Post

Morning recap hit different today: QNTX pre-IPO was a mess, mispriced hard. IPO itself actually landed fair for once. ZEC got nuked 28% after a potential infinite mint bug #2 popped up. Turnstiles don’t fix it, and “mitigations” won’t save the privacy narrative. XMR and RAIL might eat here if privacy still matters to anyone. FCA dropped a warning on Hyperliquid. Bad look. Then the novadotmarkets drama - turns out they’re the Valhalla DeFi team. Project was abandoned ages ago, but only VCs knew. Community and MegaETH were left in the dark. And PumpFun basically turned into a Black Mirror episode. Formalized the chaos. Rough day for Hoffman too: ZEC, HYPE, LIT, VVV all down double digits. #BTCETFOutflowRecord #ZECOrchardInfiniteMint #AnthropicSafetyParadox