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🧵 BNB Chain Recap Last 24H 1/ DeFi & Trading • @Aster_DEX → added Spot trading support to Aster Vault alongside Perps. • @lista_dao → added 5 new bStocks as collateral to Lista Lending, alongside new USDC and fixed-rate lending markets. • @pancakeswap → launched a MAG7Xon Syrup Pool with Ondo, distributed Ondo Intelligent Portfolio tokens to eligible traders, and expanded to 8 additional chains with an 88% LP fee share. • @VenusProtocol → enabled stablecoin borrowing against 20 tokenized stocks and ETFs through Venus Spoke. 2/ AI & Infrastructure • @flapdotsh → integrated Binance Account Bound (BAB) Token into its Agent ID Launch bonding curve. • @pieverse_io → introduced Confidential Agents, protecting agent memory and credentials using Intel TDX and Google Confidential Space. 3/ Rewards & Community • @predictdotfun → opened Season 1 $PREDICT airdrop claims, offering 35% instant unlock or 100% vesting over 12 months, starting November 18.

Trade your shielded $ZEC for confidential USDC on Ethereum, without ever unshielding it. No bridge. No custodian. No wrapped ZEC. And the amount never shows up on chain. I connected @zama and @Zcash to make it work. Live on testnet 👇 What it is ZEC Desk is a small trading desk on Zama's FHEVM, on Ethereum Sepolia. On one side there's cUSDC, a dollar token whose balances are encrypted. On the other side there's shielded ZEC on Zcash testnet. You can trade either way. Built on Zama's model Zama's Confidential RFQ is already live on Ethereum mainnet, open to everyone: It runs confidential swaps with encrypted quotes, a sealed-bid pick on chain and a hidden floor. ZEC Desk takes that same model and extends it to native shielded ZEC. Zama's swap settles both legs on one chain, inside its own contract, so a Zcash leg can't plug into it directly. Here that leg lives on Zcash and settles minutes later with a proof, so the mechanics run in my own contract. It's a sketch of how native ZEC could sit next to Zama's swaps one day, with no wrapped token. How a trade works (buying ZEC) 👇 1️⃣ You lock cUSDC in the desk. The amount is encrypted. 2️⃣ Makers send encrypted quotes. Nobody sees anyone else's price, or the minimum you'll accept. 3️⃣ The contract picks the best one under FHE. 4️⃣ The winning maker sends shielded ZEC to your Zcash address, with the order's reference in the memo. 5️⃣ A zero-knowledge proof shows that payment happened, and the contract releases your cUSDC to the maker. If no proof arrives in time, your cUSDC comes back to you. Selling is the same in reverse: the maker locks cUSDC, you pay the ZEC, and the proof releases the cUSDC to you. Why these pieces Each piece does one job. Zcash keeps the payment private. Zama keeps the amounts encrypted and can still compute on them. Seam, the Zcash light client I built last month, connects the two: a contract checks every Zcash block header itself, and a RISC Zero proof shows a shielded payment reached the right receiver. The transaction, the note and the address never touch the EVM chain. The masked amount This was the hard part. Seam's proof used to write the paid amount in the clear, and ZEC amount × price gives away the dollar amount. So the amount is masked. The contract adds an encrypted one-time mask to the encrypted amount and reveals only the sum, which looks random to everyone else. The mask comes from a secret that the side receiving the ZEC hands to the payer. The proof checks that the payment was at least the sum minus the mask, and never states the amount. One-time pads are old, and Zama's RFQ uses one too. Using one to hand a value from FHE to a ZK proof is the part I haven't seen before. If you have, please send it my way. No vault, no signers Seam can read Zcash, but it can't take ZEC from anyone. So the design never needs someone to pay ZEC on someone else's behalf. Whoever pays, pays from their own wallet, and the escrow on the EVM side enforces the deal. The side that paid the ZEC can prove it itself, so nobody depends on the other side's goodwill. Seam does more than this Any EVM app that needs to know a shielded payment happened can use Seam: pay-with-ZEC checkouts, escrows, payouts, cross-chain orders. This desk is one example. Where it stands ↓ Testnet only, unaudited. On 12 November 2026 I ran a Buy end to end: ➡️ Settled with a proof: ➡️ One proof: 2 minutes on a rented RTX 4090, about $0.25 for the whole session ➡️ Gas per Buy on Sepolia: about 7.6M, in six transactions ➡️ A Sell also ran on Sepolia, up to the maker locking its cUSDC; it settles through the same proof step ➡️ Seam's light client is now deployed on Ethereum Sepolia too, next to Base Sepolia Where it can go ↓ → The desk only needs Zama's FHEVM and a cUSDC. Both already run on Polygon, where following Zcash costs a fraction of Ethereum mainnet. → Zama keeps adding chains. On any cheap EVM chain it reaches, the same desk can run, and if it comes to Base, Seam's relay already runs on Base Sepolia. → Zama's roadmap also goes beyond the EVM, to chains like Solana. Seam's verifier would need a port there. → On Ethereum mainnet, following Zcash header by header would cost over 2B gas a day, so batched header proofs are next for Seam. What it can't do yet - Settlement takes minutes, not seconds. Zcash confirmations set the pace, not the GPU. - Right now I'm the only maker, and a maker needs ZEC, cUSDC and a GPU. - Amounts are hidden, but EVM addresses are public. Read more ↓ Seam on Seam: ZEC Desk:

