KoinlyticsMarket Intel
Curve Rose 10% on New Lending Gauges While Everything Else Fell
CRV gained 10.28% to $0.2635 on $134.1 million of volume as Curve launched rewards across three new LlamaLend v2 gauges. Grayscale's Q2 DeFi Fund listed CRV at 4.42% of holdings. It was a green candle in a session where Bitcoin and Ethereum both fell.
A Token Fell 51% Ten Days After Its Unlock and the Calendar Said It Would
Audiera's BEAT crashed 50.9% to $1.1803 on $89.8 million of volume as leveraged positions unwound following an August 1 unlock of 21.25 million tokens. Roughly $7 million in long liquidations forced cascading selling into a book with no depth.
The SEC Will Propose Its First Real Crypto Rulebook on Friday and Congress Is Not Involved
The SEC has scheduled an August 14 open meeting to propose Regulation Crypto, a tailored offering regime for certain investment contracts. Reported terms allow raises up to $5 million annually, or $75 million through investment contracts tied to specific crypto assets.
The Bitcoin ETF Streak Ended at $865M and Two Funds Did All the Damage
US spot Bitcoin ETFs took $865.3 million across five sessions from August 3 to 7, then gave back $144.6 million on Monday. BlackRock's IBIT lost $53.6 million and Grayscale's GBTC lost $52 million. Thirty-day net flow remains positive at $439.9 million.
Bitcoin Lost $64K Before the CPI Print and Ether Fell Harder
Bitcoin slipped to $63,921 on August 11, down 1.59% in 24 hours, while Ethereum dropped 2.83% to $1,873. The 10-year Treasury yield climbed toward 4.7% alongside oil, and traders cut risk ahead of Wednesday's inflation data.
Wednesday's CPI Print Decides Whether August's Crypto Rally Was Real
July CPI lands August 12 at 8:30 a.m. Eastern. Consensus expects headline at 3.4% year over year, easing from 3.5%, with core at 2.5% from 2.6%, the lowest since January. Both would be the lowest readings of the year and would extend the rate relief that started this rally.
One Fund Took $853M of the $865M That Went Into Bitcoin ETFs Last Week
BlackRock's IBIT captured $853.54 million of the roughly $865 million that flowed into US spot Bitcoin ETFs during the five sessions from August 3 to August 7. The rest of the complex, ten funds, split what was left.
Bitcoin Moved 0.64% While a $27M Token Ran 149% on More Volume Than Its Entire Market Cap
Bitcoin held $65,293 and Ethereum $1,926 on August 10 while Bubblemaps rose 149.3% on $366 million of volume against a $26.6 million market cap. Royal Euro gained 262.8% and Mubarak 38% on a perpetuals listing. Two markets, one screen.
Strategy Sold 1,690 Bitcoin at an $18.8M Loss to Buy Back Its Own Preferred Stock
Strategy disclosed selling 1,690 BTC at an average $64,262 between August 3 and 9, roughly $11,000 below its $75,385 cost basis. All $108.6 million went to repurchasing 1,152,020 STRC preferred shares. Holdings now stand at 840,447 BTC.
Grayscale Killed Three Altcoin ETFs in 190 Seconds and the Market Did Not Blink
Grayscale filed withdrawal requests for its Cardano, Hedera and Polkadot ETF registrations within 190 seconds of each other on August 7, giving no reason beyond no longer intending to proceed. ADA, HBAR and DOT barely moved on the news.
Stolen Funds Keep Ending Up in Monero and the Traceability Window Is Closing
The $7.9 million taken from Coinsbuy was converted into Monero, the same exit route used across 2026's largest thefts. Monero's proposed FCMP++ upgrade would replace ring signatures with a membership proof over the full output set, removing what forensic edge remains.
A Payments Processor Lost $7.9M on Two Chains at Once and That Rules Out Most Causes
Wallets tied to crypto payments platform Coinsbuy were drained of more than $7.9 million across Ethereum and TRON starting around 13:00 UTC on August 9. Simultaneous activity on two unrelated chains points to key compromise rather than a contract exploit.
