Notes
Shibarium Bridge Exploit Community Update 17/09/2026
The attacker executed a flash loan swap to acquire 4.6M $BONE from Shibaswap & used those to delegate them to Ryoshi Validator 1. This gave the attacker > 2/3 majority voting on Shibarium validators & the ability to use the compromised internal validators to sign a malicious state to the chain, allowing them the steal $4.1M USD from the Shibarium bridge
17 different tokens were taken from the bridge. This included:
$1m of ETH
$1.3m of SHIB
$717k of KNINE
$680k of LEASH
$260k of ROAR
As well as smaller amounts of TREAT, USDC, USDT, BAD, SHIFU, FUND, DAI, LTD, XFUND, WBTC, & OSCAR
The attacker only sold their USDT & USDC to ETH & they attempted 7 times to sell their KNINE before the @k9finance DAO was able to blacklist their wallet. All other tokens listed above are in control of the attacker and are at risk.
The leading possibility for the root cause of the attack was a compromise of internal validator keys either from the developer machine or the server's KMS.
We have suspended bridge operations, launched forensic analysis, & there is a significant loss of user funds on Shibarium. The team has now flagged all transactions and removed access to predicate of CCIP connector in cross chain contract, which initially was suspected as the point of attack. It was unrelated.
Other actions include:
- Revoking the root chain manager access from the POS bridge to disable the bridge
- Increased half exit time of plasma bridge
- Removed predicate burn only from registry in plasma to prevent withdrawals
& more to be share soon.
The Shib team has offered the attacker a 50 ETH bounty for the return of these stolen funds. Full details here :
https://t.co/1uCqgKrpDx
We will improve monitoring & alerting and continue to increase internal security practices.
A full post mortem report will follow with more details.
3/5 — From Meme to Ecosystem 🌐
Dec 2021 brought ShibaSwap (DEX) to mainnet — with $LEASH & governance token $BONE joining the fun. Shiboshis NFTs sold out in ~35 mins! 🎨
In Oct 2022, Shiba Eternity — our mobile card game — launched globally. And by 2024, the Metaverse vision was well underway. 🎮🏗️
#SHIBturns5
橙子晚间解读 7.1
现在的宏观环境就跟电视剧似的，当你觉得市场稳了的时候，总会出点儿幺蛾子，这不伊以冲突刚结束几天，大家满心以为这次该重新冲刺新高了吧，结果川普和马斯克这俩人又撕吧起来了
要知道伊以冲突之前大饼一度站到了11w上方， 那时候的背景就是川马世纪大和解，当时老马发推公开道歉，然后俩人在媒体上又是拥抱又是握手的，市场甚至解读成俩人就是公开演了一场戏，给特斯拉的robotaxi造势呢，紧接着就是大饼冲破11w，要不是以色列这货开火了，大家本来都期待新高呢。而这次好像就是剧情接上了一样，因为现在是大美丽法案即将通过的关键节点，老马可能是又回忆起当时的不愉快了，也可能又开始嗑药了，直接在推特上公开怼，说这个法案摧毁数百万个工作岗位，严重损害美国未来产业发展。川普立马回击说斯克是个很棒的人，但是言论不当。然后今天马斯克继续攻击，这次直接拿新党说事儿，说法案如果通过，次日他就成立美国党抗议，并且他还在推特上公开表示将在中期选举日站在那些支持法案的议员的对立面，这话真的把老川给惹怒了，这简直就是叛变+煽动党内不和，所以立即反击，说老马公司没有补贴早倒闭了， 考虑取消对老马的补贴，让老马滚回南非。马斯克回复也很铿锵，说现在赶紧停。这波隔空对喷威力虽然没有上次那么夸张，但是也让特斯拉的晚盘股票瞬间跌了7%，感觉这个事件如果继续发酵，今晚美股可能还要再补一波下跌了，毕竟第一次两人吵架，有很多人在中间调和，这次又吵起来了，说明矛盾是无法解决的程度，我们还真的有可能看到美国第三个政党成立啊，到时候美国肯定更乱了，很多资金也会因此选择观望避险。
