At @grovedotfinance, we want to set the standard for financial transparency. The release of our refreshed data site is just the first step in a series of initiatives we have planned to give greater visibility into the protocol's underlying performance and financial health. One of my favorite new pages is the treasury page, which tracks the growth of Grove's protocol book value over time. This page alongside every other will be updated monthly so tokenholders can quickly check in on Grove's holdings, risk, financials, and product progress. If you there's anything you'd like to see added, please reach out!

UPDATE: I can confirm that the Ledger supply chain is compromised in Europe as well. @Ledger should initiate an immediate product recall to protect users. I just purchased a second device from a different Mediamarkt location today, recorded the unboxing process, and discovered spyware once again (video linked in the second tweet). The device was compromised in the exact same manner, featuring identical modifications (such as additional cables and an LTE module). This indicates its a widespread issue rather than an isolated incident, potentially affecting Ledger inventory across MediaMarkt and Saturn stores throughout Europe (comprising over 1,000 stores across 11 countries). My initial hypothesis was that these devices were returns that looked unopened to the employees and were just sold again as new however, a MediaMarkt employee confirmed that the device I purchased was not a return, and that returned Ledgers are sent directly back to the manufacturer rather than resold. Store records show the inventory originated from Aqipa GmbH. While Ledger's CTO was unsure if Aqipa serves as the direct distributor between Ledger and MediaMarkt, it appears to be the case. Given that Aqipa distributes across Europe, any physical retail store receiving stock through them may be at risk. I sent the first ledger to mark and the second one is going to ledger now, so that they can analyse it. If you purchased a ledger from anyone other than the official ledger store, make sure to check your device!!

Morpho's Steakhouse Prime USDT vault is my favorite USDT opportunity rn. Lenders normally get a 2.5% base APY, but if you lend USDT via @zama UI, you also get 8% APY in incentives. In total, 10.5% APY. The vault is exposed only to top collaterals like wstETH, WBTC, & sUSDS.

Grove moves institutional stablecoin capital into real-world credit and tokenized assets onchain. Grove's B1 Token Transparency Filing received only 2 gaps. $GROVE live since July 6, 2026.

🚨Apple users: update your iOS and MacOS right now🚨 There's a Zero-Day vulnerability being actively exploited in the wild right now, in “extremely sophisticated” attack (CVE-2026-86950) A fix for the flaw is included in iOS 26.7.1, iPadOS 26.7.1, macOS 26.7.1 and macOS 15.8.1.

Today I am excited to announce the launch of Senepol. @Senepol_ky is the latest business to emerge from @SteakhouseFi, sitting alongside our vault curation business and Grove Labs. At Senepol, we provide directorship and governance services for projects in the digital assets space. I will be leading the initiative from the Cayman Islands with my talented colleague @tavia_te. Our philosophy is “by builders, for builders,” and that captures how we think. Senepol is the culmination of what we have learned at Steakhouse over the past few years. We know firsthand how quickly the crypto landscape evolves, and how much work it takes to keep pace with new developments at the intersection of tech and finance. If you are a project team and that sounds like a good fit, let’s talk. To keep up with our updates and learn more, please follow us at the page below.

Cash-equivalent status is what makes Treasury bills so ubiquitously used in traditional financial markets. Below, I wrote about some things we'd love to see builders build for tokenized Treasury bills to replicate these use cases in decentralized financial markets.

I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.

Despite how much tokenized RWAs have grown over the past year, I believe we are still in the early innings of a tokenization supercycle. We're thrilled to deepen our partnership with @centrifuge, who we've worked closely with since the early days of MakerDAO (@SkyEcosystem) to accelerate the inevitable tokenization of the world.

Grove announces strategic stake in @centrifuge ecosystem. The initial position establishes a 37.8 million CFG token holding for Grove. This builds on a relationship that has more than $1.27 billion currently deployed through Centrifuge infrastructure.

Introducing the Seeds Program 🌳 Every grove starts with a seed. This one flourishes with yours. The Seeds Program is live, and it is built for every GROVE holder who takes an active role in the protocol's governance through delegation. Tend the Grove.