The Defiant✓

Is the Ledger wallet implant story over, or just beginning? Mark Karpelès has been opening @Ledger wallets to find out — and there are signs someone is manufacturing spy hardware at scale. A 1-on-1 with the former Mt. Gox CEO, the man who physically pried this case open. @MagicalTux joins us today at 11am ET 👇

COINBASE SAYS VENDOR INCIDENT HIT CUSTOMER CONTACT DATA, NOT FUNDS A small subset was affected at analytics vendor Amplitude, @coinbase says. It is notifying impacted users and regulators. Read more here:

TRANCHE VAULT ON @avax DRAINED OF 1.01M $USDC, LEAVING NONE FOR WITHDRAWALS @blockaid_ says a flash loan let the attacker mint inflated tranche shares and redeem the USDC. Whether the vault was paused or the flaw fixed was unconfirmed. Read more here:

RT @ConvergeDefiant: DATAVAULT SHARES FALL 49.55% AS BITCOIN FINANCING FACES COLLECTION DOUBTS The company says it could not complete a Biconomy withdrawal. It plans to restate four periods and expects a $49 million cut to June 2026 assets. Read more here:

SOLFLARE VALIDATOR REWARDS HALT AFTER PROVIDER SECURITY INCIDENT About 1.56 million $SOL is staked with the node. Solflare says user funds are safe, but rewards resume only once stake is active on its replacement validator. Read more here:

LIQUID RESERVE GAP FALLS TO 600 BTC; DIRECT WITHDRAWALS STILL RESTRICTED A 2.53 BTC test transfer narrowed the shortfall. @Excellion says the rest will arrive in coming days; full backing is required before direct peg-outs resume. Read more here:

FIVE-MINUTE CRYPTO BETS LAUNCH ON @Polymarket US, VS. 15 ON @Kalshi $BTC, $ETH, $SOL and $XRP contracts pay $1 to the winning side. Index averages determine settlement; ties go to Up. Read more here:

RT @ConvergeDefiant: RIPIO SEEKS BRAZIL CRYPTO LICENSE TO CONTINUE UNDER NEW RULES Ripio says it applied before the Oct. 30 deadline for trading and custody. Timely applicants can keep operating during review; the filing is not an approval. Read more here:

ROBINHOOD CHAIN TURNS CRYPTO REVENUE DECLINE INTO GROWTH @RobinhoodApp reported Q3 crypto revenue of $120 million, up 20% from Q2. The chain contributed $26 million; excluding it, revenue fell 6%. Read more here:

ARC TOPS $1 BILLION IN $USDC, WITH ABOUT 73% HELD BY FOUR ADDRESSES The milestone came roughly six weeks after @circle’s network launched. Arc uses $USDC for transaction fees; supply does not measure how widely it is used. Read more here:

Uniswap links trading fees to UNI burns, but collecting fees is not the same as reducing token supply. Arc enabled fee collection on Oct. 5, 2026. That configuration alone does not establish how much UNI has been burned.

US CHARGES SIX IN ALLEGED MADAGASCAR NFT SCAM USING WALLET APPROVALS TO STEAL CRYPTO The FBI estimates at least $516,695 in losses across 74 victim-linked wallets. Its affidavit describes unlimited $USDT spending approvals. Read more here:

Choosing where to lend USDC is about more than yield. On Base, Aave lenders hold a claim on one lending pool; Bitso USDC Prime depositors hold shares in a managed vault. Neither guarantees immediate USDC withdrawals.

CFTC SUES TO BLOCK UTAH'S PREDICTION-MARKET ENFORCEMENT The @CFTC seeks to halt investigations as well as Utah's case against @Kalshi and Susquehanna. Utah won an earlier Kalshi challenge to its gambling laws. Read more here:

PLEDGES FULL REFUNDS FOR ROUGHLY 400,000 USDT IN REPORTED WALLET LOSSES It says a preliminary probe points to a possible compromise of its third-party API documentation site. The site is offline. Read more here:

MYRIAD VOIDS 10 PREDICTION MARKETS, PROMISES REFUNDS AT PRE-ATTACK PRICES @MyriadMarkets said an attacker used a compromised admin wallet to force outcomes. Both sides will get refunds, less winnings already claimed. Read more here:

NEAR OPENS JIO PRE-IPO TRADING WITH CONFIDENTIAL FUNDING The perpetual offers up to 5x leverage, not shares or IPO allocations. NEAR says deposits and withdrawals are shielded from public view—not from the operator. Read more here:

ONDO LAUNCHES STOCK TOKEN POOLS FOR POTENTIAL WEEKEND ARBITRAGE @Ondo added 15 tokens to Robinhood Chain, with 11 @Uniswap pools. Eligible traders could swap @RobinhoodApp tokens for Ondo tokens, then bridge and redeem on weekends. Read more here:

ROBINHOOD EXPANDS EARN ACCESS TO REWARD-BOOSTED $USDG LENDING @RobinhoodApp says all eligible users can now access an estimated 7% APY via a Morpho vault. Withdrawals depend on vault liquidity. Read more here:

ENS UPGRADE QUEUED TO CLOSE OLD REGISTRY TO NEW .ETH NAMES Names reserved in ENSv2 would keep resolving with no migration deadline. Migration would be irreversible. Read more here:

NPR: @Polymarket PROBED MIDTERM BETS FOR POSSIBLE INSIDER TRADING; AT LEAST TWO CASES WENT TO @CFTC Its investigations chief said “dozens” of bets were investigated. Its House-control market neared $24 million in cumulative volume. Read more here: