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. → [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

→ [Blockscope Report]

→ [Elliptic Report]

→ [QuillAudits 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.

→ [Read on The Block]

🧊 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.

→ [CyberSecurityNews]

🧠 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.

→ [0x00auditor write-up]

🧱 Infra Moves

• Safe: New ownership layer for onchain apps → [Read]

• Solana: 66% block compute increase proposed → [SID-0286]

🎭 Evasion Tactics

• Blockchain sanctions workarounds → [arXiv]

• Measuring searcher profits in DEX-CEX MEV game → [arXiv]

🧪 Halmos v0.3.0

New fuzzing tools for smart contract invariants & more.

→ [a16z Release Note]

🏛️ 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]