An unidentified cryptocurrency holder has offloaded more than 7,500 BTC (approximately $486 million) since mid-July 2026, including a recent transfer of 1,019 BTC. The sustained selling activity has been tracked by on-chain analytics firms as Bitcoin consolidates between $64,000 and $65,000.
U.S. spot Bitcoin exchange-traded funds attracted $853.54 million in net inflows during the week ending August 7, 2026, marking their best weekly performance since mid-April. BlackRock's iShares Bitcoin Trust (IBIT) dominated with approximately $693 million of the total inflows.
MARA Holdings swung to a $611.3 million net loss in Q2 2026 despite record production, driven by a 28% decline in Bitcoin's average price and markdown of holdings. CleanSpark also reported significant revenue drops, with MARA's revenue falling 27% year-over-year to $174.9 million and CleanSpark posting $138 million in quarterly revenue.
Bitcoin miners MARA Holdings and CleanSpark posted second-quarter revenue declines of 27% and 30.5% respectively as both companies continue pivoting toward AI infrastructure, with MARA awaiting its first commercial AI contract.
Bitcoin miners MARA Holdings and CleanSpark reported heavy Q2 losses totaling $851 million, with MARA's net loss at $611.3 million and CleanSpark's at $239.8 million, driven by falling Bitcoin prices and non-cash valuation losses.
Bitcoin fell to around $64,300 and Ethereum dropped to approximately $1,904 on August 7, 2026, as the broader cryptocurrency market slipped 0.5% amid a sharp 38.7% decline in the DeFi sector. Despite the downturn, BlackRock's spot Bitcoin ETF saw $170 million in inflows.
Grayscale Investments rebalanced its Smart Contract Fund in Q2 2026, giving BNB the largest allocation at 30.6%, ahead of Ethereum (29.47%) and Solana (29.15%). This marks BNB's first inclusion in the fund.
Bitcoin traded between $62,200 and $65,000 during August 5-6, 2026, showing modest gains of around 0.9% as investors monitored potential U.S.-Iran negotiations over the Strait of Hormuz. Ethereum rose above $1,900 while Pi Network surged over 10% on protocol upgrades.
Ark Invest acquired 273,343 shares of Circle Internet Group worth approximately $17.3 million and additional SpaceX shares worth around $20 million on August 6, following positive Q2 earnings from Circle and SpaceX's first earnings report since its June 2026 IPO. The purchases came after Ark had already bought $9.4 million in Coinbase and Circle shares earlier in the week.
Ethereum is trading near $1,900-$1,910 in early August 2026 after recovering from June lows, with analysts monitoring whether the cryptocurrency can break through resistance levels between $1,900-$1,950 to potentially reach $2,000-$2,500. Whale accumulation has increased while bearish dominance persists in perpetual markets.
Strategy Inc. (formerly MicroStrategy) sold 1,638 Bitcoin for $104.7 million at an average price of $63,957—below its acquisition cost—ending a four-week buying pause. The company used proceeds to repurchase $81 million of STRC preferred stock, fund dividends, and boost USD reserves to $4 billion, while also raising $290.6 million through common stock sales.
Hashdex Asset Management announced it will close and liquidate its spot Bitcoin ETF (DEFI) on August 17, 2026, after the fund struggled with weak demand and held only $14.7 million in assets as of July 30. The fund's approximately 225 BTC holdings will be sold and cash distributed to shareholders around August 24.
Prediction market platforms Kalshi and Polymarket recorded a combined $50.59 billion in trading volume during July 2026, setting a new monthly record driven by strong interest in FIFA World Cup betting markets and sports contracts.
South Korea saw 560.3 billion won ($367 million) in net stablecoin outflows to overseas exchanges in June, extending the country's streak of monthly outflows to 18 consecutive months according to the Financial Supervisory Service.
Tether posted $1.5 billion in net operating profit for Q2 2026, down from $4.9 billion in Q2 2025. The company's excess reserves dropped from $8.23 billion to $4.11 billion, while USDT supply reached $184.6 billion and gold holdings increased by 14 tons.
