EddieJayonCrypto

 12 Jul 22

tl;dr

• Uniswap users fall for a phishing attack to the tune of $8.1 M in NFTs• North Korean remote workers could be targeting crypto firms• An email from the CEO of Vauld, Darshan Bhatija, to customers have led to some scratching their heads• Well, Voyager Digital outright says they do not know how much ...

• Uniswap users fall for a phishing attack to the tune of $8.1 M in NFTs
• North Korean remote workers could be targeting crypto firms
• An email from the CEO of Vauld, Darshan Bhatija, to customers have led to some scratching their heads
• Well, Voyager Digital outright says they do not know how much crypto will be restored to customers
• Celsius has paid down debt and has only $120M left to repay
• Playboy announced they are building a metaverse version of their famed mansion in The Sandbox
• Jared Cohen of Google's idea team jumps ship for Goldman Sachs

Sometimes you wake up in the morning and expect The worst. Then you start your day and it is not the worst. Here is what is on my mind today.

1. A bunch of Uniswap users fall for a phishing attack to the tune of $8.1M in NFTs. Meanwhile, in a case of nobody's perfect, CZ, CEO of Binance erroneously calls it a hack. I am not surprised he is catch flak over it. According to Metamask security analyst, Harry Denley, 73,399 Uniswap addresses were sent a malicious token as a part of a fake Uniswap airdrop, that targeted their assets. In a note, never claim an airdrop unless you can verify its authenticity.

2. This next one would be remarkable, but VERY possible. North Korean remote workers could be targeting crypto firms. If this is true, North Korean remote workers are earning far more than what they could possibly earn in their own country. What makes this interesting to me is how people from other countries have been doing this for years.

3. An email from the CEO of Vauld, Darshan Bhatija, to customers have led to some scratching their heads. I am sure he thought the email would been seen as being transparent, but I think it may have done more harm than good. In the email he talks about the shaky restructuring plan and even odds of closing on the purchase by Nexo. I think it would have been smarter to wait until they were on more stable ground, especially knowing there is a $70M asset deficit on its balance sheet.

4. Well, Voyager Digital outright says they do not know how much crypto will be restored to customers. The restructuring plan is underway, including reinstatement of user account access. I would not get my hopes up though. The value of those accounts is severely diminished. In general, I am seeing continued missteps by each of the 4 organizations causing the current crypto economic environment.

5. Celsius has paid down debt and has only $120M left to repay. This is not a small number, but even with its latest payments of $258M, that is a big move. There were some missteps in their case, but they seem to be moving better now. I am still unsure if they will come back from this, but you can't say they aren't trying.

6. You know the hopes of metaverse technologies and the possibility of future innovations is a real when an icon like Playboy jumps in the game. Playboy announced they are building a metaverse version of their famed mansion in the Sandbox. Like I said to Jayme, marketing professional, you have to give people a destination and a reason to want to play in a metaverse. The future is now.

7. Jared Cohen of Google's idea (and former protégé of Eric Schmidt) team jumps ship for Goldman Sachs and will co0head a new group that will focus on the Cryptoverse. This is a very big deal. I keep telling you that Goldman Sachs is making more direct moves in the space and this further bolsters my thoughts.

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