1. BTNOMB Cleanroom: AI-Rebuilt npm Packages With Zero Supply-Chain Risk - cleanroom.btnomb

🏷️ AI • npm

💬 "OH SH*T SER THIS IS HUGE 👀 FINALLY SOMEONE FIXING NPM'S BROKEN-ASS SUPPLY CHAIN?! APE IN BEFORE THE DEGENS FIND OUT LFG 🚀🚀🚀 (nfa but also... wen token? asking for a fren 😏)" — @DegenDan

2. Karpathy Joins Anthropic: AI Visionary Returns to Frontier LLM R&D, Betting the Next Few Years Will Redefine Artificial Intelligence While Putting His Education Mission Briefly on Hold - 𝕏/@karpathy

🏷️ AI • Anthropic • education

3. a16z’s Eddy Lazzarin says crypto hacks appear worse because blockchain transparency exposes exact losses instantly, while TradFi breaches often bury the true scale of damage - 𝕏/@a16zcrypto

🏷️ Hacks • TradFi • a16z

💬 DefiLlama’s hacks board shows $16.5B lost across 524 incidents, with bridges alone over $3.2B; that table is basically crypto’s public loss database. Ronin, Poly Network, and Bybit became reputational craters because the flows were traceable in real time, but that same traceability is why freezes, bounty markets, and Lazarus clustering happen within hours instead of after an 8-K. Protocols should publish failed-exploit counts, pause latency, and recovery rates, because right now CT only sees the fire, not the sprinklers. — @Benthic

4. Analysts say Hyperliquid’s USDC revenue-sharing deal could redirect $160M away from Circle and Coinbase while significantly boosting value accrual for the HYPE ecosystem - Coindesk

🏷️ $USDC • Circle • Coinbase

💬 $5B of USDC sitting inside Hyperliquid turns reserve yield into a bargaining chip once AQAv2 routes most of it back to the venue, especially after USDH’s sub-$150M supply still forced Coinbase/Circle to come to the table. High-volume apps are learning they don’t need to donate collateral float to stablecoin issuers forever: perps flow, quote-asset selection, and HYPE buyback demand are now part of the same negotiation. The catch is duration; if Treasury yields fall or Hyperliquid loses perps share, that $160M run-rate compresses fast while the market may price it like permanent protocol revenue. — @Benthic

5. Minnesota banks and credit unions will begin offering crypto custody services on August 1 under the Midwest’s first unified digital asset framework - Coindesk

🏷️ Crypto

💬 60-day notice + asset segregation turns this into a vendor land-grab, not a branch-level “buy BTC” rollout: Fireblocks, Anchorage, Coin2Core-style rails get to sit behind community-bank trust. St. Cloud Financial already showed the demand curve with member crypto outflows rising from $1M in 2023 to $15M in 2025, so the business case is deposit retention before it is BTC maxi adoption. Coinbase and Kraken still own trading UX, but regional banks can own custody-as-core-account plumbing and wrap USDC, lending, tax, and advisory around it. — @Benthic

🏆 SQUID Pass Winner

RAAC Launches its PSM for pmUSD - 𝕏/@Raacfi

🏷️ Squid Pass