WEEKLY BRIEF Jul 19–Jul 26, 2026

Headlines
• Hyperliquid monthly perp volume reaches record 16.5% of Binance volume
• Balaji’s Network School signs Kazakhstan MOU after Malaysia license revocation
• Galaxy Digital leads $130M acquisition of Ripple shares
• AFX Trade exploited for $24M on Arbitrum; 2026 worst year for hacks on record
• BitMEX to cease operations effective September 23
• Robinhood CEO Vlad Tenev’s X account hacked to promote memecoin
• Odos to wind down operations effective July 30
• World Foundation raises $52.5M through WLD token sale
• Robinhood and Crypto.com exploring prediction markets partnership
• DeepSeek suspends fundraising round due to leaked CEO comments

Weekly ETF Flows
• BTC: +$33.9M net inflows
• ETH: +$103.8M net inflows
• SOL: +$7.1M net inflows
• HYP: -$8.6M net outflows

Exchange Listings
• Hyperliquid: GIGADEV (HIP-3)
• Binance: $POPMART (futures)
• Upbit: $O (spot), $MORPHO (spot), $EUL (spot)
• Bithumb: $CHECK (spot)
• Robinhood: $BILL (spot)

Regulatory
• SEC Commissioner Peirce issues statement on jurisdiction over onchain lending and vaults
• Bessent freezes $130M crypto wallet tied to Iran's IRGC

Market Flows
• Strategy adds $225M to USD reserve; buys zero BTC over the past week
• Polymarket: 62% odds Opus 4.9 is released by end of week
• Binance adds 10 BSTOCKS tokenized securities as collateral assets
• Drift exploiter deposits 23,096 ETH into Tornado Cash
• Polymarket: Odds of US government AI ban fall to 19%

THE WEEK AHEAD — Jul 27 to Aug 2

🇺🇸 High-Impact Economic Events (ET)

Wed Jul 29
• 2:00 PM — Federal Funds Rate (fcst 3.75%, prev 3.75%)
• 2:00 PM — FOMC Statement
• 2:30 PM — FOMC Press Conference

Thu Jul 30
• 8:30 AM — Advance GDP q/q (fcst 2.3%, prev 2.0%)
• 8:30 AM — Core PCE Price Index m/m (fcst 0.1%, prev 0.3%)

📊 Notable Earnings

Tue Jul 28
🌑 After hours: $BE

Wed Jul 29
🌑 After hours: $MSFT, $META, $ARM, $QCOM, $HOOD

Thu Jul 30
🌑 After hours: $AAPL, $AMZN, $COIN, $MSTR, $RIVN

Trade on Hyperliquid

$BANK listed on Bithumb spot

via @NewListingsFeed

$GEOD listed on Upbit spot (KRW)

via @NewListingsFeed

$GEOD listed on Bithumb spot

via @NewListingsFeed

CIRCLE BUYS IBM BLOCKCHAIN PATENT PORTFOLIO

SOURCE

STRATEGY CONDUCTS $25M STRC STOCK BUYBACK: FILING

SOURCE

State of the market. Bottom is in or more pain to come?

SOURCE

$RLUSD listed on Upbit spot (KRW)

via @NewListingsFeed

$O listed on Bithumb spot

via @NewListingsFeed

ETF Flows: 28 Jul 2026

🔴 Bitcoin ETFs: -$49.7M net outflows

🟢 Ethereum ETFs: $9.4M net inflows

🔴 Solana ETFs: -$18.1M net outflows

🔴 Hyperliquid ETFs: -$1.2M net outflows

$META2 listed on Upbit spot (KRW)

via @NewListingsFeed

$RLUSD, $AEON listed on Bithumb spot

via @NewListingsFeed

*HASHKEY TO BUY ASIA PACIFIC EXCHANGE PTE. IN SINGAPORE: BBG

$GRVT listed on Bybit spot — Trade now

via @NewListingsFeed

BINANCE OBTAINS PHILIPPINES SANDBOX LICENSE; WEBSITE UNBLOCKED, FIAT CHANNELS COMING

SOURCE

THE $10B ACQUISITION PRICE STRIPE IS DISCUSSING FOR OPENROUTER WOULD PUT IT AT 70X ITS ANNUALISED REVENUE: THE INFORMATION

SOURCE

$GRVT listed on Coinbase spot

via @NewListingsFeed

FED LEAVES RATES UNCHANGED AT 3.5-3.75%

SOURCE

BINANCEUS PLANS TO APPLY TO CFTC FOR DESIGNATED CONTRACT MARKET LICENSE: ELEANORTERRETT

SOURCE

CRYPTO MONEY STARTS TO FLOW INTO MICHIGAN, IOWA SENATE RACES: AXIOS

SOURCE