DailyMixed

Bitcoin & Crypto Daily Digest – 2026-04-25

JL Capital Research1 min read

  1. 01KelpDAO hack: 99k ETH bad debt on Aave, 90% covered by voluntary protocol bailouts
  2. 02EF periodic ETH sales continue despite Ivan join, generational bottom calls
  3. 03ZK synchronous composability demo live on Gnosis mainnet
  4. 04a16z AI cost collapse vs revenue reinvestment debate heats up
  5. 05GMX perps commodities oracle risks in thin markets, LP gap exposure
  6. 06Drift mandatory opsec in audits after incident
  7. 07Aave Curve bailout precedent for DeFi resilience

Key Narratives

KelpDAO bad debt bailoutEF treasury salesZK composability breakthroughsDeFi hack resilience

Coins in Focus

AAVEGMXCRVwstETHrsETH

Sources

  1. 1KelpDAO bad debt coverage 90.7% · x.com
  2. 2EF treasury sales update · x.com
  3. 3ZK composability live demo · dex.realtime.surge.wtf
  4. 4ZK sync details · x.com
  5. 5a16z web3 gaming take · x.com
  6. 6WBTC debt exposure across protocols · x.com
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