ZEC Is Back

The Defiant··4 min read
Crypto/Web3DeFiFinance
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AI Summary

Zcash (ZEC) surged over 30% to $570 after Multicoin Capital revealed it has been accumulating the privacy coin since February. Kelp DAO published a rebuttal to LayerZero's post-mortem on the $300M rsETH bridge exploit, accusing LayerZero of deflecting blame for what Kelp calls a default infrastructure failure. Coinbase made a strategic investment in Centrifuge and designated it as a preferred tokenization infrastructure partner on its Base network.

Key Facts

Zcash (ZEC) surged 30% to $570 after Multicoin Capital disclosed it has been building a significant ZEC position since February.
Kelp DAO accused LayerZero of deflecting blame for the $300M rsETH bridge exploit, calling the allegedly risky 1-of-1 DVN configuration LayerZero's own default setup used by hundreds of apps, and announced migration to Chainlink CCT.
Coinbase made a strategic investment in Centrifuge and named it preferred tokenization infrastructure partner on Base, as the tokenized RWA market crosses $25 billion.

Author Takes

BearishThe Defiant

LayerZero's 1-of-1 DVN configuration

LayerZero is blaming Kelp for using what was in practice the platform's standard default configuration, used by hundreds of other applications, deflecting responsibility for an infrastructure failure.

Contrarian Angle

Chainlink Cross-Chain Token (CCT) replacing LayerZero

Kelp DAO announced it will migrate to Chainlink's CCT standard following the $300M bridge exploit and dispute with LayerZero over infrastructure responsibility.

Engineers switching from LayerZero to Chainlink Cross-Chain Token (CCT)

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