{ "version": 1, "event_id": "evt_6be5894a1944f77d", "url": "https://xiyu.news/events/evt_6be5894a1944f77d/", "json": "https://xiyu.news/api/events/evt_6be5894a1944f77d.json", "type": "security_incident", "status": "developing", "category": "crypto", "title": { "zh": "Drift 基金会启动 DFX 索赔与赎回并披露恢复池覆盖有限", "en": "Drift Foundation上线DFX索赔与赎回，每损失1 USDT可领1 DFX" }, "current_state": { "zh": "Drift基金会披露，其DFX补偿代币并非锚定1 USDT，当前恢复池仅覆盖约1%的总索赔，而Tether已承诺提供最高1.275亿USDT，与Velocity净协议收入挂钩，用于支持重启和用户偿还，索赔截止日期为2028年1月1日。", "en": "The Drift Foundation disclosed that its DFX compensation token is not pegged to 1 USDT and that the current recovery pool covers only about 1% of total claims, while Tether has committed up to 127.5M USDT tied to Velocity net protocol revenue to support the restart and user repayment, with claims due by January 1, 2028." }, "first_seen_at": "2026-10-01T18:31:27.925283+00:00", "last_updated_at": "2026-10-05T06:20:42.009163+00:00", "last_material_change_at": "2026-10-05T06:20:42.009163+00:00", "confidence": 0.75, "updates_count": 3, "sources_count": 5, "entities": [ "dfx", "drift", "foundation", "usdt" ], "identifiers": [], "topics": [ "claims-redemption", "defi-compensation", "defi-exploit-recovery", "dfx", "dfx-token", "drift", "drift-protocol", "exploit-recovery", "north-korea-hacking", "solana", "tether", "token-redemption" ], "updates": [ { "update_id": "upd_29ddf9d619684536", "event_id": "evt_6be5894a1944f77d", "occurred_at": "2026-10-01T16:16:02Z", "published_at": "2026-10-01T16:16:02Z", "first_seen_at": "2026-10-01T18:31:27.925283Z", "time_precision": "published", "update_type": "initial", "material_change": true, "title_zh": "Drift Foundation上线DFX索赔与赎回，每损失1 USDT可领1 DFX", "title_en": "Drift Foundation上线DFX索赔与赎回，每损失1 USDT可领1 DFX", "what_changed_zh": "10月2日，Drift Foundation宣布DFX索赔与赎回已上线，在4月1日事件中经验证存在损失的用户可按每损失1 USDT领取1 DFX。每枚DFX对应Recovery Pool的索赔权，该池目前约有311万USDT。\n\n此举把4月1日事件中的损失转化为一种由资金池支撑的索赔权结构，让经验证的受害者有了明确的赎回路径，而非无限期的追偿承诺。相对于全部损失规模，池内资金规模意味着每枚DFX的赎回金额取决于后续追回与承诺资金的到位情况。\n\nDFX可按「Recovery Pool余额 ÷ DFX未偿供应量」计算的Redemption Amount兑换USDT，赎回后的DFX将被销毁且交易不可撤销。Recovery Pool的资金来源包括Velocity每日部分协议净收入、Tether最高1.275亿USDT的配套资金、战略合作伙伴最高2,000万USDT，以及后续追回的资产；索赔窗口将于2028年1月1日00:00 UTC关闭，届时未领取的DFX将被销毁。", "what_changed_en": "Drift Foundation launched DFX claims and redemption for verified victims of the April 1 exploit (~$295.4M stolen), granting 1 DFX per 1 USDT of loss redeemable against a Recovery Pool of ~3.11M USDT backed by up to $127.5M in Tether matching funds and up to $20M from strategic partners, with claims closing 2028-01-01 UTC.", "current_state_zh": "10月2日，Drift Foundation宣布DFX索赔与赎回已上线，在4月1日事件中经验证存在损失的用户可按每损失1 USDT领取1 DFX。每枚DFX对应Recovery Pool的索赔权，该池目前约有311万USDT。\n\n此举把4月1日事件中的损失转化为一种由资金池支撑的索赔权结构，让经验证的受害者有了明确的赎回路径，而非无限期的追偿承诺。相对于全部损失规模，池内资金规模意味着每枚DFX的赎回金额取决于后续追回与承诺资金的到位情况。\n\nDFX可按「Recovery Pool余额 ÷ DFX未偿供应量」计算的Redemption Amount兑换USDT，赎回后的DFX将被销毁且交易不可撤销。