On May 29, this morning, Anthropic confirmed that it will launch its next-generation Mythos-level model with ultra-flagship intelligence to all customers in the coming weeks. At the same time, Manuel Aráoz, founder of the renowned crypto auditing firm OpenZeppelin, publicly warned that 'all DeFi, including Aave and MakerDAO, is now unsafe.' Mythos is set to become a nuclear weapon for hackers to breach crypto DeFi. The data is clear: after the non-public release of Mythos, DeFi has faced its darkest two months in history, with Drift, KelpDAO, and THORChain being successively hacked, leading to a collapse in market confidence regarding DeFi security. On another front, Strategy appears to have initiated a Bitcoin sell-off this morning; although the amount is not large, this action has a profound impact on market confidence. Furthermore, and most importantly, amidst the current AI investment boom, there is a clear trend of market attention and funds being diverted, as insufficient innovation in the crypto sector has exhausted the patience of practitioners. The trend of investors and developers 'fleeing crypto for AI' has become a prevailing climate. In summary, these three pressures are pushing the crypto industry towards a dual test of confidence and liquidity. In the short term, DeFi's Total Value Locked (TVL) is under pressure, Bitcoin's confidence is wavering, and the trend of capital outflow may intensify, indicating that the crypto market is entering a period of uncertainty and its darkest hour.
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