Ian's Intel

BINANCE PLANS UK RETURN WITH FCA CRYPTO LICENSE APPLICATION

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NADO INTRODUCES XAUT AS MARGIN FOR PERP TRADING

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JP MORGAN POSITIONING TO SECURE UNDERWRITER ROLE IF POLYMARKET PURSUES IPO: FINANCIAL TIMES

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STRATEGY USD RESERVES UP $150M TO $4,800M

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KAMINO TOKEN HOLDER REPORT Q2 2026: BLOCKWORKS

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THE WEEK AHEAD — Aug 17 to Aug 23

🇺🇸 High-Impact Economic Events (ET)

Wed Aug 19
• 2:00 PM — FOMC Meeting Minutes

📊 Notable Earnings

Thu Aug 20
☀️ Pre-market: $BABA
🕐 Time TBD: $BIRD

Trade on Hyperliquid

WEEKLY BRIEF Aug 9–Aug 16, 2026

Headlines
• US CPI data matches estimates with Core CPI at 2.5% YoY and CPI at 3.4% YoY.
• Strategy sold 1,690 BTC ($108.6M) at an average price of $64,262, reducing holdings to 840,447 BTC.
• Harmony Layer 1 exploited with 4B ONE tokens (26% of supply) minted unauthorized.
• Layer Global raises $1.1 billion in a first close led by Anton Levy.
• The White House to host a meeting with crypto executives next week to discuss policy.
• JPMorgan terminates banking relationship with Polymarket over regulatory concerns.
• Coinsbuy hacked for $7.9M with stolen funds laundered via Monero.
• Wintermute targets $1B investment in HFT and AI data centers, aiming for 50% non-crypto revenue.
• Coinbase establishes Abu Dhabi tokenization hub after acquiring FSRA license.
• Customer data exposed in security incidents at both Trezor and SafePal.

Weekly ETF Flows
• BTC: -$329.0M net outflows
• ETH: -$3.0M net outflows
• SOL: +$8.8M net inflows
• HYP: +$2.8M net inflows

Exchange Listings
• Upbit: $CYS (spot), $ICNT (spot), $XAN (spot), $EDEN (spot), $AIOZ (spot), $ALLO (spot), $DOS (spot, KRW), $PROM (spot, KRW)
• Bithumb: $DOS (spot), $TRB (spot)
• Binance: $DOS (futures)
• Bybit: $KII (spot)
• Coinbase: $ALIGN (roadmap)
• Variational: $CRDO (perp)

Regulatory
• SEC poised to reveal major crypto plans as the Clarity Act remains stalled.
• Franklin Templeton cleared by SEC to use its on-chain money market fund for collateral.
• Anthropic implements text watermarking to comply with European AI regulations.
• Multiple protocols including Heeboo, Ammalgam, Ore, and Jurassic Finance file B-1 token transparency disclosures.
• Donald Trump sued over plans to sell fast access to Truth Social posts.

Market Flows
• Hyperliquid HIP-3 markets reach a record $4.1B open interest ATH.
• Hyperliquid HIP-4 introduces deployer outcome features ahead of mainnet launch.
• Ether.fi upgrades neobank with tokenized stocks, Aave borrowing, and ETHFI buybacks.
• Ethena partners with FalconX to launch institutional stablecoin lending.
• Neutrl pauses minting and redemptions due to protocol reserve issues.
• Pear Protocol releases 'Orchard' upgrade featuring agentic long-short trading.
• Meta announces the release of weights for the Muse Spark 1.2 model.
• Polymarket sees a 66% chance of Anthropic's IPO closing at over a $1.8T market cap.
• Gen Z redirection of investment funds toward sports betting highlighted in new survey.

SAFEPAL CUSTOMER DATA EXPOSED IN SECURITY INCIDENT AFFECTING ORDERS PLACED MARCH 2-APRIL 11, 2026.

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ANTHROPIC DOES NOT PLAN TO RELEASE ITS INTERNAL "MODEL 2" THAT APPEARS TO BE MORE POWERFUL THAN MYTHOS - POLYMARKET⁠.COM SEES THE CHANCE OF ANTHROPIC'S UPCOMING IPO CLOSING AT OVER $1.8T MCAP AT 66%: AXIOS

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$ALIGN added to Coinbase roadmap

via @NewListingsFeed

JPMORGAN ENDED BANKING RELATIONSHIP WITH POLYMARKET OVER REGULATORY CONCERNS: WSJ

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HYPERLIQUID HIP-4 ADDS DEPLOYER OUTCOME FEATURES AHEAD OF STAGED MAINNET LAUNCH

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ETF Flows: 13 Aug 2026

🔴 Bitcoin ETFs: -$131.1M net outflows

🟢 Ethereum ETFs: $5.9M net inflows

⚪ Solana ETFs: $0.0M net flows

⚪ Hyperliquid ETFs: $0.0M net flows