Recovery Pool的资金来源包括Velocity每日部分协议净收入、Tether最高1.275亿USDT的配套资金、战略合作伙伴最高2,000万USDT，以及后续追回的资产；索赔窗口将于2028年1月1日00:00 UTC关闭，届时未领取的DFX将被销毁。", "current_state_en": "Drift Foundation launched DFX claims and redemption for verified victims of the April 1 exploit (~$295.4M stolen), granting 1 DFX per 1 USDT of loss redeemable against a Recovery Pool of ~3.11M USDT backed by up to $127.5M in Tether matching funds and up to $20M from strategic partners, with claims closing 2028-01-01 UTC.", "detailed_summary_zh": "Drift Foundation launched DFX claims and redemption for verified victims of the April 1 exploit (~$295.4M stolen), granting 1 DFX per 1 USDT of loss redeemable against a Recovery Pool of ~3.11M USDT backed by up to $127.5M in Tether matching funds and up to $20M from strategic partners, with claims closing 2028-01-01 UTC.", "detailed_summary_en": "Drift Foundation launched DFX claims and redemption for verified victims of the April 1 exploit (~$295.4M stolen), granting 1 DFX per 1 USDT of loss redeemable against a Recovery Pool of ~3.11M USDT backed by up to $127.5M in Tether matching funds and up to $20M from strategic partners, with claims closing 2028-01-01 UTC.", "background_zh": "据Drift Foundation在索赔上线前一天公布的追回进展，4月1日安全事件中约2.954亿美元用户资产被盗。基金会已聘请Mandiant、zeroShadow及SEAL 911开展调查和资金追踪，其中Mandiant将攻击者识别为朝鲜威胁组织UNC6862。", "background_en": "The April 1 security incident drained roughly 295.4 million USDT in user assets, according to the recovery update Drift Foundation published the day before the claims launch. The foundation has engaged Mandiant, zeroShadow and SEAL 911 for the investigation and fund tracing, and Mandiant identified the attacker as UNC6862, a North Korean threat group.", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "该机制把Drift的追偿直接与USDT挂钩：Tether最高1.275亿USDT的配套资金及合作方承诺将流入Recovery Pool，而DFX的价值由池内余额与未偿供应量的比值决定。风险敞口主要集中于Drift用户群体与Solana DeFi板块，2028年的索赔截止日期界定了追回资金进入该池的时间范围。", "market_impact_en": "The mechanism ties Drift's recovery directly to USDT: Tether's commitment of up to 127.5 million USDT in matching funds and the partner commitments would flow into the Recovery Pool, while the value of DFX is determined by pool balance against outstanding supply. Exposure concentrates in Drift's user base and the Solana DeFi segment, and the 2028 claim deadline sets the timeframe over which recovery proceeds can reach the pool.", "importance_score": 8.0, "references": [ { "url": "https://www.sandmark.com/news/top-news/drift-attributes-280mn-exploit-north-korean-hackers-outlines-security-overhaul", "title": "Drift Attributes $280mn Exploit to North Korean Hackers... | Sandmark" }, { "url": "https://cryptonews.com.au/news/280m-drift-hack-linked-to-suspected-north-korean-attack-using-novel-solana-exploit-133495/", "title": "$280M Drift Hack Linked to Suspected North Korean Attack Using..." }, { "url": "https://securityalliance.org/our-work/seal-911", "title": "24/7 cryptocurrency incident response for the crypto ecosystem" } ], "confidence": 0.75, "story_ids": [ "telegram:theblockbeats:198639" ], "sources": [ { "url": "https://m.theblockbeats.info/flash/369959?from=telegram", "label": "theblockbeats", "source_type": "telegram", "official": false } ] }, { "update_id": "upd_89d7aaee8b893220", "event_id": "evt_6be5894a1944f77d", "occurred_at": "2026-10-02T05:57:02Z", "published_at": "2026-10-02T05:57:02Z", "first_seen_at": "2026-10-02T06:41:03.176355Z", "time_precision": "published", "update_type": "aftermath", "material_change": true, "title_zh": "Drift赔付方案引社区不满，每100美元损失目前仅可兑回约1美元", "title_en": "Drift赔付方案引社区不满，每100美元损失目前仅可兑回约1美元", "what_changed_zh": "社区对DFX赎回定价反应强烈：按约311万USDT追偿池与约2.995亿枚DFX计算，赎回价约0.0104美元，即每100美元损失目前仅可兑回约1美元（约1%回收率）。