Devil9

@Dusk #dusk $DUSK A few days ago I was looking again at the collaboration between Dusk and NPEX.At first I only looked at it as an exchange and blockchain partnership.But when I looked deeper into the settlement model another question came to mind.What layers of traditional finance can on chain settlement actually remove and what purpose have those layers been serving until now?

Traditional settlement involves many intermediaries.From the outside it can look like they are only adding friction.But are these layers really just unnecessary middlemen or do they also provide useful support for error handling and operational safety?That question caught my attention.Dusk’s atomic settlement model is trying to make the transaction and settlement process much more direct.If settlement becomes deterministic and final then reconciliation and coordination between multiple intermediaries could potentially be reduced. From an efficiency perspective that is quite compelling.But this is where another concern comes in.Suppose a regulated security is settled on chain and becomes final. What happens if an error is discovered afterward?Traditional systems have established processes and legal mechanisms for corrections and reversals.With an immutable on chain record technical finality and legal finality do not necessarily have to be the same thing.

That is why the most interesting part of the NPEX collaboration to me is not simply the technology demonstration.The real test is how a regulated market will accept blockchain’s deterministic finality in practice and within its legal framework.Dusk can build the infrastructure. Atomic settlement can work technically.But in regulated finance the final question is not always about code.Legal frameworks operational processes and institutional trust matter just as much.If Dusk can bring all three together in the same direction its significance could become much bigger than a typical blockchain partnership.

For now this is what I am watching.Can on chain finality actually become an accepted standard in financial marke.

@TermMax #TermMax A few days ago I was looking through TermMax’s products and markets again.At first I just wanted to understand how its fixed rate lending and borrowing work.But as I looked deeper into the structure around FT RWA collateral and maturity based markets one question came to mind. If DeFi has already created so much yield what does it still need to turn that yield into a real financial instrument?

That’s where TermMaxFi’s idea started to become even more interesting to me.From my perspective TermMax isn’t simply about offering a fixed APY. The bigger bet is building a market where yield can be separated from principal and traded. Lenders know their fixed return. Borrowers can lock in their borrowing cost upfront. Instruments like FT provide the foundation for making maturity value tradable.The RWA side is even more interesting. Simply bringing a tokenized Treasury or equity onto the blockchain isn’t enough. If you can’t use it as collateral to borrow unlock liquidity or deploy it into another financial strategy tokenization itself feels incomplete. TermMax appears to be working right in that gap.But there’s one thing I’m watching closely. Good technology and a large market are not the same thing. Real liquidity sustainable demand institutional participation and risk management will be the real tests ahead.

If TermMax succeeds in the future I think its role could become much bigger than a typical lending protocol.Starting with fixed rate borrowing and potentially expanding into yield trading structured products hedging and RWA based financing infrastructure.
And that’s why I’m starting to look at TMX not simply as a token but as the economic layer of the broader fixed income ecosystem TermMax is trying to build. @TermMax #TermMax #termMax

CZ Says He Will Stop Using Public Wallet Address After Donating Remaining BNB and 币安人生 Tokens .CZ said he plans to donate the BNB and 币安人生 tokens held in the wallet address he used while testing Trust Wallet to Giggle Academy, then stop using the address entirely, effectively turning it into a burn address. He said the wallet had become cluttered with unsolicited meme coins, and attempts to burn some of them only led to more tokens being sent in and further community speculation around his on-chain activity.#Write2Earn $BNB
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MARKET UPDATE: $IMX

IMX just tagged the descending trendline and support zone near 0.1055 to 0.1067, trading around 0.1279 after sliding from the July high near 0.1500, and this squeeze is coiling tight for the next move.

Hold above 0.1055 and a break through 0.1130 sends this straight toward 0.1210 and 0.1290 next. Lose 0.1055 and fresh lows open up below.$IMX #Write2Earn #TrendingTopic

#dusk $DUSK @Dusk Last week,I was sitting down looking through the Dusk explorer and chart.At first,I only planned to check the price and volume.But as I started looking into Dusk’s network activity and use cases my attention shifted to something else.I found Dusk’s infrastructure for regulated finance really interesting.The idea of bringing tokenized stocks,funds,ETFs, MMFs, and certificates on-chain feels quite different from the usual DeFi narrative.

