DailyMixed
Bitcoin & Crypto Daily Digest – 2026-09-30
JL Capital Research1 min read
- 01Abracadabra 'stewardship' vote reads as a cash grab; chat alleges $10m+ extracted. MIM holders exit now
- 02OGs who survived FTX and Terra now eulogize Abra. Degenbox nostalgia means the protocol is priced dead
- 03Kelp rsETH blame war escalating. Single-DVN LayerZero config sits at the center, legal action floated
- 04Receipts drop: BGD flagged rsETH single-DVN in Feb 2025. LlamaRisk skipped the verifier config. Risk-manager scrutiny incoming
- 05Stani tweet getting ratio'd hard. Aave ex-contributor beef going personal. Governance drama is back on the menu
- 06Aave V4 live with new UI, early reviews positive. Gnosis legacy market broken, showing $NaN totals
- 07Desk read: 'DeFi lending is not easy right now.' Watch LRT collateral haircuts and LTV cuts
- 08Aztec ships zk.money round 2. Oxide cosigner hedges ZK soundness bugs. Not formally verified
Key Narratives
SEC buyback guidance and token value accrualAave V4 rolloutAI preference data marketsAbracadabra governance capture / rug allegationsxAI dev pedigree plays
Coins in Focus
DAISPELLWALLETAAVESCORE
Sources
- 1Abracadabra stewardship proposal at the center of rug allegations · snapshot.box
- 2Stani post draws a heavy ratio amid Kelp/Aave blame war · x.com
- 3Luigi DeMeo tweet read as a threat in the rsETH exposure fight · x.com
- 4SEC FAQ: buybacks are not managerial effort if the system is functional and decentralized · x.com
- 5Sentora on Aave V4 · x.com
- 6Aztec ships zk.money round 2 · x.com
- 7zk.money FAQ: Oxide cosigner as backstop for ZK soundness bugs · docs.zk.money
- 8Unverified zipcoincash video shared in chat, low signal · x.com
- 9Ribbita: TIBBIR bridges to Robinhood Chain · ribbita.ai
- 10$SCORE chart on Robinhood Chain · dexscreener.com