What in the world did we just wake up to

Legit thought it was an April fools joke.

Drift exploited for 200m+

https://x.com/arxstv/status/2039423108537254091

Track and recover forgotten ETH in old wallets

Pretty neat tool, check if you still have some ETH from the 2015-2019 era

Link: https://forgotteneth.com/

Source: https://x.com/3pa15/status/2038971119537938786

April 2, 2026

📰 Headlines
• Tommy Shaughnessy and ZachXBT criticize Circle for not freezing USDC linked to the Drift exploit
• Tokenized stock transfers reached .87 billion in March, an all-time high
• Drift Protocol exploited for approximately 85 million through compromised multisig keys
• Metaplanet acquires 5,075 BTC, becoming the third largest Bitcoin treasury company
• Alabama governor signs bill creating legal framework for DAO-like nonprofit entities
• Pump.fun leads million pre-seed funding round into livestream prediction markets startup Pumpcade

📚 Reads
• Drift Loses 85 Million: Analysis of the exploit methodology and impact
• Reflections on the Drift Protocol Exploit by Four Pillars
• Blockstream researcher unveils SHRIMPS, a multi-device post-quantum signature scheme for Bitcoin's quantum resilience

🫡 Follow for curated alpha → @kirbycrypto

April 4, 2026

📰 Headlines
• Charles Schwab, managing approximately $11.9 trillion in client assets, plans to launch spot trading for Bitcoin and Ethereum in H1 2025
• Tether is making a final push for a new funding round targeting a valuation of approximately $500 billion
• Blockchain investigator ZachXBT alleged that Circle has recorded over $420M in compliance failures since 2022, citing multiple USDT blacklistings
• Aave v4 officially launched with Ethereum EEZ aiming to unify L2s and Dmail and Magic Eden Wallet announced shutdowns
• Cosmos ecosystem's Leap Wallet is shutting down operations
• Chainlink completed its quarterly unlock moving 19M LINK ($165M) from non-circulating supply addresses

📚 Reads
• Bank of Canada publishes staff analytical paper on Aave DeFi Lending: Returns, Leverage, and Liquidation Risk
• Reflections on the Drift Protocol Exploit: Analysis of the $285M exploit that struck Solana's leading perpetual DEX on April 1
• Tokenized asset market reached $27.65 billion as of April 2026, up 4.07% over the past 30 days with U.S. Treasuries accounting for the majority

🫡 Follow for curated alpha → @kirbycrypto

Claim your one-time extra credits for Claude Code, Cowork, or Chat before April 17

→ https://claude.ai/settings/usage

It auto-enables extra usage, don't forget to turn it off after claiming credits

April 5, 2026

📰 Headlines
• Drift Protocol confirms $285M exploit conducted by North Korean Lazarus Group
• Paradex launches TradFi perpetuals for silver, platinum, oil, nat gas, euro
• Ethereum Foundation stakes additional ETH, bringing total to ~$96.6M
• Circle unveils plans for wrapped bitcoin token cirBTC
• Metaplanet acquires 5,075 BTC, becoming third-largest Bitcoin treasury company
• Tokenized stock transfers hit $2.87B in March, marking new ATH

📚 Reads
• ZachXBT alleges $420M+ in Circle USDC compliance failures since 2022

🫡 Follow for curated alpha → @kirbycrypto

April 6, 2026

📰 Headlines
• Strategy acquired 4,871 BTC for ~$329.9M, now holds 766,970 BTC total
• Circle announced quantum-resistant roadmap for Arc blockchain
• Charles Schwab plans spot Bitcoin and Ethereum trading launch in H1 2026
• Solo Bitcoin miner beats 1-in-28,000 odds to claim $210,000 block reward
• SBI Holdings' B2C2 designates Solana as primary stablecoin network for institutional clients
• Circle minted 3.25 billion USDC on Solana in largest weekly issuance of 2026
• Metaplanet acquires 5,075 BTC, jumps to third largest Bitcoin treasury company

