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Dora Noda

Dora Noda

Software Engineer

2345 posts · View all authors

Harvard, CalPERS, Goldman: Inside the Q1 2026 13F Filings That Exposed Crypto's Quiet Institutional Takeover
·Dora Noda·9 min

Harvard, CalPERS, Goldman: Inside the Q1 2026 13F Filings That Exposed Crypto's Quiet Institutional Takeover

Q1 2026 13F filings show Harvard raised its IBIT stake 257%, Goldman disclosed $108M in Solana ETFs, and CalPERS is debating direct Bitcoin exposure — all while retail capitulated into a 47% drawdown.

Bitcoin
Solana
crypto
regulation
+1
Hong Kong Just Opened 24/7 Trading for Regulated Funds on Crypto Exchanges
·Dora Noda·9 min

Hong Kong Just Opened 24/7 Trading for Regulated Funds on Crypto Exchanges

Hong Kong's SFC authorized 24/7 secondary trading of tokenized money market funds on licensed crypto exchanges — the first major jurisdiction to give retail investors a round-the-clock tokenization framework backed by regulated stablecoins and tokenized deposits.

tokenization
RWA
regulation
stablecoins
+1
InfoFi's Reckoning: How One API Ban Reshaped Crypto's Trillion-Dollar Bet on Information
·Dora Noda·12 min

InfoFi's Reckoning: How One API Ban Reshaped Crypto's Trillion-Dollar Bet on Information

InfoFi was supposed to be crypto's next trillion-dollar category. Then X killed the API. Three months later, prediction markets clear $25B/month, Grass passes 3M nodes, and the survivors look like real businesses.

DePIN
AI
prediction markets
information markets
+1
Bitcoin Crashed When Hormuz Closed. Gold Hit a Record. So Much for Digital Gold.
·Dora Noda·10 min

Bitcoin Crashed When Hormuz Closed. Gold Hit a Record. So Much for Digital Gold.

Iran shut the Strait of Hormuz again and Bitcoin fell to $76,000 while gold printed an all-time high. The April 2026 crash is the cleanest evidence yet that the post-ETF Bitcoin market trades like the Nasdaq, not like gold.

Bitcoin
macroeconomics
ETF
institutional-investment
+1
Kairos and the Bloomberg Terminal Moment for Prediction Markets
·Dora Noda·8 min

Kairos and the Bloomberg Terminal Moment for Prediction Markets

Kairos raised $2.5M from a16z crypto to build a unified trading terminal for Polymarket and Kalshi — a bet that prediction markets have finally crossed the threshold where institutional tooling follows institutional flow.

prediction markets
event contracts
A16Z
trading
+1
KelpDAO's $292M Bridge Exploit: How One 1-of-1 Verifier Erased $14B of DeFi TVL in 48 Hours
·Dora Noda·10 min

KelpDAO's $292M Bridge Exploit: How One 1-of-1 Verifier Erased $14B of DeFi TVL in 48 Hours

A forged LayerZero message drained 116,500 rsETH from KelpDAO on April 18, 2026 — triggering a $14B DeFi TVL exodus, up to $230M in Aave bad debt, and a bitter fight over 1-of-1 verifier defaults.

DeFi
security
Ethereum
interoperability
+1
45 Seconds to Drain Your Wallet: Inside Ledger's MediaTek Dimensity 7300 Exploit
·Dora Noda·9 min

45 Seconds to Drain Your Wallet: Inside Ledger's MediaTek Dimensity 7300 Exploit

Ledger's Donjon team extracted seed phrases from Android hot wallets in 45 seconds by exploiting an unpatchable boot ROM flaw in MediaTek's Dimensity 7300 — the same chip powering the Solana Seeker.

security
cybersecurity
custody
Solana
+1
Lens Protocol V3 on ZKsync: The SocialFi Layer 2 Bet
·Dora Noda·10 min

Lens Protocol V3 on ZKsync: The SocialFi Layer 2 Bet

Lens Chain migrated 650K profiles and 12M posts onto a ZKsync validium with Avail DA and GHO gas. Inside the stack, the bet, and why SocialFi needs its own L2.

layer-2
zkp
Web3
social-media
+1
Resolv Hack: How One AWS Key Minted $25M and Broke DeFi Again
·Dora Noda·9 min

Resolv Hack: How One AWS Key Minted $25M and Broke DeFi Again

A $100K deposit minted $25M in unbacked USR tokens after an attacker compromised a single AWS KMS key. The Resolv hack exposes how cloud infrastructure has become DeFi's weakest link.

stablecoins
DeFi
security
cybersecurity
+1
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