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Fed Pause Lifts BTC, ETH Inflows Surge & DeFi Security Bleeds
Audio is available on Spreaker — see link below.
Bitcoin surged 5.9% on Fed rate-pause signals while Ethereum ETFs captured $740M in weekly inflows versus Bitcoin ETF outflows — the sharpest institutional rotation in months. Plus: the Coldcard hacker breaks dormancy, Notional Finance loses $1.7M, and the SEC opens its Crypto Offering Rule for comment.
Audio is available on Spreaker — see link below.
After weeks of silence, the Coldcard attacker just moved. The third-wave hacker converted roughly ten percent of stolen Bitcoin holdings into Ethereum through THORChain, marking the first concrete fund movement across any of the three theft waves.
That movement lands inside a broader security picture that keeps deteriorating. DeFi protocols have lost one point three billion dollars to hacks so far in two thousand and twenty-six.
Separate from the security layer, macro sentiment just shifted. Bitcoin rallied five point nine percent to eighty-one thousand, eight hundred and eighteen dollars after Fed Governor Chris Waller signaled a preference for holding rates steady.
The more structural story is where institutional capital is actually going. Bitcoin ETFs posted net daily outflows of two hundred and nine point seven nine million dollars while Ethereum ETFs pulled in seven hundred and forty point five seven million dollars over the past seven days.
Large ETH whale positions are building alongside that institutional accumulation. One wallet opened a forty-four point eight five million dollar perpetual long on ETH at twenty-five times leverage.
The regulatory picture also moved. The SEC formally published its proposed Regulation Crypto Assets on August twenty-first.
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