Binance says 90% of the stolen $6.3B is replenished. Withdrawals target Sunday.
My verdict: Binance can pay this bill. The real problem is the macro.
~$3B frozen. North Korea blamed. $BTC holds my weekly line.
01:53 What got frozen
03:00 Can Binance pay?
05:59 Bitcoin's line
Binance's $6.3B Hack: What Got Frozen And My $BTC Plan
The biggest hack in crypto history, now $6.3B: how one Binance wallet got drained, what got frozen, the coins the hacker dumped, and my Bitcoin plan.
Venice AI (VVV) is up ~2.6x since April while its monthly burn tripled to $415K. Full $VVV breakdown:
00:00 First target paid
01:29 $100M revenue
03:46 The bear case
04:34 The squeeze
05:56 My plan
06:42 USDC range play
Venice AI $VVV - First Target Paid, Burn Tripled
Venice AI crossed $100M annualized revenue and its monthly $VVV buy and burn tripled in 5 months. The bear case, the daily squeeze, and how I'm holding my bag.
Update: $6.3B drained from Binance. $BTC -3%, $BNB -5%.
$HYPE: +19% this week, green again today.
Same day, ICE (owner of the NYSE) announced a deal to bring Hyperliquid-powered perps to the US, and Standard Chartered pointed investors toward DEXs.
Trust is moving on-chain. My $HYPE call hit TP4 at $80 in August.
Why I read the Binance hack this way, and my Bitcoin plan into Sunday's close: youtu.be/X3rwXN_NB1E
How the Binance hack happened, what got frozen, and my Bitcoin plan: youtu.be/X3rwXN_NB1E
Back to business... Venice AI $VVV pools on Base are paying 92% to 181% APY (7d, DefiLlama). WETH/VVV on Aerodrome leads with $8.4M TVL.
I built my VVV bag farming it through veAERO votes, zero cash in. 🧵
Why I stopped farming VVV and what I'm doing now: youtu.be/DGSQy9kNYQc
Binance: "User funds are safe" 🤝
User funds are safe.
Binance will cover all hacking losses.
Deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement.
We will share a full post-mortem once the investigation is complete. Please rely only on official Binance channels for updates.
Why did you delete it?
"At this stage, we have not confirmed any impact to user funds."
@binance
"Rest assure, funds are SAFU"
Ok, that's clear enough now.
teapawt.org/binance/status/2115923…
This quoted post is unavailable.
again? enough of edits 😂
teapawt.org/binance/status/2115918…
Our teams are aware of reports of a potential security issue and are actively investigating. User funds are completely safe.
Our security teams are reviewing all relevant information with urgency, and we will provide updates through official Binance channels as soon as we have verified information.
Users should remain cautious of scams and should not trust unofficial links, messages, or requests for account information.
GDP 3.4% vs 3.2% expected. Core PCE 3.1%, up from 3.0%.
No inflation scare, but nothing here stops a December hike.
bitcoin:native held 80k and bounced to 81.7k. 83k is still the real test.
Above it with spot buying, the range opens. Rejected, the high 70s come back.
Bitcoin is down 4% in October with 2 days left. That would be its first back-to-back red October ever.
Month to date: BTC -4%. ETH -13%. SOL -15%.
Alts bled over 3x harder. Money is hiding in Bitcoin, and altseason only starts once it rotates back out.
Saturday's monthly close decides it.
$BTC $ETH $SOL
$VVV is up ~2.6x since my April Venice video. Bitcoin did ~5%.
On the weekly, Venice broke the 1.618 Fib wall, retested it in July, and still respects the rising trendline from the November 2025 low.
The pullback is holding the 10-week EMA.
Here's why. 🧵👇 1/2
Full Venice AI + VVV breakdown with the bear case and the daily squeeze: youtu.be/DGSQy9kNYQc
Fed funds: 3.75%-4%. The 10-year Treasury closed at 5.05%.
That's a gap of more than a full point, so the bond market is already tightening on its own. Two Fed members still voted to hike this meeting, and December is priced at ~85%.
Bitcoin trades the long end of that curve, so 5.05% is the number to watch.
bitcoin:native








