Vulnerabilities, Arrests, and Big Bitcoin Treasury Moves

Made by: ddadybayo - research & strategy of @unstoppablebyhs & @officer_cia

• The CPIMP Attack: $10M+ saved from mass proxy contract backdoor exploit. Whitehat op by Dedaub.

  Deep dive →

• Bitcoin Depot Breach: 27,000+ users’ data leaked. Hack happened in 2024 — reported only now.

  More →

• BNB Chain MEV Drama: Builders openly engaging in MEV. Live issue:

  GitHub →

• USDT Blacklisting & Terror Links: BlockSec traces frozen Tether connected to illicit financing.

  On-chain report →

• Aeza Hosting Sanctioned: Russian ISP banned for helping hackers & darknet markets.

  SlowMist report →

• VS Code Trap: Malicious Cursor AI package steals private keys. $500K+ hit.

  Kaspersky analysis →

• Bridge Risk Deep Dive: Vulnerabilities & defense measures for blockchain bridges.

  Academic paper →

• $2.7K → $140M: How one hacker drained Brazilian banks.

  Decrypt →

Arrests of the Week:

• Bitcoin dev Jon Atack detained in El Salvador.

  Link →

• ZKasino rug suspect arrested in UAE.

  Link →

• Solana GitHub Backdoor: Popular Solana tool hides crypto-stealing malware.

  SlowMist →

• Encrypted Mempools ≠ MEV Fix: a16z explains why hiding txns won’t fully solve MEV.

  Read →

• LatAm Stablecoin Payments Boom: Stablecoins becoming the backbone of payments across Latin America.

  Chuk thread →

Top 5 Bitcoin Buys This Week — Corporate Treasury Edition

1️⃣ Strategy

• BTC added: +4,225 BTC

• Total holdings: 601,550 BTC (~$73.4B)

• % of total BTC supply: ~2.86%

• Cost basis: $42.87B

• BTC per share: 0.00214106

• Funding source: Preferred stock issuance (Series F)

→ Strategy (MicroStrategy) remains the largest public Bitcoin holder, far ahead of the rest. This week’s buy cements its dominant position, now holding nearly 3% of all Bitcoin that will ever exist.

YTD BTC yield sits at 20.2%, market NAV multiple at 1.669×. No other public company comes close in terms of BTC per share ratio.

2️⃣ Metaplanet

• BTC added: +2,205 BTC

• Total holdings: 16,352 BTC (~$1.99B)

• % of total BTC supply: ~0.0636%

• BTC-to-market-cap ratio: ~26.5%

• Funding source: Yen-denominated corporate bond issuance (Series 3)

→ Metaplanet mirrors MicroStrategy’s approach in Asia. The firm is following its “210 Million Plan,” aiming to raise $5.4B by 2027 to acquire 210,000 BTC (~1% of supply).

With this week’s addition, Metaplanet needs ~3,670 BTC to overtake Riot Platforms as the #4 public holder.

3️⃣ The Smarter Web Company

• BTC added: +501.43 BTC

• Total holdings: 1,275 BTC (~$155M)

• % of total BTC supply: ~0.0061%

• Funding source: Internal cash reserves

→ This UK-based firm has doubled its Bitcoin holdings since June 2025. Its BTC position now exceeds its own market cap — BTC-to-enterprise value and BTC-per-employee ratios are among the highest in the non-mining segment.

Largest single-week buy for the company so far. Now there is a growing interest in Bitcoin ETFs and companies in general who add BTC to their balance sheet.

4️⃣ Sequans Communications

• BTC added: +1,053 BTC

• Total holdings: 1,053 BTC (~$128M)

• % of total BTC supply: ~0.0017%

• Funding source: Not disclosed

→ Paris-based semiconductor company enters the Bitcoin game. New entrant among public companies holding BTC, now ranked #46.

It would need another ~200 BTC to break into the top 40. If this is the beginning of an ongoing strategy, Sequans could set a precedent for mid-cap European firms.

5️⃣ DDC Enterprise Limited

• BTC added: +230 BTC

• Total holdings: 368 BTC (~$44M)

• % of total BTC supply: ~0.0017%

• Funding source: Not disclosed

→ DDC, known for its plant-based food and media business (DayDayCook brand), continues steady BTC accumulation.

Now within ~200 BTC of overtaking Mercado Libre and entering the top 40 public BTC holders. Active in the US, Hong Kong, and China.

See who’s buying, selling, and holding: psvalue.xyz

Stay safe!