The Drift Protocol is down $285 million and Circle has the power to freeze the funds — but won’t. Kain, Taylor, and Luca explain why.
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The Drift Protocol hack was still unfolding when Kain, Taylor, and Luca went live. Within hours of a suspected admin key compromise, over $285 million had been drained across Solana, with Circle sitting on the ability to freeze the stolen USDC — and choosing not to.
Taylor Monahan, who was already in an active incident response room, walked through exactly how DPRK malware operates silently on devices for months before striking, why standard antivirus software won’t catch it, and what the Axios supply chain attack revealed about the vulnerability of open source infrastructure.
Then the conversation shifted to the Claude Code source leak — what it actually reveals about how the most sophisticated agentic coding harness in the world was built, and why Kain thinks a new Anthropic model may be days away.
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