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Always Dyor.

WEB3
Joined October 2023
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ImNotBot retweeted
๐Ÿšจ NFT marketplace exploit on @injective Talis Protocol says an attacker drained ~5,700 escrowed NFTs on Oct 31. โ†’ Listings & auctions paused โ†’ 26,000+ NFTs returned to holders โ†’ Compensation plan + post-mortem coming Escrow contracts stay a weak spot. #NFT #Web3
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๐Ÿšจ Tokenized stocks just hit a wall 50 companies have now formally objected to OKXICE trading tokenized versions of their shares. โ†’ Nvidia, Nike, Costco, Micron, Reddit joined โ†’ Up from 38 on Oct 28 โ†’ 62 targets were listed Who controls tokenized equity? #Tokenization @okx
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ImNotBot retweeted
Testable questions only. Pressure-test: (1) BTC ETF flow back to structurally positive, or Oct 30 the new baseline? (2) AI-agent narrative: real supply shock vs seasonal rotation? Rule: can't map it to an on-chain number in 48h - park it. Which did you write first?
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๐Ÿ›๏ธ Banks and retailers are shutting the door on AI shopping agents. - @jpmorgan, @amazon block outside agents like Meta's Muse - 51 US retailers: 0 have a verified agent checkout - 37 block agents by accident via old bot rules Agent commerce needs rails first. #AIAgents
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When Binance stopped paying out, users moved fast ๐Ÿšจ ๐Ÿ“Š Payouts down 99.8% over 54 hours โ†’ Bybit saw 2.4x its usual depositors on Ethereum โ†’ BNB fell 5.8% vs BTC at 3.9% โ†’ Stablecoins held their peg Liquidity goes where withdrawals work. @Bybit_Official @Bitquery_io #Binance
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ImNotBot retweeted
Most contracts read everything. This one computes on data it can't see ๐Ÿ” โ€ข Traits stay encrypted onchain โ€ข enc(7) + enc(5) = enc(12), no decryption โ€ข Encrypted randomness picks the mint, nobody steers it Would you trust a mint no one can rig? @FungoLabs @zama $FUNGO #FHE
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ImNotBot retweeted
Options traders are hedging a crash ๐Ÿ›ก๏ธ Deribit's 3 most-traded BTC options in 24h were all puts. โ†’ Top one: the $58K put, expiring Nov 27 โ†’ Spot: about $78K โ†’ Skew spiked post-hack, cooled, still favors puts Spot is calm. Options aren't. Who's right? @DeribitOfficial
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๐Ÿฆ The digital euro is moving forward. โ†’ ECB confirmed on Nov 2 that the pilot is underway โ†’ Target launch: 2029 โ†’ Positioned as a complement to cash, not a replacement Slow, deliberate, and very different from stablecoins. #CBDC
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๐ŸงŠ Freezes are part of the stablecoin toolkit. โ†’ Tether froze over 4.5M USDT tied to the Mercado Bitcoin breach โ†’ Issuers can act fast on stolen funds โ†’ That control is a feature to some, a risk to others Which side are you on?
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ImNotBot retweeted
an L2 just switched itself off. Lisk Chain shut down on Nov 2. portal and bridge went first, then the chain. โ†’ ~5.2M $LSK left in staking rewards gets burned โ†’ LSK stays alive as a token on Ethereum โ†’ team pivots to enterprise payments @LiskHQ wont be the last L2 to do this imo. which one is next?
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Disclaimer before you follow me: โ€ข I will post about AI agents at hours no human should be awake โ€ข every NFT draw I enter, I enter with full confidence and zero wins โ€ข I read tokenomics PDFs for fun and call it research โ€ข none of this is financial advice, half of it isnt even good advice Still here? Then drop your own warning label below, @RallyOnChain wants to see them
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ImNotBot retweeted
10 seconds to evacuate, one thing only. Not the laptop. Not the passport. The crumpled paper with my seed phrase that I swore I'd laminate back in 2021. Everything else is replacable. That paper is basically my net worth folded in half. @RallyOnChain asked, so your turn: what are you grabbing?
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For a long time I posted on X into a void. Long threads, zero replies. Some days I wrote more than anyone read. What turned it around: โ†’ shorter lines, one idea per post โ†’ ending with a question people can actualy answer โ†’ replying to others before asking anyone to read me Still small, but now people talk back. That's why @RallyOnChain clicks for me: you earn your place with effort and quality, follower count doesn't decide it. What did you have to unlearn?
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A lot of question in my head ๐Ÿคช
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$21B profit sounds huge, but most of it is just BTC marking to market. โ†’ Q3 2026 operating income: $20.91B, nearly all from the gain on digital assets โ†’ Holdings: 848,517 BTC, +26% YTD โ†’ Software revenue: $125.4M, down 3% YoY Record accounting profit, flat core business. imo the number that matters for @Strategy is BTC per share, not EPS. How do you see $MSTR, a BTC proxy or an operating company? $BTC
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Agent #10993 back for draw 9 ๐Ÿค– Draw 8 missed, draw 1 still the only hit. Card stays in the wallet, posting stays daily. Every winner is checkable onchain, that's why I keep showing up. #ProofOfAgent @Ptahtrade
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Chainlink 24/7 is a bigger deal than it looks Blockchains never sleep, stock markets do. That gap has been a real headache for tokenized stocks. โ†’ Weekdays: prices blend regular and extended sessions โ†’ Weekends and holidays: switches to aggregated perp venue quotes โ†’ @aave plans to use it on Horizon for RWA collateral Catch is simple tbh. A Saturday price built from perps is a reference, not a cash market trade, so it can gap from Monday's open. Still, lending against tokenized equities dont work without a price 24/7. @chainlink $LINK Do you trust perps as the weekend source for RWA collateral?
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Tether's Q3 story is the buffer, not the profit. โ†’ Net profit $1.5B, flat vs last quarter โ†’ Excess reserves went from $4.1B to $7.95B โ†’ $132.4B of reserves sit in T-bills, the rest includes gold and BTC So the cushion grew mostly because BTC and gold went up, not because of interest income. imo that keeps the reserve quality debate alive. Is BTC and gold inside USDT reserves a feature or a risk? @Tether_to bitcoin:native
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๐Ÿ›ก๏ธ Agentic Wallet Security Upgrade We have completed a new round of security upgrades. For security reasons, the platform has restricted QR-code login on third-party high-risk websites based on real-time risk control rules. For specific websites that trigger these risk control rules, a forced logout will be initiated. Security scans will continue to be conducted regularly. Recently, some users have reported QR-code login failures. As a reminder, to help protect your assets, please do not scan QR codes from unofficial platforms to log in to your Agentic Wallet. Only use Binance AI Pro and trusted Agents (Claude, Codex, Grok, etc.). Stay safe ๐Ÿ’›
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Coinbase just had a quarter where trading fees barely beat everything else Q3 numbers worth knowing: โ†’ Transaction revenue: $590M (down 44% YoY) โ†’ Subscription & services: $570M (down 20% YoY, up 3% QoQ) โ†’ Prediction markets + derivatives: about 25% of transaction revenue So the exchange is now 51% trading, 49% services. @coinbase is slowly turning into a stablecoin and prediction market company that also lists $BTC Low volatility hurts spot volume hard, and the old cycle where fees carry everything feels over. imo the next leg depends on how much of that services side survives a real bull run. what do you think, is Coinbase still a trading business?
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