Morning Scan

OpenAI's DevDay hangover continues, crypto had a very bad/very good week depending which side of $388M you were on, and everyone in AI is now shipping "agents" whether or not the tech is ready. SpaceX nailed the thing that actually matters.

$388M — What Bitget's attacker walked away with after testing the exchange's defenses with two small transfers first. (The Block)

Machines & Minds

ChatGPT Finally Got an Agent

OpenAI's answer to "where are the agents" arrives with a name and an avatar — cute, but avatars aren't autonomy. (Techtiff)

OpenAI's AI agents need to catch up

The company that defined the chatbot era is now playing catch-up on the feature everyone else shipped first. (The Verge)

BREAKING: OpenAI was warned, months before the Hugging Face incident

Gary Marcus says the receipts show this was a known risk that was ignored. (Marcus on AI)

Scrapping Astra 6.1 looks like a good call. OpenAI shouldn't be the one to make it.

A model failed its own safety team's alignment tests, and the company grading its own homework is the actual story. (Transformer)

Opus 5.5 and Sol Split the Team

Three new frontier models dropped in one week; the differentiation story is getting harder to tell apart from the marketing. (Every)

Connected World

Bitget attacker tested risk controls with small transfers before $388 million theft, CEO says (paywall)

A dry run half an hour before the heist — exchange security is still fighting last decade's threat model. (The Block)

Citi expands Coinbase partnership to power stablecoin payments for businesses (paywall)

Traditional banking keeps wiring itself into crypto rails while everyone argues about whether stablecoins are legitimate. (The Block)

Tether USDT aids Iran funding, Senate report says

The "stablecoins are just plumbing" argument gets harder to make when the plumbing runs sanctions-evasion money. (Al-Monitor)

Tom Lee's Bitmine tops 6 million ETH after buying another 17,362 ether (paywall)

Bitmine now holds a stake in ether large enough to make its buying pattern a market signal of its own. (The Block)

Connected World

☕ In orbit

SpaceX's biggest rocket finally reached orbit — the milestone Starship watchers have been waiting years for. (Morning Brew)

Brick shortage prompts $4 million sweetener to get factory reopened

Australia is paying taxpayer money to un-shutter a brick plant — a small, weird tell about how tight construction supply chains have gotten. (ABC)