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Agents are the biggest new consumers of infrastructure. AI-natives now take 90% of infrastructure-layer spend, up from 44% last year. We mapped the whole stack across four layers, from compute and foundation models up to agent tooling. Tooling is where agents are creating demand from scratch. In one year: code sandbox adoption went from 11% to 40% of builders, search from 5% to 30%, and browser infrastructure from 4% to 14%. See the AI Infrastructure Market Map in our 2026 State of Enterprise AI report: menlovc.com/perspective/2026…

Elysium mainnet is now live. elysium.kinetiq.xyz

.@Spiko_finance just surpassed $3B in distributed asset value, now $3.21B. Up 12.4% in 30 days, spread across six networks: @StellarOrg $2.1B @arbitrum $676.0M @ethereum $250.8M @0xPolygon $164.1M @base $39.9M @solana $10.1M Data: @RWA_xyz

more programmable privacy has arrived on Arbitrum users can now send, deposit and check balances privately with @NullMaskio

Wall Street is onchain. Asset managers, banks, market infrastructure, payment giants and even corporates are now building with tokenization. @BlackRock @FTDA_US @WisdomTreeFunds @JanusHenderson @Amundi_ENG @NewYorkLife @galaxyhq @Fidelity @apolloglobal @Invesco @vaneck_us @HamiltonLane @jpmorgan @HSBC @StanChart @santanderbank @Citi @GoldmanSachs @UBS @MorganStanley @SG_Forge @BNYglobal @mufgbk_official @Barclays @LloydsBank @NatWestBusiness @RBC @CACEIS @StateStreet @The_DTCC @ICE_Markets @Euroclear @Nasdaq @LSEGplc @Broadridge @Tradeweb @Computershare @Figure @Visa @Mastercard @stripe @RobinhoodApp @Siemens @Uber @FireblocksHQ @Anchorage @Paxos @circle Who did we miss? 👇

One of crypto's largest KOLs has been secretly extracting millions from his audience We’ll expose him soon Unfortunately, he’s just a symptom of a much bigger problem Social trading has brought out the worst in KOLs. It was designed to keep them honest by making every trade public. In reality, the opposite happened In just a few weeks, we exposed a number of "top social traders" using the same tricks: • Public wallets to attract copy traders • Side wallets to dump • Callouts to farm rewards • Bundled tokens to hide supply And there are plenty more doing the exact same thing Why? Because our industry incentivizes it 1) Launchpads allow it Most launchpads today are obsessed with one thing: volume. Millions in callout rewards, affiliate links, and top leaderboards. Almost nothing on detecting bundles, side wallets, or shady traders. Scams drive volume. Launchpads have no reason to stop it (other than actually caring about their users) 2) Social trading incentivizes it Side wallets have become a business model. Before social trading, only big KOLs could do it. Now, anyone who lands on a leaderboard can monetize by dumping on their copy-traders. The temptation is real 3) CT normalizes bundle culture “Everyone bundles. It's how it's done" - an excuse we hear every time we expose a KOL. Supply control isn't the problem. Hiding it is. If it's so bullish, why hide it? Spoiler: because you're planning to sell *** Launchpads are paying millions to dishonest KOLs. It's time they start taking it seriously Audit the top traders. Expose their side wallets. Ban repeat offenders We have the tools. What's missing is the willingness to use them No one's coming to save us

🏗️ with Stock Tokens

We have received reports of unauthorized transactions on some Keplr accounts created with Google or Apple login. We flagged this to the @Web3Auth team and have been working with them on the investigation since. Based on our initial assessment: if you created your Keplr wallet with a recovery phrase or a hardware wallet, you are NOT affected. If you created your Keplr account with Google or Apple login, your account may be affected. While we investigate: – Do not send new funds to that account. – Do not re-import or recreate it anywhere. – Google/Apple login is paused for now. – Trust updates only from this account. Ignore DMs or links offering “recovery”. We will share verified details and next steps here as soon as we have them.

Update: Priority loan functionality has now been restored across the platform. • Collateral-top ups are available for all loans • Repayments are available for all loans except those funded by the USDC Genesis Vault • Borrowers who fully repay loans can withdraw their collateral. Collateral withdrawals remain temporarily disabled for loans funded by the USDC Genesis Vault. Vault withdrawals and all other protocol functionality remain restricted out of an abundance of caution. Our team and partners are working to ensure a safe restoration of full functionality as quickly as possible. We have identified and contained the two paths used during this incident. Both paths involved sophisticated, multi-step transactions targeting publicly inspectable program logic and private transaction-building APIs. The attacker first targeted the SOL Genesis Vault using a misconfigured combination of asset-pricing parameters that caused deposited collateral to be valued as a different asset, enabling an undercollateralized loan of approximately $412K. They later used an atomic transaction bundle to sell a loan carrying an extreme interest rate into the USDC Genesis Vault, inflating its NAV and enabling a disproportionate redemption of approximately $521K which our systems halted within 30 seconds of transaction generation. No user deposits will incur a loss. We will share further updates from this account as our investigation progresses and additional functionality is safely restored.

Will AI destroy the internet before saving it? $IMI is now live on Perp City, a perp market on the internet’s cybersecurity risk.

Base Denim is officially live on mainnet Native 200ms blocks, BaseTime for millisecond precision and B20 improvements ↓