WEEKLY BRIEF Jul 5–Jul 12, 2026

Headlines
• Summer Finance exploited for $6M Ethereum
• Donald Trump suggests Bitcoin could be included in future US accounts
• BONK DAO drained of $20M in governance attack
• Tether executive Richard Heathcote to sell stake; PJT Partners advising
• Coinbase Markets launches pre-IPO perpetual contracts for OpenAI and Anthropic
• BNB Chain building new L1 aiming for 100k TPS and sub-50ms transactions
• VC firm Paradigm raises $1.2 billion for AI-focused crypto bets
• Arbitrum to direct 10% of Robinhood chain fees to ecosystem and 8% to DAO
• Dinari and tZero build infrastructure for tokenized US equities
• JPMorgan identifies lack of public chain adoption as the main risk to Bitcoin

Weekly ETF Flows
• BTC: +$197.4M net inflows
• ETH: +$84.3M net inflows
• SOL: +$2.1M net inflows
• HYP: +$10.3M net inflows

Exchange Listings
• Binance: $SKHY (futures)
• Bybit: $GROVE (spot)
• Coinbase: $GROVE (spot), $GRVT (roadmap)
• Upbit: $OPG (KRW)
• Bithumb: $ICNT (spot)
• Robinhood: $SENT (spot)

Regulatory
• Hyperliquid Policy Centre responds to CFTC, requesting recognition of onchain protocol autonomy

Market Flows
• Strategy BTC holdings decreased by 3,588 BTC (~$225.6M) over the past week

STRATEGY RAISES $466M FROM COMMON ATM, NO CHANGES TO BTC BALANCE: FILING

SOURCE

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UK HMRC ADOPTS 'NO GAINS, NO LOSSES' TAX TREATMENT FOR CRYPTO LENDING, LIQUIDITY POOLS

SOURCE

ETF Flows: 13 Jul 2026

🔴 Bitcoin ETFs: -$424.7M net outflows

🔴 Ethereum ETFs: -$15.4M net outflows

🔴 Solana ETFs: $0.0M net outflows

🔴 Hyperliquid ETFs: -$3.9M net outflows

$DRV listed on Upbit spot (KRW)

via @NewListingsFeed

$DRV listed on Bithumb spot

via @NewListingsFeed

devs?💀

TOTAL CPI MOM = -0.4, TOTAL CPI YOY = 3.5 CORE CPI MOM = 0.0, CORE CPI YOY = 2.6

SOURCE

U.S. CPI: +3.5% YEAR-OVER-YEAR EST. +3.8%
U.S. CORE CPI: +2.6% YEAR-OVER-YEAR EST. +2.8%

SOURCE

TETHER LEADS $7M SERIES A FOR PACT LABS; USADT PAYROLL, WAGES, PAYMENTS PUSH

SOURCE

NOUS RESEARCH RAISES $75M+ AT $1.5B VALUATION; 50% ABOVE PRIOR TOKEN VALUATION

SOURCE

SIX 2X SK HYNIX ETFS LAUNCH TODAY

SOURCE

INTERACTIVE BROKERS ADDS 12 CRYPTO TOKENS, LAUNCHES STABLECOIN WITHDRAWALS VIA ZEROHASH, PAXOS

SOURCE

HYPERLIQUID POLICY CENTER AND TRADE.XYZ MET WITH SEC'S CRYPTO TASK FORCE TO ADDRESS CRYPTO REGULATION: WEBSITE

SOURCE

MORGAN STANLEY FILES FOR ETHEREUM, SOLANA ETFS; $MSSE, $MSOL AT 0.14% FEE

SOURCE

ETF Flows: 14 Jul 2026

🟢 Bitcoin ETFs: $181.1M net inflows

🟢 Ethereum ETFs: $58.3M net inflows

🔴 Solana ETFs: $0.0M net outflows

🔴 Hyperliquid ETFs: $0.0M net outflows

⚠️ LAYERZERO EXECUTOR WALLET MAY HAVE BEEN COMPROMISED, RESULTING IN $2.1M IN LOSSES

SOURCE

LAYERZERO SAYS EXECUTOR FUND MOVEMENTS RELATED TO WALLET REBALANCING

SOURCE: LAYERZERO TEAM

JPMORGAN, BLACKROCK AND GOLDMAN TO TOKENIZE STOCKS, TREASURYS: WSJ

DTCC TO TOKENIZE MICROSOFT, SPY, QQQ SHARES, TREASURYS FOR WALL STREET FIRMS

BLACKROCK, GOLDMAN SACHS, JPMORGAN ARE AMONG PARTICIPATING FIRMS

FIRMS TO USE TOKENIZED ASSETS FOR COLLATERAL TRANSFERS, REPO TRANSACTIONS OR EQUITY TRADES

SOURCE