Then I looked into Dusk Trade as well.It is not just about trading assets.The idea seems to be bringing the whole market workflow into one environment, including investor onboarding,eligibility checks, wallet connection,payment coordination and settlement.That is where DUSK became even more interesting to me.For regulated assets, simply putting them on a blockchain is not enough. It also matters who can buy them, who can hold or transfer them, what information is public and what information can remain private.Dusk’s Citadel is used for identity and selective disclosure while Dusk Connect and the Dusk Wallet Extension appear to make the user-side experience easier. DuskEVM and DuskVM also give developers different execution options.

But I still have one question.The technology and product vision look promising but how much real adoption is there? As thetokenized RWA market grows how much real activity can Dusk Trade actually capture?

In my view, that will be one of the most interesting tests for Dusk.If Dusk can successfully bring compliance privacy and a smooth trading experience together, its use case may become more than just another blockchain narrative.

For now, instead of judging DUSK only by its price, I want to watch its real usage and the activity that comes after Dusk Trade launches.Which part of Dusk Trade looks most promising to you? RWAs, privacy, compliance or actual trading adoption? #dusk $DUSK @Dusk

Mark Cuban calling computer chips “the new crypto” is definitely a bold take. We’re already seeing Bitcoin miners and companies like Empery Digital and Bitdeer shift toward AI infrastructure and compute.The bigger question: is this just another hype cycle, or are chips and computing power becoming the next major digital asset? 🤔🔥$BTC
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Justin Sun Responds After Binance Announces Restrictions on Transactions Involving HTXJustin Sun said he had spoken with Binance, which clarified that its restrictions on transactions involving HTX and other platforms apply only to users in the UK and EU. HTX does not operate in the UK or EU and is currently negotiating settlements with regulators in the two regions. Users affected during this process can contact HTX customer support, and HTX will coordinate a resolution. Earlier, Binance announced that it would stop processing transactions involving HTX, EXMO, and nine other platforms.#Binance $BTC

MARKET UPDATE: $BTC

BTC is squeezed inside a tightening triangle from July, currently at 63,089 and pressing right into the smaller descending trendline near 66,000 to 69,000. This comes after months of grinding below the major trendline from October highs.Break above 66,000 and this pushes toward 69,000 and the bigger trendline test fast. Lose 60,600 and fresh lows toward 58,200 open up hard.#BTC #Write2Earn $BTC

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See how beautifully it reacted from the horizontal support Now it looks like it is trapping long traders and it will do another breakdown in the coming days.btc#btc $BTC

@Dusk #dusk $DUSK I’ve been going down a bit of a Dusk rabbit hole lately, and the more I read, the more one question keeps bothering me:If developers already know Ethereum’s stack, why make them start from zero just to enter a new ecosystem?That’s what made me look closer at DuskEVM.

For an Ethereum developer, moving to another chain can feel like rebuilding the whole workflow. DuskEVM takes a different approach. Solidity and Vyper still work, while Foundry, Hardhat, viem, ethers and familiar EVM wallets can remain part of the stack.
But compatibility alone isn’t what caught my attention.Underneath, DuskEVM handles smart contract execution while DuskDS handles consensus, settlement and data availability. A transaction goes through the sequencer, enters an L2 block, and its batch data is then published to DuskDS. State commitments and fault proofs connect the resulting state back to the settlement layer.@Dusk #dusk

That creates a distinction I think is easy to overlook:Fast inclusion ≠ final settlement.
A transaction appearing quickly on DuskEVM doesn’t automatically mean the underlying settlement is complete. For applications moving assets or messages between DuskEVM and Dusk L1, developers need to pay attention to the actual protocol or wallet status, not just how fast the transaction appears.

DUSK is used for gas, while the bridge connects DuskEVM with Dusk L1.And that’s why I don’t see DuskEVM as simply another EVM chain.

