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Which companies just had a verified incident, who lends to them and who owns them. Every claim carries its evidence level and its source. How we decide what is confirmed

Chainalysis

blockchain analytics · United States

ConfirmedContainment not confirmed
Changed conditionsMaterial diligence question: 1 BDC fund last valued this credit at 2026-06-30, before the incident became public.

What happened

Customer organization records (scope per organization still being determined).

Customers awaiting a per-organization breakdown.

What remains unknown

  • Which records were accessed
  • Number of customers

Losses: none reported

Capital around this company

Business development companies holding this company's debt, from their SEC schedules for the period ending 2026-06-30. That period ends before the incident was disclosed, so these marks show the position at risk, not the incident's effect.

LenderPositionFair valueMarkMaturitySource
Hercules Capital, Inc.first lien$38.7M102.0%2029-06-01SEC filing

These funds hold the debt directly. Holding a company's debt is a financial exposure to it. It does not mean the lender was affected by the incident. Full credit record: Chainalysis, Inc.

  • Listed investor
    Coatue Management, L.L.C.
    Investor portfolio page

    The investor's portfolio page lists the company; current status is not stated. A portfolio listing is not a disclosed stake size or control position.

  • Listed investor
    Haun Ventures Management LP
    Investor portfolio page

    The investor's portfolio page lists the company; current status is not stated. A portfolio listing is not a disclosed stake size or control position.

  • Listed investor
    HOF Capital
    Investor portfolio page

    The investor's portfolio page lists the company; current status is not stated. A portfolio listing is not a disclosed stake size or control position.

  • Listed investor
    Ribbit Capital
    Investor portfolio page

    The investor's portfolio page lists the company; current status is not stated. A portfolio listing is not a disclosed stake size or control position.

Sources

  1. Chainalysis Security Incident Notice (October 30), re-read · 2026-10-30

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