Trending ETFs added $23B in assets. Only $2.6B was new money. Spot Bitcoin and Ether ETFs drew $2.6B for the week ended Aug 21; $23B AUM growth was mostly price gains. by Sungjae Lee
Market Pulse SEC canceled the meeting. The crypto rule came out anyway. SEC canceled its August 14 meeting on crypto rules, then published Regulation Crypto Assets August 21 without a vote. by Sungjae Lee
Analysis Every Ethereum wallet assuming 21,000 gas is about to break How EIP-2780 replaces Ethereum's flat 21,000 gas fee, and why wallets must update before Glamsterdam's 2026 launch. by Sungjae Lee
Analysis Citi will let Bitcoin cross-margin against bonds Citi's Custody+ lets institutions cross-margin Bitcoin against traditional securities in one account. by Sungjae Lee
Analysis $115M drained from wallets that never went online Galaxy Research pins Coldcard seed-flaw losses at $115M through Aug 13, 2026 — causes and affected models. by Sungjae Lee
Analysis UBS's IBIT call bet jumped 24x in a single quarter UBS's Q2 2026 13F shows IBIT call options up 24-fold to $65M, while its outright bitcoin ETF stake rose just 12%. by Sungjae Lee
Top Pick SEC caps leveraged funds at 200%. Cboe just filed for 300%. SEC Rule 18f-4 caps funds at 200% leverage; Cboe's SR-CboeBZX-2026-065 seeks approval for 3x bitcoin, ether ETFs. by Sungjae Lee
Analysis MSCI's delisting test just caught a uranium miner, not crypto MSCI's August 2026 consultation could remove Strategy and Metaplanet from the ACWI IMI over non-operating asset rules. by Sungjae Lee
Analysis A single router config took Solana 86% of the way to a halt A TeraSwitch BGP fault knocked 28.83% of staked SOL offline — 4.51 points from Solana's halt threshold. by Sungjae Lee
Analysis 72 bits, not 128: the entropy gap draining Coldcard wallets Coinkite's advisory: effective entropy fell to ~72 bits, letting attackers brute-force seeds offline. by Sungjae Lee
Analysis One leaked file was enough to sweep a Lightning node BTCPay Server's LND macaroon leak let attackers drain Lightning channels before the August 2026 patch (v2.4.2). by Sungjae Lee
Market Pulse Galaxy Digital's data centers just turned revenue-positive Galaxy Digital's Q2 2026 results: $85M net loss, GLXY down 12%, and the data center unit's first revenue quarter. by Sungjae Lee