One Company Holds 4.8% of All Ethereum and Has 85% of It Locked in Validators
BitMine holds roughly 5.777 million ETH, close to 4.8% of existing supply, with about 85% staked and generating an estimated $247 million in annual rewards. It is the largest single-entity concentration in Ethereum outside exchanges and the ETF complex.
Ethereum Has Five Straight Weeks of ETF Inflows and One Number Standing in the Way
US spot Ethereum ETFs took $244.9 million for the week ending August 7, a fifth consecutive positive week, with ether holding above $1,900. Options positioning points at $2,000, a level that has capped every attempt this year.
Weekend Crypto Volume Was $31 Billion and That Makes Every Weekend Chart a Lie
Total market volume fell to $31.4 billion over the weekend of August 8 while whales accumulated roughly $1.2 billion in Bitcoin and price held near $65,200. Thin books amplify small orders, which is why weekend moves rarely survive contact with Monday.
Crypto ETFs Pulled In $1.1 Billion in One Week After a July With Almost Nothing
US spot Bitcoin and Ethereum ETFs took roughly $1.1 billion in combined net inflows for the week ending August 7, with Bitcoin funds near $854 million and Ethereum funds at $244.9 million. Ethereum has now posted five consecutive positive weeks.
Brazil Will Make You Wait 24 Hours to Move More Than $10,000 to Your Own Wallet
Brazil's central bank published Resolution BCB 584/2026 on August 7, imposing a 24-hour hold on transfers above $10,000 from exchanges to self-custody wallets or foreign VASPs. The threshold aggregates daily volume. It takes effect January 1, 2027.
BTCPay Nodes Were Drained Before the Warning Went Public and the Patch Does Not Undo It
A critical BTCPay Server flaw let unauthenticated attackers steal LND macaroon files and drain Lightning channels. Foundation and Citadel21 had nodes swept before the public advisory. Upgrading to 2.4.2 stops new access but does not invalidate stolen credentials.
Bybit Sued North Korea in a US Court and a Judge Actually Froze the Money
Bybit filed suit in the US District Court for the District of Columbia against North Korea, its Reconnaissance General Bureau and the Lazarus Group over the $1.5 billion February 2025 hack, and secured a preliminary injunction freezing identified stolen assets.
Three Bridges Lost $35M in Six Hours and Not One Was a Cryptography Failure
AFX lost about $24.15 million through an Arbitrum bridge, Verus lost $7.54 million to the same bug class as a May hack, and B2 Network lost $3.86 million after an attacker seized its staking contract upgrade authority. All three were permission failures.
Regulators Blew Past the Stablecoin Rule Deadline and the 2027 Clock Did Not Move
Treasury and four federal regulators missed the GENIUS Act's July 18 rulemaking deadline with every major rule package still at proposal stage. The law's January 18, 2027 effective date is unchanged, compressing the implementation window for every issuer.
On-Chain Real World Assets Hit $36.8B and 80% of It Is One Boring Trade
Tokenized real world assets reached $36.8 billion in early August across 1.35 million holders. Tokenized US Treasuries account for roughly $15 billion, BlackRock's BUIDL holds $2.9 billion with about 40% share, and BlackRock launched two new products on August 3.
The US Shed 23,000 Jobs, Bitcoin Went Up, and September Hike Odds Fell to 44%
July nonfarm payrolls fell 23,000 against a forecast of plus 80,000, the first drop in months. Wage growth slowed to 3.2% year over year, the weakest since May 2021. Odds of a September Fed hike dropped to 44% and Bitcoin pushed above $65,000.
The Coldcard Loss Went From $75M to $130M in a Week and Nobody Knows the Final Number
Tracking estimates for the Coldcard hardware wallet exploit climbed from $75 million to $89 million to $116 million to over $130 million within days. At least a dozen separate attackers are draining wallets, and the affected address set is still being mapped.
Strategy Trades at 0.68 Times Its Bitcoin and That Number Breaks the Whole Model
Strategy's multiple to net asset value fell from about 3.4x in November 2024 to 0.68x by August 3, 2026. Below 1.0x, issuing shares to buy Bitcoin dilutes Bitcoin per share instead of adding it. More than 200 public companies now run the same playbook.