🛠 Tools
• SolGov - On-chain multisig configurations tracker for Solana DeFi protocols
• SEAL Frameworks - Curated resource for OpSec and blockchain security
• Artemis Analytics - Protocol analytics and sector tracking dashboards

📚 Reads
• Strait of Hormuz: A Citrini Field Trip - Deep research on oil shipping dynamics through Hormuz
• The Petrodollar Loop is Broken - Bloomberg on Iran war impact on Treasury market structure
• Four Pillars: Lido CSM v3 - From permissionless module to protocol foundation
• Circle's Post-Quantum Roadmap for Arc Blockchain
• Aster One Year: From Perp DEX Challenger to Trading Native Infra
• Four Pillars: Can LDO (Lido DAO) Token Make a Comeback?

⚡ Actionables
• Jack Dorsey's Block launches 'Bitcoin Faucet' website btc.day - going live

🫡 Follow for curated alpha → @kirbycrypto

Aave x Chaos Labs Drama

1. Chaos announces leaving Aave
https://x.com/omeragoldberg/status/2041185313163276302

2. Stani Responds
https://x.com/StaniKulechov/status/2041219266972926195

Other tweets
• Zach (Chainlink) comments that it's "not the first time Chaos has attempted to rewrite history (risk oracle misconfig resulting in $25M in false liquidations)"
https://x.com/chainlinkgod/status/2041238382018506780
• Emilio (VP of Engineering @ Aave) takes a dig at prev ACI contributor
https://x.com/Nandy_ba/status/2041291635493871961

TLDR
Chaos was pushing for
1. Becoming the sole risk manager, removing LlamaRisk
2. Replacing chainlink oracles with their own stack.
3. Increasing compensation from $5M to $8M alongside these changes.

As of now - ACI, TokenLogic, BGD Labs, and now Chaos Labs, have left Aave.

Edit: TokenLogic is still in.

Look Ma, made it to the Wall Street Journal!

Thank you Vicky for covering how Hyperliquid is becoming the de-facto go-to venue when macro events hit outside market hours 🫡

Hyperliquid.

Link: https://www.wsj.com/finance/investing/traders-are-racing-to-place-their-bets-ahead-of-trumps-iran-deadline-b28dab72?st=E7yTEa&reflink=desktopwebshare_permalink

Crypto Security 101: A Practical Guide

In light of all the recent hacks, exploits and social engineering on the rise, here's a practical guide collated for crypto security from trusted sources.

🚨 FIRST - If you think you've been hacked:
• Disconnect from the internet immediately
• Turn off your computer
• Open this on another device
• DO NOT turn your computer back on
Then DM @seal_911_bot on Telegram — it's a free 24/7 emergency hotline that connects you to a vetted team of world-class security researchers, from exploit triage to fund recovery.

Read: Security Alliance — "What to do if You're Infected by Malware"

1. Prevent Account Takeover (Most likely way you'll get wrecked)
• Get a password manager (Bitwarden / 1Password). Unique, randomly generated passwords everywhere
• Use a dedicated email for crypto - ideally one alias per exchange
• Bookmark all exchanges and dApps. Never navigate via Google, Twitter links, Telegram, Discord, or search ads
• Buy 2x YubiKeys. Store one offsite. Move all 2FA onto them
• Kill SMS-based 2FA AND SMS as a recovery method (these are separate steps)
• Enable exchange security features: WD whitelists, 24hr timelocks, API key lockdowns

2. Secure Your Keys (Highest $ value threat)
• Buy a hardware wallet (Ledger / Trezor)
• Use Rabby to simulate transactions and flag suspicious addresses before signing
• Back up seed phrases. Consider Shamir's Secret Sharing (4-of-6, built into Trezor). Test recovery end-to-end before storing funds
• Never sign blind. Always verify on-device: chain / contract / amount / method / destination
• Write a transfer checklist - it stops avoidable mistakes
• Keep a local address book. Cross-check addresses to prevent address poisoning

3. Reduce Exposure
• Regularly revoke unused or unlimited token approvals
• Segment your wallets:
→ Hot browser wallet - small amounts, dApp interaction only
→ Hot hardware wallet - <10% of net worth
→ Treasury hardware wallet - bulk holdings, simple transfers ONLY. No dApps.
The exploration wallet should never hold more than you're comfortable losing entirely, since interacting with unknown dApps always carries some risk.

