Core Insights - The Ethereum Foundation has established a dedicated DeFi task force under its application relations team to support the development of new protocols [1] - Charles St. Louis, former CEO of DELV and governance architect of MakerDAO, has been appointed as the DeFi protocol expert [1] - Ivan (ivangbi), co-founder of Gearbox Protocol, has been appointed as the DeFi coordinator [1] - The foundation aims to advance DeFi development under the direction of "DeFipunk" while collaborating with its privacy working group [1]

（来源：吴说） 1. Base 将运行网络的关键组件整合至自营统一代码库 link Base 工程团队博客表示，Base 将把运行网络的关键组件整合至自营统一代码库，节点运营方需改为跟 随 Base 的发布版本，而非直接跟随 Optimism 的版本。未来几个月，Base 将逐步脱离 OP Stack，但仍 将作为 Optimism 的 OP Enterprise 客户与 Optimism 合作。官方称此举将把升级节奏从每年 3 次提升至 6 次，并在后续硬分叉中推进从乐观证明向 TEE/ZK 证明升级，同时维持 Stage 1 Rollup 状态、并为 Base 安全委员会新增独立签名人。Base 是 OP Stack 中营收能力最强的 L2，这也意味着随着 Base 独立或将 不再向 Optimism 分享排序器收入。 2. Claude Opus 4.6 编写漏洞代码致 Moonwell 损失 178 万美元 link 智能合约审计员 pashov 发推表示，Claude Opus 4.6 编写了存在漏洞的代码，导致智能合约被攻击并损 失约 178 万美元。cbETH 的价格被错误设置为 1.12 美元 ...

吴说获悉，DeFi KOL Ignas 表示，EtherFi 代币 ETHFI 市值已是 EigenLayer 代币 EIGEN 的 3 倍，或者 FDV 的 1.3 倍；然而，EtherFi 最初是一个 EigenLayer 的 LRT 协议，但现在价格却高于其所依赖的协 议；主要原因是 EtherFi 转向了带返现的信用卡，尽管 EigenLayer 也转向了 EigenCloud，但显然基础设 施比面向用户的产品更难以获得 PMF。 （来源：吴说） ...

Core Insights - Aave Labs has proposed a governance initiative called "Aave Will Win Framework" to allocate 100% of Aave brand product revenue to the Aave DAO treasury [1] - The roadmap will focus on Aave V4, which is currently in the governance temperature testing phase [1] - Aave believes that the current regulatory clarity in the market presents an opportunity to enhance token value recovery [1] Financial Performance - Aave V3 has achieved an annual revenue exceeding $100 million [1] - If the regulatory environment continues to improve, there is potential for future revenue to be captured by the DAO [1]

Core Viewpoint - Multicoin Capital's investment team leader Vishal Kankani supports Aave Labs' proposed framework direction, believing that directing 100% of Aave brand product revenue to the DAO will help establish a more "token-centric" economic model and may set a precedent for DeFi [1] Financial Summary - The proposed plan aims to allocate approximately $25 million in stablecoins and 75,000 AAVE tokens (around $9 million), with additional milestone grants, leading to a potential total scale of $40 million to $50 million, which would account for about 25% to 30% of the treasury [1] - It is suggested that the funding be disbursed in phases based on more financial and ROI data, linked to quantifiable launch and revenue targets, with a budget breakdown provided for 12 to 24 months [1]

Core Insights - Flying Tulip, currently in the pre-launch phase, has generated protocol revenue through its financing structure, ranking among the top 230 revenue-generating applications [1] - Despite not having launched its product yet, Flying Tulip has achieved a weekly protocol revenue of approximately $30,000 and a Total Value Locked (TVL) of about $50 million [1] - The project team anticipates that its revenue ranking could rise to the top 30 before the launch of its first product [1]

Core Viewpoint - Aave founder Stani Kulechov purchased a Victorian-style mansion in Notting Hill, London for £22 million (approximately $30 million), which is about £2 million lower than the previous asking price, highlighting a rare positive transaction in the high-end residential market amidst increased taxes and tightened regulations for ultra-high-net-worth foreign residents in the UK [1] Group 1 - The property is a five-story mansion with views overlooking the Notting Hill area [1] - The transaction is noted as one of the few bright spots in the London luxury real estate market for 2025 [1] - The purchase occurred against the backdrop of the UK Labour government's increase in stamp duty and restrictions on tax benefits for wealthy foreign residents [1]

Core Insights - Step Finance, a DeFi platform within the Solana ecosystem, reported that some of its treasury and fee wallets were compromised, and an investigation is currently underway [1] - On-chain data indicates that approximately 261,854 SOL were unlocked and transferred during the incident, valued at around $30 million at the time [1]

Core Viewpoint - Lido has launched Lido V3 on the Ethereum mainnet, introducing a modular staking architecture called stVaults, which enhances the integration of Ethereum staking with DeFi [1] Group 1: Product Features - The new version allows institutions, node operators, and developers to customize validator selection, fee structures, and reward mechanisms while maintaining the liquidity of stETH [1] - Lido V3 supports isolated and customized staking products, expanding the possibilities for Ethereum staking [1] Group 2: Market Impact - The introduction of stVaults is expected to further integrate Ethereum staking with decentralized finance (DeFi) applications, potentially increasing user engagement and investment in the ecosystem [1]

Core Insights - The DeFi project Flying Tulip, led by Andre Cronje, has raised additional funds through private and public token sales, achieving a total funding of $225.5 million [1] Group 1: Funding Details - The private Series A round raised $25.5 million at a $1 billion fully diluted valuation (FDV), bringing the total institutional funding to $225.5 million [1] - The project has also raised $50 million through the Impossible Finance Curated platform [1] - An allocation of $200 million has been reserved for the upcoming public sale on CoinList [1]