WEEKLY BRIEF Aug 2–Aug 9, 2026

Headlines
• Polymarket in talks to raise $1B at a $20B valuation
• Coldcard hack losses exceed $100M
• MSCI proposes removing Strategy and Metaplanet from global indexes
• Mastercard completes BVNK acquisition to expand stablecoin capabilities
• Wells Fargo to launch tokenized deposits for corporate clients on proprietary blockchain
• Polymarket becomes official partner of ATP for tennis livestreaming and in-app trading
• Power struggle erupts at Ondo Finance following the founder’s death
• OpenAI slows development on its Astra model due to cybersecurity concerns
• Major hedge funds including Citadel and Point72 targeted in wave of cyber attacks
• Demis Hassabis to step down as Google DeepMind CEO

Weekly ETF Flows
• BTC: +$763.6M net inflows
• ETH: +$194.1M net inflows
• SOL: -$0.9M net outflows
• HYP: +$2.8M net inflows

Exchange Listings
• Bybit: $UNITREE (pre-market)
• Binance: $GIGADEV (futures)
• Upbit: $HOME (spot), $QUID (spot), $GRVT (spot), $CAP (spot), $KMNO (spot), $BSB (spot)
• Bithumb: $META2 (spot), $USDG (spot), $QUID (spot), $UB (spot), $BSB (spot)
• Robinhood: $CASHCAT (spot)

Regulatory
• DOJ charges NFT marketplace founder for misappropriating investor funds
• Trump Media unwinds various cryptocurrency deals

Market Flows
• Strategy BTC holdings decreased by 1,637 BTC (~$102.4M)
• Michael Saylor clarifies he has never sold any personally held Bitcoin
• Bithumb targets 2028 IPO with pre-listing application in 2027
• Wintermute to trade commodities and tokenized stocks upon regulatory approval
• Hyperliquid upgrades TWAP orders and launches HIP-4 permissionless deployments on testnet
• EIP-8361 proposed to reduce Ethereum inflation by cutting staking yields
• Maple adopts Ethena USDTB stablecoin for $400M liquidity buffer
• TradeXYZ initiates $HYPE buyback using 12% of collected revenue
• Dinari partners with Circle to offer tokenized stocks to U.S. investors
• Anthropic explores $36B debt package to finance Google chip usage