OpenZeppelin's founder warns all DeFi is unsafe as AI-powered exploits accelerate past $1B in losses — while Ethereum's ERC-7943 real-world asset standard reaches production-ready Final status. Plus: Arbitrum vs Base architecture divergence, staking as treasury firms' core revenue, and ETH's disconnect from fundamentals at $2,114.
Audio is available on Spreaker — see link below.
Arbitrum just doubled its real-time throughput. And it barely matters.
Base is making its own case for dominance. It grew from roughly five TPS in twenty-twenty-four to one hundred and fifty-nine TPS now, a thirty-two times increase.
While Layer two throughput climbs, the security picture is getting worse. The founder of OpenZeppelin, one of the core smart contract security firms in Ethereum, is now publicly stating that all DeFi is unsafe due to AI-powered vulnerability detection.
On the institutional side, there's a meaningful development. ERC-7943, the universal real-world asset tokenization standard, has reached Final specification status.
Treasury firms are feeling the pressure from a different direction. Spot ETH ETFs stripped away the regulatory advantage these companies once had as institutional proxies for crypto exposure.
ETH is trading near two thousand one hundred and fourteen dollars, down twelve point four percent over the past month and roughly twenty-two percent year over year. It peaked near four thousand nine hundred and fifty-three dollars in August twenty-twenty-five.
Chapter summary auto-generated from the verified script. Listen to the full episode for the complete content.