New ChainSecurity audit covers the ERC-4626 vault wrapping Liquidity Hub deposits into share tokens, key for integrations.
Active loans on Morpho surged +787.9% over three years, with growth concentrated on Ethereum and Base.
Feather integrated Theoriq’s XAUt0 gold vault with Morpho’s USDT market on Celo, enabling gold-collateralized stablecoin borrowing for 2.5-3.5% net APR.
Morpho, Jito, Aerodrome, and others published B-2 Token Transparency Framework filings, disclosing offchain financials and organic vs. purchased growth.
Aerodrome generated over $70B in volume on Base this year, more than 2X the next-best DEX.
Strategy’s STRC hit $82.50 intraday before rebounding, as forced leverage liquidations triggered a cascade; Strive CEO called it the most difficult day in Digital Credit’s history.
Aerodrome’s PGF acquired and locked 170K AERO, bringing total locked via PGF, Flight School, and Relay to over 190M.
SEC Commissioner Hester Peirce discusses upcoming regulatory innovations for tokenized securities, including a proposed 'innovation exemption' for onchain finance experiments, the potential elimination of Rule 611, and broader efforts to modernize securities laws for digital assets while addressing jurisdictional coordination with the CFTC.
This episode covers major developments in AI and AR, including Snap's new AR glasses, a G7 summit on AI regulation with top AI leaders, and significant talent shifts like Noam Shazeer joining OpenAI. It also discusses Microsoft's pivot to using DeepSeek's open-source model, Meta's internal AI-driven layoffs, and the release of China's GLM 5.2 model, alongside MidJourney's unexpected pivot to medical hardware.
The episode analyzes macro shifts (Fed policy, inflation, liquidity) and their impact on traditional and crypto markets, arguing capital is rotating from Bitcoin to AI-driven productivity, with structural risks in credit, housing, and policy coordination. It also critiques crypto's current state and predicts a shakeout in unproductive assets.
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