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Bitcoin ETF Inflows Rise After Coldcard Hack, Bloomberg Notes Unclear Link

Spot Bitcoin ETFs have seen a notable acceleration in demand over the past week, according to Bloomberg ETF analyst Eric Balchunas. Several major funds reported inflows on every trading day since a Coldcard wallet vulnerability exploit became public—an overlap that has sparked renewed discussion about whether some investors are reconsidering self-custody in favor of regulated products. Balchunas’ tally attributes roughly $620 million in cumulative inflows to BlackRock’s iShares Bitcoin Trust (IBIT), Fidelity’s Wise Origin Bitcoin Fund (FBTC), Bitwise’s Bitcoin ETF (BITB), ARK 21Shares Bitcoin ETF (ARKB), and Defiance Daily Target 2X Long MSTR ETF (MSBT). His observations echo earlier streak reporting from Cointelegraph, which covered an ETF inflow run reaching similar magnitudes. Key takeaways Bloomberg’s Eric Balchunas says multiple spot Bitcoin ETFs recorded daily inflows for the entire stretch since the Coldcard exploit. Balchunas estimates the combined inflows at roughly $620 m...
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Bitcoin ETF Inflows Rise After Coldcard Hack as Link Remains Unclear, Bloomberg

Demand for US spot Bitcoin exchange-traded funds (ETFs) picked up over the past week, according to Bloomberg ETF analyst Eric Balchunas, with multiple products posting inflows on every trading day since the Coldcard wallet exploit. The timing has sparked fresh discussion about whether some investors are reassessing the risks of self-custody. Balchunas said that BlackRock’s iShares Bitcoin Trust (IBIT), Fidelity’s Fidelity Wise Origin Bitcoin Fund (FBTC), Bitwise’s Bitcoin ETF (BITB), ARK 21Shares’ Bitcoin ETF (ARKB), and Defiance Daily Target 2X Long MSTR ETF (MSBT) all recorded inflows every day since the weekend breach. The combined total was roughly $620 million, aligning with Cointelegraph’s earlier reporting on an ETF inflow streak. Key takeaways Bloomberg’s Eric Balchunas attributes the latest run of daily inflows (about $620 million) to several major spot Bitcoin ETFs starting after the Coldcard exploit. TRM Labs estimates the Coldcard attack drained more than $116 million i...
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Bitcoin Miners’ AI Push Fails to Impress Wall Street

Bitcoin miners are increasingly positioning themselves as AI and high-performance computing (HPC) infrastructure providers, reshaping revenue models around hosting demand rather than solely on mining economics. But a new industry analysis suggests that the market’s excitement for fresh AI-capacity announcements has cooled—meaning new deals may be generating less immediate upside for stocks than they did in earlier waves of adoption. According to an analysis by Blocksbridge Consulting, published in TheEnergyMag’s Miner Weekly , the impact of AI infrastructure deal news has weakened over the past two years. The report examined 25 AI and HPC infrastructure deals announced between June 2024 and August 2026, finding a clear decline in how much investors moved the day a deal was announced. Key takeaways Blocksbridge Consulting reports the average announcement-day stock move for AI and HPC infrastructure deals fell from about 24% in the earliest cohort to roughly 10% in the most recent coho...
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Bitcoin Holds Below $65K as US PMI Spurs Stagflation Concerns

Bitcoin spent the Thursday Wall Street open hovering just above the $64,000 area, trapped in a narrow range as traders digested fresh macro signals pointing to renewed inflation pressure and weaker labour conditions. At the same time, market hopes around energy logistics in the Middle East cooled after Iranian officials played down assumptions that the Strait of Hormuz would quickly reopen. The result for BTC has been a familiar kind of indecision: despite cross-asset movements elsewhere—such as gold firming and equities printing record highs—crypto has not delivered the decisive breakdown or breakout many analysts were waiting for. Instead, several monitoring desks described the current action as more “stalled” than truly capitulative. Key takeaways BTC remained below $65,000 near the US open, down roughly 0.5% on the day, as geopolitical expectations around the Strait of Hormuz eased. US services PMI and employment data point to “stagflation” risk, with prices paid rising while e...
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Chainalysis: Crypto “wrench” attacks top $30M stolen in 2026

Physical theft targeting crypto holders is escalating, according to a new Chainalysis report that tracks “wrench attacks” — kidnappings, home invasions, and hostage scenarios designed to force victims to hand over digital assets. In the first half of this year, criminals stole more than $30 million through these violent robberies, putting 2026 on course to exceed the $58 million record reported for 2025 . Chainalysis said it documented 46 violent crypto-related incidents globally through late June, up from 40 during the same period in 2025. The report highlights a key shift for crypto security: the risk is no longer limited to custody and account access, but increasingly extends to victims’ homes, families, and personal safety. Key takeaways $30M+ was reportedly stolen in wrench attacks in the first half of 2026, suggesting the year could surpass $58M stolen in all of 2025. 46 incidents were recorded worldwide through late June, up from 40 in the same period of 2025. Paym...
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Bitcoin Treasury Trades Signal Shift as Holdings Drop 10%, Analysis

Bitcoin’s institutional footprint appears to be shrinking again, with on-chain and market metrics pointing to weaker demand from the category of holders that typically amplifies price through financial engineering and “treasury” models. According to data compiled by CryptoQuant, combined exposure across institutional Bitcoin vehicles has dropped from 1.33 million BTC to 1.20 million BTC over the past three months—an approximate 10% reduction since May. The pullback is occurring alongside a prolonged dislocation in exchange pricing. CryptoQuant also highlights a Coinbase Premium streak that has turned persistently negative for a record 93 days, a pattern analysts often associate with muted institutional buying—particularly from U.S. participants—until the premium meaningfully improves. Key takeaways CryptoQuant data shows combined holdings across institutional Bitcoin vehicles fell from 1.33 million BTC to 1.20 million BTC over three months (about 10%). CryptoQuant links the broader...
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10 Oddities Tokenized on Crypto Platforms, From Farts to More

Brazil’s B3 has taken tokenization from concept to cattle pen. Earlier coverage of the exchange’s pilot highlighted how a farmer in southern Brazil used 10 tokenized cows as collateral to secure a loan of 100,000 Brazilian reais (about $19,600), effectively “herding” the animals into a blockchain-based custody arrangement. The stunt went viral because it sounded absurd at first glance. But the broader implication is serious: if ownership and claims over physical assets can be expressed onchain—along with the permissions and verification needed to back financing—then tokenization can move beyond collectibles and test whether real-world collateral can be made more programmable. Key takeaways B3’s tokenized-cattle collateral deal is positioned as a practical proof-of-concept for livestock-backed lending, even if the initial ticket size was relatively small. The strangest tokenization experiments—from onchain farts to burned art—show that the “token” can represent nearly any claim, but...
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