Maria Pilar Guerra Arias

Frontier AI Models Can Find Crypto's Biggest Bugs. Experts Warn the Industry Isn't Ready

380K ZEC was deshielded. Here's where it actually went. Only half of the 380K ZEC that was deshielded actually moved. 45% is still sitting at transparent addresses, untouched. Only 21% of the deshielded ZEC actually left Zcash (bridged). That's 82K ZEC, 1.6% of the shielded pool, 0.5% of total sup

Mythos，AI时代最强的一把利刃神兵。 武侠小说/动作电影里总有这样一件重要的武器，得之可以号令群雄，称霸天下，或者毁灭世界。 Mythos，或许就是AI时代的这把神兵利器。他强大到Anthropic不敢对公众开放，而是成立了专门的“玻璃翼计划Glasswing”，在挑选过的小团体里，允许利用这件强大的工具。 就在几天前，安全研究员 Taylor Hornby 在使用 Anthropic 的最新Mythos Preview 模型对 Zcash 进行测试时，发现了 Orchard 屏蔽池中的一处高危漏洞。 Taylor Hornby 就是受聘于Glasswin的安全专家之一，正式运

The fact that so many people got exposed to Zcash, and the responsible and professional handling of the issue at hand, are super positive for Zcash and all ZK projects. (not investment advice)

🚨 NEW POLYMARKET: Zcash's Orchard pool confirmed exploited? https://t.co/VWHEvjT3cF

🚨 NEW POLYMARKET: Zcash's Orchard pool confirmed exploited? https://polymarket.com/event/zcashs-orchard-pool-confirmed-exploited-20260605210804589?via=x-afr2

今天很多人都在看 ZEC 利空发酵前几天的空单 funding rate。这个角度很有意思：如果 funding rate 在消息公布前就急剧升高，确实说明衍生品市场可能已经有人在提前押注利空。 但我觉得还有一个更贴近 Zcash 本身的观察角度，就是看 shielded pool，尤其是 Orchard 池子的净流入和净流出。 如果市场真正担心 Orchard 里存在潜在缺口，最直接的行为不是讨论，而是资金出池。因为风险并不在透明池，而是在 Orchard 内部的 claim 是否完全可信。反过来，如果利空逐渐被消化、信心开始修复，也应该能看到资金重新 shield 回 Orchard。

吴说获悉，加密交易员 The White Whale 发文表示，在下轮周期中他可能会将 SOL 的退出目标价下调至 200 美元以下。他强调“热爱不是健全的投资逻辑”，并列出了调低预期的多重原因： Pump fun 等 Memecoin 赌场叙事正在消亡； Drift 事件重创了 Solana DeFi 认知；机构此前在高位被套导致下一波资金入场难度增加；生态核心发声者注意力向 Zcash 等其他链分散；以及 Phoenix 等重点推介项目实际体验过于基础等。 Solana 联合创始人 Anatoly Yakovenko 回应称，DeFi 的核心创新在于将金融功能简化为智能合约，有收入的产品

One thing that people don't seem to realize: if Zcash got exploited, the biggest bag holder of ZEC is the exploiter. They WANT Zcash to succeed, because they have a ton of it. So of course, they want to stay hidden. If the world finds out Zcash broke, it'll go to zero.

quote: Folks have mixed feelings about how ZODL handled this critical vulnerability; as it's evident in the price action. However, there's something else we are all missing. Zcash's Orchard pool has been live for up to 4 years now. Has passed several audits. No bug was discovered. Taylor Hornby w