DailyMixed
Bitcoin & Crypto Daily Digest – 2026-09-29
JL Capital Research1 min read
- 01Bitget hacked for ~$380M via third-party zero-day. CEO says keys safe, not an inside job. Chat doesn't buy it
- 02Compound Foundation accused of swapping 8.42M DAO DAI into 344K COMP, then voting it to pass its own $52M V4…
- 03Compound's response landed 20h late. Desk verdict: 'onchain governance is a meme.' COMP governance discount incoming
- 04Kelp rsETH post-mortem turns into an Aave civil war. Stani ratio'd, Zeller getting roasted
- 05Single-DVN LayerZero setup blamed. BGD flagged it Feb 2025, LlamaRisk skipped the verifier config
- 06Kelp signaling legal action vs LZ. Every LZ-bridged LRT collateral listing is now under a microscope
- 07Ethereum Fast Confirmation Rule: ~13s confirms, down from ~13min, no hard fork. ethlabs now leads it after EF handoff
- 08Chainlink CCIP 2.0 ships alongside FCR. Faster ETH finality feeds straight into bridge and interop speed
Key Narratives
AI agent tokens that shill themselvesFrontend/wrapper token launches (Jumper)DAO governance capture / Compound Foundation scandalInteroperability dinos waking upChainlink CCIP 2.0 / interop
Coins in Focus
rsETHLINKAMETHYSTBGBONDO
Sources
- 1Compound Foundation accused of converting 8.42M DAO DAI to COMP to swing votes · x.com
- 2Stani's post on the Kelp/Aave fallout gets ratio'd · x.com
- 3Luigi D'Onorio DeMeo on Kelp rsETH exposure blame · x.com
- 4Ethereum Fast Confirmation Rule: ~13s confirms, no hard fork · fastconfirm.it
- 5ethlabs takes lead on FCR rollout · x.com
- 6Chainlink launches CCIP 2.0 · chain.link
- 7SEC FAQ: buybacks on functional, decentralized protocols aren't managerial efforts · x.com
- 8Compound v3 USDC loans hit $345M, highest since January · x.com
- 9lilnocka: don't fade doxxed xAI dev, $DUEL mainnet + product reveal this week · x.com
- 10jos_crypto: $DUEL launching 10/2, still ~200K mcap (a jos_crypto post was flagged deleted) · x.com