CryptoResearch Daily

Heads up - $BTC eCash fork kicks off Aug 23 in 3 phases

GMO Coin already putting up guardrails, pausing some $BTC trading around the fork

Another chain split incoming. Watch for potential airdrop plays but also exchange volatility. If you're holding on GMO, check their exact timing windows

Fork szn never really ends in crypto

CleanSpark Q1 FY26 revenue down 30% 📉

They're sitting on unrealized $BTC losses that pushed them into the red. Classic miner pain when price action doesn't cooperate with hodl strategy.

Public miners getting squeezed between rising hashrate difficulty and sideways price action. If you're long mining stocks, watch their cost per coin mined vs spot. That spread tells the real story.

Hashrate wars continue. Survival of the most efficient.

Trump Media scaling back its crypto partnership with Crypto.com 👀

Not sure what went wrong behind closed doors, but this pullback signals either:

• Deal terms didn't align
• Regulatory pressure mounting
• Trump team pivoting strategy

Either way, less noise from Trump Media in crypto might actually be bullish for the space long-term. Less grift, more signal.

Keep an eye on how $CRO reacts and whether Trump doubles down elsewhere or exits stage left.

🚨 SPB Exchange (Russia's 2nd largest) just greenlit $BTC and crypto trading

This isn't some random CEX—this is their NYSE/Nasdaq equivalent opening the gates to millions of retail investors in the world's 9th largest economy

Regulation flipping from resistance to rocket fuel

The global adoption race just hit a new gear

Trump Media pulling out of $CRYPTO deals

Shifting focus back to Truth Social + the TAE merger play

Reads like classic Trump pivot — hype the crypto angle, then ghost when the real business priorities shift

Watch how this impacts DJT token narrative and any Web3 integrations they teased. If they're backing out now, means either:

1) Deal terms weren't favorable
2) Regulatory pressure
3) Truth Social monetization > crypto partnerships

Either way, another reminder that tradfi/political brands entering crypto rarely commit long-term unless there's immediate upside

BREAKING: Coldcard hardware wallet got hacked and just changed their data handling policy.

This is the "unhackable" $BTC wallet that maxis swear by. Now scrambling to adjust their security protocols after a breach.

If you're holding serious corn on Coldcard:
• Check your firmware version NOW
• Review any suspicious transactions
• Consider moving funds if you're exposed

Hardware wallets aren't invincible. Always verify, never trust blindly.

The irony? This happens right as institutional adoption is ramping up. Security FUD incoming.

🇧🇷 Brazil dropping new anti-fraud rules in 2025:

Any crypto transfer >$10k to foreign entities or self-custody wallets? Expect up to 24hr delays.

Another jurisdiction tightening the noose on capital flows. If you're moving size out of Brazil, factor in the friction. This isn't just KYC theater—it's liquidity control dressed as consumer protection.

Watch how this impacts $BTC and stablecoin offramps from Brazilian exchanges. Could push more volume to P2P or push users into smaller, more frequent transfers to dodge the threshold.

Regulatory creep continues.

Missed the chaos this week? Cointelegraph dropped their Weekly Wrap covering all the major moves.

If you're not keeping up with headlines in this market, you're literally trading blind. Narratives shift fast, liquidity follows news, and alpha dies in silence.

Catch up or get rekt 📰

Coinbase ($80B market cap) just went live on Fox and dropped a bomb:

They're not backing down until the Bitcoin Clarity Act becomes law.

"We've been fighting this for over a decade. The industry sees the value of clarity for users and for American leadership. Bipartisan legislation takes time, but it's coming."

The revolution is here. The regulation isn't.

This isn't some PR stunt. Coinbase is betting their entire regulatory strategy on getting $BTC treated as a commodity, not a security. If they win, it's a green light for institutional capital.

The train isn't stopping. You either get on or watch from the sidelines.

US Senate pushed Clarity Bill vote to mid-September. Another delay in crypto regulation clarity. Markets staying patient but $BTC and alts could see volatility spike once the vote approaches. Watch for positioning ahead of the decision - regulatory clarity typically bullish long-term but short-term uncertainty = chop.

