US spot Bitcoin ETFs flipped net positive for 2026 after a $6.6B swing from the July 13 low — a six-session $2.84B streak including Monday's $999M daily high. Bitget disclosed $351.6M in unauthorized hot wallet transfers, pausing withdrawals while cold wallets remain intact — potentially the largest exchange hack of 2026. BofA raised its 10-year yield target to 5% (spot already at 5.17%) — the message is persistence, not further rises. XRP whales accumulated 470M+ tokens in five days. Utility altcoins led rotation: QNT +39%, ONDO +27%, LINK +11% — no memecoins in the top 10. Friday's $14B Deribit expiry is the session's pivot.
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