Ian's Intel

⚠️ PSA: NORDVPN DARK WEB MONITOR FLAGS POTENTIAL LEAK OF 5M+ EMAIL ADDRESSES; X USERS REPORTING PASSWORD RESET ATTEMPTS

SOURCE

ETHENA PAY NEOBANK LAUNCHES ON AVALANCHE WITH 6% SAVINGS RATE

SOURCE

$MARSCOIN listed on Binance futures

via @NewListingsFeed

ETF Flows: 31 Aug 2026

🟢 Bitcoin ETFs: $216.7M net inflows

🟢 Ethereum ETFs: $87.6M net inflows

🟢 Solana ETFs: $0.9M net inflows

⚪ Hyperliquid ETFs: $0.0M net flows

$HK0625 listed on Binance futures

via @NewListingsFeed

ANTHROPIC SIGNS $35 BILLION CLOUD DEAL BACKED BY NVIDIA

ANTHROPIC SIGNS $35 BILLION CLOUD-COMPUTING DEAL WITH LAMBDA, SOURCES SAY
NVIDIA TO SUPPLY CHIPS FOR ANTHROPIC-LAMBDA COMPUTING DEAL, SOURCES SAY
NVIDIA TO LEASE FACILITY FOR ANTHROPIC DEAL FROM DEVELOPER HUT 8 IN TEXAS, SOURCES SAY: WSJ

SOURCE

DONALD TRUMP JR.’S FUND BOOSTS POLYMARKET INVESTMENT BY AROUND $300 MILLION: WSJ

DONALD TRUMP JR.'S FUND BOOSTS POLYMARKET INVESTMENT BY AROUND $300 MILLION

SOURCE

COINBASE ADDS STOCK TRADING TO AI AGENT PLATFORM

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HYPERLIQUID IN TALKS WITH KRAKEN PARENT ON US MARKET ENTRY: BBG

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CRYPTO GROUPS, LED BY HYPERLIQUID, SPEND $640M YTD BUYING BACK THEIR OWN TOKENS: ALLIUM

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STRATEGY BOUGHT 4,603 BTC $369.7M AT AN AVERAGE PRICE OF $80,318

SEC.GOV/ARCHIVES/EDGAR…

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STRATEGY USD RESERVES UP $29M TO $6,714M

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STRATEGY BOUGHT 4,603 BTC INCREASING HOLDINGS TO 845,050 BTC

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HYPERLIQUID LISTS PONS PERPS WITH 3X LEVERAGE

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THE WEEK AHEAD — Aug 31 to Sep 6

🇺🇸 High-Impact Economic Events (ET)

Tue Sep 1
• 10:00 AM — ISM Manufacturing PMI (fcst 55.2, prev 55.6)

Fri Sep 4
• 8:30 AM — Average Hourly Earnings m/m (fcst 0.3%, prev 0.1%)
• 8:30 AM — Non-Farm Employment Change (fcst 58K, prev -23K)
• 8:30 AM — Unemployment Rate (fcst 4.1%, prev 4.1%)

📊 Notable Earnings

Tue Sep 1
🌑 After hours: $DELL

Wed Sep 2
🌑 After hours: $AVGO

Trade on Hyperliquid

WEEKLY BRIEF Aug 23–Aug 30, 2026

Headlines
• Trump family’s new crypto bank receives preliminary approval and backing from Abu Dhabi Sheikh
• Solana governance approves proposal to double disinflation rate, cutting issuance by 18.9M SOL
• Injective becomes the first Layer 1 blockchain to be an SEC-registered transfer agent
• Ethena Foundation to buy out VCs, activate fee switch, and expand USDe backing to equity basis trades
• Security alerts: Term Labs ($8.5M) and Moonwell exploited; Cosmos EVM chains halt; Ledger patches vulnerability
• Strategy USD reserves increase by $1.9B to $6.7B; no Bitcoin purchased over the past week
• LayerZero to launch institutional crypto exchange 'Atlas' this fall
• Entropy launches on Hyperliquid with pre-IPO and equity perps following $14M raise
• Morpho liquidations of $36.4M triggered by YT-REUSUD yield spike manipulation
• Circle's USDC becomes official shirt sponsor for Chelsea FC starting in 2026/27

Weekly ETF Flows
• BTC: +$924.5M net inflows
• ETH: +$815.7M net inflows
• SOL: +$142.7M net inflows
• HYP: +$56.8M net inflows

Exchange Listings
• Binance: $牛来 (futures)
• Bithumb: $PROM (spot), $FOLD (spot), $EURC (spot)
• Upbit: $LIT (spot, KRW), $NCT (spot, KRW), $EURC (spot, KRW)
• Coinbase: $BASECAT (spot), $DRB (spot), $GRASS (spot), $POD (roadmap)
• Robinhood: $MORPHO (spot)

Regulatory
• Investors across Trump-linked crypto ventures are reported to be underwater by at least $4.7B
• Kalshi discloses $1.12B sold in equity raise toward a $1.5B offering

Market Flows
• Circle minted 5 billion USDC over the past week
• JPMorgan Chase evaluated pursuing a proprietary stablecoin, according to sources
• Ethena achieves USDC:USDT parity and offers zero-fee USDT minting for USDe
• Macro calendar: Core PCE and Prelim GDP data scheduled for release on August 26

$牛来 listed on Binance futures

via @NewListingsFeed

ETF Flows: 28 Aug 2026

🔴 Bitcoin ETFs: -$201.9M net outflows

🟢 Ethereum ETFs: $102.1M net inflows

🟢 Solana ETFs: $17.3M net inflows

🟢 Hyperliquid ETFs: $4.5M net inflows