A short history of how we got here, because the chronology is the whole story. January: the Pentagon demands unrestricted use of Claude for autonomous weapons and domestic surveillance. Anthropic says no. February: the President orders every federal agency to drop Anthropic. The Defense Secretary bans Pentagon contractors from doing business with them. A rival announces its classified-network deal within hours. March: the Pentagon designates an American company a "supply chain risk" under a statute written for foreign adversaries. A federal judge blocks it. May: the Pentagon signs AI deals with seven companies. Anthropic is not one of them. June 9: Anthropic releases Fable 5. June 12: Commerce issues an export control directive over a jailbreak that, by the government's own account, was demonstrated verbally, came with no written explanation, and involves a capability you can get from other publicly available models today. Two things are true at once. First: Anthropic spent months marketing Mythos as too dangerous to release. Sam Altman said it was "incredible marketing to say we have built a bomb." The Commerce Department has now formally agreed it is a bomb. If you describe your product as a munition in every press release, eventually a government takes you at your word. They wrote the legal predicate themselves and called it a brand. Second: we have run this experiment before. In the 90s the government classified encryption as a munition under ITAR. Activists defeated it by printing PGP's source code as a book, because books are protected speech and floppy disks were arms exports. A t-shirt with three lines of RSA Perl was legally a munition. The controls collapsed because math does not stop at customs. The new wrinkle is the "deemed export" rule: showing controlled technology to a foreign national inside the US counts as exporting it abroad. Which is why Anthropic's own foreign-national employees are now locked out of the model they built. The munition is in the building and the people who made it are not allowed to look at it. The jailbreak is the paperwork. The refusal was in January.

4 days until the first edition of @Vault__Summit NYC No better venue than @NYSE to discuss the future of onchain financial infrastructure Hosted by @SPGlobal and Morpho

🛡️ The results for the @thedaofund’s Ethereum Security QF Round are LIVE! This historic round is closing with a HUGE last minute contribution: @wintermute_t has added $200K to the matching pool 🔥 Wintermute is a well known liquidity provider, and one of the leading supporters of Ethereum security, in fact exactly a year ago today they donated $1M to @_SEAL_Org. This year they teamed up with TheDAO, @Quantstamp & several other community partners to allocate over $1.6M worth of funding to Ethereum Security Public Goods 👇

NYC Tech Week with @ethconf is almost here 🗽 Ahead of @Vault__Summit NYC, we’re going live for a pre-game conversation on the themes shaping next week’s event: vaults, onchain asset management, institutional adoption, and the next phase of DeFi infrastructure. Joined by @CharlesJansen (@SPGlobal), @MerlinEgalite (@Morpho), and moderated by @RedoudouM. Set your reminders for Thursday, May 28th at 12pm ET.

situation: all three ef protocol leads have left

📣 The EEA Privacy Working Group is releasing its first report: "State of Privacy on Ethereum for Enterprise". 7 EEA member organizations and 1 comprehensive map of enterprise privacy on Ethereum. More on what this means 🧵⬇️

april 2026 was the worst month ever in terms of defi exploits ~$635M lost in total, 28 incidents in 30 days: 1) apr 1 - drift - $285m 2) apr 3 - silo v2 - $392k 3) apr 4 - tmm - $1.67m 4) apr 5 - denaria finance - $165k 5) apr 9 - aethir - $423k 6) apr 12 - hyperbridge - $2.5m 7) apr 12 - subquery - $60k 8) apr 13 - dango - $410k 9) apr 13 - mona - $61k 10) apr 14 - zerion - $100k 11) apr 16 - rhea finance - $18.4m 12) apr 16 - grinex - $15m 13) apr 18 - kelp dao - $293m 14) apr 20 - juicebox v3 - $52k 15) apr 20 - thetanuts finance - $50k 16) apr 21 - volo protocol - $3.5m 17) apr 22 - kipseli - $80k 18) apr 23 - giddy finance - $1.3m 19) apr 25 - purrlend - $1.5m 20) apr 26 - scallop - $150k 21) apr 27 - singularity finance - $413k 22) apr 27 - zetachain - $300k 23) apr 28 - judao - $228k 24) apr 28 - quant - $138k 25) apr 29 - aftermath perps - $1.14m 26) apr 29 - sweat foundation - $3.5m 27) apr 29 - syndicate - $330k 28) apr 30 - wasabi protocol - $5m

New Robinhood phishing chain that's kinda beautiful: 1. Attacker creates an RH account using the Gmail dot trick of your email (same inbox, different address) 2. Sets device name to HTML 3. RH's "unrecognized activity" email renders the device name unsanitized (html injection) The result is a real email from noreply@robinhood.com, DKIM pass, SPF pass, DMARC pass, with a phishing CTA Just because it's real, doesn't mean it's safe... $HOOD

@ibollanos @julia27eth @blocksec @TheBlockChainer @talthebear @elliot0x @OwlAtNite @jinmo123 @MartinMarchev @alextnetto @forefy @wiimee @ZoomerAnon @0x4C756B65 @redoudoum @spalen_ John Orthwein @DmytroMatviiv @e330acid @xiaoming9090 @chris_19061976 @hughkarp @0xquintus @__noided Matthew Moore

I have built a spreadsheet. It has 847 rows. Each row is a community bank in the United States with a market cap below $200 million, a price-to-tangible-book ratio under 0.85, a non-performing loan ratio below 0.4%, and a CEO who has been in the role for at least twelve years. I update it every Sunday from 6 AM to 11 AM while my family attends church without me. I have visited the headquarters of nineteen of these banks in person. I have eaten a complimentary lobby cookie at each one. The cookies are how you can tell. A bank with a good cookie is a bank that respects its depositors. A bank with a stale cookie is a bank that will be acquired within 36 months at a 40% premium. I am never wrong about the cookies. The cookies have never lied to me. The cookies are the only thing left that tells the truth.

⚡️ INSIGHT: The future of RWAs will narrow to a few key asset classes, but the real test is whether an active market exists after that, say @RedoudouM of @EntEthAlliance at Cointelegraph Connect: Cannes.