MΞGA Σ: retweeted
While we’re building robinhood chain to be the best chain for RWA … it works great for memes too
MΞGA Σ: retweeted
Checked $H / Humanity on @nansen_ai.
Token: 0xcf5104d094e3864cfcbda43b82e1cefd26a016eb
The “it was just hacked users” explanation looks incomplete.
The key flow I found:
- Nansen labels 0x44f161... as “Humanity”
- This wallet sent 141.18M $H (~$98M at the time) to 0xd1ea...
- 0xd1ea then routed large chunks to 0x9e9959 and 0xaf2a49
- 0x9e9959 sold ~119.3M $H (~$19.6M)
- 0xaf2a49 sold ~33.5M $H (~$4.1M)
The upstream flows are also messy: several addresses connected to Bybit / Gate / KuCoin hot wallets, SablierBatchLockup, and proxy/bridge style contracts interacted with the Humanity-labeled wallet or the dumping wallets.
There may have been real drainer activity too, so I’m not saying “no hack happened.”
But the main $H outflow/sell pressure does not look like random user wallets getting drained. It looks tied to a Humanity-labeled / operational / distribution / MM-style flow.
If the team says this was purely an external hack, they need to explain:
- what 0x44f161 is
- why 141M $H moved from it
- the relationship between 0xd1ea, 0x9e9959, 0xaf2a49
- why CEX funded / lockup related wallets appear in the path
Otherwise, the onchain path does not support a clean “just hacked” narrative.
References
- $H Token God Mode
app.nansen.ai/token-god-mode…
- Humanity-labeled wallet 0x44f161...
app.nansen.ai/profiler?addre…
- Main receiver 0xd1ea...
app.nansen.ai/profiler?addre…
- Main seller 0x9e9959...
app.nansen.ai/profiler?addre…
MΞGA Σ: retweeted
Search is full of ads and wrong answers. Every other email is an ad. Prime Video charges you and shows ads. Paramount? Ads. Peacock? YouTube? Hulu? Ads followed by more ads. Netflix full of ads. Meta and X, every other thing is an ad. Pinterest is nothing but ads. AI is in everything. AI finishes sentences incorrectly and won’t stop. AI reads your email and search history to target you with more ads. Every time you open an app or visit a site there’s an update making it worse. In a hurry? First, click here to agree to terms you don’t have time to read and must accept. You need an account to do that. Change your temporary password. Enter your 2FA code. Check your email and enter that code. Now use a passkey. Your password is too simple to remember. Change it. No, not like that. Now log on. Enter your 2FA code. Check your email for a code… Welcome back! We’ve updated our terms of service and privacy policy (you have none). Subscribe to the site. Subscribe to Netflix. Subscribe to toilet paper. Subscribe to these groceries. Pay a membership fee for the right to subscribe then tip your driver who delivers the subscriptions your membership lets you subscribe to. Time to work? We’ve got to update your laptop and will slow down everything you do until you agree to update. But first, click here to agree. Update installed — your laptop’s broken now. It doesn’t matter, since your boss just replaced you with AI. Go to your phone to complain on social media. Wait, your phone needs an update so we can add more AI. Click here. Oh sorry, your phone can’t handle this update. Now it’s useless. Go get the newest phone. Here’s a text from a friend, an email, a voice mail they left three days ago but you didn’t see until now because of sync problems with the cloud. It’s their GoFundMe. Their MLM. Their Patreon. Never mind, you didn’t respond to their text within 9 minutes and now you’re no longer friends. They blocked you. Make new friends. Download this app to find people in your area. In your neighborhood. On your street. Two doors down from you. Do you know this person yet, we think you’d get along. You need an account to use this app. That username is taken. Enter a password. Not that one, you used it on another site. You need to be connected to WiFi to download the app. Allow the app to connect to other devices on your network. Allow the app to access your contacts, know your precise location, store your credit card details. Oops, sorry, we got hacked now all that info is available on the web. There’s a class action suit. You can join. It’ll take a decade to get your $3.73 share of the ten billion settlement. We’ll send it via PayPal or deposit it to your bank, just tell us those details. Oh no, another hack. That info is circulating now, too. Here’s a spam call, a spam email, a spam text. Why are you angry? Why are you talking about getting rid of your phone? Why don’t you like AI, it lets us make all of this easier? Do you know how ridiculous that sounds? This is progress. You’ll be left behind. Do you want to be left behind? Do you???
MΞGA Σ: retweeted
clear the first wave by 04.30.2026
terminal.megaeth.com
MΞGA Σ: retweeted
41 kidnappings of crypto holders in France in 3.5 months of 2026.
Why?
🥖 French tax officials selling crypto owners' data to criminals (Ghalia C.) + massive tax database leaks.
Now the state also wants IDs and private messages of social media users.
More data = More victims.
MΞGA Σ: retweeted
I am a Web3 Ambassador at World Liberty Financial.
There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance."
600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President.
The distance is my best work.
I am the reason these events are unrelated.
World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence.
Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated.
Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated.
Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated.
Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated.
Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard.
On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well.
The team page lists 3 Witkoffs. All 3 are Co-Founders.
Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial.
His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded.
The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency.
Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name.
On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio.
Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job.
600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access.
A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25.
My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper.
The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family.
I am the reason these events are unrelated.
MΞGA Σ: retweeted
The top 250 pumpfun deployers:
> extracted ~$79 MILLIONS from the trenches
> deployed 194K tokens (1,100 per day) in the last 6 months
> produced only ~10 tokens with a 5M+ MC
Full list 👇
MΞGA Σ: retweeted
DeFi users have stopped asking whether yield comes from within crypto or is simply borrowed from somewhere else, as long as the number is attractive enough. But this distinction isn't trivial, and it was once a focus for builders.
In fact, there are two strongly different categories on this topic: endogenous yield, which is generated from within crypto, and exogenous yield, which is borrowed from outside.
And the trend clearly is towards the exogenous one, while the very concept of decentralised finance loses its initial meaning.
---
Endogenous yield was the only kind that existed, until a few years ago. Some examples are:
- @Uniswap or @CurveFinance LPs collecting swap fees from traders
- @LiquityProtocol's Stability Pool earning from liquidations happening onchain
- @ethena's original basis trade earning double digits because perpetual funding rates were high.
- @aave or @Morpho lending rates floating with onchain borrow demand
- @ryskfinance extracting yield directly from assets volatility through options
All of these share a structural feature, which is that they don’t depend on something beyond crypto to get their yield. At the same time, though, if crypto markets go quiet, their yield compresses. Because there's no one who can save them, unless they can spend on incentives.
And this is why the industry has started looking elsewhere.
---
Exogenous yield asks the outside world for help. Some examples:
- @OndoFinance's USDY and @BlackRock's BUIDL tokenizing US Treasuries
- @maplefinance and @goldfinch_fi routing capital to real-world borrowers
- Most of the stablecoin landscape earning yield from T-Bills (if you look closely enough)
- @ethena USDe no longer being backed by the basis trade, but by T-Bills (for 88% of it)
The yield becomes more predictable (as long as rates stay elevated). However, the product is no longer the primitive itself. Instead, wrapping assets is.
With innovation primarily measured in terms of how many TradFi connections and what tools can be put onchain, rather than the quality of the underlying products.
---
Endogenous yield is cyclical. Ok, crypto is slowly maturing, which has softened some of that volatility, but the core problem remains. In a bull market, borrowing demand rises, lending rates on @aave and @Morpho follow, funding rates on perpetuals go positive, basis trades become profitable, and options volatility spikes. The whole system works as intended. Then the market turns, leverage unwinds, and everything compresses simultaneously, because it was all correlated to participants’ overall activity since the beginning.
Exogenous yield was supposed to solve this, as T-Bill rates don't care about crypto. But they are not marked safe from complications due to rate compression. What happens when RWA-backed vaults get looped multiple times to extract enough yield to remain competitive, stacking the same T-Bill exposure through recursive mechanisms to manufacture a number that still looks attractive on a dashboard? When rates compress further, the looping will need to increase, and what looked like a conservative product quietly gets into a higher risk profile.
(btw, RWA looping already amounts to one third of the whole Ethereum lending right now. Quite crazy to think about)
---
We used to be accustomed to failing, while keeping a productive mindset. Ponzi schemes were built every now and then, but at least there was a desire to try new primitives with intrinsic yield. True, most failed, but that's part of the process, which led to many lessons learned about reflexivity, collateral design, protocol-owned liquidity, etc.
This new playbook skips all of that. Find a TradFi yield source, tokenize it, and wrap it in a DeFi interface. The differentiation between these products is increasingly legal and commercial, rather than technical, given that you need centralised authorities for the most recent yield sources.
---
To conclude, the real question is what happens when both compress at the same time. A bear market slows down endogenous yield. A rate-cutting cycle kills exogenous yield instead. If the industry keeps on building legal wrappers instead of new primitives, the answer to that question will be uncomfortable.
We should remember to be bigger fans of experimentation, rather than easy bets. More of these attempts need to exist, especially on the stablecoin side, where the design for innovative crypto-native yield remains mostly unexplored.
The irony is that when things go south, the industry will rediscover experimentation out of necessity rather than conviction.
MΞGA Σ: retweeted
BREAKING: A record 104.3 million Americans are now "outside" of the labor force.
These are individuals who are neither employed nor actively looking for work, including retirees, students, stay-at-home parents, and discouraged workers.
This exceeds the 2020 pandemic peak by 600,000 when nearly the entire economy was shut down.
Since the 2008 Financial Crisis, the number of people not in the labor force has surged +25.7 million and +35.1 million since 2000.
As a % of the labor force, this metric stands at 61.2%, the highest level since the 1970s, excluding the pandemic.
All while the US population stands at a record 342.5 million, up +61.4 million since January 2000.
Cracks in the labor market are spreading.
