crypto neobanks still aren’t giving people a real banking experience, especially in cash-dominated regions.

the daily ATM withdrawal limits are just awful:

• Etherfi $250
• Tria $750
• Kast $750
• MetaMask $1k

then there’s RedotPay (US BIN) with a $100k ATM withdrawal limit.

how did they pull that off?

https://x.com/Octop3s/status/2080285094158245936
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7 GUD READS 📚 (Edition No. 100)

We've reached the 100th edition of this series!

Week after week, curated content filters through the noise.

This week brings you no less insights than the others.

It's time to dig in👇

https://x.com/thelearningpill/status/2083553357789339730
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1> Asides the recent drama around phantom wallet leaving @monad, I think there's just another thing worth paying attention to on monad right now

Capital isn't just flowing into isolated protocols. It's flowing through a shared stablecoin layer that connects @aave's credit market and @pendle_fi's yield market into one composable stack

Monad just crossed ATH in tvl and yes the infrastructure is forming faster than anything I've tracked recently on a new L1

https://x.com/0xspicexr/status/2082452432215568479

🧵
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in the coming week, we will see huge volatility for the yen, as the states buys more yen.

for decades, usd/jpy largely followed the us–japan yield gap.

that relationship weakened after april 2025 as trade-war volatility made carry trades less attractive even with wide rate differentials.

japan is now being priced through a more complicated mix of fiscal credibility, boj normalization, inflation and capital flows.

- japanese yields are rising as inflation, wages and expectations normalize.
- the boj still owns roughly half of outstanding jgbs, while its purchases are slowing.
- that means higher rates increasingly translate into a real fiscal cost rather than just monetary-policy normalization.

at the same time, corporate japan looks structurally healthier than sovereign japan.

profits are strong, shareholder activism has surged, foreign ownership is around one-third of the equity market, and large caps have materially rerated.

that creates a divergence: bullish corporate japan, more cautious on the yen and japanese duration.

there is also an important counterpoint to the fiscal-bear case.

japan still has the world’s largest positive net international investment position and enormous foreign asset holdings. so this is not a conventional external funding crisis.

https://x.com/arndxt_xo/status/2083937243778154750
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1> On Aave’s H1 Structural Reset

H1 2026 was different for @aave. Three structural decisions landed that permanently change how the protocol captures value, who it serves, and how capital flows through it

⇲ Economics & governance (Aave Will Win)
⇲ V4 Architecture
⇲ Token value accrual (Aavenomics 3.0)

This is the reset that actually matters 🧵

https://x.com/0xspicexr/status/2081010384920850739
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coldcard, what actually happened

- ~1,367 BTC was swept from 4,585 addresses, worth roughly $89m at the time.

- this was not AI or brute force. the affected seeds were generated with weak, predictable randomness.

- the bug came from a 2021 firmware path. @COLDCARDwallet intended to use hardware randomness, but a configuration check routed seed generation through a non-cryptographic PRNG instead.

- that means attackers could recreate candidate seeds, rather than guess a true 128/256-bit BIP-39 seed.

- Mk2/Mk3 were most exposed. Mk4/Mk5/Q were also affected, although researchers disagree on exactly how much entropy remained.

- firmware updates alone are not enough. if your seed was generated under affected firmware, you need a new seed and must move funds.

- the key lesson here is that air-gapped ≠ trustless. keeping a wallet offline does nothing if the key was weak from the moment it was created.

- open source also did not save users. the bug sat publicly visible for years without being caught.

https://x.com/arndxt_xo/status/2084212758544089258
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