Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades πŸ™‚

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Crypto Mumbles
https://x.com/Stable/status/2080166573340504403?s=20
now we have stable trenches too
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Forwarded from Ian's Intel
2026 IS ALREADY THE WORST YEAR ON RECORD FOR CRYPTO HACKS

β€’ 145 hacks as of July 22
β€’ 0.71/day or 1 hack every 1.4 days in 2026
β€’ Hack-rate increased by 2.44x higher after the launch of Mythos/Fable

SOURCE
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Forwarded from Ahboyash Reads
🚨 KIMI K3 AI FINDS A DANGEROUS WAY TO TAKE OVER TELEGRAM WITHOUT YOU CLICKING ANYTHING, PUTTING MILLIONS OF USERS AT RISK

(reminder to disable auto saving of files + media on telegram)

SOURCE
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Forwarded from Ian's Intel
⚠️ ROBINHOOD CEO VLAD TENEV’S X ACCOUNT HACKED TO PROMOTE MEMECOIN

SOURCE
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Crypto Mumbles
https://x.com/ArtofConviction/status/2080731339104702874?s=20
gives me hamster racing or erc404 (pandora) vibes after reading

also the article is a bit sloppish with hints of smokebombing

the NFT market is much smaller than TCG so you can kind of estimate runway from there

in fact, i feel like current tcg craze is a manifestation or evolution of the NFT cycle in 2021, so i don't see FWA going far

deserves a good pop nonetheless, hence my opening statement

note that i'm not taking into account any of the tokenomics pumpolution and trickery (ik its scarce and only obtainable by opening packs), but just stating thoughts on FWA as an idea based on my brief reading into it
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Crypto Mumbles
https://x.com/ArtofConviction/status/2080731339104702874?s=20
what is this even:
Here is where it gets genuinely novel.

When a depositor puts an Azuki into the pool, they are not just supplying an asset. They are supplying four years of work that Zagabond and the Azuki team did to make people care: the art direction, the community, the physical activations, the mythology. The protocol pays nothing for any of it.

And the allowlist does not read like a list of assets. It reads like a map of onchain culture. CryptoPunks, Miladys, Bored Apes, Doodles, Pudgy Penguins, Meebits, CrypToadz, Checks, mfers, Nakamigos, Good Vibes Club. Each one represents years of accumulated meaning, and each one arrives with a price the open market has already discovered.
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