Robinhood Markets reported second quarter 2026 revenues of $1.31 billion, up 32% year-over-year, with diluted earnings per share rising 48% to $0.62. The trading platform also recorded $22 billion in net deposits and reached 4.8 million Gold subscribers.
MicroStrategy (MSTR), the world's largest corporate bitcoin holder, reported an $8.2 billion loss in Q2 2026 due to declining bitcoin prices. The company stated it has built a cash reserve covering over two years of dividend payments amid investor concerns about its growing preferred securities stack.
Institutional investors represented a record 72% of spot trading volume on Wintermute's OTC desk during the first half of 2026, signaling Wall Street's growing presence in cryptocurrency markets and contributing to reduced market volatility.
Traders using perpetual futures contracts—the dominant price discovery mechanism for bitcoin and ether—applied the same tools to value SpaceX as a private company, producing a more accurate valuation for what became the biggest IPO in history than traditional Wall Street estimates, though the stock subsequently diverged from their pricing.
Traders using perpetual futures contracts—the dominant price discovery mechanism for bitcoin and ether—applied the same tools to value SpaceX as a private company, producing a more accurate valuation for what became the biggest IPO in history than traditional Wall Street estimates, though the stock subsequently diverged from their pricing.
Digital Currency Group-owned cryptocurrency exchange Luno announced layoffs affecting approximately 20% of its global workforce on July 28, 2026, as CEO James Lanigan restructures operations to focus on automation, institutional clients, and financial infrastructure amid weakening retail trading activity.
Strategy (MSTR) added $525 million to its cash reserve through equity sales, bringing the total to $3.75 billion, while declining to purchase Bitcoin for the fifth straight week. The company also bought back $25 million of its STRC preferred stock, with the reserve now covering 2.1 years of preferred dividends and debt obligations.
Bitmine Immersion Technologies purchased 9,946 ETH last week, increasing its total Ethereum holdings to 5.787 million ETH valued at approximately $11.2-11.8 billion, representing 4.8% of Ethereum's circulating supply. The company's stock (NYSE: BMNR) surged 5-13% following the announcement, which also included share repurchases of 6.1 million shares.
Decentralized cloud storage provider Storj Labs filed for voluntary Chapter 11 bankruptcy protection on July 26, 2026, citing legacy obligations. The company's STORJ token fell approximately 16-20% following the announcement, though Storj says operations will continue.
U.S. spot Bitcoin ETFs recorded about $8.05 billion in trading volume during the five sessions ending July 24, their lowest total for a full trading week since October 2024. The funds still posted $33.8 million in net weekly inflows, even though a $225.2 million outflow on July 23 ended a seven-session daily inflow streak and was followed by another $240.1 million outflow on July 24. Spot Ether ETFs attracted $103.9 million, more than three times the Bitcoin funds' weekly total, for their third consecutive positive week.
US spot Bitcoin exchange-traded funds attracted approximately $930 million in net inflows across six consecutive trading days through July 21, 2026, marking their longest inflow streak since April. Bitcoin climbed above $66,000 during the streak. BlackRock's IBIT led the inflows, and Crypto Briefing said its disproportionate share suggested that institutional investors were returning after June's $4.7 billion outflow.
Bitmine Immersion Technologies added 7,430 ETH during the week ending July 19, 2026, worth approximately $14 million at the then-current market price—one of its smallest weekly additions since launching its Ethereum treasury strategy in June 2025. Chairman Tom Lee said the reduced purchasing pace reflected the company’s repurchase of approximately 5.5 million common shares for nearly $86 million under its $4 billion buyback program. The purchase brought Bitmine’s total Ethereum holdings to 5,777,468 ETH.
Citadel Securities has made a $400 million strategic investment in Crypto.com, valuing the cryptocurrency exchange at $20 billion in what marks the platform's first institutional funding round since its founding in 2016.
Coinbase executive Jesse Pollak handed Base app leadership to trader 'Cobie' after publicly acknowledging the network's push into on-chain social and creator coins 'was wrong,' refocusing Base on becoming 'the blockchain for global finance.'
US spot Bitcoin ETFs recorded $424.66 million in net outflows on July 13, with BlackRock's IBIT losing $186.1 million and Fidelity's FBTC shedding $246.3 million, erasing the previous week's inflows as trading activity hit cycle lows.