92 Crypto ETFs Are Waiting on the SEC and a Dozen Deadlines Land in October
Bloomberg Intelligence counts 92 crypto ETF applications pending SEC review, up 20 in four months. Solana leads with eight filings and XRP follows with seven. At least a dozen hit final statutory deadlines in October, forcing decisions rather than delays.
Brent Jumped to $81 on Hormuz Doubts and Crypto Barely Moved. That Is the Signal.
Brent crude gained 2.2% to $81.22 as traders doubted the Iran-Oman talks would reopen Hormuz flows, while attacks on tankers renewed supply fear. Bitcoin held near $64,500 and Ethereum added 1.9%. The correlation that dominated 2025 is not showing up.
No Bitcoin ETF Has Sold a Single Coin in August and Ethereum Funds Keep Bleeding
Spot Bitcoin ETFs have recorded zero days of net outflows so far in August 2026, with a seven-day net of plus 1,241 BTC. Ethereum funds went the other way, shedding 16,270 ETH over the same window. The divergence is now six sessions old.
Senate Shelves the CLARITY Act Until September and the 2026 Window Is Closing
Majority Leader John Thune confirmed there will be no Senate floor vote on the CLARITY Act before the August recess. The chamber returns September 14 with three weeks of runway before midterm campaigning consumes the calendar.
Six August Deadlines That Can Strand Your Tokens If You Miss Them
MultiversX upgrades August 6, Hashdex stops trading its Bitcoin ETF August 17, LayerZero winds down a chain around August 24, Zano runs Hard Fork 6 between August 25 and 27, and BitMart shuts trading August 26. Every one has an action deadline attached.
Stablecoin Supply Fell to $307B While Tether Booked $1.5B and Halved Its Own Buffer
Total stablecoin supply dropped to roughly $307.5 billion by August 2, with USDT at $183.2 billion and USDC at $72.1 billion, both below spring peaks. Tether reported $1.5 billion of Q2 operating profit while its excess reserve buffer fell from $8.23B to $4.11B.
41 Million ETH Is Staked and That Yield Is Deciding Where Institutions Go
Ethereum's staking ratio has climbed to 34.23%, with over 41 million ETH staked and a staking market cap above $77 billion. Staked ETH ETFs pass through roughly 2.8% to 3.5% annually, and institutions are choosing them over non-yielding Bitcoin exposure in visible size.
DeFi Is Down to $70B After a 39% Year and Only Two Top-10 Chains Grew
DeFi total value locked has fallen roughly 39% in 2026 to around $70 billion, down 59.6% from the November 2021 peak. Ethereum holds 53.1% share at $38.2 billion. Among the ten largest ecosystems, only TRON and Hyperliquid grew this year.
39,600 BTC Moved in a Single Day, the Most Since FTX, and It Was Not a Bank Run
Short-term holders sent over 32,000 BTC to exchanges at a loss on August 1, the cohort's largest capitulation in 30 days. Total daily migration hit 39,600 BTC, the highest since the FTX collapse. The driver was not exchange insolvency fear. It was the opposite.
Bitcoin Holds $64K With Fear at 27 While Two Macro Events Decide the Rest of the Week
Bitcoin traded at $64,037 on August 5, up 0.98% on the day, with total crypto market cap at $2.27 trillion and the Fear and Greed Index at 27. Two things are driving positioning: Strait of Hormuz negotiations that could resolve within days, and Friday's July jobs report.
First Spot Bitcoin ETF Is Closing and a Prime Broker Just Cut 10% of Staff
Hashdex will liquidate its Bitcoin ETF (DEFI) with trading ending August 17 and $14.7 million left. FalconX, which bought 21Shares in November, cut roughly 10% of staff and is pulling its Singapore license application. Two failures, one cause.
Bitcoin ETFs Took $170M on August 4. Ethereum Gave Back $12M. One Fund Did It All.
US spot Bitcoin ETFs took $170.3 million of net inflows on August 4, reversing the $265.4 million bleed that closed July. BlackRock IBIT accounted for more than the entire category net, meaning every other issuer was redeeming. Ethereum ETFs lost $12.2 million.
