⚠️ COLDCARD EXPLOIT STILL ONGOING, ESTIMATED 1,367.05 BTC ($88.6M) STOLEN FROM 4,585 ADDRESSES

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WEEKLY BRIEF Jul 26–Aug 2, 2026

Headlines
• Circle acquires IBM’s blockchain patent portfolio to expand its IP holdings
• HashKey to acquire Singapore-based Asia Pacific Exchange (APEX)
• Stripe in discussions for $10B acquisition of AI platform OpenRouter
• Federal Reserve leaves interest rates unchanged at 3.5-3.75%
• Aave to deprecate 50 asset reserves and wind down multiple L2 deployments
• Citadel acquires majority of Situational Awareness assets following fund liquidation
• Ondo Finance evaluating potential acquisitions valued between $250M and $500M
• Coinbase to launch US500 equity index perp-style futures on August 17
• Coldcard MK3 exploit results in over 1,367 BTC (~$88.6M) stolen from 4,500+ addresses
• Uniswap launches 'Earn' in partnership with Morpho for idle crypto yield

Weekly ETF Flows
• BTC: -$49.9M net outflows
• ETH: -$1.7M net outflows
• SOL: -$18.1M net outflows
• HYP: -$11.8M net outflows

Exchange Listings
• Bithumb: $BANK (spot), $GEOD (spot), $O (spot), $RLUSD (spot), $AEON (spot), $GRVT (spot)
• Upbit: $GEOD (spot KRW), $RLUSD (spot KRW), $META2 (spot KRW), $USDG (spot KRW), $CFX (spot KRW)
• Bybit: $GRVT (spot)
• Coinbase: $GRVT (spot)
• Robinhood: $FET (spot)
• Binance: $GRVT (futures)

Regulatory
• Binance obtains Philippines sandbox license; website unblocked with fiat channels pending
• Binance.US plans to apply for a Designated Contract Market license with the CFTC
• Circle receives New York Trust Charter from the NYDFS

Market Flows
• Odds of U.S. government banning open-source AI in 2026 fall to 19% on Polymarket
• Strategy conducts $25M stock buyback of STRC shares
• Crypto industry funding begins flowing into Michigan and Iowa Senate races

THE WEEK AHEAD — Aug 3 to Aug 9

🇺🇸 High-Impact Economic Events (ET)

Mon Aug 3
• 10:00 AM — ISM Manufacturing PMI (fcst 54.0, prev 53.3)

Fri Aug 7
• 8:30 AM — Average Hourly Earnings m/m (fcst 0.3%, prev 0.3%)
• 8:30 AM — Non-Farm Employment Change (fcst 88K, prev 57K)
• 8:30 AM — Unemployment Rate (fcst 4.2%, prev 4.2%)

📊 Notable Earnings

Mon Aug 3
🌑 After hours: $PLTR

Tue Aug 4
🌑 After hours: $SPCX, $AMD

Wed Aug 5
☀️ Pre-market: $LLY, $CRCL
🌑 After hours: $SNDK, $WDC, $EBAY

Thu Aug 6
🌑 After hours: $DKNG, $SHAZ
🕐 Time TBD: $BIRD

Trade on Hyperliquid

$UNITREE listed on Bybit pre-market — Trade now

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$GIGADEV listed on Binance futures

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BITHUMB TARGETS 2028 IPO, PRE-LISTING APPLICATION IN 2027

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HYPERLIQUID UPGRADES TWAP ORDERS, LAUNCHES HIP-4 PERMISSIONLESS DEPLOYMENTS ON TESTNET

TWAP Upgrades:
• Adds trigger-price activation
• Adds max/min price termination
• Extends TWAP runtime to seven days
• Adds dynamic suborder intervals
• Lowers minimum TWAP size to $100

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STRATEGY BTC HOLDINGS DECREASES BY 1,637 BTC (~$102.406M) TO 842,138 BTC

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STRATEGY SELLS 1637 BTC OVER PAST WEEK

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MASTERCARD COMPLETES BVNK ACQUISITION, EXPANDS STABLECOIN CAPABILITIES

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SAYLOR SAYS HE HAS NEVER SOLD ANY OF HIS PERSONALLY HELD BITCOIN: X

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