Frank这个解释非常详细了，美债违约这件事说实话，从我进入金融行业以来，我就一直在听，每年都有这个声音，差不多已经成为了一个意识形态。我也补充谈谈我的看法： 1、违约这件事，在美债这件事上几乎不存在。只有美国愿意不愿意的问题，而不是有没有能力的问题。

套利的机会很少，能容纳的资金体量有限，只要是还能赚钱的套利机会，99%都不会公开分享的。大家能看到的套利分享，能学学其中的经验和思路已经是非常有价值的了，真去完全复刻操作怕是要亏钱。 21年我在CEX和DEX搬砖套利，只把我发现的套利机会告诉过1个朋友，还是在我没有闲置资金去套的情况下。

NEW: Movement Network Foundation signed a deal loaning ~50% of its circulating ecosystem supply to Web3Port. The day after MOVE debuted on exchanges, accounts linked to Web3Port dumped 66M tokens, leading Binance to ban it. 🧵CoinDesk obtained the contracts and much more:

花了一点点时间阅读关于 AMM 路由算法的论文，之前一直以为技术上路由算法应该是图算法的天下，但我读的论文内认为这是一个凸优化问题，并使用 julia 开发了一套路由求解工具。目前来看，先读一下 julia 实现的文档然后读论文体验更好。Bancor 居然写了一篇 100 页的论文介绍路由算法，但目前还没读。

🎉 RateX has successfully passed a security audit by Beosin! 🚀 RateX is a margin and spot yield trading protocol operating across multiple chains, providing yield tokenization, as well as yield and principal splitting and trading. 🔗 Report: beosin.com/audits/RateX_2…

看好几场在Sidekick和Twitch上直播链上打土狗，突然发现这跟游戏直播很像：P将军们是游戏主播，打狗是玩一场即时对战策略游戏，可以PVE也可以PVP。所以一切行为最终都可以回到娱乐本身，交易投资也是一场金融消费娱乐活动。昭示了AI时代的图景，生产力越高人也越容易获得生活所必需的资源，绝大

1/ Beosin has released an insightful analysis and security guidance of MCP (Model Context Protocol) and A2A (Agent to Agent) to help developers enhance their AI apps and dapps. 🧵Here is an easy-to-understand thread of it

方洪波的这个采访信息量太大了，推荐！ 中国企业里的异数。创始人没传儿女，传给职业经理人。美的被认为是中国内部管理体制最完善、接班最成功的公司。 这老哥要求 6 点以后所有人不准加班，自己也绝不加班，自己 20 年 6 点以后周末从不加班开会。美的现在账上 3200 亿人民币现金。 全文

Nobitex had unauthorized outflow of its hot wallets. $73M on Tron and about $8M on Ethereum and BTC chains. The hacker group Gonjeshke Darande has taken credit for the attack and Beosin KYT will keep monitoring on the hacked funds flow. x.com/nobitexmarket/…

1/ The attacker first transferred 2,000 $crvUSD to the Controller contract of $crvUSD and minted 1 wei of share tokens, which led to an abnormal price of $crvUSD.

🎉 Beosin is thrilled to release the 2025 H1 Global Web3 Security Report! 🤝 Great thanks to Blockchain Security Alliance Member Footprint Analytics for contributing to the report! 🧵 Dive into the report to see the insights into Web3 security landscape.

还好去年年初就把okx的钱都提了出来，再也没用过OKX了。

🤝 Beosin is honored to be one of the sponsors of 10th Digital Forensics Expert Group Meeting (DFEG 2025) and 2nd International Digital Forensics Challenge (IDFC 2025) hosted by INTERPOL and IDFC Organizing Committee. #CyberSecurity 🔗 Event Agenda: dfeg-idfc.tpg.cds.hku.hk

这波稳定币热潮背后，到底谁在赚钱？ 随着合规稳定币龙头Circle上市，带来了标杆效应，国内也开始纷纷关注起稳定币。 各种稳定币支付大会层出不穷，企业们各种组织学习，当然币圈社区中也在积极讨论，大儒纷纷辩经。 热闹背后，目前到底谁赚到钱了呢？

🎉 Beosin is thrilled to share a detailed analysis of Monad ⨀ to help developers and general users better understand the special and technical features of Monad. 🧵 Here is an easy-to-understand thread of it:

Beosin and UniSat - wallet, explorer & extension for bitcoin., a leading infrastructure provider for Bitcoin ecosystem, have entered into a strategic partnership. In this partnership, UniSat will first integrate Beosin KYT into the payment channels of UniSat API products for institutional and developer services.

Fintech Digital Gold Coin has successfully passed a security audit by Beosin! 🚀 FDGC Token (Fintech Digital Gold Coin) is a gold-backed ERC-20 token that brings together the stability of physical gold and the flexibility of decentralized finance. 🔗 Audit Report: beosin.com/audits/FDGC_20…

Today Hong Kong’s regulatory regime for #stablecoin issuers officially came into effect. #KYT #Trace Beosin is thrilled to announce our comprehensive compliance solutions for Hong Kong stablecoin issuers to meet the technical and AML/CFT requirements outlined in the regulations.

上半年的叙事：美国比特币战略储备。 总统和国会牵头，力推法案。 下半年的叙事：美国金融资产全部上链。 SEC 和白宫牵头，Project Crypto 政策。 此时的香港，链上转账稳定币要 KYC。

🤝 Beosin has released an insightful analysis of tokenized stocks trading platforms to help auditors and users better understand their technical architecture and security points. 🧵 Here is an easy-to-understand of it.