同时DFX二级市场价格从约0.01美元升至约0.03美元，24小时涨幅约210%，但流动性仅约20万美元；上涨反映对未来追偿资金到账及销毁机制的预期，而非池内余额已增加。", "what_changed_en": "Community backlash emerged over DFX redemption pricing: with a ~$3.11M recovery pool against ~299.5M DFX, the redemption price is ~$0.0104, meaning roughly $1 recovered per $100 of loss (~1% recovery). Meanwhile DFX secondary-market price rose from ~$0.01 to ~$0.03, up ~210% in 24 hours, on only ~$200K liquidity; the move reflects expectations of future recoveries and burn mechanics, not an increase in the pool balance.", "current_state_zh": "Drift Foundation已开放DFX索赔与赎回，但当前赎回价约0.0104美元，对应每100美元损失约兑回1美元，引发社区不满。DFX二级市场价格约0.03美元、24小时涨幅约210%，流动性约20万美元；后续赎回价值取决于Tether最高1.275亿美元、合作方最高2,000万美元、Velocity收入分成及追回资金等是否实际到账，申领窗口仍于2028年1月1日关闭。", "current_state_en": "Drift Foundation has opened DFX claims and redemption, but the current redemption price is ~$0.0104, equating to roughly $1 recovered per $100 of loss and triggering community backlash. DFX secondary-market price is ~$0.03, up ~210% in 24 hours, with only ~$200K liquidity; future redemption value depends on whether up to $127.5M in Tether matching funds, up to $20M from partners, Velocity fee sharing, and recovered assets actually arrive, with the claim window still closing 2028-01-01.", "detailed_summary_zh": "Drift Foundation opened DFX claim redemptions for its April security incident with a ~$3.11M pool against ~$295M in verified losses, pricing each token near $0.0104 (roughly 1% recovery) — well below community expectations — while DFX's secondary-market price spiked ~210% on hopes of future recoveries, burn mechanics, and the January 2028 claim deadline.", "detailed_summary_en": "Drift Foundation opened DFX claim redemptions for its April security incident with a ~$3.11M pool against ~$295M in verified losses, pricing each token near $0.0104 (roughly 1% recovery) — well below community expectations — while DFX's secondary-market price spiked ~210% on hopes of future recoveries, burn mechanics, and the January 2028 claim deadline.", "background_zh": "", "background_en": "", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "", "market_impact_en": "", "importance_score": 8.0, "references": [], "confidence": 0.96, "story_ids": [ "telegram:theblockbeats:198710", "telegram:foresightnews:119645", "rss:www.theblock.co_rss.xml:125b275b29291527" ], "sources": [ { "url": "https://m.theblockbeats.info/flash/370030?from=telegram", "label": "theblockbeats", "source_type": "telegram", "official": false }, { "url": "https://foresightnews.pro/news/h5Detail/114476", "label": "foresightnews", "source_type": "telegram", "official": false }, { "url": "https://www.theblock.co/news/ecosystems/2026-10-02-drift-opens-exploit-recovery-claims-initial-payouts-just-over-1-user-losses-417581", "label": "The Block", "source_type": "rss", "official": false } ] }, { "update_id": "upd_239a316492ac8289", "event_id": "evt_6be5894a1944f77d", "occurred_at": "2026-10-05T03:56:19Z", "published_at": "2026-10-05T03:56:19Z", "first_seen_at": "2026-10-05T06:20:42.009163Z", "time_precision": "published", "update_type": "escalation", "material_change": true, "title_zh": "【Drift 基金会：DFX 并非锚定 1 USDT，当前恢复池仅覆盖约 1% 索赔】", "title_en": "【Drift 基金会：DFX 并非锚定 1 USDT，当前恢复池仅覆盖约 1% 索赔】", "what_changed_zh": "Drift基金会披露，其DFX补偿代币并非锚定1 USDT，当前恢复池仅覆盖约1%的总索赔，而Tether已承诺提供最高1.275亿USDT，与Velocity净协议收入挂钩，用于支持重启和用户偿还，索赔截止日期为2028年1月1日。", "what_changed_en": "The