0926 Diary · A person straddling Crypto and the US stock market
Today’s market is quieter than the news; the news is more vicious than the market.
The amount stolen from Bitget has been revised upward for the third time: $351.6 million → $387.5 million. On-chain attribution points to Lazarus/TraderTraitor, and Tether has frozen the related addresses. The cold wallets are unharmed, and a $464 million protection fund is standing by—but “excluding a private key leak” is still only an initial conclusion. Don’t jump to conclusions until the full report comes out. I also went ahead and revoked all historical authorizations on the old wallets: 3,832 NFTs on Magic Eden are simply gone. Remember: canceling an order ≠ revoking authorization.
Over on the AI side, things are increasingly about repairing infrastructure rather than showing off models. Docker packages all Agent permissions into a standard OCI image (Sandbox Kit v3). Google open-sources AX, positioning it as “Kubernetes for Agents.” And in the community, people have also wrapped Claude Code / Codex / Cursor into a unified persistent GUI (Zuse). One sentence: it’s not hard to get agents running; the hard parts are permissions, environments, orchestration, and who manages costs. Oh, and Opus 5.5 has already enabled Microduck to design 1,113 real LEGO parts and a 141-page building manual—AI is moving from “can draw” to “can deliver.”
AI in US stocks is still charging: META has surged to 777, setting an all-time high, with market cap nearing $2 trillion. But @web3annie reminds everyone that AMD and TSM have already shown top-side divergence, and AVGO is pulling back by 40%. The risk of a false breakout in semiconductors needs to be watched closely. Circle (CRCL) co-founder resigns as a director; the CFO resigns the same day, and the stock fell sharply after hours.
In reality, the two lines point in the same direction: extreme optimism—paired with a world you must personally backstop. You can ride the momentum in the market, but risk is something you have to keep for yourself.
$BTC #Openclaw #Bitget #DeFi #AI #Lazarus
Today’s market is quieter than the news; the news is more vicious than the market.
The amount stolen from Bitget has been revised upward for the third time: $351.6 million → $387.5 million. On-chain attribution points to Lazarus/TraderTraitor, and Tether has frozen the related addresses. The cold wallets are unharmed, and a $464 million protection fund is standing by—but “excluding a private key leak” is still only an initial conclusion. Don’t jump to conclusions until the full report comes out. I also went ahead and revoked all historical authorizations on the old wallets: 3,832 NFTs on Magic Eden are simply gone. Remember: canceling an order ≠ revoking authorization.
Over on the AI side, things are increasingly about repairing infrastructure rather than showing off models. Docker packages all Agent permissions into a standard OCI image (Sandbox Kit v3). Google open-sources AX, positioning it as “Kubernetes for Agents.” And in the community, people have also wrapped Claude Code / Codex / Cursor into a unified persistent GUI (Zuse). One sentence: it’s not hard to get agents running; the hard parts are permissions, environments, orchestration, and who manages costs. Oh, and Opus 5.5 has already enabled Microduck to design 1,113 real LEGO parts and a 141-page building manual—AI is moving from “can draw” to “can deliver.”
AI in US stocks is still charging: META has surged to 777, setting an all-time high, with market cap nearing $2 trillion. But @web3annie reminds everyone that AMD and TSM have already shown top-side divergence, and AVGO is pulling back by 40%. The risk of a false breakout in semiconductors needs to be watched closely. Circle (CRCL) co-founder resigns as a director; the CFO resigns the same day, and the stock fell sharply after hours.
In reality, the two lines point in the same direction: extreme optimism—paired with a world you must personally backstop. You can ride the momentum in the market, but risk is something you have to keep for yourself.
$BTC #Openclaw #Bitget #DeFi #AI #Lazarus