ODDS ANTHROPIC IPOS THIS YEAR AT 77%, WHILST THE ODDS OF IT HITTING $2T THIS YEAR SLIDE TO 35% FOLLOWING RELEASE OF KIMI K3: POLYMARKET

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JPMORGAN SAYS BITCOIN OUTLOOK SEES 'ENCOURAGING SIGN' AS STRATEGY BOOSTS CASH RESERVES: THE BLOCK

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ETF Flows: 17 Jul 2026

🟢 Bitcoin ETFs: $132.3M net inflows

🟢 Ethereum ETFs: $36.7M net inflows

🔴 Solana ETFs: $0.0M net outflows

🔴 Hyperliquid ETFs: -$5.5M net outflows

CLAUDE FABLE 5 TO BE INCLUDED IN MAX, TEAM PREMIUM PLANS AT 50% OF USAGE LIMITS FROM JULY 20

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OSTIUM SAYS LP VAULT LOST $23.8 MILLION IN OFF-CHAIN PRICE FEED EXPLOIT

• Attacker compromised off-chain architecture
• Trader collateral and open positions were unaffected
• Trading contracts remain frozen pending infrastructure hardening
• 24 hours’ notice before reopening

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HYPERLIQUID MONTHLY PERP VOLUME REACHES RECORD 16.5% OF BINANCE VOLUME

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WEEKLY BRIEF Jul 12–Jul 19, 2026

Headlines
• US CPI cooling: 3.5% YoY (est. 3.8%) and Core 2.6% YoY (est. 2.8%)
• Ostium DEX exploited for $23.8M via off-chain price feed architecture
• JPMorgan, BlackRock, and Goldman to tokenize stocks and treasuries via DTCC
• Visa launches stablecoin service platform for 200M+ merchants
• Morgan Stanley files for Ethereum and Solana ETFs ($MSSE, $MSOL) with 0.14% fees
• Crypto.com secures $400M strategic investment from Citadel Securities
• Hyperliquid perp volume reaches record 16.5% of Binance monthly volume
• Interactive Brokers adds 12 tokens and stablecoin withdrawals via ZeroHash/Paxos
• MicroStrategy raises $466M via ATM; Bitcoin balance remains unchanged
• LayerZero clarifies $2.1M fund movements were internal wallet rebalancing

Weekly ETF Flows
• BTC: +$75.5M net inflows
• ETH: +$105.5M net inflows
• SOL: +$1.0M net inflows
• HYP: -$7.3M net outflows

Exchange Listings
• Binance: $AERO (spot)
• Robinhood: $INJ (spot)
• Upbit: $DRV (spot KRW)
• Bithumb: $DRV (spot)

Regulatory
• UK HMRC adopts 'no gains, no losses' tax treatment for crypto lending and liquidity pools
• Hyperliquid and Trade.xyz met with SEC Crypto Task Force to address regulation
• Injective files transfer agent registration with SEC for onchain securities

Market Flows
• Nous Research raises $75M+ at a $1.5B valuation
• Cyclops raises $20M for stablecoin-based payment settlement
• Pascal prediction market raises $9M to challenge Kalshi and Polymarket
• Tether leads $7M Series A for Pact Labs to push USADT payroll and wages

STRATEGY BUYS NO BTC OVER PAST WEEK, ADDS $225M TO USD RESERVE: FILING

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ODDS OPUS 4.9 IS RELEASED BY THE END OF THE WEEK SIT AT 62% AS ANTHROPIC CONTINUE TO EXTEND FABLE’S INCLUSION IN SUBSCRIPTION PLANS: POLYMARKET

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ETF Flows: 20 Jul 2026

🟢 Bitcoin ETFs: $226.8M net inflows

🟢 Ethereum ETFs: $38.0M net inflows

🟢 Solana ETFs: $2.6M net inflows

🔴 Hyperliquid ETFs: $0.0M net outflows

MALAYSIAN STATE GOVERNMENT REVOKES BALAJI’S NETWORK SCHOOL LICENSE, ORDERS JULY 22 SHUTDOWN

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BESSENT: FROZE $130M CRYPTO WALLET TIED TO IRAN'S IRGC

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GALAXY DIGITAL LEADS $130M RIPPLE SHARE ACQUISITION

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OPENAI MODELS ESCAPE SANDBOX, EXPLOIT ZERO-DAYS TO BREACH HUGGING FACE INFRASTRUCTURE DURING CYBER TEST

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ETF Flows: 21 Jul 2026

🟢 Bitcoin ETFs: $203.2M net inflows

🟢 Ethereum ETFs: $37.5M net inflows

🟢 Solana ETFs: $5.8M net inflows

🔴 Hyperliquid ETFs: -$0.7M net outflows

BALAJI’S NETWORK SCHOOL SIGNS KAZAKHSTAN MOU AFTER SHUTDOWN ORDER IN MALAYSIA

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BINANCE ADDS 10 BSTOCKS TOKENIZED SECURITIES AS COLLATERAL ASSETS

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