210,000 BTC were withdrawn from old wallets in 7 days: the fear of Coldcard is felt
Coldcard’s debacle already leaves a visible mark on the blockchain: 210,000 BTC left long-term wallets in a week, according to Glassnode via CoinDesk (Aug 7). This is the largest outflow since December 2024.
It’s not selling: $BTC is trading 50% below its all-time high. It’s custody migration. Thousands of users move wallets after the hack, which has now affected 2,600 stolen addresses.
Did self-custody die or is it just reinventing itself? 👇
The U.S. lost 23,000 jobs in July: why doesn't $BTC react?
The United States lost 23,000 jobs in July, when the market expected +80,000. This is the first negative figure since February. The probability that the Fed will raise rates in September fell from 55% to 46%.
Meanwhile, gold rose 3% and silver 6%. $BTC barely moves: $64.992, flat.
Is the crypto market no longer paying attention to the Fed? 👇
Whales accumulate BTC while the small investor sells at the maximum in 2 years
Since July 29, wallets holding more than 1,000 Bitcoin increased their balance by 0.34%. At the same time, micro-investors—those with less than 0.1 BTC—reduced theirs by 0.59%, the largest selloff since December 2024, according to Santiment via CriptoNoticias (Aug 7).
$BTC is trading at $64,992, flat, while big money buys what small investors sell.
Bitcoin ETF accumulate $754M in 4 days: Wall Street buys fear
Wall Street doesn’t stop. Spot Bitcoin ETFs accumulated US$754 million in the first 4 days of August, according to Soso Value via CriptoNoticias (Aug 7). Only yesterday, +US$128M came in, led by BlackRock’s IBIT.
Meanwhile, the price of $BTC apenas moves up just 0.7% and the fear index remains at 29.
Who’s wrong: the one who buys quietly or the one who sells in panic? 👇
RWA more than tripled to US$7.400M while DeFi collapsed 15%
Deposits of real-world assets into decentralized finance rose from US$2.3 billion to US$7.4 billion between Q2 2025 and 2026, according to CoinShares and Token Terminal (Aug 6). Meanwhile, total money in DeFi fell by 15%.
$ETH accounts for 70% of that growth, with Treasury bills and tokenized funds such as BUIDL and JTRSY leading.
Have institutions already picked their side: real utility or pure speculation? 👇
Base is just US$96 million away from surpassing Solana
Base, the network created by Coinbase, already has US$4.648 million deposited in its apps, just US$96 million behind Solana ($SOL ), which has US$4.745 million, according to DefiLlama live data today (16:33 UTC).
For months, Solana was the preferred network for fast, cheap transactions. Now Base is right on its heels. Ethereum, though, remains far ahead: US$41.594 million, 55% of all money in decentralized finance.
Whales bought 40K BTC days before the 3-day ETF rally
Wallets holding 1,000–10,000 BTC increased their balance by 0.20% between July 23 and 31, accumulating about 40,100 BTC (~US$2,600M), according to Santiment via BeInCrypto (Aug 1). Then the inflows came: +$170M on Aug 3, +$211M on Aug 4, and +$244M on Aug 5, totaling about ~$626M over 3 days (Farside Investors + Decrypt).
IBIT continues to lead the historical cumulative total with US$60.960M. However, the price of $BTC barely moves: -0.07% today, US$64,610.
The largest DeFi lending protocol had US$41.100M in TVL on August 24, 2025, according to CryptoSlate and Yahoo Finance. Today, using live data from DefiLlama, $AAVE operates with US$14.590M: a 64% drop in 12 months. The token is also down -3.5% today to US$89.95 (CoinGecko).
The narrative of “unstoppable institutional DeFi” doesn’t fit these figures: the sector’s total TVL has been falling month after month throughout 2026.
Market correction or has the DeFi cycle already passed? 👇
Closes the first Bitcoin spot ETF in the U.S.: there was no demand
Hashdex confirmed the closure of its DEFI fund, the first spot Bitcoin ETF of $BTC in the U.S. to shut down. It will leave NYSE Arca on August 17 and will return ~US$14.7M after selling its 225 BTC (CoinDesk, GlobeNewswire, Aug 3-4, 2026).
Meanwhile, IBIT concentrates US$60,500M in accumulated flows and FBTC another US$9,950M: the ETF market is no longer even— the biggest player wins.
Healthy consolidation or does the institutional hype cool off? 👇
Coldcard: hackers steal another 449 BTC in 2.5 hours, on their way to US$114M
Galaxy Research confirmed a fourth wave of the Coldcard firmware hack: about 709 addresses lost 449 $BTC on Monday, August 3, according to CoinDesk, CryptoPotato and BeInCrypto. The total figure for the active exploit since March 2021 is nearing US$114M, up from the US$88.6M already confirmed yesterday.
