News linked to both this project and an event.
Odaily News, Galaxy Research Head Alex Thorn stated on the X platform that attacks exploiting the Coldcard hardware wallet vulnerability have noticeably declined, but cumulative losses continue to rise as more victims come forward. The impact of this incident on the Bitcoin community is significant, as the victims are primarily long-term BTC holders who adhered to self-custody cold storage principles, rather than those who lost assets due to high-risk trading or DeFi activities.At a scale of $112 million, this incident ranks among the top 20 largest hacks in crypto history and is one of the most severe security breaches in the hardware wallet self-custody sector to date. Bitcoin culture may be entering a new phase—the era of relying solely on ideological advocacy and extreme self-custody promotion is coming to an end. The community needs to place greater emphasis on technical security, lower the barrier to entry for users, and avoid simply shifting the burden of security responsibility onto ordinary users. This crisis may ultimately drive the Bitcoin ecosystem to establish a more mature security framework.Galaxy Research has directly contacted 190 victims and has confirmed with high confidence that the exploit has led to the theft of 1,778.84 BTC (approximately $112.7 million) from over 8,600 addresses. This tally does not yet include certain moderately credible suspicious attack records, such as the unconfirmed "Wave 4." If these potential attack scopes are incorporated, total losses could expand to 2,417.35 BTC (approximately $153 million).Meanwhile, the incident is reshaping market perceptions of self-custody security. Galaxy noted that multisig wallets have emerged as the "winners" of this event, with no stolen transactions traced to multisig wallets so far. Multisig service providers including Casa, Unchained, Nunchuk, and Anchorwatch have all observed a notable increase in user registrations and BTC inflows.
According to BitcoinTreasuries data, South Korean listed company K Wave Media (KWM) has sold all of its remaining 88 BTC to repay $6 million in debt. Following the sale, the company's Bitcoin holdings have dropped to zero, exiting the ranks of Bitcoin treasury companies.K Wave Media announced last year that it had secured a $1 billion Bitcoin treasury financing capacity and planned to expand its Bitcoin holdings to 10,000 BTC as soon as possible. However, in May this year, the company redirected up to $485 million of its remaining financing capacity from the Bitcoin treasury strategy to AI infrastructure construction, including data centers, GPU computing power, and related acquisitions.
Research Affiliates founder Rob Arnott stated that mega IPOs from companies like SpaceX, Anthropic PBC, and OpenAI could divert hundreds of billions of dollars away from existing stocks, potentially creating a multi-year drag on the broader equity market.This diversion effect may take some time to materialize, following the S&P Dow Jones Indices' decision not to accelerate the inclusion of these large new issues into its benchmarks. However, in Arnott's view, as these companies' weights within the indexes gradually increase, the impact will naturally take longer to transmit to the rest of the market. Arnott is a pioneer in smart beta investing, and his firm's strategies are adopted by institutions such as Pimco and Invesco. "This is going to disturb the capital markets, and it already is," Arnott said. He is known for his research on fundamental indexing, a methodology that determines index constituent weights based on metrics like earnings and cash flow. (WSJ)
Serenity, hailed as the "New Stock God," recently commented on its heavily weighted position SIVE. Ayar Labs and Wiwynn announced a partnership today, a move that could profoundly impact Sivers Semiconductors' (SIVE) efforts to drive the implementation of Co-Packaged Optics (CPO) technology at the rack level.Wiwynn services top-tier cloud providers such as Amazon, Meta, and Microsoft, and is also in talks with Google regarding TPU-related deployments. According to the reference architecture, a single rack needs to be equipped with over 512 Supernova light sources. If SIVE successfully becomes the primary laser array supplier, even a medium-scale rack deployment would bring significant revenue growth to the company.Serenity admitted that the current tri-party rack-level commercialization layout is still in its early stages, and related results have not yet been reflected in financial reports. However, this cooperation has already unlocked key pathways for the large-scale application of CPO, serving as a positive signal from the supply chain that deserves continued market attention.SIVE is currently listed on Nasdaq Stockholm in Sweden. The company is evaluating plans for a dual listing on the US Nasdaq and has not yet debuted on the US main board. The stock dropped sharply by 15.49% in the previous trading session. In response, Serenity stated that the pullback in the optical AI sector and SIVE is merely normal volatility during an upward trend, and it continues to increase its holdings.