TLDR of hyperliquid precompiles: EVM chains on HL (ie HyperEVM & Elysium) have precompiles (basically built in blockchain functions) that allow them to query prices of hypercore assets For example rn on HyperEVM, you can make a simple RPC call to the chain to get the mark price of $HYPE Elysium doesn't have this ability rn but will be able to in 4 weeks. The diff b/w elysium and hyperEVM is that elysium's prices will update every 70ms (hyperEVM is every 1s) And elysium will be able to query entire orderbook, while hyperEVM can only do bid/ask/mark A blockchain being able to query the full depth of a separate orderbook in real time is p cool. Maybe some volatility based univ4 hooks could use such information

One rollup, two chains. Code Atlas places every kept contract by the function and event names it shares with the others. Open RollupAdminLogic on Arbitrum (0xf9725312bd91ccfa3ad797e78a8a10b6d692fcd6): 73 functions, 14 events, Sourcify verified. Its closest relative is a second Arbitrum deployment, 0x2733fc1c97f6562466e9b29d64bcc6dc833cc88d: 100%, all 87 names identical. Next is the Ethereum copy, 0x0ae4dd666748bf0f6db5c149eab1d8ad27820a6a: 98%, 85 shared names, 71 functions. The two names that separate them exist on the Arbitrum side only: anyTrustFastConfirmer and setAnyTrustFastConfirmer. Same admin surface on two chains, two names apart, found by comparing what the agents had already stored. No source diff, no extra network call.

🔥INSIGHT: BNB Chain is leading all chains in tokenized equities market cap. @thomasxchen, Chief Business Officer at @BNBCHAIN, said the chain holds about $5.8B of the $40B+ in onchain real-world assets (RWAs), putting it second overall and first in tokenized equity market cap with just over $1B. With momentum building around the CLARITY Act, Chen said institutions are running pilots to test digital asset distribution, and staying top of mind for big issuers is just one of the moves behind BNB Chain's RWA push. Find out more:

Every product has a journey. From sourcing to shipping, blockchain helps make supply chains more transparent, traceable, and efficient. Learn how it’s transforming supply chain management. 👇

Season 7 of @RiverdotInc is now live, taking River’s seasonal points and conversion model into its second year. The S7 runs from October 1 to December 31, 2026, with an ideal conversion rate of 0.01. ➡️ Here are ways to participate: ▸ Stake base:0xda7ad9dea9397cffddae2f8a052b82f1484252b3 Earn River Pts, build voting power through Staked RIVER, and earn additional Points through that voting power. ▸ Join partner campaigns Participate in partner campaigns, each with its own rewards and multipliers. ▸ Use satUSD Mint, provide liquidity or deploy satUSD across supported chains and DeFi protocols. Weekly snapshots track S7 activity. ▸ Stay active on @River4fun Connect X, create content, join community activities and follow campaigns to earn Points. The key is that these activities feed into the same system: earn River Pts, convert them into Staked RIVER and build voting power.