Tag Page Finance

#Finance
Douglas Mccoy

💥 someone just moved $8.6B worth of bitcoin from 2011. here’s what you’re not being told.

Late on Friday, something that hasn’t happened in over a decade shook the crypto world. Eight wallets, dormant since 2011, suddenly moved exactly 10,000 BTC each, sending a staggering total of $8.6 billion into brand-new SegWit addresses. These coins—often called “Satoshi-era bitcoin” because they were mined or received in Bitcoin’s earliest days—had been untouched for more than 14 years. No exchange deposits, no cashing out, just quiet transfers that immediately sparked curiosity and concern. What makes this even more intriguing is what happened just an hour before the Bitcoin moved. A suspicious transaction involving over 10,000 Bitcoin Cash tokens, worth nearly $5 million, was flagged. This transfer, connected to one of the whale wallets, looked like a subtle test—a covert way to check private key access without alerting the market or watchdogs. Bitcoin Cash, unlike Bitcoin, flies under the radar in whale-watching circles, making it a perfect testing ground. But here’s the kicker: only one of the BCH addresses tied to these wallets was touched during this test. Why sweep only one wallet’s funds? Why not all eight if someone truly controlled the private keys? This partial movement hints at something less than full access—maybe a leak, maybe someone with limited control. This situation isn’t just about dormant wallets waking up. It strikes at the heart of Bitcoin’s security assumptions. Early Bitcoin addresses used a format called Pay-to-Public-Key (P2PK), which reveals the full public key once the wallet makes a transaction. This exposure leaves those wallets vulnerable to future quantum computing attacks, should large-scale quantum machines ever materialize. The idea that someone could be quietly probing these keys, preparing for a quantum future, is chilling. So far, none of the coins have been cashed out or sent to exchanges. Instead, they remain locked in new wallets, untouched by markets. That silence speaks volumes—it suggests deliberate caution and maybe a test of patience or power. This is not about greed or a quick flip; it’s about control, secrets, and timing. Whether this means private keys were leaked, quantum attacks are looming, or something else entirely, the move sends a warning: Bitcoin might not be as invulnerable as many believe. The quiet movement of billions of dollars in nearly ancient coins should make every crypto watcher pause and think about what could come next. No one wakes up 14-year-old wallets for no reason. And no one tests keys on the quiet sidechain of Bitcoin Cash unless they have something to hide. Stay alert. The next move might not be so quiet. #Finance #MakeMoney

💥 someone just moved $8.6B worth of bitcoin from 2011. here’s what you’re not being told.
Jennifer Howard

đź§µshared sequencers: the hidden game behind L2 neutrality

1/ Rollups scale Ethereum. But right now, they’re… kinda lonely. Each L2 has its own sequencer — deciding which transactions go first. This is fine... until it's not. 👇 2/ If the sequencer is down? No blocks. If it’s malicious? It can reorder, censor, or MEV the hell out of you. Sequencer centralization is rollup’s dirty secret. 3/ Enter: shared sequencers. Instead of each rollup building its own infra, they plug into a shared layer. This adds resilience, neutrality, and possibly cross-rollup atomicity. But it’s not that simple. 4/ The challenge? Latency tradeoffs Fair ordering guarantees Who gets to run the sequencer network? How do you enforce neutrality? Shared sequencers help decentralize… but also concentrate power in new places. 5/ The L2 wars won’t be won by TPS or TVL alone. It’ll come down to… who controls the sequencer? #Finance #MakeMoney

đź§µshared sequencers: the hidden game behind L2 neutrality
Jennifer Howard

đź§µmeme coins are dead. long live meme protocols.

1/ 2021: You aped Doge. 2022: You regretted it. 2023: You laughed at PEPE. 2024: You bought WIF and doubled your bag. Now, it’s 2025. What if the meme... is the product? 👇 2/ Berachain is not a meme coin. It’s a full-stack EVM chain. But its brand? Literal bears. Smoking, drinking, gambling bears. It started as a joke. Now it’s building a modular L1 with native liquidity incentive layers. 3/ Here’s the twist: Berachain uses Proof of Liquidity. You don’t stake tokens to be a validator. You LP tokens to earn voting power. The chain’s security model is tied to how much liquidity you provide to the ecosystem. 4/ Why this matters: Attention is scarce. Memes are efficient. If your L1 can capture mindshare and liquidity — that’s leverage. Berachain turns meme culture into infrastructure. That’s no joke. 5/ Meme coins fade. Meme protocols evolve. In crypto, narrative is the new consensus. #Finance #MakeMoney

đź§µmeme coins are dead. long live meme protocols.
Jennifer Howard

🧵LRTs: the new DeFi primitive — or just fancy rehypothecation?

1/ Lido gave us liquid staking. EigenLayer took it further. Now we have rsETH, ezETH, wBETH, LsETH… This isn’t just “more staking”. It’s yield-on-yield composability. But is that a feature — or a risk? 👇 2/ LRTs (Liquid Restaking Tokens) stack exposure: You stake ETH. ETH gets restaked on EigenLayer. You get rsETH. rsETH gets LP’d or farmed. Each layer adds yield. Each layer adds risk. 3/ The danger? LRT protocols are often centralized at launch. Slashing conditions are opaque. And validator behavior is now tied to multiple incentive layers. This creates reflexive risk. Think: Luna + Anchor + Curve — all over again. 4/ LRTs are composable. But not “plug-and-play”. Before you chase that sweet APR, ask: Who can trigger slashing? What happens in a withdrawal run? Is the LRT more like a bond... or a balloon? 5/ Restaking is real innovation. But don’t get drunk on leverage. Some of these yields are paid in hopium. #Finance #MakeMoney

🧵LRTs: the new DeFi primitive — or just fancy rehypothecation?