当然昨晚也有好消息，尤其是关税谈判上，美国财长贝森特表示预计在7月9号的前一周将会签署一系列的贸易协议，说明谈判开始加速了，再加上昨晚欧盟松口了，说是愿接受美国“基准关税”，但寻求关键行业豁免。加拿大也让步了，取消数字服务税，美加将恢复贸易谈判，以期在7月21日前达成协议。韩国据称首要任务是获得关税延期许可。中国这边也不说了，基本达成框架一致性。比较意外的是日本居然这么硬气，直接和老美叫板，说是不愿因进口美国大米，川普要挟给日本汽车加25%的关税。另外川普再次抨击鲍威尔，这次加大打击范围，直接把美联储理事会全骂一遍，把全球汇率都列出来给美联储看，估计今晚鲍威尔讲话又有压力了。
现在市场除了围绕币股、股币、稳定币等相关概念，其他真的没啥可以玩的，场内山寨走势跟屎一样，到岸稍微有点儿回调，山寨立马死给你看，流动性严重不足，现有市场流动性甚至连支撑alpha和币安现货的量都达不到了，alpha最近几期的项目基本就是白刷，真没啥收益，最近各大CEX应该已经意识到不对了，都开始疯狂下架，币安下架了 $alpha $bsw $kmd $lever $lto ，okx也紧接着下架了 $X $BSV $GOG $DIA $BONE $OXT ，可能这只是个开始，就像我一直说的，cex上的老山寨大部分都退环境了，甚至肯定项目的团队都解散了，只是币市没有监管，所以交易所还在支持，但实际上这类项目已经不可能再有啥说法了，即使未来资金从机构外溢到币市内部，能享受山寨牛红利的也不是这些项目，而是那些从机构角度上拥有完整合理商业模式的项目才能走出来，比如 $hype $uni $aave $jup 这种，协议能做到自盈利，且可以跟 rwa ai 等板块融合，再来就是能享受币股或者股币红利的，比如xstock 推出的股币项目就是在 $sol 链上发行的，robinhood 和 $arb 合作发布L2, 支持股币和合约交易， $link 继续作为不同平台的价格发现机器，就像当年defi summer 一样，成为币股和股币的桥梁；再或者稳定币相关项目，美国财长贝森特最新推出的宾夕法尼亚计划，就是利用稳定币把全球的美国国债转移到美国本土，然后再进行化债，要想化解37w的国债，稳定币市场就小不了，同理RWA赛道也是，美国的地产、能源、金融、科技都可以上链交易，这也是数十万亿的大市场，所以本轮我们不用去看太多项目，只关注我说的这几个赛道的龙头就行了，明年这时候你会发现CEX上大部分山寨都跑不赢这些。
加密早报 * 每日不能错过的重要信息 * 2025年7月1日
1. 美联储博斯蒂克：我仍然预计今年会有一次降息。预计明年将有三次降息，没有必要通过加息来应对通胀；
2. 高盛将美联储降息预测提前至9月；
3. 特朗普再次抨击美联储，称“太迟先生”鲍威尔和整个美联储委员会都应该为没有降息感到羞耻；贝森特表示特朗普考虑明年初任命鲍威尔的继任者，并暗示有现任理事是候选人；
4. 白宫：特朗普本周将与贸易团队会面，以确定国家关税税率；
5. Robinhood推出基于Arbitrum的代币化股票产品，正构建RWA专属Layer 2网络，旗下Layer 2暂定名为Robinhood Chain，股票Robinhood（HOOD） 大涨，RWA赛道正式拉响警报，未来股票token化趋势不可逆。
6. Aptos Labs CEO Avery Ching被任命为美国CFTC数字资产小组委员；
7. @HyperliquidX $hype 爆火之后，市场一直在寻找龙二、龙三，然后借没发币还可以有机会博取一些空投， @Cryptonymk 总结了一些数据比较靠谱的PERP DEX ，大家可以研究下；
https://t.co/zFwkOKXDMG
8. 昨晚ETF情况，比特币基本上保持没有流入也没有流出的状态，不过ETH 的ETF继续流入，大概有25M左右；
9. MicroStrategy 在 6 月 23 日至 6 月 29 日期间购买了 4,980 枚比特币，平均价格为 106,801 美元（总计：5.319 亿美元）。截至 2025 年 6 月 29 日，Strategy 共计持有 597,325 枚 BTC，以约 424 亿美元的价格收购，单枚比特币的价格约为 70,982 美元；
10. OKX 将下架 $X 、 $BSV 、 $GOG 、 $DIA 、 $BONE 、 $OXT 现货交易对，下架时间为 2025 年 7 月 7 日下午 4:00 至 6:00；
11. 昨天链上一般般，不过CEX里部分山寨表现强势，比如 $ARB ，消息未公布的时候狂拉盘，公布之后砸盘。
【行情分析】 哈萨克斯坦计划建立国家加密货币储备 ，越来越多的上市公司、国家政府机构开始抢购比特币，未来比特币真的非常稀缺，大家一定要拿好手里的币。
告别了漫长的6月，时间终于进入了7月，本月熬过9号，之后整个市场就会逐渐明朗，雨会停，天也会晴，市场会逐渐复苏，伴随着9月降息的节奏，一大波炒作势不可挡。
Robinhood 才开始，后面还有很多类似RWA基础设施跑出来，全球拥抱加密的时候，才是真正流动性注入的时候，到时候相关的一些基础设施都会飞涨，所以大家现在要思考一个问题，Robinhood做的事情，利好哪些赛道，哪些项目和代币？
【风险提醒】 数字资产波动较大，风险极高，请谨慎参与，杜绝满仓梭哈，拒绝贷款杠杆；
“Powering Up With https://t.co/5FUbuyS8Hl”
ShibArmy — BIG news.