It could become a practical entry point for teams that already have Solidity code and Ethereum infrastructure, while DuskVM makes more sense for applications wanting Rust or WASM contracts with deeper access to Dusk L1’s privacy and zero-knowledge capabilities.The part I’m still curious about is this:Can familiar EVM development become the easiest doorway into Dusk’s privacy-focused infrastructure?

If you already had a working EVM application, would you move it to DuskEVM or build directly with DuskVM?

$ACE $AKE

@Dusk #dusk $DUSK Most people think privacy in tokenization means hiding a wallet balance.That is only part of the story.Imagine a tokenized bond moving between two institutions. The blockchain may need to know that the buyer is allowed to hold it. The asset may have transfer rules. The issuer may need certain information. A venue may need to verify eligibility. None of that means every detail should be visible to everyone watching the chain.This is where programmable privacy becomes much more interesting.Instead of putting the entire financial workflow in public, the rules can be built into the application while sensitive information stays protected. The system can still verify what needs to be verified without turning every investor position and transfer into public data. @Dusk #dusk

That matters because regulated assets are not just tokens. They carry ownership records, permissions, settlement conditions and information that institutions cannot simply expose to the whole internet.Dusk is building around this idea at the infrastructure level.DuskDS handles settlement and data availability while supporting both confidential and transparent transactions. DuskEVM gives financial applications an EVM-compatible environment with Dusk used for gas and privacy supported through the Hedger privacy module. DuskVM adds a Rust and WASM path for native Dusk applications that need privacy-aware logic.The interesting part is what this enables for RWAs.A private transfer can protect transaction details. A confidential smart contract can go further by protecting the data and rules behind the asset itself. Eligibility checks and selective disclosure can happen without exposing the entire financial picture.That is a much bigger idea than simply putting real-world assets on a blockchain.The real challenge is making onchain finance private enough for real institutions while keeping it programmable and verifiable.That is where DUSK gets interesting.Would you trust tokenized financial assets more if privacy was built into the application logic itself?

@Dusk $DUSK #dusk We’ve heard many times that transparency is the biggest strength of blockchain. But here’s a question. Is making everything public really the best approach for regulated financial markets?Think about a company moving its treasury or an investor rebalancing a large portfolio. A market maker could also be executing a trading strategy. If every detail stays visible onchain, transparency can build trust. It can also expose information that businesses may want to keep private.

This is where I find dusk interesting.
Dusk doesn’t treat privacy as the opposite of transparency. Instead, it looks at how sensitive information can remain private while authorized parties can still verify what needs to be checked. @Dusk #dusk

That doesn’t mean hiding information from regulators. Zero knowledge proofs can help prove that certain compliance requirements are met without forcing someone to reveal every personal detail or transaction publicly.

I think this distinction matters a lot for regulated finance.In crypto, the idea that everything is visible can be powerful. But if we want to bring bonds, equities, ETFs and other regulated assets onchain, privacy may need to become part of the infrastructure itself.That’s why Dusk’s programmable privacy feels bigger than simply having private transactions. The real question is this.

Can financial markets become more transparent without forcing every participant to become completely exposed?If blockchain can balance privacy, compliance, selective disclosure and predictable settlement within the same infrastructure, institutional adoption could become much more practical.For me, that’s one of the most interesting things about dusk. It isn’t just about putting finance onchain. It is about creating an environment that regulated finance can actually use.

What do you think? Is privacy just as important as transparency for institutional adoption?$AKE $AVAAI

🚨 BNB Smart Chain is being used in a new cybersecurity attack technique.

Microsoft Threat Intelligence reported that attackers have compromised websites and used the EtherHiding technique to store and retrieve malicious instructions through smart contracts on BNB Smart Chain.The interesting part is how victims are targeted.Fake CAPTCHA pages can make users believe they are simply completing a security check, while ClickFix and TerminalFix campaigns attempt to trick them into executing malicious commands.

This doesn’t mean BNB Smart Chain itself is malicious. The issue is that attackers are abusing blockchain infrastructure as a mechanism for delivering instructions.And that highlights an important Web3 security lesson:Blockchain infrastructure can be useful for many legitimate applications, but attackers can also find creative ways to use it.Security therefore isn’t only about protecting private keys anymore. Websites, RPC gateways, smart contracts, browsers, and even user behavior can become part of the attack surface.

