DeFi Security Crisis: $400M+ in Exploits — Which Protocols Still Hold Up

DeFi just absorbed $400M+ in exploits in a single month. Meanwhile BTC is sitting on the exact level the Cryptonary team has been tracking for weeks.

This livestream covers the key BTC threshold, how crypto is reacting to geopolitical escalation vs prior Iran events, which DeFi protocols the team has exited and which still carry acceptable risk, and how our positioning squares with the broader cycle thesis.

Chapters:
00:00 – Introduction
00:28 – What's the current war situation in Dubai?
01:26 – Has the war started to de-escalate?
04:10 – China's role in the war & global alliances
07:48 – Long-term view: US oil independence
09:08 – Is the US using the Middle East as an oil proxy?
12:19 – Can this war benefit the US long term?
15:06 – How the war impacts commodities & rate cuts
20:35 – Why the Fed can't cut rates (oil shortage explained)
22:32 – Upcoming economic data & Fed meeting expectations
25:36 – How to time relief rallies in this market
32:44 – Understanding cost basis (key trading concept)
36:11 – Where the market likely bottoms (50k–60k range)
37:40 – Invalidation: when the thesis breaks
41:27 – Strategy: how to actually manage positions in this market
44:01 – ETH & altcoin outlook
46:37 – Rotation strategy (BTC → ETH → alts)
59:57 – DeFi hacks: what's really going on
01:04:00 – Which platforms are actually safe
1:09:05 – What's our take from all the hacks?
1:10:05 – Final thoughts on DeFi risk vs reward

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Видео DeFi Security Crisis: $400M+ in Exploits — Which Protocols Still Hold Up канала Cryptonary