Description

Crypto’s security race accelerates as institutions quietly reposition.

This week, OpenAI and Paradigm launch EVMbench, revealing a widening offensive–defensive gap in AI-driven smart contract exploits. Meanwhile, Jane Street and Harvard rotate deeper into crypto exposure, and Coinbase’s Base pivots toward a self-operated stack amid L2 competition.

In this episode:

• GPT-5.3-Codex hits 72% exploit success on EVMbench
• OpenAI commits $10M in API credits for defensive research
• Jane Street amasses $790M in Bitcoin ETF exposure
• Harvard opens $86.8M Ethereum position
• Base hardforks toward independence from the OP Stack
• $3.7B in global crypto ETP outflows
• Swift & JP Morgan advance blockchain settlement rails

The AI arms race begins. Institutions rebalance. Infrastructure decentralizes.