Crypto: 2nd September 2025

• Global investor Jeremy Kranz discussed IPO tokenization and the Finternet as emerging trends in financial technology infrastructure.

• Cybersecurity budgets are allocating 40% to software as generative AI attacks can now execute in milliseconds, raising concerns for blockchain and crypto security.

• A comprehensive GPU buying guide for 2025 covers NVIDIA, AMD, and Intel options with considerations for DLSS/FSR upscaling and ray tracing capabilities.

• Elon Musk filed to dismiss an SEC lawsuit over his late disclosure of Twitter share purchases, with the SEC seeking penalties for alleged market manipulation.

No title (markjgsmith​.com). Haseeb Qureshi on Kanye West releasing $YZY; discussion of cabal, villains, Avengers analogy, celeb coins, and saga wrap-up

Digital Combines Outlands (claudiahart​.com). Artist Claudia Hart reframes digital combines as hybrid art merging tangible objects with NFT metadata, smart contracts, and cloud-linked digital files

A NEW ALCHEMY Outlands (claudiahart​.com). Artist Claudia Hart reflects on Bitcoin as digital gold, Ordinals, Sotheby’s auction, and the fusion of art, proof-of-work ritual, and open-world game references

My concerns about the direction of cryptocurrency (eshlox​.net). Personal reflection on decentralization, Web3, open-source trust, and the drift toward centralized finance in crypto

Investor Update – Strategic Learnings from The Political Economy of Shitcoins (tompepinsky​.com). Narrative = liquidity; low barriers boost velocity; regulatory arbitrage; attention as asset; meme-driven macro insights for founders

The GENIUS Act: How U.S. Stablecoin Regulation Unlocks New Opportunities for Blockchain Infrastructure (blog​.quicknode​.com). GENIUS Act 2025 sets 1:1 reserves, AML/KYC, attestations and audits for USD-backed stablecoins; defines permitted issuers, tokenized deposits tracks, and infra needs

The Convergence Powering the Next Wave of Global Finance (blog​.chain​.link). Catalysts driving convergence of traditional and onchain finance; T+1, stablecoins, tokenization, CCIP, DvP PvP, Kinexys, CRE, Project Guardian, tokenized funds, asset tokenization, BCG forecast

Broken Money (flowtwo​.io). Broken Money examines money history, inflation, base vs broad money, fractional reserve banking, and Bitcoin as a decentralized, deflationary alternative

Live in Zashi: Decentralized Off-Ramp for Shielded ZEC (electriccoin​.co). Decentralized off-ramp for shielded ZEC via Zashi with NEAR integration enabling private swaps and address-hiding cross-chain transfers

Three Projects Funded to Contribute to the TALER Payment System (nlnet​.nl). NGI TALER grants fund Libre Payments in Ruby, Liberapay Taler provider, and Taler OpenAPI specification for TALER integration

Fungible Assets 101: Introducing Aptos FA Token Standard (aptoslabs​.medium​.com). Aptos FA Token Standard enables modular capabilities, extensible metadata, and composable extensions for fungible assets on Move

Post-Eclipse Layoff: an Update and Plan (appetrosyan​.github​.io). Post-Eclipse layoff update: burnout, validator client history, Emacs Widget plan, Eclipse L2, Solana, and career search

Protocol Update 003 — Improve UX (blog​.ethereum​.org). Open Intents Framework, Ethereum Interoperability Layer, ERC standards, fast L1/L2 confirmations, 3-stream UX interoperability roadmap

The Ecosystem Support Program's Next Chapter (blog​.ethereum​.org). ESP pauses open grants to pursue strategic priorities, refines priorities, and supports active grantees amid EF ecosystem-development shift

Implement EIP-7730 today (blog​.trailofbits​.com). EIP-7730 enables hardware wallets to decode transactions via a JSON manifest, reducing blind signing and improving UX for dapps

Turning Solidity NatSpec into Interactive Markdown UI (stevedylan​.dev). NatSpec markdown UI for Solidity, interactive Markdown UI, Markdown UI, sourcify devdoc, Contracts UI Builder, Wagmi

How quantum computing would effect Bitcoin (johndcook​.com). Quantum threats to Bitcoin: public-key cryptography, hash functions, Shor’s algorithm, and post-quantum signatures like Dilithium and SPHINCS+

Issue 91 – GDP on the blockchain (citationneeded​.news). Regulatory vacuum at the CFTC as Trump pushes crypto-favorable oversight and pro-crypto PACs surge fundraising

Two reasons why Bitcoin has imploded (greyenlightenment​.com). Bitcoin shorting shifts to 24-7 hedging; two drivers: US stance on reserve and global AI capital shift vs crypto

Systems are Better than Experience (greyenlightenment​.com). Systems outperform experience in finance and investing; mentions Jane Street hiring, FNMA, Danielle Fong, SPY puts, Bitcoin timing, AI race, and QQQ/NVDA divergence

More on seed phrase words (johndcook​.com). Explores seed phrase word uniqueness by first four letters, list construction from Google 10k words, 2048-word set overlap with BIP39, and vocabulary estimation challenges

It’s a Cold Day in Developer Hell, So I Must Roll My Own Crypto (soatok​.blog). Threshold cryptography toolchain, FROST, ChillDKG, Ed25519, Ristretto255, DKG, Go, Fediverse Key Transparency, MLS, Mastodon, RFC 9591

The Custody Trap (sethforprivacy​.com). Critique of e-cash custodianship on Bitcoin; privacy trade-offs, mint trust, ark-based off-chain scaling, Fedimint, Lightning, and sovereignty

Crescent library brings privacy to digital identity systems (microsoft​.com). Crescent library adds unlinkability and selective disclosure to JSON Web Tokens and mobile driver’s licenses without system updates

Smart Contract Intent Detection with Pre-trained Programming Language Model (arxiv:cs). SmartIntentNN2 achieves 92.7% F1-score detecting malicious smart contract intents using BERT-based language models. Essential for preventing smart contract exploits and protecting DeFi protocols from intentionally malicious code

Time Tells All: Deanonymization of Blockchain RPC Users with Zero Transaction Fee (Extended Version) (arxiv:cs). Researchers demonstrate 95% success rate linking IP addresses to blockchain pseudonyms through RPC timing analysis. Critical privacy vulnerability affecting all major networks including Ethereum, Bitcoin, and Solana

BridgeShield: Enhancing Security for Cross-chain Bridge Applications via Heterogeneous Graph Mining (arxiv:cs). BridgeShield achieves 92.58% F1-score detecting cross-chain bridge attacks using graph attention networks, 24% improvement over existing methods. Crucial advancement given billion-dollar bridge hack frequency in DeFi

Unpacking Maximum Extractable Value on Polygon: A Study on Atomic Arbitrage (arxiv:cs). Comprehensive 22-month analysis of MEV extraction on Polygon reveals auction-based strategies outperform spam-based approaches. Key insights for traders and protocol developers navigating MEV dynamics

EconAgentic in DePIN Markets: A Large Language Model Approach to the Sharing Economy of Decentralized Physical Infrastructure (arxiv:econ). LLM framework models $10B+ DePIN market dynamics, analyzing how AI agents respond to token incentives. Valuable for understanding emerging tokenized infrastructure economies and governance mechanisms

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