Ian's Intel

U.S. CPI: +3.5% YEAR-OVER-YEAR EST. +3.8%
U.S. CORE CPI: +2.6% YEAR-OVER-YEAR EST. +2.8%

SOURCE

TOTAL CPI MOM = -0.4, TOTAL CPI YOY = 3.5 CORE CPI MOM = 0.0, CORE CPI YOY = 2.6

SOURCE

devs?💀

$DRV listed on Bithumb spot

via @NewListingsFeed

$DRV listed on Upbit spot (KRW)

via @NewListingsFeed

ETF Flows: 13 Jul 2026

🔴 Bitcoin ETFs: -$424.7M net outflows

🔴 Ethereum ETFs: -$15.4M net outflows

🔴 Solana ETFs: $0.0M net outflows

🔴 Hyperliquid ETFs: -$3.9M net outflows

UK HMRC ADOPTS 'NO GAINS, NO LOSSES' TAX TREATMENT FOR CRYPTO LENDING, LIQUIDITY POOLS

SOURCE

TRUENORTH LAUNCHES AI TRADING AGENTS

• Deploy agents for scanning, research and position monitoring
• 24/7 risk alerts directly on Telegram
• Replace a $780+/mth tool stack with one platform
• Users get 10% off through the referral link
• Lock in PRO at $50$75/month for life, plus 2x points

SOURCE
_______________
@iansintel may receive revenue share from eligible referrals

STRATEGY RAISES $466M FROM COMMON ATM, NO CHANGES TO BTC BALANCE: FILING

SOURCE

WEEKLY BRIEF Jul 5–Jul 12, 2026

Headlines
• Summer Finance exploited for $6M Ethereum
• Donald Trump suggests Bitcoin could be included in future US accounts
• BONK DAO drained of $20M in governance attack
• Tether executive Richard Heathcote to sell stake; PJT Partners advising
• Coinbase Markets launches pre-IPO perpetual contracts for OpenAI and Anthropic
• BNB Chain building new L1 aiming for 100k TPS and sub-50ms transactions
• VC firm Paradigm raises $1.2 billion for AI-focused crypto bets
• Arbitrum to direct 10% of Robinhood chain fees to ecosystem and 8% to DAO
• Dinari and tZero build infrastructure for tokenized US equities
• JPMorgan identifies lack of public chain adoption as the main risk to Bitcoin

Weekly ETF Flows
• BTC: +$197.4M net inflows
• ETH: +$84.3M net inflows
• SOL: +$2.1M net inflows
• HYP: +$10.3M net inflows

Exchange Listings
• Binance: $SKHY (futures)
• Bybit: $GROVE (spot)
• Coinbase: $GROVE (spot), $GRVT (roadmap)
• Upbit: $OPG (KRW)
• Bithumb: $ICNT (spot)
• Robinhood: $SENT (spot)

Regulatory
• Hyperliquid Policy Centre responds to CFTC, requesting recognition of onchain protocol autonomy

Market Flows
• Strategy BTC holdings decreased by 3,588 BTC (~$225.6M) over the past week

ETF Flows: 10 Jul 2026

🟢 Bitcoin ETFs: $90.4M net inflows

🟢 Ethereum ETFs: $18.4M net inflows

🟢 Solana ETFs: $0.2M net inflows

🔴 Hyperliquid ETFs: -$5.7M net outflows

$SKHY listed on Binance futures

via @NewListingsFeed

ETF Flows: 09 Jul 2026

🔴 Bitcoin ETFs: -$95.3M net outflows

🔴 Ethereum ETFs: -$52.2M net outflows

🟢 Solana ETFs: $0.4M net inflows

🔴 Hyperliquid ETFs: $0.0M net outflows

JPMORGAN SAYS BITCOIN'S MAIN RISK ISN'T STRATEGY, BUT BLOCKCHAIN ADOPTION THAT DOESN'T BENEFIT PUBLIC CHAINS AND TOKENS: THE BLOCK

SOURCE

HYPERLIQUID POLICY CENTRE FILE RESPONSE TO CFTC'S REQUEST TO IDENTIFY FUTURE REGULATION, ASKING TO FORMALLY RECOGNISE THAT ONCHAIN PROTOCOLS DO NOT REQUIRE REGISTRATION, THAT NON-CUSTODIAL WALLETS DO NOT PERFORM THE ROLE OF FINANCIAL INTERMEDIARIES, AND TO GIVE A CLEAR PATH TO RUN REGULATION FUNCTIONS ONCHAIN: BLOG

SOURCE

$SENT live on Robinhood spot

via @NewListingsFeed

DINARI AND TZERO BUILD INFRASTRUCTURE FOR BROKER-DEALERS TO LAUNCH TOKENIZED US EQUITIES

SOURCE

BITGO INTRODUCES QUANTUM PROTECTION FOR INSTITUTIONAL BITCOIN WALLETS: THE BLOCK

SOURCE

ETF Flows: 08 Jul 2026

🔴 Bitcoin ETFs: -$84.9M net outflows

🟢 Ethereum ETFs: $70.5M net inflows

🔴 Solana ETFs: -$8.6M net outflows

🟢 Hyperliquid ETFs: $3.3M net inflows