Anthropic confirms Mythos is about to go public — is crypto being squeezed from three sides?

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Anthropic confirmed that Mythos-tier models will be released to all customers within weeks, while admitting that "no company has developed adequate safeguards." OpenZeppelin founder Manuel Araoz publicly called for withdrawing all DeFi positions. DeFi suffered $651 million in thefts in April alone. The crypto market is now facing a triple test of confidence and liquidity. (Recap: OpenZeppelin co-founder calls for withdrawing all DeFi: AI has tipped the offense-defense balance, even blue-chip Aave isn't safe) (Background: When Anthropic releases Mythos, will it be DeFi's nuclear meltdown moment?) For crypto, May has truly been an explosive month. The person who wrote the world's most widely used DeFi security framework has publicly told everyone to leave DeFi. Michael Saylor, who built the largest single Bitcoin holding in human history, for the first time in an earnings call hinted that "selling BTC is not off the table." And Korean retail investors, whose daily trading volume once tripled the stock market, have seen crypto trading collapse to just 8% of KOSPI. Three different reasons, but all deeply damaging to crypto. OpenZeppelin co-founder Manuel Araoz publicly stated last week that "all DeFi, including Aave and MakerDAO, is unsafe," and revealed that he had personally advised his family and friends to exit all DeFi positions. This isn't just some ordinary KOL crying panic. OpenZeppelin's smart contract library is the security foundation for most DeFi protocols. The protocols where we deposit our money are highly likely running code he wrote. In April, DeFi endured its worst month in recent years. Drift Protocol had $285 million drained, cleared out in 12 minutes. KelpDAO was breached for $293 million. A single-validator vulnerability in the LayerZero cross-chain bridge was discovered by North Korea's Lazarus Group. The two incidents combined for $577 million, accounting for 76% of global crypto hacking losses in 2026. May hasn't been better. THORChain suffered a $10.7 million cross-chain vulnerability. StakeDAO's deployer private key was leaked, and attackers minted over 5.4 trillion vsdCRV on Arbitrum. Polymarket's UMA CTF Adapter contract was hacked, draining 5,000 POL every 30 seconds. By mid-month, May had already seen more than 25 security incidents. DeFi TVL has shrunk from $172 billion in mid-April to $148 billion, a 14% decline. More than 40 protocols have shut down or been liquidated this year. Araoz didn't say "be careful." He said "get out completely." Two days ago, Bankless co-founder David Hoffman also liquidated his entire ETH holdings. He was the one who, in 2020, coined the "ETH is money" narrative. Anthropic confirmed this week that Mythos-tier models will be released to all customers in as little as a few weeks. Mythos is the AI security model Anthropic released this April through Project Glasswing, currently available only to about 50 defensive security partners. It can autonomously scan open-source code and discover zero-day vulnerabilities. In internal testing, Mythos found 271 high-severity vulnerabilities in a single Firefox product, and discovered critical weaknesses in TLS, AES-GCM, and SSH cryptographic libraries. Anthropic's own statement: "No company, including Anthropic, has yet developed safeguards strong enough to prevent this kind of model from being misused." This February, a Discord group linked to a third-party vendor successfully accessed Mythos, triggering a simultaneous crash in cybersecurity stocks and crypto prices. That was just an accidental leak. What comes next is full public release. The problem is that DeFi code is public, immutable, permissionless, and runs 24 hours a day. Attackers don't need to steal Mythos — they only need a model of comparable tier. Traditional audit cycles are measured in months. AI scanning an entire protocol is measured in minutes. Offense-defense asymmetry has existed for years. Once Mythos-tier models go public, this asymmetry will be amplified to an unprecedented degree. On May 5, Strategy's Q1 earnings call. Michael Saylor did something he had never done in the past four years — he said "selling some Bitcoin before year-end is not off the table." Strategy posted a Q1 net loss of $12.54 billion. It has $1.5 billion in annual preferred stock dividend obligations. After buying back $1.5 billion in convertible notes, cash reserves dropped from $2.24 billion to $871 million, cut by 61%. Saylor added that "for every 1 BTC sold, we will buy back 10 to 20 more," meaning on net he is still a buyer. But that's not what the market heard. What the market heard was that one word — "sell." Polymarket currently prices the probability of Strategy selling any Bitcoin before year-end at 85%, and before the end of June at 56%. As of the latest 8-K filing on May 25, Strategy still holds 843,738 BTC, with no actual sell records. In mid-May they even bought another 535 coins. The "47,000 BTC transfer" previously shown by Arkham on-chain data was also personally debunked by Saylor — that was just a scheduled transfer between internal wallets. So Strategy isn't selling, at least not today. But the point was never whether he sells. The point is that the phrase "never sell coins" is dead. At the peak of the Trump rally in December 2024, Korean crypto trading volume was 323% of KOSPI. Today, 18 months later, that number is 8%. A 40x contraction. It's not that Koreans have stopped gambling. KOSPI plunged 20% in four months and triggered two circuit breakers, then rallied to new all-time highs. Retail investors are chasing AI semiconductor stocks. Turnover at Samsung, SK Hynix, and LG has been pushed to historic peaks. Dunamu, Upbit's parent company, saw Q1 revenue fall 55% year-over-year, with operating profit collapsing 78%. The Kimchi premium has remained negative since March. Historically, negative premiums have only appeared during the Terra-Luna collapse and the FTX implosion. ETH staking yields are around 2.5%. US 10-year Treasury yields exceed 4.6%. When risk-free assets offer nearly double the return, the highest-risk asset class bleeds out. And it's not just retail leaving. Since February, more than 7 core members of the Ethereum Foundation have departed. Researcher Alex Stokes is on indefinite leave, Josh Stark stepped down, Trent Van Epps left. What Ethereum has left to lean on is Wall Street's capital bros. Take a breath, and at the same time, think about what crypto has left to walk forward with.

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