Maria Pilar Guerra Arias

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

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

AI Is Helping Discover Tech Vulnerabilities—And Zcash Is Just the Latest Example https://t.co/RKBbRGmtUp

AI Is Helping Discover Tech Vulnerabilities—And Zcash Is Just the Latest Example