking always-on pricing for tokenized RWAs.
Chainlink 24/7 delivers continuous market data for equities, commodities, and other real-world assets across trading sessions, weekends, and market holidays, enabling:
→ Prediction markets and perpetual futures with 24/7 trading and settlement
→ Lending protocols that manage tokenized collateral when traditional markets close
→ Investors to manage position risk around the clock
@aave is adopting Chainlink 24/7 to bring always-on pricing to institutional RWA lending.
Global markets. No closing bell.
The future of finance is here, and it’s powered by Chainlink.
thiigth | blockfit retweeted
新加坡多家门店售出的 Ledger 钱包被植入窃密硬件
新加坡警方 10 月 28 日发布警示称,部分本地零售店出售的 Ledger 硬件钱包被植入恶意硬件,可窃取用户的助记词和私钥。自 9 月以来,警方已接到至少两起报案,损失合计约 350 万新元。
这是 Ledger 东南亚供应链攻击事件的延续。Ledger 已于本月中旬要求新加坡、香港等七个亚洲市场的经销商暂停销售。
警方建议,怀疑设备被篡改的用户尽快用一台安全的设备生成新钱包,把资产转过去。
thiigth | blockfit retweeted
硬件钱包 Ledger 的“投毒”危机不仅没有平息,反而直接穿透了新加坡最核心的线下零售网络。
之前我们报道过,马来西亚授权经销商售出的 Ledger 被植入 LTE/eSIM 模块监控屏幕。
而新加坡警方刚刚公布的调查显示,本地爆发的案件作案手法与此前如出一辙。
根据通报,早在 9 月 10 日(比马来西亚 Ledger 供应商事件大面积曝光还要早近一个月),新加坡本地就已经出现受害者,目前确认损失约 270 万美元(350万新币)。
更致命的是,前 Mt. Gox CEO Mark Karpelès 亲自拆解证实,不仅是普通代理商,就连在樟宜机场高端电子零售店 Metapod 以及本地知名 IT 连锁 Challenger 售出的全新设备中,同样发现了这块间谍电路板。
在彻底失控的物流分销网络面前,硬件钱包的底层安全已经不能被打包票了。
近期非官网直发的设备最好不要通电初始化,已使用的必须立刻找一台绝对干净的新设备,生成全新助记词并完成资产转移。
Ledger 硬件钱包的供应链安全问题似乎还在扩大。
之前我们报道过,马来西亚的硬件钱包授权经销商CryptoBilis 所售的 Ledger 中,有设备被植入隐藏 LTE/eSIM 板监控屏幕捕获助记词,导致大规模资金被盗。
现在也有社区用户反馈,欧洲大型电子零售商 MediaMarkt 卖出的一台 Ledger Nano X 被拆开后,发现内部多出了不属于原厂设计的额外电路板和线路。
这台设备是用户 @0xJohannes_大约两周前在实体店买的,不过目前资金还没有被盗。
也有懂行技术老哥查看拆机照片后指出,拆机后设备里的天线标注为“欧亚版本”,说明攻击者可能针对不同地区的手机网络频率,做了专门适配的植入板,而不是随便改装的。
此外,在 Ledger 目前针对钱包安全问题的官方说明贴下,也有用户报告拆开 Ledger Stax 后,在屏幕下方发现了原厂设备根本不需要的蜂窝网络模块,用于远程传输数据。
但这些零星事件目前都没有得到 Ledger 的官方证实与回应。
不过作为硬件钱包的持有者来说,如果不是从 Ledger 官网直接购买的设备,最好不要初始化,或尽快生成新助记词转移资产,并参考官方拆解指南检查内部有无异常元件。








































