Coldcard: this has become even more troublesome now.

Stolen BTC has begun entering mixing protocols.

This means the attacker may have moved from:

“keep sweeping wallets”

to the next stage:

“wash the funds, then find a way to cash out.”

Many people think that once coins enter a mixer,
they disappear completely.

That’s not the case.

The BTC is still on-chain.

It’s just that after large sums are split, mixed, and recombined,
the difficulty of tracing them rises significantly.

So what I’m watching now isn’t:

whether they’ll steal another batch.

Instead, it’s:

will these stolen BTC ultimately end up flowing to exchanges, OTC desks, or other cash-out channels.

If large amounts of funds eventually reach a liquidity exit,
that’s the stage the market should really be alert to.

But regarding BTC’s price itself,
I won’t overstate this for now.

A few hundred or even a thousand BTC
isn’t systemic sell pressure for the whole market.

The real significant impact is on the other side:

cold wallet trust.

This incident has already put a problem in front of everyone:

Your BTC is, of course, on-chain.

But whose hands actually generated your private key?

Now add another question:

After the hacker takes it, can on-chain transparency truly still help you recover it?

Coldcard is increasingly looking less like a typical hacking incident.

It’s more like a stress test for the entire self-custody industry.

Next, I’m monitoring four things:

1. Whether more new wallets continue to be swept;
2. Whether the BTC after mixing flows to exchanges;
3. Whether the confirmed losses will keep expanding;
4. Whether Coinkite has any new technical disclosures.

In one sentence:

The vulnerability is what opens the door,

and the mixing protocol is what makes追钱 far harder.

$BTC #Coldcard #冷钱包 #bitcoin #coldcard被盗币转入混币协议