If you use a Coldcard in single-sig mode with unpatched firmware, Coinkite continues to recommend moving your funds now.
Saylor sold 1,638 BTC at a loss and did not buy more for 5 weeks
Between July 27 and August 2, Strategy sold at an average price of US$63,957, far below its cost basis of US$75,419 per BTC, according to The Block and CoinDesk. The US$105M did not return to bitcoin: it went to dividends and the repurchase of its preferred shares STRC.
This is the second-largest Strategy sale in 2026. Today it holds 842.138 $BTC (~4% of the supply) without buying for more than 5 weeks.
Is this treasury rotation or the first crack in the biggest institutional bull market? 👇
Coldcard: the malware attack due to a firmware failure has already surpassed US$88.6M in Bitcoin
Coinkite confirmed that the key generation failure in the firmware of its wallets, which has been active since March 2021, has already affected 4,585 addresses: 1,367 $BTC stolen in three waves since July 30, according to Yahoo Finance and BleepingComputer. The figure tripled in less than a week.
The exploit is still active: if you use a Coldcard in single-sig mode, Coinkite recommends moving your funds to a new wallet right now.
Sleeping whale at 7 months moves US$1.040M in BTC and avoids all exchanges
The wallet bc1qpt, inactive since January, transferred its complete 16,400 $BTC on a new address on August 3, according to Lookonchain and The Block. The destination is not a known exchange, suggesting custody reorganization or OTC, rather than an immediate sale.
Movements like this create noise but do not confirm intent: in July, a similar case turned out to be only a wallet change, with no sales.
Trump halts attack on Iran, oil plunges 6% and BTC rises the same day
After a request from Tehran and its Middle East allies, Trump announced that the U.S. and Iran are negotiating today the reopening of the Strait of Hormuz, according to CNBC and Bloomberg. WTI fell 6% to US$79.60 and Brent 4.8% to US$83.70, its biggest daily drop in a week.
$BTC rises 1.25% today to US$63,834 and the Fear & Greed index improves from 27 to 28 (alternative.me), although it remains in the fear zone.
Real relief or just a breather until the next escalation? 👇
35% of all Bitcoin is already vulnerable to quantum computing
A June 2026 study estimates that this percentage of the $BTC —public key exposed—addresses would become decipherable if quantum computing advances, according to Bloomberg. In March, Google estimated that fewer than 500,000 qubits would be enough to break that encryption (Shor’s algorithm): up to US$470.000M at stake.
The largest quantum computer today has 1,225 qubits—just 0.2% of what’s needed.
While DeFi TVL sinks, only two chains grow in 2026
The total value locked of all DeFi fell to $74.1 billion today, according to DeFiLlama, far below the $115.0 billion from January. In that slide, only TRON (+5%, $TRX ) and Hyperliquid (+6.7%, $HYPE ) managed to grow among the 10 largest chains, according to CryptoRank and Yahoo Finance—TRON because of its role in stablecoin transfers that are already competing with traditional banking.
Do you bet on the chains that hold up, or do you think the TVL drop continues? 👇
Fear and Greed remains at 27 despite the escalation in the Strait of Hormuz
The index stays the same as yesterday (Fear & Greed: 27, alternative.me) and $BTC barely moves (+0.22% in 24h, US$63.043, CoinGecko). Iran stated that it attacked two tankers in Hormuz on July 31—without confirmation from U.S./U.K. maritime authorities—and Brent rose to US$90.12, according to CNBC. The crypto market did not react.
A real disconnect between geopolitics and BTC, or calm before the storm? 👇
The Coldcard hack was not 594 BTC: it was 1,082, almost double
Coinkite confirmed that the July 30 attack drained 1,082.65 $BTC (~US$70.2M) of 1,196 addresses in 41 minutes, double what was previously reported, according to CoinDesk, The Hacker News, and Bitcoin Magazine. The cause: a firmware bug from 2021 that replaced the device’s hardware random number generator, reducing the entropy of the keys from 128 to ~40 bits.
If you generated your seed on a Coldcard Mk3 between 2021 and 2024, your keys could be predictable even if you already updated the firmware.
Would you check your funds today, or trust that the danger has already passed? 👇
$ETH ETF chains 4 weeks in the green while $BTC ETF loses US$265M
The spot funds of $ETH added +US$27.4 million net in the week through July 31, their 4th consecutive week in positive territory and +US$365.2 million for the month, according to CryptoTimes and Cryptonews. BlackRock ETHA captured almost all the flow: 37.424 out of 37.959 $ETH .
$BTC ETFs, on the other hand, closed Friday with -US$265.4M in outflows, led by IBIT.
Is there a silent institutional rotation into $ETH —or just end-of-month noise? 👇