US-listed spot Bitcoin and Ethereum exchange-traded funds recorded combined net inflows of approximately $282 million in the week ending July 12, 2026, breaking an eight-week streak of outflows dating back to early May. However, the positive momentum was short-lived as Bitcoin ETFs recorded $425 million in outflows the following Monday.
The cryptocurrency market is experiencing renewed activity with legislative progress on the Digital Asset Market Clarity Act, while crypto exchanges increasingly serve as distribution platforms for tokenized stocks and real-world assets from Wall Street.
Cryptocurrency projects lost approximately $972 million across 207 hack incidents in the first half of 2026, marking the highest number of attacks ever recorded despite total losses remaining below the $1 billion threshold, according to Immunefi's report.
Robinhood's Layer-2 blockchain recorded over $690 million in decentralized exchange trading volume within a 24-hour period, representing a 10x increase from previous levels. The surge was reportedly driven by retail trading activity around a memecoin named Cash Cat, despite the chain being originally positioned for real-world asset tokenization.
Arbitrum announced that all Layer 2 chains built with its technology that settle outside of Arbitrum One or Nova will pay 10% of net protocol revenue to the Arbitrum ecosystem. Robinhood Chain, which has seen $568M in trading volume, is among the chains affected by this new revenue-sharing arrangement.
Adjusted stablecoin transaction volume reached a record $1.79 trillion in June 2026, up 63% from May's $1.1 trillion, according to Visa data. Circle's USDC accounted for approximately 70% of the volume, extending its lead over Tether's USDT.
A consortium of over 140 major financial and technology companies including Visa, Stripe, Mastercard, BlackRock, Coinbase, and Bank of New York Mellon launched Open USD (OUSD), a new stablecoin that shares reserve earnings with participants. The announcement caused Circle Internet Group shares to tumble 15% as the initiative directly challenges existing stablecoin leaders.
The National Business Enterprise Pension Fund, a Japanese corporate pension fund covering approximately 1,200 small and medium-sized businesses, announced plans to allocate roughly 1% of its assets to cryptocurrency during fiscal year 2026.
Investment firm Bernstein analysts forecast the 2026 FIFA World Cup, kicking off in North America, will generate between $5-10 billion in consumer sports betting and prediction market trading volume, calling it a 'watershed moment' for the prediction markets sector.
Nasdaq-listed Fold Holdings sold approximately $45 million worth of Bitcoin at an average price of $71,000, using $20 million to pay off all secured debt and allocating $25 million for growth initiatives. The company's stock surged between 140-162% following the announcement.
Pyth Network has introduced Pyth Indices, a suite of proprietary indices providing continuous 24/7 pricing for U.S. equities, oil, metals, and thematic sectors, enabling price discovery across traditionally closed markets to support around-the-clock trading products in crypto.
As Bitcoin's price has plummeted from $126,000 to around $60,000, erasing over $1.2 trillion in market value, Citi analysts and industry experts are raising alarms about quantum computing vulnerabilities, with Stellar unveiling a three-stage migration plan to quantum-safe cryptography while debate intensifies over whether Bitcoin or traditional banks face greater risk.
Bitmine Immersion Technologies purchased 126,971 ETH for approximately $214 million during last week's market pullback, bringing its total holdings to 5.54 million ETH (4.59% of total supply) and achieving 92% of its 'Alchemy of 5%' accumulation goal.
Bitcoin fell below $60,000 before recovering above $63,000 as major investors moved capital from crypto positions to participate in upcoming mega-IPOs from SpaceX, Anthropic, and OpenAI. The liquidity drain is creating pressure on cryptocurrency markets as Wall Street anticipates the largest IPO wave in years.
Decentralized perpetual trading platform edgeX announced it will compensate users affected by a flash crash that saw its EDGE token plummet approximately 70% on Tuesday. The platform is also launching a 200,000 USDC bounty program while denying responsibility for the token collapse.
Galaxy Digital has opened an over-the-counter prediction markets trading desk for institutional investors, executing its first trade—a $10 million bet with hedge fund Arca on the passage of the CLARITY Act, U.S. crypto legislation.