Strategy Sold 1,638 BTC at $63,957 and Saylor Says That Was Always the Plan
Strategy offloaded 1,638 BTC for $104.7 million between July 27 and August 2, its second-largest sale of 2026, cutting holdings to 842,138 BTC. Proceeds went to preferred dividends and STRC buybacks. Saylor says never sell applies to his own coins, not the treasury.
Coldcard Losses Confirmed at 1,596 BTC and 90% of the Stolen Coins Have Not Moved Since
Galaxy Research puts the confirmed Coldcard firmware exploit total at 1,596 BTC across more than 7,300 addresses, over $100 million at current prices. Coinkite shipped patched firmware and destroyed vulnerable stock. Roughly nine in ten stolen coins have not moved.
Italy's Biggest Bank Cut Its Bitcoin ETF 94% and Tripled Staked Ethereum
Intesa Sanpaolo's Q2 13F shows IBIT holdings down from 646,809 to 40,723 shares, bullish BTC calls down 99.3%, a new put on 500,000 IBIT shares, and staked ETH ETF exposure nearly tripled. This is not a crypto exit. It is a rotation from price beta into yield.
Fed's 9-3 hawkish split pushes Bitcoin to test $63K as September hike odds jump to 61%
Bitcoin trades near $63,000 on Aug 3 after the Fed's 9-3 rate hold triggered a hawkish repricing, lifting September hike odds to 61.4% and pulling $265M out of spot BTC ETFs on July 31.
CLARITY Act Faces Knife-Edge Senate Deadline as Recess Nears and ADA ETF Clock Ticks
With only days until the Senate August recess, the CLARITY Act sits without a floor vote scheduled. Prediction markets price passage odds near 30 percent as ADA ETF eligibility approaches.
DeFi snaps 5-month losing streak: TVL jumps 10% to $74.9B in July
DeFi total value locked rebounded to $74.9B in July, active loans climbed 7.2%, and Aave alone now controls 46% of on-chain lending. Stablecoin supply slipped 0.6% to $312B.
Glamsterdam Devnet Locks 200M Gas Target as Base and Arbitrum Split 80% of L2 TVL
Ethereum's Glamsterdam hard fork enters its final devnet phase with a 200M gas ceiling, while Base and Arbitrum consolidate the rollup market and ETH holds near $1,870.
Hyperliquid FDV Overtakes Solana as Alpenglow Upgrade Nears Mainnet Activation
Hyperliquid's fully diluted valuation moved past Solana at $56B to $50B while SOL holders await the Alpenglow consensus overhaul scheduled between August and October 2026.
CLARITY Act nears Aug 10 Senate wall; ETH ETFs get 4th week of inflows
Senate leaders signal no floor vote before recess as crypto market structure bill stalls. Spot BTC ETFs snap three-week inflow streak while ETH products keep attracting capital.
DeFi liquidity map: Aave Stable Vaults scale, Ethereum TVL bleeds, USDe grows
Aave pushes stablecoin yield rails while Ethereum DeFi TVL sits near $37B, USDT tops $185B and USDe extends to Avalanche and Robinhood Chain.
Ethereum opens August near $1,867 as Glamsterdam devnets advance and L2 flows concentrate
ETH begins August 2026 trading around $1,867 with a 62% drawdown from its 2025 peak, while Glamsterdam devnet 7 progresses and Base plus Arbitrum absorb most L2 activity.
Bitcoin Holds $60K as Treasury Yields Hit 19-Year High and ETFs Extend Inflow Streak
BTC stabilized above $60,000 on Aug 2, 2026 as spot ETFs added $132M across four sessions, while the 30-year Treasury yield reached 5.274% and Fed policy stayed on hold.
Revolut Freezes USDT Deposits in Europe With 30 Days Left on the MiCA Clock
Revolut stopped accepting USDT deposits on July 30 for its more than 75 million users, leaving 30 days until the August 31 full delisting under MiCA.
