It is highly unlikely that
@aave
will collapse entirely, but it is currently facing its most severe existential test since inception.
1/ Aave’s TVL sits at approximately $27.3 billion. The debt of $177 million represents roughly 0.65% of the total assets managed by the protocol.
The debt is concentrated in the WETH (Ethereum) reserve, the impact is felt acutely by ETH depositors rather than the protocol as a whole.
2. The Umbrella Safety Module, upgraded in June 2025, is the reason the protocol stays solvent. If you are a staker in the WETH Umbrella Vault, you are currently being "slashed." Your staked WETH is being permissionlessly burned to repay the bad debt.
The WETH Safety Module currently holds about $50 million. This covers only ~28% of the bad debt. The remaining $120M+ will likely have to be socialized among aWETH stakers or covered by the Treasury.
3/ Aave is effectively in an "operational freeze" mode. The Aave DAO Treasury currently holds about $83.5 million in liquid assets (stablecoins and AAVE tokens).
rsETH and WETH markets are frozen across Core, Prime, and Arbitrum deployments.
While you can’t easily move ETH in or out of these specific pools right now, the rest of the protocol (USDC, GHO, WBTC) is functioning normally. This isolation prevents a "LUNA-style" total spiral.
4/ Aave WETH stakers and suppliers are currently facing a significant "haircut" that will likely take months of governance and revenue-redirection to repair.
Disclaimer:
I wrote this because my community asked me for my comments. I have no prior knowledge of, or affiliation with, the team behind it. I am sharing this perspective solely because my community requested my opinion. This content is for informational purposes only and does not constitute financial, investment, or trading advice. It is also not intended to spread fear, uncertainty, or doubt (FUD) about the project. Always conduct your own research (DYOR) and consult a qualified financial professional before making any investment decisions. I assume no responsibility for any outcomes or losses resulting from the use of this information.
Source: https://x.com/anndylian/status/2045797513782002073
@aave
will collapse entirely, but it is currently facing its most severe existential test since inception.
1/ Aave’s TVL sits at approximately $27.3 billion. The debt of $177 million represents roughly 0.65% of the total assets managed by the protocol.
The debt is concentrated in the WETH (Ethereum) reserve, the impact is felt acutely by ETH depositors rather than the protocol as a whole.
2. The Umbrella Safety Module, upgraded in June 2025, is the reason the protocol stays solvent. If you are a staker in the WETH Umbrella Vault, you are currently being "slashed." Your staked WETH is being permissionlessly burned to repay the bad debt.
The WETH Safety Module currently holds about $50 million. This covers only ~28% of the bad debt. The remaining $120M+ will likely have to be socialized among aWETH stakers or covered by the Treasury.
3/ Aave is effectively in an "operational freeze" mode. The Aave DAO Treasury currently holds about $83.5 million in liquid assets (stablecoins and AAVE tokens).
rsETH and WETH markets are frozen across Core, Prime, and Arbitrum deployments.
While you can’t easily move ETH in or out of these specific pools right now, the rest of the protocol (USDC, GHO, WBTC) is functioning normally. This isolation prevents a "LUNA-style" total spiral.
4/ Aave WETH stakers and suppliers are currently facing a significant "haircut" that will likely take months of governance and revenue-redirection to repair.
Disclaimer:
I wrote this because my community asked me for my comments. I have no prior knowledge of, or affiliation with, the team behind it. I am sharing this perspective solely because my community requested my opinion. This content is for informational purposes only and does not constitute financial, investment, or trading advice. It is also not intended to spread fear, uncertainty, or doubt (FUD) about the project. Always conduct your own research (DYOR) and consult a qualified financial professional before making any investment decisions. I assume no responsibility for any outcomes or losses resulting from the use of this information.
Source: https://x.com/anndylian/status/2045797513782002073
I'll probably finish my Ethereum agent today but I still need tests, I need to make sure it will be able to identify hidden functions with closed source and renounced contracts
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Forwarded from Xerile
Mint.manyushiba.com
Mint Price: 0.05 ETH
⏳ First come, first serve - expect it to move fast.
This isn’t just another NFT drop. It’s a liquidity engine.
Every mint injects capital directly into the ecosystem:
- Automated buy pressure on the token
- Supply reduction via burns
- Staking rewards + community incentives
- Treasury fueling aggressive growth & marketing
The entire ecosystem will ensure that we have constant buy pressure and simultaneously reward the community.
Overall, our NFT launch will be beneficial for both price impact and also for another marketing campaign to roll out. Also…the biggest NFT marketplace will be tweeting as well this month.
ETH season is now back, it’s time for us to take control again. You all know how well our team maximizes exposure during these moments, it’s time to take over the whole chain yet again..
Oh, and. You all thought the Chainlink tweet was bullish. Just wait till you see what we have scheduled which is a far bigger collaboration than this. Separate from the NFT marketplace tweet.
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They are about to make 100 $ETH from this mint, some will be used to buy the token.