As blockchain adoption grows, do you think Web3 security needs to focus more on protecting the infrastructure around blockchains not just the assets stored on them?

MARA, the Largest Publicly Traded Bitcoin Miner, Reports 29% YoY Decline in Bitcoin Holdings to 35,577 BTC in Q2 MARA the largest publicly traded Bitcoin miner, reported a 29% year-over-year decline in its Bitcoin holdings to 35,577 BTC in Q2 2026. Revenue fell 27% to $175 million while the company posted a net loss of $611 million and adjusted EBITDA of negative $361 million. Year-end hashrate rose 22% to 70.3 EH/s, Bitcoin production increased 3% to 2,422 BTC, and daily cost per unit of hashrate fell 4% to $27.7. Cash and Bitcoin holdings were worth approximately $2.5 billion combined.$BTC #Write2Earn

Dormant BTC Movement Hit 200 Times the Coldcard Theft, With Little Sent to Exchanges
Glassnode said Bitcoin remained range-bound at historically low volatility even as global equities and gold reached record highs. After a Coldcard wallet vulnerability led to the theft of roughly 594 BTC, about 119,000 BTC dormant for more than a year moved within three days, but only around 10% reached exchanges, suggesting wallet migration rather than broad selling. U.S. spot Bitcoin ETFs shed approximately 65,800 BTC in June, while upside implied volatility fell to a record low near 23%.

Last 2 cycles, $BTC bottomed around the 300W moving average. History tends to repeat. Current 300W MA: $55,000
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When I first heard people say TBV removes the need for custodians and bridges I thought it meant the biggest source of friction had finally disappearedBut after spending more time understanding the design I realized something interesting The friction isn't eliminated It's simply been moved somewhere else @BabylonLabs_io #baby

Instead of trusting a third party to hold Bitcoin users lock native BTC through Taproot That's a major step forward. However the trade-off is that Bitcoin's own settlement process now becomes the bottleneck Entering the system still takes time and anyone expecting instant movement has to adjust to that reality

The same pattern shows up during liquidation Since Bitcoin wasn't designed for high-speed execution additional mechanisms are needed to deal with settlement delays The trusted intermediary may be gone but time itself becomes part of the architecture

To me that's a meaningful improvement because security no longer depends on an operator It depends on Bitcoin's own guarantees Still it raises an interesting thought

If the cost of participating is no longer trusting someone else but simply waiting longer will people happily accept that trade-off Or will a portion of capital always prefer systems that sacrifice a bit of security in exchange for speed @BabylonLabs_io $BABY #baby

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BREAKING: Jim Cramer sold all his Bitcoin due to quantum risks. HERE WE GO, BULL MARKET CAN BEGIN NOW! 🚀#Write2Earn #TrendingTopic $BTC

Coldcard Suspected of Facing a Fourth Organized Attack Wave, Involving ~388.9 BTCAlex Thorn, Head of Research at Galaxy Research, said a fourth organized attack wave may be targeting Coldcard users. Between blocks 960,778 and 960,792, 218 transactions involving 462 victim addresses and 216 fresh destinations moved ~388.9 BTC. Activity was ~45 times higher than the pre-incident baseline, with some funds already swept to second-hop addresses. Similar transactions remain pending in the mempool, and confirmed transactions signal RBF opt-in. Users should move funds off Coldcard devices immediately and use higher fees; RBF may offer a way out for eligible transactions. Previously, Galaxy Research identified three suspected attack waves targeting Coldcard-generated addresses, affecting 4,585 addresses and draining 1,367.05 BTC worth approximately $88.6 million.

Coldcard said it halted shipments and destroyed all remaining COLDCARD devices with the vulnerable firmware. Satscard, Opendime, and Tapsigner are unaffected. The patched firmware protects newly generated seeds, but users must create a new seed and move funds from any seed generated on the vulnerable firmware.$BTC
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