Coldcard exploit could boost demand for regulated bitcoin exposure, analysts say
Cantor sees positive readthrough for crypto custody providers, while FRNT says the breach could drive some investors toward bitcoin ETFs. Source：CoinDesk
Crypto Long & Short: Putting the bitcoin sizing question to the test
In a followup to his essay on sizing crypto risk, Lionsoul Global's Gregory Mall backtests bitcoin in a 60/40 across bull, bear and sideways regimes, showing…
Strategy’s STRC rebounds 30% as company builds cash reserve, bitcoin price stabilizes
Bitcoin sales, what is now a $4 billion cash reserve, and a $975 million repurchase program, have supported STRC’s recovery. Source：CoinDesk
Nomura’s Laser Digital backs ZIGChain for onchain private credit push in UAE
Laser’s investment in ZIGChain is understood to be in the high singledigit millions. Source：CoinDesk
Crypto may have institutionalized, but it still trades like a rumor mill
The more institutional crypto becomes, the more it prices on headlines. The edge now is reading the positioning data underneath, not reacting to the narrative…
Ondo Finance hires former Blockchain.com CFO Adam Schlisman
The tokenizedassets firm appointed exBlockchain.com and Monashee executive as finance chief as it expands its onchain capital markets business. Source：CoinDesk
Galaxy Digital shares slip 5% after second-quarter results
Helios produced datacenter revenue for the first time with Phase I expected to generate about $80 million quarterly from Q3. Source：CoinDesk
AI agent token once worth $2.4 billion ends with founder calling it dead
Eliza Labs founder Shaw Walters said the ELIZAOS foundation is closing and holders should sell, ending the token that replaced AI16Z after a lawsuit, rebrand…
Yellow Card raises $40 million to link banks to stablecoin processing
The funds bring Yellow Card’s total financing to more than $120 million since being founded 10 years ago. Source：CoinDesk
The $120 million Coldcard hack lights up Bitcoin's memory pool
Your dayahead look for Aug. 5, 2026 Source：CoinDesk
Circle shares jump as earnings beat offsets revenue miss, Arc blockchain gains Wall Street backing
Shares jumped 10% in premarket trading as the stablecoin issuer revealed institutional adoption for its layer 1 blockchain Arc. Source：CoinDesk
Coldcard hack sparks a self-custody security overhaul: Cory Klippsten
The attack exposed a fiveyearold firmware flaw. The industry’s rapid response is accelerating the adoption of collaborative multisig security. Source：CoinDesk