Contract Addresses
❔ ETH: 0x95AF4aF910c28E8EcE4512BFE46F1F33687424ce
❔ BSC: 0xf61c3720839047503e8c150f77f4a58f6ed2c66e
❔ ❔ Base: 0xf61c3720839047503e8c150f77f4a58f6ed2c66e
Contract Addresses
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Forwarded from Mawkitoshi 力を信じる
The $MANYU NFT launch comes with a lot of rewards.
https://mint.manyushiba.com/
Here is how you can earn $$$ by minting:
- 🏆Random Mint Competition
Every 250 NFTs minted, one NFT is selected at random and the holder of that NFT # is announced as the winner of 0.5ETH. Total rewards to give out: 4ETH
- 🏆Last mint competition
A timer of 3 hours and a starting reward pool of 0.5E is set. Every time someone mints an NFT the timer resets and it adds 0.005E into the pool increasing the reward to 0.5005, 0.501, 0.5015 etc..
When the timer runs out which means no mint has happened in the past 3 hours, the last person that minted an NFT will claim the prize pool. (current pool at the time of this post: 1.565ETH)
We are working on verifying the Opensea account very soon, in the mean time you can view your NFT in your wallet or by using the bot by typing: /preview_mint@manyumintbot yourNFTnumber
For example I can type in chat /preview_mint@manyumintbot 1762 and mawkitoshi will pop up!
https://mint.manyushiba.com/
Here is how you can earn $$$ by minting:
- 🏆Random Mint Competition
Every 250 NFTs minted, one NFT is selected at random and the holder of that NFT # is announced as the winner of 0.5ETH. Total rewards to give out: 4ETH
- 🏆Last mint competition
A timer of 3 hours and a starting reward pool of 0.5E is set. Every time someone mints an NFT the timer resets and it adds 0.005E into the pool increasing the reward to 0.5005, 0.501, 0.5015 etc..
When the timer runs out which means no mint has happened in the past 3 hours, the last person that minted an NFT will claim the prize pool. (current pool at the time of this post: 1.565ETH)
We are working on verifying the Opensea account very soon, in the mean time you can view your NFT in your wallet or by using the bot by typing: /preview_mint@manyumintbot yourNFTnumber
For example I can type in chat /preview_mint@manyumintbot 1762 and mawkitoshi will pop up!
BREAKING: Ethereum’s next 4-year roadmap is centered on scaling, quantum resistance, and maximum decentralization, says Vitalik.
Short term plans include higher gas limits, parallel execution, ZK-EVM rollout, smarter wallets, privacy upgrades, and faster finality in 10-20 seconds.
Long term goal: make Ethereum the world computer and the most secure settlement layer, not the fastest chain.
Short term plans include higher gas limits, parallel execution, ZK-EVM rollout, smarter wallets, privacy upgrades, and faster finality in 10-20 seconds.
Long term goal: make Ethereum the world computer and the most secure settlement layer, not the fastest chain.
Forwarded from Soul - DEFAI Founder
Its time to make utilities great again!
$DEFAI is coming to $ETH ? 👀
Vibe check 👇
https://x.com/defaicreator/status/2046888063062720942?s=46&t=5wv-k0WFua7fgIrdUc0qjw
$DEFAI is coming to $ETH ? 👀
Vibe check 👇
https://x.com/defaicreator/status/2046888063062720942?s=46&t=5wv-k0WFua7fgIrdUc0qjw
Forwarded from Павел Дуров
Сейчас возродил это хобби на базе современных инструментов.
Буду выкладывать сюда свои композиции под творческим псевдонимом “Дурикович”
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Forwarded from Pavel Durov (Pavel Durov)
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Telegram
Pavel Durov
🚀 The TON blockchain just got upgraded and is now 10× faster.
⚡️ Block rate increased 6×.
⏱ Transactions are now instant, subsecond.
🪙 This was step 1 of 7 to Make TON Great Again (MTONGA).
Next step: cut the already low transaction fees by 6×. ✂️
⚡️ Block rate increased 6×.
⏱ Transactions are now instant, subsecond.
🪙 This was step 1 of 7 to Make TON Great Again (MTONGA).
Next step: cut the already low transaction fees by 6×. ✂️
Ryoshi is worng. $ETH
The rule is clear: deploy timing is always respected to protect smaller builders with good ideas from bigger players trying to vamp. But in the case of Asteroid CTO, that doesn’t apply, because it is a CTO with a lot CTO badges before
They are fudding to make money, don't fall for it $ASTEROID
Don't sell cheap for fudders or even the kol you love teaching you wrong.
CTO WINNER: https://dexscreener.com/ethereum/0x76a411f14a704099ba476ce8dffc288a53295218
Posted first on blockchain: Loser.
https://dexscreener.com/ethereum/0x7dfc9dd51638573a812b39d33eded20df468e7bc
This has nothing to do with the $NEIRO situation. $NEIRO had a team behind it and pumped artificially without real people — they're using that bullshit argument just to make more money.
The rule is clear: deploy timing is always respected to protect smaller builders with good ideas from bigger players trying to vamp. But in the case of Asteroid CTO, that doesn’t apply, because it is a CTO with a lot CTO badges before
They are fudding to make money, don't fall for it $ASTEROID
Don't sell cheap for fudders or even the kol you love teaching you wrong.
CTO WINNER: https://dexscreener.com/ethereum/0x76a411f14a704099ba476ce8dffc288a53295218
Posted first on blockchain: Loser.
https://dexscreener.com/ethereum/0x7dfc9dd51638573a812b39d33eded20df468e7bc
This has nothing to do with the $NEIRO situation. $NEIRO had a team behind it and pumped artificially without real people — they're using that bullshit argument just to make more money.
❤2