4. Harden Your Environment
• Run a separate browser (minimum) or ideally a dedicated machine for crypto only
• Be paranoid about what's installed on your signing machine.
• Never run:
→ Files sent by anyone (even Telegram contacts)
→ Unknown browser extensions
→ Pirated software
→ Dev tooling like VSCode or package managers

5. Prepare for Failure
• Leave your loved ones a recovery plan
• Keep a clean emergency "lockdown" wallet - unused, just in case
• Run DeBank for wallet alerts
• Set up email forwarding for exchange withdrawal notifications to your phone
• Write out action plans in advance for: hacks / exchange failures / protocol failures
Pre-written plan → move fast → limit losses

📚 Sources & Further Reading
stalequant.com - Full security guide: https://stalequant.com/essays/index.html#stop-being-so-insecure
Security Alliance (SEAL 911): https://securityalliance.org/our-work/seal-911

April 9, 2026

📰 Headlines
• Hyperliquid gains ground on centralized exchanges as perps market share nears 6%
• On April 8 (ET), U.S. spot Bitcoin ETFs recorded total net outflows of $125 million.
• Morgan Stanley launches Wall Street’s first bank-led Bitcoin ETF
• Canary Capital files spot PEPE ETF application with SEC
• White House economists says stablecoin rewards won’t harm banks
• U.S. Treasury proposes demands that stablecoin firms be set to police bad transactions
• Stablecoin volumes could hit $1.5 quadrillion by 2035 as onchain payments begin to rival Mastercard, Visa
• UBS, Sygnum, PostFinance join banks in Swiss franc stablecoin sandbox

📚 Reads
• Keyrock: The $400T Future of Tokenised Assets
• Exchange Data Report In March 2026: Spot trading volume across major exchanges decreased by approximately 19.4% compa...
• South Korea to bring RWAs and stablecoins under existing financial frameworks: report
• Ethereum researchers explore upgrade to ease validator data burden
• EigenCloud: When Agents Become Businesses

🫡 Follow for curated alpha → @kirbycrypto

April 10, 2026

📰 Headlines
• Pepe may follow Dogecoin to Wall Street—but ETF investors aren't buying meme hype
• Hong Kong Monetary Authority releases first two stablecoin issuer licenses
• OKX Ventures makes strategic investment in Vietnam’s CAEX Exchange

🛠 Tools
• KR200 listed on Hyperliquid HIP‑3 via trade.xyz

📚 Reads
• WuBlockchain Weekly: CZ’s Autobiography Sparks Debate, HK Stablecoin Licenses, Iran Crypto Oil Tolls
• South Korea to bring RWAs and stablecoins under existing financial frameworks

🫡 Follow for curated alpha → @kirbycrypto

Valiant Trade

Valiant (Fogo's DEX) is running a perp-trading campaign for the month of April.

Their offer is simple:
• Up to 150K USDC bonus at 1B trading volume (withdrawable)
• Fogo Flames (potential airdrop)
• Valiant Badges (potential airdrop)
• Hyperliquid points (listed as a perk, but Valiant can't actually guarantee this)

What's not mentioned - and you should know:
Valiant charges a 3.8bp builder fee.
• Best case (all maker orders):
HL maker fee $150K + Valiant builder fee $380K = $530K in fees
Minus $150K reward = net loss of $380K
• Worst case (all taker orders)
HL taker fee $450K + Valiant builder fee $380K = $830K in fees
Minus $150K reward = net loss of $680K

This campaign makes sense if you geniunely trade regularly with high volume and are profitable, and believe that the potential Fogo/Valiant airdrop are worth the potential builder fees spent.

Just bringing it here to your attention. If you're interested, you can give it a try.

