Weekly · 2026-W11Mixed

Bitcoin & Crypto Weekly Digest – 2026-W11

JL Capital Research1 min read

  1. 01DeFi front-end exploits (Compound, Aave $50M, Maple) expose UI guardrail failures
  2. 02Centrifuge migration: 87% buyback slash, token dumps, 9% skipped
  3. 03RWA TVL hits $24.9B with tokenized equities and Hyperliquid oil perps
  4. 04AI agents and NymVPN privacy primitives rotate into focus
  5. 05Treasury research slams buybacks as lossy
  6. 06Aave oracle misconfigs and Uniswap governance drama persist
  7. 07Pump.fun revenue tops $1.1B, DeFi metrics shift

Key Narratives

DeFi front-end security lapsesCentrifuge migration falloutRWA diversification waveTokenized equities indexingAI agents in cryptoWallet-permissioned liquidityIntent-based executionDebank vs Zerion API warsEarly Centrifuge scam hype

Coins in Focus

LIGHTERHYPEJUPACXSKYPUMPUNIwstETHCFGUMASOLAAVEETHBTC

Sources

  1. 1Compound front-end attack ongoing · x.com
  2. 2Vitalik on wallet security gaps · vitalik.eth.limo
  3. 3Wall Street scoundrels trading stocks · barrons.com
  4. 4Certik remains undefeated · x.com
  5. 5Lighter buyback vs Hyperliquid emission inflation · lighter-vs-hyperliquid.vercel.app
  6. 6Lighter fee switch announcement · x.com
  7. 7Tokenized stocks platform · stonksonchain.net
  8. 8Greenfield wallet liquidity primitive · x.com
  9. 9DWF tokens vs equities valuation gap · x.com
  10. 10Centrifuge $250k vulnerability bounty · cantina.xyz
  11. 11DeFi quants pricing structured products · x.com
  12. 12Aave wstETH oracle post-mortem · governance.aave.com
  13. 13AvP thread · x.com
  14. 14Sieve P2P indexer · x.com
  15. 15Treasury management research · x.com
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