crypto security had a rough last 24-48hrs:
- Bitget: around $352M was drained from hot/warm wallets after attackers reportedly compromised their wallet backend and managed to spoof transfers. not a private key leak. and Bitget said its protection ...
@0xKaps
this pump is also a good reminder that the time to figure out what you actually have conviction in is when nobody cares
not everything down 80% is undervalued. some things are just down 80%
the better setups were the ones where the product kept imp...
9/21/2026 13:08
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@0xKaps
Kalshi and Poly somehow find a new way to take over the tl every few months
9/20/2026 18:33
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@0xKaps
the interesting part about tokenized stocks probably isn’t the tokenization itself
u can wrap a stock, issue a note or eventually issue the equity natively onchain. different structures but it's the same problem after that:
who provides liquidity, ...
9/19/2026 19:08
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@0xKaps
a lot has happened around @ethena so here's the stuff actually worth knowing:
- ethena Foundation bought out locked ENA positions from certain seed investors who had been selling
- the remaining original investor unlocks are being accelerated int...
9/19/2026 04:28
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@0xKaps
- cybersecurity is lookin more imp part of ai story. more agents more access to company systems and more sensitive data also means a lot more that needs to be secured
- L3Harris says it fine tuned an open model on its own data and ended up beating t...
9/15/2026 09:48
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@0xKaps
idk why but i've noticed something funny with ai models if i take an answer from one model and show it to another there's a surprisingly high chance it'll just agree that the other answer is better than its own.
do the same thing in reverse and som...
9/13/2026 14:30
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@0xKaps
on one hand you have labs like Openai openly talking about potentially slowing down the development of cutting edge ai
on the other, DeepSeek just dropped V4.1 Flash cheaper, faster and still pushing what you can get out of these models.
and i t...
9/11/2026 09:48
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@0xKaps
one of the most beautiful charts we've seen recently
somehow worse than your average memecoin on solana or robinhood
solana:76cJTCcyZ6zVXUM4TkAWoCJ953MDnEzs3mpaAkbypump https://t.co/5UjojiAn71
9/9/2026 14:14
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@0xKaps
some people comparing ai to the dotcom bubble need to look at what’s actually happening here
can ai companies be overvalued ? yes. can some of them fail ? absolutely. but that doesn’t mean ai itself has no future
i think ai is going to get embedded...
9/8/2026 17:26
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