Shopify Payments Switches On USDC Checkout on Arbitrum for 480 Wallets
Shopify Payments now accepts USDC on Arbitrum with no buyer gas fees, extending stablecoin checkout to a fifth network and roughly 480 supported wallets.
CoinDesk 20 Books 8.7% July Gain Even as BTC and ETH Fade on the Last Day
Bitcoin closed July 31 at $63,870 and Ether at $1,890 after a 1.3% and 1.4% intraday slide, but the CoinDesk 20 still posted its largest monthly advance in a year at 8.7%.
Three Fed Dissents, One Rate Hold, and a $32.1M Bitcoin ETF Flip on the Same Day
The FOMC kept rates at 3.50% to 3.75% on July 29 in a 9-3 vote, the first triple hawkish dissent since 2016, and by July 31 spot Bitcoin ETFs had booked $32.1 million of net inflows.
GRVT Jumps 62% on Debut as ZKsync DeFi Token Lands on Six Exchanges at Once
GRVT closed its first full trading day up 62.44% at $0.2436 on $246.2 million in volume, one day after a multi-exchange launch that put the ZKsync Validium based DeFi token on Binance, Bybit, MEXC, KuCoin, Bitget, and Coinbase deposits at once.
A 2021 Firmware Bug Just Cost Coldcard Users 594 BTC in a 25 Minute Sweep
A build setting introduced in Coldcard firmware 4.0.0 back in March 2021 quietly turned hardware seeds into guessable ones, and attackers drained 594 BTC (about $38 million) in a single 25 minute window.
Bitcoin ETFs Pulled In $233M on July 30. Ethereum Got $12.8M. The Gap Is the Story.
BlackRock's IBIT alone took $183.4 million in a single session while Ethereum's entire spot ETF complex managed a fraction of that, extending a rotation pattern that has held for most of July.
5,600 AI Agents and $200M in Volume: Robinhood's L2 Just Had the Fastest Startup
Virtuals Protocol crossed $200 million in agent trading volume on Robinhood Chain in under 30 days, with 5,600 agents deployed and $2.7 million raised for builders.
BNY Is Putting $8.6 Trillion in Fund Records On a Blockchain, Keeping the Old Rails Anyway
The 242-year-old bank is quietly rebuilding the plumbing behind 7.6 million fund accounts on-chain, with BlackRock and Baillie Gifford as anchor clients.
SEC Chair Atkins Says He Can Ship Crypto Rules Even If CLARITY Dies in Senate
SEC Chair Paul Atkins told CNBC his agency is 'ready, willing, and able' to issue crypto rules without the CLARITY Act if the Senate fails to pass it before the August recess.
Crypto Lost $1.1B in H1 2026 Across 212 Exploits, Blockaid Says
Blockaid's H1 2026 report counted 212 onchain exploits and $1.1 billion in losses, with Lazarus-linked actors driving 55% of the damage and 74% of thefts traced to compromised keys rather than smart contract bugs.
US Spot Bitcoin ETFs Bleed for a Fourth Straight Day Ahead of the FOMC Decision
US spot bitcoin ETFs shed $49.75 million on July 28, a fourth straight day of outflows, putting the category on track for the smallest monthly inflow total since the January 2024 launch.
Morgan Stanley Debuts MSSE and MSOL at 0.14 Percent, Lowest on the US Market
Morgan Stanley Investment Management listed MSSE and MSOL on NYSE Arca on July 28 at a 0.14 percent expense ratio, with staking rewards passed through to shareholders.
South Korea's Biggest Bank Puts Corporate Dollar Payments on JPMorgan's Kinexys
KB Kookmin Bank, South Korea's largest lender, will use JPMorgan's Kinexys blockchain to move US dollar corporate payments across 10 country corridors starting in August 2026.
Russia's Biggest Bank Is Building a Crypto Exchange Before the Law Exists
Sberbank set a December 1, 2026 launch date for a full crypto trading stack including a digital depository, moving faster than the State Duma's July 21 bill that has not yet been signed into law.
North Korea's Best Crypto Hackers Now Vet You Before They Rob You
BlueNoroff's phishing kit scans your browser for wallet extensions during a fake Zoom or Teams call and only drops malware if you look worth it, hitting 100+ victims in 20+ countries between May 31 and July 14, 2026.
