Ian's Intel #15
BALD is BASED, Optimistic on Optimism, Vyper Vulnerability

🔵Base

Bald memetoken brings in more than $40M in liquidity to Base under 24hrs
https://cryptoian.substack.com/i/135565601/bald


⚠️Vyper Vulnerability

Vyper 0.2.15, 0.2.16, 0.30 are vulnerable to reentrancy exploits
https://twitter.com/vyperlang/status/1685692973051498497

Three protocols affected so far - Alchemix, JPEG'd, and MetronomeDAO
https://twitter.com/FreddieRaynolds/status/1685678222346948608

Curve Update
https://twitter.com/CurveFinance/status/1685696639325933568


🤑 DeFi

Aerodrome Airdrop for veVELO Lockers
https://twitter.com/aerodromefi/status/1667189926293655552

LSD TVL Update
https://twitter.com/Flowslikeosmo/status/1684972062627258368


⛓ L1/L2

Optimism - OPStack Adoption
https://twitter.com/MacroMate8/status/1685648419958689792

Optimism - Recent Catalysts
https://twitter.com/sandraaleow/status/1685647669732007936

Rollups, by Blockworks Research
https://twitter.com/blockworksres/status/1684991646155636736

ETHCC Reflection
https://twitter.com/jinglingcookies/status/1685255107208974336


⚛️ Cosmos

Evmos 2.0
https://twitter.com/EvmosOrg/status/1685606195372167168

Sommelier Growth
https://twitter.com/LeThang137/status/1685592311965929472?

FatManTerra Fucked Around and Found Out
https://twitter.com/Lucky_Rollbit/status/1685311578252460035


📰Full Newsletter:
https://cryptoian.substack.com/p/ians-intel-15

Update on the Vyper/Curve Exploit

CRV/ETH Drained (Exploit was frontran by MEV bot)
https://twitter.com/defiignas/status/1685739128015765504

Curve Deployer Reaches out to Frontrunner
https://twitter.com/bantg/status/1685780920693846016

Frontrunner Responds
https://twitter.com/functi0nzer0/status/1685781474824380417

Michael’s DeBank
https://twitter.com/blockanalia/status/168573568083025920

Vesta & Dopex Pools Hit
https://twitter.com/napgener/status/1685786265117917184

Sam on Frax being Affected by Curve
https://news.1rj.ru/str/fraxfinance/277373

Update: Most likely cascading liquidations as a result of curve contagion

2879 ETH Returned to Curve
https://twitter.com/bantg/status/1685804399082270720

Frax Updates:
https://twitter.com/samkazbot/status/1685802533623607297

Interesting Stats on Reentrancy Attacks
https://twitter.com/cryptoian/status/1685890925657247744

⚠️Urgent: Exit Tricrypto pool on Arbitrum ASAP

https://twitter.com/CurveFinance/status/1685925429041917952

Strap in friends, here are some updates on Curve

TLDR on Curve Expoloit
https://twitter.com/Delphi_Digital/status/1686187959303708672

Mich's Aave Position
https://aave.blockanalitica.com/v2/ethereum/wallets/0x7a16ff8270133f063aab6c9977183d9e72835428/

Mich's Wallet & DeFi Positions
https://debank.com/profile/0x7a16ff8270133f063aab6c9977183d9e72835428

$CRV OI
https://coinalyze.net/curve-dao-token/open-interest/

Mich repaid $2M of his loan on Frax, marking bottoms for $CRV and $FXS (for now)
https://debank.com/profile/0x7a16ff8270133f063aab6c9977183d9e72835428/history

Looks like Mich is selling his CRV OTC at price of $0.4.
https://twitter.com/etheraltog/status/1686262939236364288
https://twitter.com/ivangbi_/status/1686263567975063552

Looks like OTC is with a 6-month lockup.

https://twitter.com/0xSifu/status/1686294119167967232?s=20

Update: Looks like Wintermute did an OTC deal as well and received the $CRV directly to their freshly funded address.

https://twitter.com/cryptoian/status/1686307750509453313

OTC deal with Justin is part of stUSDT x Curve partnership

https://twitter.com/justinsuntron/status/1686308662363697152

Latest OTC deal of $1.7M for 4.25M CRV is with DCF God. DCF God also receives the CRV directly to his address, no lockup.

https://platform.arkhamintelligence.com/explorer/address/0xFa4FC4ec2F81A4897743C5b4f45907c02ce06199

DWF Labs enters the fray: $1M USDT <> 2.5M CRV, no lockup.