Analyst @chaoslabs | Formerly: @Glassnode (views are my own)
Joined July 2012
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Alice retweeted
1/ stETH CAPO Misconfiguration
Today, a misconfiguration on Aave's CAPO oracle caused wstETH E-Mode liquidations, resulting in a loss of 345 ETH.
No bad debt was incurred, and all affected users will be fully reimbursed.
More below.
Alice retweeted
Last week's Bitcoin sell-off meets the criteria of a textbook capitulation event. It occurred rapidly, on heavy volume, and crystallised losses from the lowest-conviction holders.
In our latest newsletter piece, @_Checkmatey_ examines what this capitulation tells us about market structure, and what typically follows such events → newsletter.checkonchain.com/…
Some insights explored in the article:
- Net realised losses exceeded ~$1.5B/day
- Spot, futures, options, and ETF volumes all surged to extreme levels.
- Futures markets were meaningfully deleveraged as long-biased positions were flushed.
- Realised losses reached their largest absolute USD print in Bitcoin’s history
Alice retweeted
1/ @SolvProtocol has integrated Chaos Proof of Reserves for onchain monitoring of SolvBTC Bitcoin reserves and supply across supported networks.
Check out the Chaos PoR dashboard: oracles.chaoslabs.xyz/por-fe…
Alice retweeted
1/ The paradigm shift in global reserves is no longer a theoretical debate. It’s happening on-chain, in real-time.
We are witnessing the "on-chaining" of the global gold and silver markets at a sovereign scale.
A breakdown of the data and what it means for the industry.
Alice retweeted
For an AI agent, ** Search is the Oracle **
If retrieval is stale/wrong, no downstream reasoning can recover correctness.
In finance, this is a safety issue.
We explore with a small, intuition-building benchmark, investigating in this series as we expand the eval framework.
Alice retweeted
1/ Chaos Oracles secured over $350B in transaction volume and $21B in value this year across DeFi protocols, including @Aave, @Pendle_fi, @GMX_IO, and @JupiterExchange.
This momentum continues into 2026; in the meantime, here's our EOY Oracle Scorecard.
Alice retweeted
DeFi protocols move billions through oracles that treat API data as truth.
The October 10 flash crash exposed that fragility, a point @omeragoldberg (CEO @chaoslabs) raised with @PrimordialAA (CEO @LayerZero_Core) months ago.
Alice retweeted
Price feeds were DeFi 1.0.
Risk Oracles are the next primitive.
Proud of the team for taking this from idea → to securing ~10b in onchain value in production.
Chaos Oracles are live with
- @aave
- @pendle_fi
- @GMX_IO
- @JupiterExchange
and more.
The next generation of Oracles are smart, real‑time, and market‑aware.
We’ll keep publishing deeper pieces; check out the latest!
Alice retweeted
1/ @ether_fi crosses $10B in TVL; launches neobank strategy
EtherFi has rolled out its ‘Cash’ Visa card, enabling users to spend fiat against crypto holdings.
CEO @MikeSilagadze is targeting over 1M users by 2026.
Strong fundamentals offset any concerns around token supply dilution.
The Cosmic Treasure Chest - VIDEO - EN youtu.be/Gitit3LwQ20?feature… via @YouTube
Alice retweeted
Excited to share the first @chaoslabs AI Hub, the Stablecoin Hub.
Hubs are domain-specific mini apps, surfacing agent-powered signals.
Compare @USDC, @USDT0_to, @withAUSD, @ethena, and more.
Launching to (super) early beta users.
What other Hubs do you want to see?
Alice retweeted
1/ Slashing is now live for Symbiotic.
As risk managers for @ether_fi, Chaos Labs has conducted an industry-first analysis of @primev_xyz, quantifying the return per unit of risk to ensure that stakers are adequately compensated for their slashing risk.
The risk profile for LRTs is constantly evolving and our products are driving real-time insights.
Alice retweeted
1/ Introducing Chaos AI—The World’s First AI-Powered Crypto Researcher.
Built on years of proprietary data from securing trillions in trading volume, Chaos AI transforms fragmented market data into institutional-grade financial intelligence.
Get Early Access: chaoslabs.xyz/ai