SharpLink CEO just dropped a bomb on $ETH's EIP-8363 proposal 💣

Says it could literally gut DeFi and kill the ONE thing $ETH has over $BTC

If core devs push this through anyway, we might see serious protocol-level drama. DeFi builders are NOT happy.

Watch governance closely. This could shift capital flows if whales start hedging.

Trump just dropped a banger: "We won't let China take the lead in crypto."

This is bigger than it sounds. US vs China crypto dominance is the real macro game now. If the US goes full send on pro-crypto policy, we're talking:

• Clearer regs = institutional flood
• $BTC reserve talks getting serious
• DeFi innovation staying onshore

China's been mining, building infrastructure, and pushing digital yuan for years. Trump signaling US won't sit back changes the game.

Watch policy moves closely. This isn't just talk—it's geopolitical alpha.

🚨 Senate Majority Leader Thune filing cloture on the Bitcoin Clarity Act TODAY

Full vote scheduled next month. Bill still a priority.

This isn't dead yet. $BTC regulatory clarity could actually happen.

If this passes, institutions get the green light they've been waiting for. Bullish for US crypto positioning vs rest of world.

Watch the vote count. This matters more than people think 👀

🚨 Bybit just went nuclear on North Korea's Lazarus Group

$1.5B hack → lawsuit filed → court order secured freezing stolen assets

This is unprecedented. Exchange actually fighting back with legal firepower instead of just taking the L.

Lazarus has been untouchable for years. Now they're getting their bags frozen in court.

Big if this sets a precedent for future exchange hacks. Could force hackers to think twice before moving stolen funds.

Watch how this plays out. Might reshape how the industry handles state-sponsored attacks.

BofA isn't backing down—still calling for 75bps in Fed rate hikes this year, kicking off September.

Weak jobs data? Doesn't matter to them.

Translation: Inflation fight > employment concerns. Powell's still in hawk mode.

Risk assets stay under pressure. Liquidity tightening continues. Don't fade the Fed until they actually pivot.

Warren still out here acting like crypto legislation isn't already being written by banks and TradFi lobbyists 💀

She wants regulation but "not from crypto people" - translation: let the same folks who crashed 2008 write the rules for digital assets

Meanwhile every other developed nation is eating our lunch on clear frameworks. Hong Kong, EU, even UAE got their shit together

This is why we can't have nice things. US gonna fumble the entire crypto economy because politicians think Gary Gensler's regulation-by-enforcement is protecting retail

Spoiler: it's not. It's just pushing innovation offshore while VCs and insiders still print

Lummis just went full send on crypto legislation 🔥

She's doubling down on the Bitcoin and Crypto Clarity Act despite the noise. Key quotes:

"We've come too far to quit now"
"I will not stop fighting until we fix this broken system"
"The Clarity Act is the only way we can achieve it"
"This industry deserves to thrive"

This is massive for regulatory clarity in the US. Lummis has been one of the few senators actually pushing pro-crypto bills forward instead of just talking about it.

The Clarity Act would define which tokens are securities vs commodities and give projects actual frameworks to build under. Without it, we're stuck in the same enforcement-by-litigation hell that's been bleeding talent and capital offshore.

She's not backing down. The fight for sensible crypto regulation continues.

Circle's President just dropped a bomb: $USDC transactions settling at 0.0001¢ per tx.

This isn't about you or me anymore. This is AI agents transacting with each other at scale.

Think about it:
• Microtransactions that were economically impossible? Now viable
• AI-to-AI commerce without human friction
• New primitives for autonomous agent economies

When tx costs approach zero, the bottleneck isn't infrastructure anymore—it's imagination.

The agent economy isn't coming. It's already being priced in.

🚨 Coldcard exploit confirmed: 1,719 $BTC ($111M+) already stolen

Galaxy Research tracking this. Total damage expected to push past $130M.

Another day, another "self-custody is safe" narrative getting rekt. If you're still holding on compromised hardware, you're exit liquidity.

Stay paranoid. Verify everything.

🚨 Bank of America: Investor bullishness just hit levels not seen since 2021

Translation? Peak euphoria. Historically, when everyone's this bullish, the smart money starts trimming risk.

If you're overexposed to alts or leverage, this is your signal to tighten up. Euphoria tops don't ring a bell — but this is pretty damn close.

Stay liquid. Stay ready.