Episode Details
Back to Episodes2026-08-03：ETH ETF Inflows Double Bitcoin's as Coldcard Hardware Exploit Shatters Self-Custody Illusions
Published 2 months ago
Description
Ethereum ETFs pulled in about $365 million in July, more than double Bitcoin's demand, yet ETH still trades beneath key short-term trend lines. Is institutional money quietly rotating toward productive protocols while the price action tells a very different story? This episode follows the clues: Bitcoin's surprisingly weak response to easing geopolitical tension, a Coldcard flaw tied to the theft of roughly 1,367 BTC, and a new institutional index that excludes Bitcoin and XRP while favoring revenue-generating networks. Then comes August's $1.28 billion token-unlock test, with Solana supply pressure and XRP's billion-token escrow release in the spotlight. The market is not delivering a simple risk-on or risk-off answer. https://deepmarket.report/en/report/crypto/2026-08-03?utm_source=podcast&utm_medium=rss&utm_campaign=podcast-crypto-en&utm_content=2026-08-03-en&utm_term=report_link