We’re partnering with @TokenPlayAI, the AI-powered gaming platform developed by the Astra Nova team, to bring the future of Web3 gaming to $SHIB. 🔥
🎮 Build games. Earn tokens. No code needed.
We’re kicking it off with an exclusive Shiba-themed game — then launching our very own arcade: https://t.co/Dex4EMP39A 👾
Powered by $SHIB. Built with @Astra__Nova.
Get ready to Play, Earn & Repeat with $SHIB, $LEASH $BONE $TREAT
Say hello to $BONE on @GuardaWallet! 🐶
With the ability to buy and manage ShibaSwap token by @Shibtoken across any device — try it now. 🦴
Swap & buy quickly at the best rates with ease on Guarda. Create your #BONE wallet 🔗
Did you know that @shibtoken is about an entire ecosystem? 🐶
From $SHIB, $LEASH & $BONE tokens to Shibarium L2, NFTs, and #ShibArmy-driven innovation, $SHIB proves it’s here to stay.
Built by the people, for the people — woof!
🔗
#SmartSignal: SHIB ecosystem sector pumping! 🚀
📈 Today’s top movers:
🔥 $PAW +45% @PawChain
🔥 $BONE +0.81% @Shibtoken
🔥 $SHIB +0.22% @Shibtoken
Trade now on #BitgetSpot:
#CoinW Launches "$Shib to the Moon" Zero-Fee Spot Trading! 🐶🌕
💸 Trade $SHIB @Shibtoken, $DOGE @dogecoin, $BONE @Shibtoken, $LEASH @Shibtoken & $TREAT @treatsforShib with zero fees!
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📅 Limited Time
#CoinW Launches "$Shib to the Moon" Zero-Fee Spot Trading! 🐶🌕
💸 Trade $SHIB @Shibtoken, $DOGE @dogecoin, $BONE @BoneShiba, $LEASH @ShibainuCoin & $TREAT @treatsforShib with zero fees!
👉 Maker & taker orders are all free—maximize your profits while you can.
📅 Limited Time
A must-read blog post by @ShytoshiKusama is live now! Dive deep into the vision behind $TREAT, new $BONE utilities, and Shibarium’s evolving ecosystem.
Read below 👇🏼
$BONE by @fleabone_eth is my next gem! 💎
🦴 Matt Furie project that ACTUALLY in talks with Matt Furie's team to collab!
🦴 Main Character from an previously unknown Matt Furie Universe (cartoon show).
🦴 Strong team grinding around the clock, dripping alpha like it's diamonds!
this is going to 10x, DYOR as usual 🤫
CA:
0x7076De6fF1d91e00Be7E92458089C833De99E22E
Back in 2015, Matt Furie, the creator of $PEPE, had a vision.
A trashy, carnie-punk world filled with crazy characters. Networks called it a failure but they didn't get the potential of @fleabone_eth!
In fact, Furie knew he had something special.
Now, he's unleashing $BONE, the last of his main characters, and this dog-loving, meme-hungry community is about to explode.
Pepe went to 14 billion. Hoppy hit 150M. $BONE is next.
🔗 Find out more on https://t.co/VBK6hy2qgD
Yo, $BONE by @fleabone_eth is giving me major hidden gem vibes 🐾
🦴 Connected to a Matt Furie universe, this has that OG meme energy.
🦴 Team is putting in work non-stop, and the hype is building fast.
Contract: 0x7076De6fF1d91e00Be7E92458089C833De99E22E
This one feels like it’s about to pop. 🚀
NFA/DYOR