Solana Perp DEXs Cleared $183.2B in Q2, Up 42% From Q1
Jupiter, Drift and Zeta Markets drove Solana perpetual DEX notional volume to a record $183.2 billion in Q2 2026, a 42% quarterly jump reported by DefiLlama and Dune Analytics.
Fidelity Puts Its Digital Dollar on Ethereum, Issued Through an OCC Trust Bank
Fidelity confirmed on July 25 that FIDD, its dollar-backed stablecoin, will launch on Ethereum via Fidelity Digital Assets, an OCC-chartered national trust bank, redeemable 1:1 and backed by cash and short-term Treasuries under the GENIUS Act framework.
Attacker Prints 5.23M WEMIX$ From Thin Air, Forces a Full Network Halt
At 09:17 UTC on July 26, an attacker with admin rights over the WEMIX$ stablecoin contract minted 5,225,525 tokens (about $5.22M) and laundered roughly $724,198 in USDC.e across Ethereum and BNB Chain, prompting WEMIX to freeze bridges, DEX and marketplace trading.
Four DeFi breaches in one week, four different layers, one uncomfortable pattern
AFX bridge lost $24.15M to oracle abuse. Zilliqa's Ledger app leaked nonces. SecondFi's Cardano wallet exposed signing keys, draining $2.4M. Lien Finance's permissionless bond registration burned $542K. Four incidents, four layers, one blind spot in standard audits.
Humanity Protocol Unlocks 8.6% Of Supply Six Weeks After A $36M Exploit
On July 25, 2026, Humanity Protocol releases 266.47M H tokens worth roughly $15.6M, equal to 8.6% of circulating supply. The unlock spans community, team, investors, and reserve at once, weeks after a $36M exploit cut the token by 90%.
OCC Slams 30-Day Window on Stablecoin AML Rule, Bank Lobby Cries Foul
The OCC's GENIUS Act BSA/sanctions proposal closed July 24 after just 30 days. It treats permitted stablecoin issuers as banks under BSA, forcing Circle and future PPSIs to build full compliance stacks before charter approval.
LayerZero and Keeta to mint 9 bank-backed stablecoins across Ethereum, Solana, Base
LayerZero and Keeta plan nine fiat tokens backed by commercial bank deposits via Bivo. USD, EUR, JPY, CNY, GBP, CAD, MXN, AED, HKD move cross-chain through OFT burn-and-mint, with banks keeping freeze and pause control.
Lien Finance Let Anyone Register A Bond Group. One Malicious Payoff Drained $542K
Lien Finance lost 542,144 USDC on July 24 after an attacker registered a bond group with a rigged payoff. The pricing helper overvalued the crafted bonds and let the attacker mint and swap them for real USDC. No governance check gated the registration path.
Zilliqa Fixed 64 Bits Of The Nonce At Zero. SecondFi Left The Secret Out Entirely. Two Chains, Same Bug Class, One Day, Seven Years Of Signatures
On July 21 and 22, 2026, two independent wallet providers disclosed the same class of bug: nonce generation broken in a way that leaks private keys through public chain data. One drained 16.1M ADA. The other exposed every ZIL Ledger signature since 2019.
Samsung Just Put Circle USDC Inside Samsung Wallet On 1.2 Billion Galaxy Devices, And Shipped A Barclays Visa Credit Card At The Same Event
At Galaxy Unpacked 2026, Samsung wired a native Stablecoin account with Circle USDC into Samsung Wallet and launched the Barclays-issued Galaxy Card on Visa. One event, two payment rails, one billion-device distribution channel.
SecondFi Left The Secret Out Of The EdDSA Nonce. Every ADA Signature It Ever Published Handed The Private Key To Any Chain Observer. 16.1M ADA Gone
SecondFi's Cardano wallet client derived its Ed25519 signature nonce from only the public transaction hash, omitting the secret half RFC 8032 requires. Every signed transaction leaked the private key to any chain observer. 16.1M ADA drained from 374 wallets over four events.
