DailyMixed

Bitcoin & Crypto Daily Digest – 2026-10-01

JL Capital Research1 min read

  1. 01PropAMMs caught spoofing: Tessera on Base hikes fee early block, dumps it late, aggregators route on stale quotes
  2. 02Only 39% of Tessera swaps fill at quoted price. Avg 1.08 bps shaved. 0x and Kyber reportedly immune
  3. 03PropAMMs now >50% of SOL/USDC volume on Solana. Passive LPs getting farmed, propAMMs printing 0.37-1.19 bps per fill
  4. 04DPRK shielding Bitget loot: ~2.7K ZEC ($3.8M) into Ironwood pool. 18.9K ZEC ($28.3M) stolen total
  5. 05ZEC 'threat actors don't use it' cope from rival privacy chains just got nuked
  6. 06MIM wind-down pricing recovery at ~$0.04. Holders asking where $8.3M of treasury moves on July 14 went
  7. 07Abracadabra DAO vote passes 99.4% For with 100M SPELL. Whale-driven, holders smell rug
  8. 08Survived FTX and Terra, died to its own team. Degenbox nostalgia is the only thing left in MIM

Key Narratives

Aztec privacy with secondary proof checksRobinhood Chain migration and memesAI preference data marketsPropAMM dominance and quote spoofingEx-big-tech dev pedigree plays

Coins in Focus

SOLAAVEMIMHOODLAMETHYST

Sources

  1. 1ETH Zurich paper: propAMMs dominate SOL/USDC, Tessera caught spoofing aggregators on Base · x.com
  2. 2Aave V4 at 6 months: 5 chains, $1.33B deposits · x.com
  3. 3The Abracadabra saga, detailed · x.com
  4. 4ralexstokes thread (context not given) · x.com
  5. 5zk.money FAQ: Oxide cosigner as proof system backstop · docs.zk.money
  6. 6TraderBrwn $DUEL thesis: stake, earn ETH, sell data, buy and burn · x.com
  7. 7Doomgaze top pick $DUEL: under the radar, 200K floor, ETH fee share · x.com
  8. 8Nock Rogan $DUEL thread: ex-xAI founder, data priced in billions · x.com
  9. 9PromptDuel AMA #2 ahead of Friday mainnet · x.com
  10. 10Ribbita / $TIBBIR moving to Robinhood Chain · ribbita.ai
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