Link to the campaign below
👉 https://valiant.trade/campaigns/trade-and-earn-apr-2026?af=kirby

April 11, 2026

📰 Headlines
• Bitwise files second amendment for Hyperliquid ETF, ticker BHYP with 67 bps fee.
• Spot Bitcoin ETFs see $358M net inflows, Ethereum ETFs $85M on April 9.
• HSBC and Standard Chartered‑led group win Hong Kong's first stablecoin licenses.
• Binance enters pre‑IPO market with Web3 wallet feature for on‑chain asset exploration.
• Independent miner mines Bitcoin block 944306 with 70 TH/s, earning 3.128 BTC (~$222k).
• Google launches Universal Commerce Protocol, an open standard for agentic commerce.
• Metamask launches Advanced Permissions built on ERC‑7715 to eliminate repeated approvals.
• Bitcoin rebound faces oil shock and inflation tests despite ceasefire relief.
• Bhutan moves another $18M in bitcoin as tracked holdings shrink.

🛠 Tools
• Anthropic launches Advisor Tool beta, allowing Opus as advisor paired with Sonnet/Haiku.
• Shopify launches AI Toolkit integrating AI tools with its dev platform via plugins.

📚 Reads
• USDH: The Path to $10B? (Ponyo) – USDH buyback yield remains negligible until supply exceeds $1.5B.
• Euronext joins Pyth Network as data publisher, providing institutional FX and metals data.

🫡 Follow for curated alpha → @kirbycrypto

Saw this on MLM's channel and I'm curious too, this channel has been live for 3 years now.

Have the actionables, alpha calls, etc actually helped you make any money?

Original intention was to help my friends who were affected by FTX to make some monies back - https://t.me/kirbycrypto/4

Excellent read - Jeff Lore

On Jeff’s character
• “He wears the same Lululemon shorts and T-shirt every day. He owns 15 pairs of the shorts and 10 of the shirts, in three colors each.”

• “He even cuts his own hair because, well, going to a barber takes time.”

On ambition and work
• “The brain is an organ. If you need to work more hours, you can train for it.”

• “If you’re not the first person doing something, it’s probably not worth your time to be doing it at all.”

On Hyperliquid’s ethos
• “No investors. No paid market makers. No fees to the dev team. No insiders.”

• “If Bitcoin had raised VC rounds, I really don’t think it would be Bitcoin.”

On direction vs. destination
• “Be very confident you’re going in the right direction, and execute well on the step you’re taking right now, without knowing exactly where you’re going.”

The ending is beautiful writing
• “You leave a beach in Puerto Rico where nobody knows your name. You build something from scratch using your television and your own savings. You turn down $100 million. You give billions to strangers. And what do you get? War.”

There is no second best.

Hyperliquid

Source

April 13, 2026

📰 Headlines
• Hong Kong issues first stablecoin licenses to HSBC and Anchorpoint Financial as FDIC's GENIUS Act sub‑rulemaking intensifies
• Attacker exploits Polkadot-based Hyperbridge to mint 1 billion bridged DOT, netting $237K
• QCP Capital: US–Iran talks collapsed, pushing oil above $100 and triggering risk-off, with BTC rejected at $74K and ETH dropping to $2,180
• Circle signs comprehensive MOU with Upbit parent Dunamu to collaborate on stablecoins and broader digital asset initiatives in South Korea
• Digital asset investment products see $1.1bn of inflows, the strongest since January, driven by lower-than-expected CPI and easing geopolitics
• Strategy announces purchase of 13,927 BTC for approximately $1.0 billion at an average price of $71,902 per bitcoin
• SEC clarifies certain DeFi UIs, including front-ends, wallet extensions, and mobile apps, can operate without broker-dealer registration
• Bitcoin slides to $71,000 after Trump's blockade order in Strait of Hormuz
• Fake Ledger app on App Store drains American musician's 5.9 BTC
• Coinone hit with $3.5 million fine, three-month partial suspension over AML violations

📚 Reads
• Colossus publishes detailed profile on Hyperliquid founder Jeffrey Yan, covering his background from Physics Olympiad to founding the exchange
• Chainalysis: Stablecoin economic volume could reach $719T by 2035, growing from $28T today

🫡 Follow for curated alpha → @kirbycrypto