Zilliqa's Ledger App Fixed The Top 64 Bits Of Every Nonce At Zero For Seven Years. Five Signatures Are Enough To Recover The Private Key
Zilliqa halted native transactions on July 21, 2026 after confirming its Ledger app has generated Schnorr signatures with the top 64 bits of the ephemeral nonce fixed at zero since 2019. Five signatures are enough to recover the private key via a lattice attack.
BitMEX Invented The 100x Perp Then Killed It. HDR Is Winding Down 11 Years Of Derivatives Volume By September 23
HDR Global will shut BitMEX on September 23, 2026 after a board review. The exchange that invented the perpetual swap is exiting exactly as Binance, OKX, Hyperliquid and Bybit push derivatives ADV to record levels. New positions are already halted.
3 Bridges Lost $35M Yesterday Without A Single Solidity Bug. The 2026 DeFi Threat Model Stopped Fitting The Audit Report Months Ago
In May 2026, compromised keys overtook smart contract exploits as the leading DeFi attack vector by incident count. The July 22-23 bridge losses of $35.55M confirm it. What audits certify is no longer what protects LP capital, and $840M is already gone this year.
Ostium's Oracle Signer Key Signed A Future-Dated Report, Looped It 20 Times, Drained $24M From The OLP Vault
An attacker with Ostium's oracle signer key submitted a future-dated price report through the PriceUpKeep Forwarder, looped ~20 delegated trades, and drained roughly $24M from the OLP vault. TVL fell from $32.7M to $9M. The smart contracts did exactly what they were told.
B² Network Skipped The Whitehat Bounty Script And Offered The $3.86M Attacker Outright Legal Immunity For A Partial Refund
B² Network lost 8.59M B2 (~$3.86M) after an attacker compromised the upgrade authority on its staking contract. Funds moved B2 to BNB to ETH, then through NEAR Intents into Zcash. B² responded with a legal immunity offer, not a standard whitehat bounty.
Verus Redeposited $11.56M Into The Bridge That Just Got Drained. Two Weeks Later An Attacker Emptied It Again For $7.54M
Verus refunded its bridge on July 8 after the May exploit. Fourteen days later a different attacker drained $7.54M through the same forged import path bug class. Blockaid flagged the entry vector as identical. Post-incident review missed the class.
AFX Trade Called Its Bridge A Multi-Sig. Five Hot Keys Signed $24.15M Of USDC Out In One Transaction
AFX Trade lost $24.15M USDC after five hot validator keys cleared the bridge's 2/3 quorum and authorized a single transfer. Funds were bridged to Ethereum and swapped for roughly 12,467 ETH. Arbitrum's native bridge was untouched.
Why $110M In A Morpho Vault Is Earning Yield From Businesses You've Never Heard Of
Sentora's PRIME vault on Morpho crossed $110M in PYUSD deposits by routing capital into real-world credit markets, not leveraged crypto borrowers. The yield is uncorrelated with crypto volatility, which is why treasury desks are showing up.
42DAO's Own Oracle Signed Off On A BTCB Print That Let An Attacker Mint 4.5 Million BLC From Nothing
An attacker poked 42DAO's Median Oracle on July 22, 2026, got a bad BTCB print accepted, and used it to mint 4.5M BLC from a null address on BNB Chain. The drain via PancakeSwap V2 hit $915K and the stablecoin collapsed 99% to $0.001209 in two hours.
Kraken Just Broke xStocks Out Of US Equities, And GTN Is The Pipe Nobody Talks About
Payward is putting Hong Kong stocks onchain through regulated broker GTN, with UK, EU and Korean shares queued behind regulatory approvals. The interesting part is not the tokens, it is the settlement plumbing crypto-native venues cannot skip.
Solana Validators Just Voted To Retire Proof Of History
Alpenglow passed with 98.3% approval, replacing Solana's founding consensus primitives with Votor and Rotor. Finality drops from 12.8 seconds to roughly 150 milliseconds and 75% of block space gets freed.
Peirce Just Drew A Line That Puts $8B Of DeFi Vaults On The Wrong Side
SEC Commissioner Hester Peirce said on July 22 that many DeFi vaults may qualify as securities depending on curator discretion, putting Coinbase and Robinhood yield products directly in the regulatory blast radius.
