Awesome Crypto Digest: July 2025
Vulnerabilities, Arrests, and Big Bitcoin Treasury Moves
Made by: ddadybayo - research & strategy of @unstoppablebyhs & @officer_cia
- The CPIMP Attack: $10M+ saved from mass proxy contract backdoor exploit. Whitehat op by Dedaub.
- Bitcoin Depot Breach: 27,000+ users’ data leaked. Hack happened in 2024 — reported only now.
- BNB Chain MEV Drama: Builders openly engaging in MEV. Live issue:
- USDT Blacklisting & Terror Links: BlockSec traces frozen Tether connected to illicit financing.
- Aeza Hosting Sanctioned: Russian ISP banned for helping hackers & darknet markets.
- VS Code Trap: Malicious Cursor AI package steals private keys. $500K+ hit.
- Bridge Risk Deep Dive: Vulnerabilities & defense measures for blockchain bridges.
- $2.7K → $140M: How one hacker drained Brazilian banks.
OWASP Smart Contract Top 10 (2025) vs 2023: https://owasp.org/www-project-smart-contract-top-10
Arrests of the Week:
- Bitcoin dev Jon Atack detained in El Salvador.
- ZKasino rug suspect arrested in UAE.
- Solana GitHub Backdoor: Popular Solana tool hides crypto-stealing malware.
- Encrypted Mempools ≠ MEV Fix: a16z explains why hiding txns won’t fully solve MEV.
- LatAm Stablecoin Payments Boom: Stablecoins becoming the backbone of payments across Latin America.
Here are the wallets, stablecoins, exchanges, on/off ramps, and infra players building across LATAM.
Latin America is emerging as a global leader in stablecoin adoption, with the highest % of stablecoin volume to GDP of any.
Top 5 Bitcoin Buys This Week — Corporate Treasury Edition
1️⃣ Strategy
- BTC added: +4,225 BTC
- Total holdings: 601,550 BTC (~$73.4B)
- % of total BTC supply: ~2.86%
- Cost basis: $42.87B
- BTC per share: 0.00214106
- Funding source: Preferred stock issuance (Series F)
- → Strategy (MicroStrategy) remains the largest public Bitcoin holder, far ahead of the rest. This week’s buy cements its dominant position, now holding nearly 3% of all Bitcoin that will ever exist.
YTD BTC yield sits at 20.2%, market NAV multiple at 1.669×. No other public company comes close in terms of BTC per share ratio.
2️⃣ Metaplanet
- BTC added: +2,205 BTC
- Total holdings: 16,352 BTC (~$1.99B)
- % of total BTC supply: ~0.0636%
- BTC-to-market-cap ratio: ~26.5%
- Funding source: Yen-denominated corporate bond issuance (Series 3)
- → Metaplanet mirrors MicroStrategy’s approach in Asia. The firm is following its “210 Million Plan,” aiming to raise $5.4B by 2027 to acquire 210,000 BTC (~1% of supply).
With this week’s addition, Metaplanet needs ~3,670 BTC to overtake Riot Platforms as the #4 public holder.
3️⃣ The Smarter Web Company
- BTC added: +501.43 BTC
- Total holdings: 1,275 BTC (~$155M)
- % of total BTC supply: ~0.0061%
- Funding source: Internal cash reserves
- → This UK-based firm has doubled its Bitcoin holdings since June 2025. Its BTC position now exceeds its own market cap — BTC-to-enterprise value and BTC-per-employee ratios are among the highest in the non-mining segment.
Largest single-week buy for the company so far. Now there is a growing interest in Bitcoin ETFs and companies in general who add BTC to their balance sheet.
4️⃣ Sequans Communications
- BTC added: +1,053 BTC
- Total holdings: 1,053 BTC (~$128M)
- % of total BTC supply: ~0.0017%
- Funding source: Not disclosed
- → Paris-based semiconductor company enters the Bitcoin game. New entrant among public companies holding BTC, now ranked #46.
It would need another ~200 BTC to break into the top 40. If this is the beginning of an ongoing strategy, Sequans could set a precedent for mid-cap European firms.
5️⃣ DDC Enterprise Limited
- BTC added: +230 BTC
- Total holdings: 368 BTC (~$44M)
- % of total BTC supply: ~0.0017%
- Funding source: Not disclosed
- → DDC, known for its plant-based food and media business (DayDayCook brand), continues steady BTC accumulation.
Now within ~200 BTC of overtaking Mercado Libre and entering the top 40 public BTC holders. Active in the US, Hong Kong, and China.