Drift Foundation disclosed that its DFX compensation token is not pegged to 1 USDT and that the current recovery pool covers only about 1% of total claims, while Tether has committed up to 127.5M USDT tied to Velocity net protocol revenue to support the restart and user repayment, with claims due by January 1, 2028.", "current_state_zh": "Drift基金会披露，其DFX补偿代币并非锚定1 USDT，当前恢复池仅覆盖约1%的总索赔，而Tether已承诺提供最高1.275亿USDT，与Velocity净协议收入挂钩，用于支持重启和用户偿还，索赔截止日期为2028年1月1日。", "current_state_en": "The Drift Foundation disclosed that its DFX compensation token is not pegged to 1 USDT and that the current recovery pool covers only about 1% of total claims, while Tether has committed up to 127.5M USDT tied to Velocity net protocol revenue to support the restart and user repayment, with claims due by January 1, 2028.", "detailed_summary_zh": "The Drift Foundation disclosed that its DFX compensation token is not pegged to 1 USDT and that the current recovery pool covers only about 1% of total claims, while Tether has committed up to 127.5M USDT tied to Velocity net protocol revenue to support the restart and user repayment, with claims due by January 1, 2028.", "detailed_summary_en": "The Drift Foundation disclosed that its DFX compensation token is not pegged to 1 USDT and that the current recovery pool covers only about 1% of total claims, while Tether has committed up to 127.5M USDT tied to Velocity net protocol revenue to support the restart and user repayment, with claims due by January 1, 2028.", "background_zh": "DFX 是 Solana 上的标准 SPL 代币，用于赔偿 Drift 协议在 4 月事件中已核实的 USDT 损失。USDT 发行方 Tether 是稳定币领域主要的协议收入来源之一，这构成了其支持与 Velocity 净协议收入挂钩安排的基础。", "background_en": "DFX is a standard SPL token on Solana issued to compensate verified USDT losses from the April incident affecting the Drift protocol. Tether, the issuer of USDT, is a major source of protocol revenue in the stablecoin sector, which underpins the arrangement linking its support to Velocity's net protocol revenue.", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "这一条款影响 DFX 持有者及在 Solana 上蒙受已核实损失的用户：DFX 可在 Raydium 交易，且赎回按恢复池余额计算，因此二级市场价格可能与名义 1 USDT 索赔额出现偏离。Tether 的支持与 Velocity 净协议收入挂钩，使偿还进度取决于该收入流而非前置的 USDT 注入，这会影响市场对稳定币发行方支持 DeFi 恢复案例的情绪。", "market_impact_en": "The terms affect holders of DFX and users with verified losses on Solana, since DFX's tradable status on Raydium and the pool-based redemption formula create a secondary market whose price can diverge from the nominal 1 USDT claim. Tether's commitment tied to Velocity net protocol revenue links the pace of repayment to that revenue stream rather than to an upfront USDT injection, which bears on sentiment around stablecoin-issuer-backed DeFi recoveries.", "importance_score": 7.5, "references": [ { "url": "https://www.drift.trade/updates/dfx-claim-and-redemptions", "title": "DFX Claims and Redemptions are now open | Drift Updates" }, { "url": "https://phemex.com/news/article/dfx-token-redemption-window-open-until-january-2028-98608", "title": "DFX Token Redemption: Claim Window Closes Jan 1, 2028 ..." } ], "confidence": 0.75, "story_ids": [ "telegram:foresightnews:119735" ], "sources": [ { "url": "https://foresightnews.pro/news/h5Detail/114565", "label": "foresightnews", "source_type": "telegram", "official": false } ] } ] }