The Yield Under USDe Is Quietly Moving From Perp Funding To BlackRock's BUIDL
Ethena pushed USDe and sUSDe onto Monad through Aave, hitting $17.2M in 7 days via Stargate. The bigger shift is underneath, where yield is rotating from perp funding to RWA collateral.
Telegram Is About To Ship A Non-Custodial Wallet To A Billion Users With No Fee Model Explained
Pavel Durov confirmed a native non-custodial Gram wallet inside Telegram this summer for 1B+ users, promising zero-fee transfers. He did not explain who pays TON network gas or give a release date.
Jito Just Committed 80% Of A Real Product's Fees To JTO Burns Through 2027
JIP-38 passed on July 13, 2026, routing the entire 80% DAO share of JTX trading fees into a programmatic on-market JTO buyback and burn. The commitment runs at least through Q4 2027 with epoch-level transparency.
The Real Number In Aave's Avalanche Push Isn't The $300M, It's The $100B RWA Target
Aave V4 crossed $300M in deposits in July 2026 and AAVE rallied ~8% from around $88 to $96. The Avalanche deployment ties up to $15M in incentives to KPIs, not point farming.
Allbridge's Own 2023 Fix Would Have Blocked This Attack, But Solana's Pool Was Misconfigured
Allbridge paused Core after an attacker drained roughly $1.65M from Solana stablecoin pools using a Kamino flash loan. A post-2023 safeguard should have stopped the exact attack, but the Solana pool held both USDC and USDT.
Kamino Multiply Expands To New Solana Pairs, Making Levered LSD Yield A Two-Click Position
Kamino Multiply added new leveraged yield strategies on Solana LSTs and stablecoins. What used to require manually looping supply and borrow across Kamino Lend, MarginFi, or Solend is now a single-tx position with an oracle-managed liquidation buffer.
EigenLayer Slashing Goes Live: Restaked ETH Now Carries Real, Not Theoretical, Loss Risk
EigenLayer slashing is live on mainnet. Restaked ETH allocated to actively-validated services can now be cut for AVS-defined offenses. The abstract promise of restaking risk is now a concrete parameter LPs, restakers, and operators must underwrite.
Uniswap v4 Hook TVL Crosses A Threshold That Actually Matters: LP Strategies Are Now A Product Category
Uniswap v4 hook TVL has grown enough that hooks are no longer research toys. Dynamic-fee hooks, JIT-liquidity hooks, and range-order hooks are the first real product category built on the v4 primitive, and each type has a different LP risk profile.
Pendle Opens YT Markets On BlackRock ETHB Staking Yield, Splitting TradFi Yield For DeFi Traders
Pendle has listed principal token and yield token markets against the BlackRock ETHB staking yield stream, letting DeFi users buy fixed-rate ETH staking exposure or lever-long the future staking APY without touching a validator.
Ethena sUSDe Yield Compresses As Perp Funding Cools, ENA Basis Trade Loses Its Edge
sUSDe APY has compressed as global perp funding rates cooled through July, cutting the delta-neutral basis yield that funds Ethena. The stablecoin still holds peg, but the risk/reward of holding sUSDe versus SSR or T-bill vaults is now much tighter than at the March peak.
GMX Multichain Unlocks GM Pools Across Every Major EVM, Real Yield Follows
GMX is progressively opening access from Binance Chain, Berachain, Ethereum mainnet, Sonic, Linea, ApeChain, and more, exporting the GM pool primitive that already sends 63 percent of protocol fee revenue to LPs.
Binance Delistings Force LPs To Rethink Which Small-Cap Pools Actually Have Two Sides
Binance is delisting ALCX, ARDR, NFP, POND on July 10 and pulling five trading pairs including GMX/USDC and RUNE/BTC on the same date, citing insufficient liquidity and market quality. What happens next is LP-side, not spot-side.
Follow every move that matters to your bag.
Track your portfolio, LP positions and impermanent loss live. Join Koinlytics and see what moves the market before it shows on Twitter.
Join Koinlytics