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Jesus Rodriguez
@jrdothoughts
Co-Founder, CTO-CPO of @SentoraHQ (fmr IntoTheBlock), Co-Founder of @layerlens_ai, @neuralfabric( acq by Cisco) and The Sequence, Teaching at Columbia-Wharton
가입 September 2011
1.6K 팔로잉 중    6.6K 팬
Sentora Research (@SentoraHQ) just published its incident report on the Binance hot-wallet exploit: On 29 October 2026, starting at 20:05 UTC, an attacker drained about $6.36 billion from @binance hot wallets across ten chains. Issuers responded within roughly 40 minutes: @tether, @circle and @Ripple froze affected stablecoins, and @aave froze its DAO-run V3 and V4 markets. As of 08:09 UTC on 30 October, about $2.8 billion had been frozen or seized, while roughly $3.2 billion, almost all in BTC, ETH, XRP, TRX and SOL, remained free to move. Sentora had no direct exposure to Binance. The impact on its vaults was indirect and showed up as liquidity stress rather than losses. Its two main @Morpho vaults, RLUSD Main and PYUSD Main, saw net outflows of 11% to 13% of assets within hours and met every redemption in full. Sentora-curated markets recorded one liquidation of about $35k, no bad debt, and no liquidation of any Sentora-supervised position. All @chainlink oracles behind Sentora's markets operated within their published parameters. USDe and RLUSD briefly traded below par and recovered within hours. Sentora continues to monitor potential sales of the attacker's unfreezable BTC and ETH, and is reviewing health-factor floors for supervised positions and per-market oracle behaviour.
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