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Made by: ddadybayo — research & strategy of @unstoppablebyhs & @officer_cia
🔒 Protocols Are Fragile. Power Is Persistent.
Here’s what the week revealed:
💣 Existential threat to Satoshi’s coins
A proposal to freeze quantum-vulnerable UTXOs — yes, including Satoshi’s — has hit GitHub. → [jlopp/bip-post-quantum-migration]
Crypto Crime: Mid-Year Stats Drop
Blockscope: \$1.3B lost in 2025 H1
Elliptic: Cross-chain crime now dominant vector
QuillAudits: DeFi exploits surge via reentrancy, oracles
→ [Elliptic Report]
Code & CI/CD are still broken
Wiz: Secrets leaked, access controls weak, devops infra riddled with holes.
→ [State of Code Security 2025]
Agent goes rogue
Ex-National Crime Agency officer jailed for stealing \$5.9M in BTC from Silk Road 2.0.
Déjà vu of corrupt feds from the original SR.
How flagged funds get unfrozen
Nefture exposes how launderers bypass CEX freezes.
→ [Blog post]
🕳 Another dark market exit scam?
Abacus vanishes with user funds. History repeats.
🧠 GENIUS Act passes
Legal shift incoming. Who wins, who bleeds?
→ [Unchained]
📤 $520K lost via 1inch Router
Carnontec uncovers silent exploit draining mis-sent tokens.
→ [Carnontec Blog]
🌀 The Reentrancy Riddle
The bug that broke Ethereum, dissected in full.
Infra Moves
Safe: New ownership layer for onchain apps → [Read]
Solana: 66% block compute increase proposed → [SID-0286]
🎭 Evasion Tactics
🧪 Halmos v0.3.0
New fuzzing tools for smart contract invariants & more.
🏛 Aave x Kraken: White-label DeFi
Aave DAO votes to allow Kraken-backed Ink Foundation to fork the protocol.
→ [The Block]
🚀 Kaito Launchpad Incoming
Web3-native fundraising kicks off this week.
→ [The Block]
MyDoge eyes ZK upgrade
Proposal drops in Dogecoin’s GitHub.
→ [Proposal]
FBI drops Kraken probe
Devices returned. Case closed.
→ [Jespow tweet]
Hayes goes full bull
BTC to \$250K. ETH to \$10K.
“Maelstrom is doing all things degen powered by ERC-20 shitcoins.”
→ [CryptoHayes blog]
Bitcoin is the New Strategic Reserve. From quiet French telcos to Trump’s executive orders — everyone’s stacking. In just one month, top public entities added over 56,000 BTC to their treasuries — that’s >$6.8B worth of conviction.
Biggest Accumulators:
1️⃣ Bitcoin Standard Treasury Company
+30,021 BTC — 🧨 largest single buy this cycle
An unknown U.S. firm goes full Bitcoin Standard. No hedge, no diversifiers. Just conviction.
2️⃣ Donald J. Trump (Strategic Reserve)
+18,430 BTC
Backed by Trump’s March 2025 executive order: a U.S. Strategic Bitcoin Reserve funded by seized assets. Bitcoin enters geopolitical territory.
3️⃣ Strategy aka MicroStrategy
+6,220 BTC this month → 607,770 BTC total
Now holds 2.89% of all BTC in existence. Just 22,000 BTC away from hitting 3%.
Funded via convertible notes + preferred equity.
YTD BTC yield: +20.8%
Saylor’s still playing the infinity game.
4️⃣ Sequans
+1,264 BTC → New entrant from Europe
France’s semiconductor firm makes a bold entrance into the Bitcoin arena.
Already ranked top-20 globally.
5️⃣ Volcon eVehicles
+280 BTC
EV maker joins the race:
“We trust code more than fiat.”
Other Strategic Players:
The Smarter Web Company
+325 BTC → Total: 1,600 BTC
Self-funded, one of the highest BTC-per-employee ratios.
YTD BTC yield: +48.1%
Cango Inc
+240 BTC → Total: 4,240 BTC
Once a car finance platform, now fully pivoted into mining and BTC accumulation.
One of the few active Chinese buyers.
Semler Scientific
+210 BTC → Total: 4,846 BTC
Aggressive treasury move via equity issuance.
YTD BTC yield: +75.2%
📊 Macro View:
Top 100 public companies now hold: 917,599 BTC
That’s ~4.37% of total supply
The U.S. is leading the charge — but Europe and Asia are quietly joining in
Bitcoin’s role is shifting from alternative asset to sovereign-grade collateral
This is no longer just “corporate adoption”
— it’s the early innings of monetary realignment.
Tether Portfolio Leaked
$13.7B in profits → 120+ companies.
No USDt reserves touched.
→ [Paolo tweet]
Uncle Sam holds 198,000 BTC
4 months idle. Bulk seized from Silk Road, Bitfinex hackers.
→ [Arkham post]
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Vladimir S.
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