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…
Gold hits six-week highs on China demand as Bitcoin ignores fresh S&P 500 record
Gold and US stocks stole the limelight on Wednesday as Bitcoin failed to gain significantly beyond $64,000. Source：Cointelegraph
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
Crypto whales accumulate as bear market nears late stage: CryptoQuant
Bitcoin, Ethereum and XRP whales increased balances during market weakness, as CryptoQuant said large holders are absorbing supply ahead of a possible bottom.…
Do the Coldcard attacks mean all hardware wallets are now insecure?
The Coldcard entropy flaw caused a crisis of confidence in hardware wallets. Here’s the details you need to know before you entrust Ledger, Trezor or…
The $120 million Coldcard hack lights up Bitcoin's memory pool
Your dayahead look for Aug. 5, 2026 Source：CoinDesk
Bitcoin, broader market fail to keep pace as global equities hit record highs
Derivatives data show subdued activity in bitcoin and ether but aggressive positioning in select altcoins. Source：CoinDesk
Bitcoin ETFs log inflows as cold wallet hack reignites custody debate
US spot Bitcoin ETFs drew $382 million in twoday inflows, with Galaxy’s Bitcoin ETF returning to gains as the Coldcard incident renewed custody concerns.…
Bitcoin price-metric basket sees longest capitulation since FTX blow-up: Glassnode
Glassnode confirmed that its aggregate BTC price cycle tool was in its coldest phase since the collapse of FTX in late 2022. Source：Cointelegraph
Why bitcoin’s ‘500-day rule’ faces its biggest test yet
The socalled ‘500day rule’ says buying BTC roughly 500 days before a bitcoin halving and selling it about 500 days after would have produced profits in prior…
Live updates: An AI credit bubble could set up bitcoin’s path to $1 million
Maelstrom cofounder Arthur Hayes says overleveraged AI datacenter spending will eventually crack, forcing government bailouts and money printing that become…