Current mood

rsETH exploit currently shook up the DeFI world. Im following it closely last days, its been quite rough but hopefully we pull through it.

Hopefully solves fast, the longer it drags the worse it gets but there are some signs we will be back to normal next week.

My current sentiment:

I was bullish, but after rsETH event and AAVE situation I feel a bit worried. Alot big players are affected, there will be damage again on crypto reputation and many starting to wonder if the risks are worth the rewards, myself included.

APR 5-10% but the risk of being hacked/losing full collateral makes tradfi options more attractive since you can yield similar there in safer structures. Also in general "real world" investments are becoming more attractive off-chain.

Of course there is no safe place though, there are always risks for rewards but thats part of the game.

I hope crypto comes out stronger from this, and security will be taken full seriously in all aspects. Too many issues in 2026 already, and AI wont make things easier since it can easily find flaws in code and bad actors can act on it. I hope there is growth in this area in the industry and bad actors can be stopped. Until then, we really got to ask ourselves is the risk worth the rewards?

Lets see how the situation with AAVE plays out, if they solve this in a nice manner and if the DeFi space come together and find a outcome I think I will regain hope and if not its probably worth to consider how 2026 will play out and where DeFI is headed. Maybe worth to hold more BTC and just wind down.

🚨 ANTHROPIC’S MYTHOS MODEL RAISES NEW CRYPTO SECURITY CONCERNS

DeFi leaders warn advanced AI like Anthropic’s Mythos could strengthen both attackers and defenders, widening the gap between projects that prioritize security and those that do not.

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This stuff scares me still, would recommend not take too much risk in smaller protocols for time being. Need big teams to manage the security, glad the rsETH situation seems to resolve though. Huge win for Defi, but still long way to go.

However in the positive, despite all this negative news the price is holding quite strong.

Coinbase Acquires Hyperliquid's USDH Deployer, Native Markets, To Switch All USDH Into USDC: Blog

https://x.com/nativemarkets/status/2054894518055448628

Bullish for HYPE

quite interesting because did similar observation, its a wierd market now. AI is taking alot of the VC money but I think AI also peaked soon.

I see some strong alts, HYPE obviously the most obvious one but in general alts are performing not too bad (the good ones). Not sure where we are in market but if we follow 4 year cycle we still have some rough times ahead. Hopefully stays somewhat stable here.

hey guys, hope all good. Im still around and starting to see a bit more bullish patterns now, still not re-entering but definitely could be time soon. Especially with a 3 year horizon I think BTC/ETH and even BNB are relatively cheap.

are we back?

looks like we are back for sure, indicators and everything is aligned. But stay sharp, there will be traps and alot manipulations. But we are building for a strong 2027 IMO.

all bullish indicators are hitting, I think if this holds we are looking for few months of bullish narrative now. Lets hope so.

I will start searching new farms, and go through things a bit, was quite focused on work last couple months but its time to start go back into crypto again. The winds turn very fast, and I believe the opportunity this cycle can also come from the new SEC proposal regarding ICOs and money raising.

I think this can open up alot of new launchpads/pre-sale opportunities but also alot of scams so yeah need to do alot of research.

I think the rotation from the AI hype will soon enter crypto aswell, once Anthropic IPO is done will probably mark the peak for AI and then more and more VCs will hopefully rotate some money back to crypto and I think next year will be alot opportunities.

We are still early.

🇺🇸BREAKING: Washington just went all-in on crypto in a single week.

Trump urged Congress to pass the Clarity Act after hosting crypto executives at the White House.

The CFTC Chair says if the bill stalls, the agency will build its own crypto regime under existing authority.

The SEC proposed its first crypto fundraising framework, allowing projects to raise up to $75 MILLION without full registration, per Decrypt.