Writing

Coldcard Exploit: Deterministic PRNG Drained $88M in BTC

Aug 5, 2026

Kraken xStocks Collateral: Tokenized Stocks Become DeFi Capital

Jul 17, 2026

Privacy on Base: Why a Public Ledger Needs Selective Disclosure Before Payroll Moves On-Chain

Jun 18, 2026

The Pendulum Swings Back: AI and the Return of the Personal Computer

Jun 18, 2026

更多分析

Regulation Brief

Regulation Brief: Global Tech Rules, June 3-10, 2026

This week's regulation brief: Azerbaijan stands up a cyber agency, CISA names an Iranian APT inside US PLCs, Colombia mandates open finance, and more.

By Anurag Verma · Jun 10, 2026

2026年中期加密货币监管：框架已到位，代价即将兑现

MiCA的2026年7月截止日期刚刚到来，GENIUS Act成为美国首部联邦加密货币法律，约75%的欧盟加密平台可能未能通过审核。监管宽限期已经结束。

By Anurag Verma · Jun 8, 2026

2026年的多模态AI：从噱头到基础设施

多模态AI——单一模型同时处理文本、图像、音频和视频——已从实验性技术跃升为默认架构。以下是真正奏效的部分、仍存在问题的地方，以及我目前正在基于它构建的内容。

By Anurag Verma · Jun 7, 2026

2026年的DeFi：尘埃落定后，数据真正揭示了什么

2026年，DeFi的TVL突破1300亿美元，但四月的一次攻击在两天内席卷了130亿美元。整合态势、RWA浪潮与安全数据，究竟对这个领域意味着什么。

By Anurag Verma · Jun 6, 2026

生产环境中的LLM技术栈：2026年中期真正有效的方案

模型本身已不再是难点。在2026年中期，LLM生产系统真正的工程挑战在于模型之外的一切：推理效率、检索质量、智能体可靠性，以及智能体工作流所产生的调用量下的成本控制。

By Anurag Verma · Jun 5, 2026

L2 整合时代已至：Arbitrum 与 Base 已然胜出

目前有 73 条活跃的 Rollup 保障着以太坊 Layer 2 逾 480 亿美元的 TVL，但其中 77% 由两条链掌控。Rollup 大战已经落幕，整合阶段正全面展开。

By Anurag Verma · Jun 4, 2026

AI智能体已成为基础设施：2026年用它们构建系统的真实面貌

2026年，AI智能体从试点迈入了生产阶段：Salesforce记录了24亿个已完成的智能体工作单元，Anthropic的MCP每月SDK下载量达到9700万次。问题已不再是自主软件是否重要，而是开发者能否让它稳定可靠到足以托付真金白银。

By Anurag Verma · Jun 3, 2026

现实世界资产代币化已突破300亿美元，眼下真正重要的是什么。

2026年，公链上的现实世界资产代币化规模突破300亿美元，主要由美国国债、Ondo Finance的代币化股票以及BlackRock等机构参与者驱动。基础设施已经就绪，分销渠道和监管清晰度才是当前真正的瓶颈。

By Anurag Verma · Jun 2, 2026

OpenZeppelin CEO Says DeFi Unsafe: The Audit Model Just Died

Manuel Aráoz, who co-founded OpenZeppelin, says AI agents are now superhuman at hacking smart contracts. That's not a hot take. It's a confession.

By Anurag Verma · May 31, 2026

Canton Network's $2B Round Is a Bet on Boring

a16z crypto is leading a $300M raise into Digital Asset at a $2B valuation. The Canton Network funding rewards a permissioned chain Wall Street already uses.

By Anurag Verma · May 26, 2026

Gemini Spark AI Agent Needs a Wallet, Not a Card

Google's Gemini Spark AI agent runs 24/7 in the cloud with no human in the loop. That breaks card payments, and crypto rails are the obvious fix.

By Anurag Verma · May 24, 2026

Polymarket Exploit: A Leaked Key, Not a Contract Bug

Polymarket lost ~$660K through a private key compromise of an internal rewards wallet on Polygon. The boring attack surface nobody audits.

By Anurag Verma · May 23, 2026

Verus Ethereum Bridge Exploit: The Same $11.58M Bug

The Verus Ethereum bridge exploit drained $11.58M through a missing source-amount validation. It's the 8th bridge hack of 2026, and the bug never changes.

By Anurag Verma · May 22, 2026

GENIUS Act AML Rulemaking: Stablecoins Are Banks Now

The April 8 FinCEN/OFAC NPRM doesn't just add rules to stablecoins, it mandates bank-grade AML, SAR filing, and legally required sanctions programs that will redraw the competitive map.

By Anurag Verma · Apr 27, 2026

Anthropic Mythos vs DeFi Security: The Audit Stack Is Broken

Anthropic's Mythos can chain AI zero-day exploits faster than any timelock can respond. DeFi's friction-based defenses were never built for this.

By Anurag Verma · Apr 27, 2026

AI Agent Payments: Anvita, x402, and Who Owns the Rail

Ant Group, Coinbase, Visa, and Mastercard are all building agent payment rails at once. Only one architecture fits how AI agents actually transact.

By Anurag Verma · Apr 25, 2026

BlockchainBase Hit $1B Daily DEX Volume: L2 Wars Are a Liquidity Game

LayerZero DVN Misconfiguration: How Kelp DAO Lost $292M

The Kelp DAO rsETH exploit wasn't a code bug. It was a 1-of-1 DVN config, and it wiped $292M, 18% of rsETH supply, and triggered a $13B DeFi bank run.

By Anurag Verma · Apr 22, 2026