Ripple is said to be leading a planned $1 billion XRP-focused digital asset treasury vehicle, which would be the largest XRP treasury yet, even as investor appetite for token accumulation stocks has weakened following the recent crypto selloff.
Earnings reports from cryptocurrency companies indicate a strategic pivot away from speculative hype toward more disciplined operational and financial practices, signaling a potential maturation phase for the digital asset industry.
Consensys, the Ethereum infrastructure company behind MetaMask, has postponed its planned U.S. IPO until at least fall 2026 due to weak and volatile market conditions. This adds to a growing list of crypto firms delaying public offerings.
Ripple's institutional lending arm Ripple Prime closed a $200 million debt facility from asset manager Neuberger Berman to scale its crypto lending operations and launch margin trading services for institutional clients.
Trump Media & Technology Group reported a $406 million net loss for Q1 2026, with $389 million in unrealized losses on digital assets and equity securities. The losses were dominated by cryptocurrency and equity markdowns.
Ethereum's share of total value locked in DeFi has declined from 63.5% at the start of 2025 to approximately 54% as of May 2026, marking the lowest level since May 2025 as competing Layer 1 and Layer 2 networks capture market share.
Block (formerly Square) posted a $308.7 million net loss for Q1 2026 but beat Wall Street's adjusted profit expectations and raised its full-year gross profit forecast, sending shares up nearly 8% after hours.
Coinbase reported first quarter 2026 revenue of $1.41 billion, a 31% decline that missed Wall Street analyst estimates as crypto trading volumes slumped despite the company achieving record market share.
Andreessen Horowitz's crypto division announced its fifth dedicated crypto fund with $2.2 billion raised, marking one of the largest crypto venture funds launched in 2026 and bringing total commitments across all a16z crypto funds to over $7 billion.
Bakkt finalized its acquisition of Distributed Technologies Research, a stablecoin payments company, in a deal originally announced in January for 9.3 million shares. The company also changed its corporate name to Bakkt Inc.
Alberta Investment Management Corporation (AIMCo), a major Canadian pension fund, disclosed a $219 million position in Strategy (formerly MicroStrategy), marking its return to Bitcoin exposure via public markets after previously exiting. The fund is now sitting on a $69 million unrealized gain.
Crypto treasury company BitMine purchased over 101,000 ETH for $236 million, continuing aggressive accumulation despite holding $6.5 billion in unrealized losses. The company has bought more than 5 million ETH in 10 months.
JPMorgan analysts reported that persistent hacks, including the $290 million KelpDAO exploit, and flat ETH-denominated growth are pushing investors toward Tether's USDT as users move funds out of DeFi during stress periods.
The Ethereum Foundation sold 10,000 ETH to Bitmine Immersion Technologies via OTC at $2,387/ETH (~$23.87M) on April 24, 2026, to fund operations. The sale, the second to Bitmine in two months, drew community criticism over the Foundation's silence on broader DeFi recovery efforts.
Strategy (formerly MicroStrategy) purchased 34,164 BTC for $2.54 billion last week, bringing total holdings to over 815,000 BTC worth approximately $61 billion—more than 3.8% of Bitcoin's total supply. The purchase was funded by sales of STRC preferred stock and common stock.
A Nomura and Laser Digital survey found 65% of institutional investors now see crypto as a vital portfolio diversifier, with 31% viewing crypto assets positively over the next year—up from 25% in June 2024.
X's Head of Product Nikita Bier revealed that the platform's Cashtags feature, which allows users to view financial data on stocks and cryptocurrencies, has driven approximately $1 billion in trading volume since its launch.
Morgan Stanley's MSBT Bitcoin fund has overtaken WisdomTree's spot Bitcoin ETF in assets after only six trading days, with inflows topping $100 million. The fund is now within striking distance of overtaking three other January 2024 Bitcoin ETF launches.
Bernstein analysts forecast prediction market volumes will hit $1 trillion by 2030, identifying Robinhood and Coinbase as key distribution platforms. The firm sees 'asymmetric upside' for Robinhood with a $130 price target, noting sports betting as entry point rather than endgame.
